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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (42618)	9/29/2011 3:40:22 PM
From: Sergio H	1 Recommendation Read Replies (2) of 78673

Hi EKS. A few notes on LLY: LLY has spent more than its competitors on R & D and has an impressive lineup of candidates pending FDA approval with over 30 in late stage development. In comparison to small caps with one or a few candidates in the pipeline, bleeding cash and selling for value of potential market, you're getting that for free with LLY. No analyses that I have seen places any value on the pipeline. Additionally as revenue from new drugs kicks in, the percentage for R & D as an expense can be offset. LLY management has a great history of maintaining a good balance sheet and this is reflected in LLY's low volatility in stock price as well as earnings history. Only one drug is coming off patent this year, unfortunatly it is their number one seller, but drugs going off patent do not fall off the face of the earth. Genstar, for example is still a money maker for LLY although is has gone off patent a few years ago.

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