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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (77697)6/26/2025 6:29:05 PM
From: Paul Senior  Read Replies (1) of 78774
 
LLY/NVO: LLY Certainly has far exceeded my pick of NVO. Shoulda/couda split my bet on a huge opportunity in weight loss drugs by buying both, but I did not. Right now, NVO to me has better metrics, but revenue, prospects, & momentum seem better for LLY. I recently moved some downtrodden NVO into a few shares of LLY.

MRK seems more of a value play here at its current price and p/e. I having been buying a few shares.
finance.yahoo.com. In 2028 Merck will lose its exclusivity for its key drug, Keytruda. This is not an insignficant concern and is a reason for concern (along with gov't rules on pharma companies. pricing here domestically vs companies. having different (cheaper) pricing for the same drugs in other countries):

"For the second year in a row, Merck's blockbuster PD-1 inhibitor Keytruda tops the list of pharma's best-selling products." generating more than $7 billion in revenue in the first quarter of 2025.
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