LLY
NYSEUS HealthcareEli Lilly and Company
Last reviewed: May 15, 2026Quick check
$91.10
-$1.0200 (-1.12%)Sample
Mkt cap: $1.07T
5-year price history
1D
1W
1M
6M
1Y
5Y
Bull case
- GLP-1 demand still constrained by manufacturing — capacity expansion unlocks revenue runway.
- Pipeline (orforglipron oral, retatrutide triple agonist, donanemab) gives multiple acts beyond GLP-1.
- Pricing power as long as supply is constrained and outcomes data keeps improving.
Bear case
- Compounding pharmacies and competitor pipelines (Novo, Pfizer oral, Roche, Amgen) erode pricing later this decade.
- Manufacturing miss or supply shock could swing a quarter sharply.
- Pricing pressure from PBMs and government payors is rising.
Why a Canadian investor might own this
The GLP-1 franchise that turned a 150-year-old pharma into a growth stock.
Account fit
| Account | Fit | Why |
|---|---|---|
| TFSA | OK | DRAFT — pending Tom review |
| RRSP | OK | DRAFT — pending Tom review |
| FHSA | OK | DRAFT — pending Tom review |
| Non-reg | OK | DRAFT — pending Tom review |
Ideal = best tax outcome · Avoid = material drag or ineligible · Color and symbol, not color alone, indicate fit.
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