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Eli Lilly price target raised to $950 from $805 at Morgan Stanley

Morgan Stanley raised the firm’s price target on Eli Lilly to $950 from $805 and keeps an Overweight rating on the shares. Lilly shares have outperformed to start the year following a strong 2023, but the firm continues to see a path for further upside on higher estimates and/or price-to-earnings multiple, says the analyst, who makes the case for why the stock continues to deserve a premium P/E multiple on outer-year estimates compared to historical Pharma stock multiples. The firm, which sees upside to 2025-plus estimates and refreshed its bull scenario, which hinges on Lilly’s oral GLP-1 drug, wonders “Could LLY be the first $1T Biopharma stock?”

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