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Morgan Stanley trims Eli Lilly price target, calls selloff ‘overdone’

Morgan Stanley lowered the firm’s price target on Eli Lilly (LLY) to $1,028 from $1,135 and keeps an Overweight rating on the shares. Debates on the competitive profile of oral orforglipron in obesity drove the weakness in shares yesterday, notes the analyst, who says these concerns overshadowed a “solid” Q2 EPS report. While the firm notes that it lowered estimates for its oral weight loss pill bull case, its base case estimates for the drug are unchanged and it views the selloff as “overdone.”

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