Ken Langone 预测 LLY 将在 3-4 年内达到每股 2,000 美元，依据是其多元化的研发管线和公司管理层。
逐段跳播
Eli Liy可能在未来三到四年内成为一只2,000美元的股票。这话来自Home Depot联合创始人Ken Langon。
Eli Liy could be a $2,000 stock in the next three to four years. That is coming from Home Depot co-founder Ken Langon.
Home Depot，股票代码HD，其联合创始人Ken Langon表示，Mangaro制造商Eli Liy，股票代码LLY，可能在未来三到四年内达到每股2,000美元，并指出这家制药商目前正在挑战Home Depot，成为他最大的个人投资持仓。
这位Invimed Associates董事长兼总裁在CNBC的Squawkbox节目上表示：“Eli Lily正在向Home Depot在他投资组合中的头号位置发起真正的挑战。”
原话：“我认为Lily在未来三到四年内会成为一只2,000美元的股票。”原话结束。Langode在节目直播中说了这番话，而这个目标价比周二的收盘价高出70.92%。原话：“Home Depot最好别再磨蹭了，因为Lily可能会成为这个老头投资组合里的第一名。”原话结束。
Home Depot, ticker HD, their co-founder Ken Langon, stated that the Mangaro maker Eli Liy, ticker LLY, could reach $2,000 per share within the next three to four years, noting that the drug maker is currently challenging Home Depot as its largest personal investment holding.
Speaking on CNBC's Squawkbox, the uh Invimed Associates chairman and president said, "Eli Lily is giving Home Depot a real run for the top spot in his portfolio." Quote, "I think Lily is going to be a $2,000 stock in the next three to four years."
End quote. Langode said that during the broadcast, and this target is 70.92% higher than Tuesday's closing price. Quote, "Home Depot better get off its rear because Lily may become the number one in this old guy's portfolio." End quote.
Langon详细说明，他与Eli Liy的渊源可以一直追溯到1977年。Lone于1972年收购了圣地亚哥的医疗器械公司IVAC的控制权，而Lily于1977年以约5,000万美元的Lily股票收购了IVAC。
Langon detailed that his connection to Eli Liy dates all the way back to 1977. Lone acquired control of San Diego's medical device company, IVAC in 1972, and Lily acquired IVAC in 1977 for roughly $50 million in Lily stock.
他表示自己持有这只股票已近五十年，并在市场大幅回调期间增持了股份。当他最初建仓时，Lily的市值为20亿，而如今已接近1万亿。
He stated that he has held the stock for nearly five decades, purchasing additional shares during major market pullbacks. When he acquired his initial stake, Lily had a market cap of 2 billion compared to nearly 1 trillion here today.
Langon将他的估值目标归因于公司领导层和持续的研究投入，而非仅仅依赖GLP-1减肥药物。他称赞了董事长兼首席执行官David Ricks以及研发负责人Dan Scurvansky，同时扩大了这家制药商更广泛的产品管线，背后是每年170亿至180亿的研究预算。
Langon attributed his valuation target to company leadership and sustained research spending rather than the sole reliance on GLP-1 weight loss medications. He credited chairman and CEO David Ricks and head of research and development uh Dan Scurvansky while expanding the drug makers broader pipeline supported by an annual research budget of 17 to 18 billion.
原话：“他们并没有完全依赖这些减肥药。”原话结束。接着他说，他们正在许多不同领域构建一座活动的堡垒。他还补充说，原话：“最好的还在后头。”原话结束。
Quote they're not relying completely on these weight loss drugs. End quote. Goes on to say they're building a fortress of activities in so many different areas. He also added that quote the best is yet to come. End quote.
Langon 的展望是在 CEO Ricks 另行发表的评论之后作出的，Ricks 宣布将在德克萨斯州休斯顿建设一座价值 65 亿美元的工厂，用于生产口服 GLP-1 药物的合成活性药物成分。
Langon's outlook follows separate comments from CEO Ricks, who announced a $6.5 billion facility in Houston, Texas to manufacture synthetic active pharmaceutical ingredients for oral GLP-1 medicines.
Rick 还证实，自 7 月 1 日以来，Lily 拿下了新增的老年 Medicare GLP-1 患者中的 70%。
Rick's also confirmed that Lily captured 70% of new senior Medicare GLP-1 patients since July 1st.
我们已经谈过整个 GLP1 这件事。我知道有一些报道说，一些服用它的孩子出现了失明，并且因此有诉讼。Langon 站在另一端，说这还会继续下去，而且不只是 GLP 这一类，对吧？他们有一条令人难以置信的研发管线。
So, um, look, we've talked about the whole GLP1 thing. I know there were some stories about uh some kids that have taken it and have developed blindness uh and there's lawsuits for that.
Langon here on the other end of that saying this is going to keep going and it's not just the GLP ones, right? They have a incredible pipeline.
我们一直说 Lily 绝对是同类中最好的。所以如果其他一些药物真的接过了接力棒，我一点也不会感到意外。
We have always talked about Lily being absolutely best in breed. So it would not surprise me at all um that some of these other drugs really kind of take the torch.
这个频道对 $LLY 的历次判断
Benzinga 在这只股票上只有这一条判断。