LLy stock 5 year performance







Who turned the clock back to 1997? This is completely unsustainable. Look at the "max" time scale - all of those Bush era stock gains (largely due to tax breaks for foreign profits repatriation - i.e., ill-gotten, one-time events) all of those gains have been erased.

C-suite executives, start cleaning out your desks. Maybe place Tupperware inserts inside your drawers to ease the transition process - you need only remove the inserts, and pour into the Lilly moving boxes.
 






Lilly needs to rethink mantra

Lilly perceptions from the cp ALKS board

"When we last spoke with Lechleiter a year ago, he repeated a steadfast refusal to consider a merger with another big drugmaker. Would anyone want Lilly at this point? Given the setbacks of the past year, Lilly is less attractive than ever, not withstanding some pipeline magic that hasn’t been fully disclosed. But Lechleither has literally done little to buy needed time. Perhaps he needs to rethink his mantra."

Maybe on the walk home today? How was the voice mail? Do you feel better now?
 












Hypeline Magic!

Lilly perceptions from the cp ALKS board

"When we last spoke with Lechleiter a year ago, he repeated a steadfast refusal to consider a merger with another big drugmaker. Would anyone want Lilly at this point? Given the setbacks of the past year, Lilly is less attractive than ever, not withstanding some pipeline magic that hasn’t been fully disclosed. But Lechleither has literally done little to buy needed time. Perhaps he needs to rethink his mantra."

Maybe on the walk home today? How was the voice mail? Do you feel better now?

Boy-o-boy, our Pipeline Magic is so Splendiferous and Magical you wont believe it! I've made sure it's packed with Wham-Whizzlers, Ting-tooplers and Gizz-a-ma-gogs! And just to show how truly innovative we are, I've insisted we have plenty of TimTupplers, Gazzufraggs and Whizzgooblers! So THERE! I am totally in AWE of Our Pipeline, for truly at Lilly, these are the days of Miracle and Wonder! J¤£
 
























Fortunately for this codger my timescale goes back to 1990 when I started my 401k. Dow went from 3000 to 1,000 over the next decade, at a CAGR of 18%. Took my profits now in 75% fixed income.
 

























Excellent long term growth, especially over the long term, but success creates victims of success, and it's best to get in early on something capable of real growth. This, I think, was that motivation behind FIPNET - to use the large corporation revenues to distribute money among a network of start-up energy level companies, and wager that a portion would succeed. Hey it could have worked, but not in the top-down management approach.

When John visits AMD in San Diego and announces, "I AM HERE TO PROTECT YOU from the bureaucracy" hey if I were at AMD I would polish my resume and add some job skills - not to serve the demons of the corporate center, but to get another job. I hope that some or all Lilly employees are thinking the same - for their own good.

By the way, wouldn't it be cool if the icons on cafepharma included the skeptical "raised eyebrow Spock face" from the original Star Trek? What icons would YOU like to see?
 
























Isn't the purpose of owning stock in a corporation, to invest in an organization poised for growth and increase the value of your shares, i.e. buy low and sell high?

How can anyone in their right mind continue to hold or purchase any Lilly stock as this organization is looking at 50% or greater revenue losses over the next 3-5 years?

Unless you have money to burn or are a high risk speculative trader willing to wait 5 years or longer for an uptick in value, Lilly is a major league loser!!!

The best hope is for a blockbuster merger and/or take-over where Lilly is gutted and parted out. Anyone holding LLY stock must be in an olanzapine stupor.