Darkly Humorous Coffe Thoughts: Eli Lilly Top-Down & You’ll Eventually Enjoy The Days Again

For Paul & Druckenmiller, probably:

Top 4 Countries by GDP

1. United States
2. China
3. Germany
4. Japan

Top 4 Sectors by Market Weighting in Top Country GDP (United States)

• Technology: 28.79%
• Financial Services: 15.30%
• Consumer Cyclical: 10.89%
• Healthcare: 10.28%

Top 4 Industries in Healthcare

• Drug Manufacturers - General: 33.59%
• Healthcare Plans: 13.22%
• Medical Devices: 12.31%
• Biotechnology: 11.86%

Top 4 Drug Manufacturers

1. Eli Lilly (LLY)
2. Johnson & Johnson (JNJ)
3. AbbVie (ABBV)
4. Merck (MRK)

Top 4 Institutional Holders of Eli Lilly (LLY)

1. Lilly Endowment, Inc. – 10.21%
2. Vanguard Group Inc. – 7.78%
3. BlackRock Inc. – 6.94%
4. PNC Financial Services Group, Inc. – 5.41%

CEO of Eli Lilly

• David A. Ricks

Financial Highlights for Eli Lilly

• Last 12 Months Free Cash Flow: $1.40 billion
• Average Net Profit Margin (2008–2024): ~17.16%

Top 4 Revenue-Generating Products for Eli Lilly (Nov 2024)

1. Mounjaro – Type 2 diabetes
2. Zepbound – Weight management
3. Trulicity – Diabetes treatment
4. Verzenio – Breast cancer treatment

Therapeutic Area Revenue Breakdown for Eli Lilly

• Diabetes: $20.97 billion (51% of total revenue)
• Oncology: $7.11 billion (17% of total revenue)
• Immunology: $3.85 billion (9% of total revenue)
• Neuroscience: $2.91 billion (7% of total revenue)

2018 divested its animal health division, pumping capital and profit margin.

For Baristas:

I was sitting outside and I had a large ******* cold brew coffee. The caffeine amount is high in those so I started thinking above valves and my mother’s second dead husband.

I was reading “Any Happy Returns” by Peter C. Oppenheimer (the C is important differnatior!) and thought thought popped into my head, and I wanted to catch it down in English before it went away.

I decided it would be darkly humorous and prescient to add some bit about the healthcare industry in the “For Paul” section.

************

My heart area had a little twinge of a pain and I thought about myself in a hospital bed, sat next to a crying mother.

Then I thought about writing, “You’ll eventually enjoy the days again,” maybe even “It’ll, like before, be difficult. But it will happen eventually”

She had seen other loved ones die. I knew of at least two that she saw in a hospital bed. It’s not a very warm place for the inhabitants, but I’m sure it beats a lot of other places to die.

[”the hole fully heals, but it gets a little smaller.” that’s when you allow the days to be enjoyed again.]

I’ve been fortunate (I think?) to see only one death in my life, when I somehow was the only one left in my grandfather’s hospital room, besides he and a nurse.

The nurse was doing some skilled nursing. Stripped him — exposing my grandfather naked — and we felt him leave the room.

My nuclear family travelled cross-country all day in hopes of making it to the hospital before he left.

He waited patiently, stubbornly, until we got there.

When the time rolls around people tend to get a flash of illogic bolting through them.

My grandmother had been with him in the room for days.

When we got there she somehow convinced herself to get some rest and go home.

She was in the car when my family called her and told her she had to turn back.

That left just me in the room with Old Bronx Jew. And a nurse.

My grandma came back, held his hand, and said it still felt like him.

In the back of Barron’s Weekly highs, November 2, 2024, was ENSG.