Eli Lilly and Company (LLY) Gains as Medicare Expansion of GLP-1 Weight Loss Drugs Eases Pricing Concerns

3 days ago 11

Attiya Zainib

Wed, February 18, 2026 astatine 9:13 AM CST 3 min read

Impax Asset Management's "Impax US Sustainable Economy Fund" released its Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money reported that equity markets remained volatile during the 4th amid concerns implicit elevated valuations and financing for large-scale information halfway investments, though the portfolio modestly outperformed the Russell 1000 benchmark connected the backmost of sustainability tilts and stock-specific gains, peculiarly wrong Health Care and Financials. On an yearly basis, the Fund’s Institutional Class delivered a full instrumentality of 16.00% successful 2025, compared to 17.37% for the Russell 1000, reflecting the interaction of assemblage allocation and company-level developments specified arsenic gains successful pharmaceutical and outgo processing holdings and weakness successful definite Consumer Staples names. Management noted that show was influenced much by changing marketplace enactment than macroeconomic deterioration, portion maintaining a cautiously optimistic outlook supported by falling involvement rates, resilient firm earnings, and continued concern successful structurally advantaged businesses positioned to payment from the modulation toward a much sustainable economy. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Impax US Sustainable Economy Fund highlighted stocks similar Eli Lilly and Company (NYSE:LLY). Eli Lilly and Company (NYSE:LLY) is simply a planetary pharmaceutical person focused connected innovative therapies successful areas specified arsenic oncology, diabetes, and obesity, with beardown maturation driven by expanding request for its GLP-1 based weight-loss and diabetes treatments. The one-month instrumentality of Eli Lilly and Company (NYSE:LLY) was -3.94% portion its shares traded betwixt $623.78 and $1113.95 implicit the past 52 weeks. On February 17, 2026, Eli Lilly and Company (NYSE:LLY) banal closed astatine astir $1,036.05 per share, with a marketplace capitalization of astir $977.37 billion.

Impax US Sustainable Economy Fund stated the pursuing regarding Eli Lilly and Company (NYSE:LLY) successful its Q4 2025 capitalist letter:

"Eli Lilly and Company (NYSE:LLY) (Health Care, Pharmaceuticals) is included owed to its strategical positioning with respect to sustainability opportunities, specifically successful HealthCare Access and Innovation. Eli Lilly announced a important statement with the Trump medication aimed astatine improving diligent entree and reducing prices for prime medications. A cardinal improvement from this statement is the extended sum of GLP-1 value nonaccomplishment drugs wrong Medicare and Medicaid programs. This announcement was good received by investors, arsenic it alleviated ongoing concerns astir stringent cause pricing and created a important caller marketplace accidental for GLP-1s."

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