The year 2025, though still in its infancy, has already seen August’s midpoint, yet the market remains a realm of possibility for those who dare to invest in equities that may yet deliver their promised dividends. Three contributors to CORP-DEPO, ever the optimists, have identified stocks they believe to be ripe for the picking: Eli Lilly, Summit Therapeutics, and Vertex Pharmaceuticals.
These selections, though differing in stature and circumstance, share a common thread: the allure of potential, tempered by the specter of disappointment. The market, as ever, is a stage where ambition and folly perform in tandem.
David Jagielski (Eli Lilly): Eli Lilly’s shares, once a beacon of optimism, have since descended into a tailspin following the release of its latest earnings report. Despite the company’s remarkable growth driven by its GLP-1 drugs and a pipeline brimming with potential, the market has turned its back, leaving the stock to languish. The recent slump, a 19% decline since January, is less a reflection of the company’s fundamentals than of investors’ fickle appetites. The GLP-1 drugs, Mounjaro and Zepbound, remain formidable, and the company’s revenue, surging 41% to $28 billion, suggests resilience. Yet the disappointment over orforglipron’s underwhelming trial results-a mere 12% weight loss, short of the 15% analysts craved-has left the stock in a state of existential limbo. For the long-term investor, however, this dip may yet prove a bargain, a chance to stake a claim in a company poised to breach the trillion-dollar mark.
Summit Therapeutics, by contrast, is a company of burgeoning promise, its future hinging on the success of its phase 3 trials. The recent positive results from its study on ivonescimab offer a glimmer of hope, though the path to FDA approval remains fraught with uncertainty. With no approved products on its balance sheet, Summit is a gamble of the highest order, yet its potential to redefine cancer treatment is undeniable. A successful BLA filing could elevate it from obscurity to prominence, though the market’s capricious nature ensures no guarantees.
Vertex Pharmaceuticals, a biotech titan, has faced its share of trials, with recent setbacks in clinical trials. The failure of VX-993 to meet its primary endpoint in a phase 2 trial has left its shares reeling. Yet the company’s consistent revenue, bolstered by its cystic fibrosis franchise, and its expanding pipeline suggest resilience. The recent dip, though disheartening, may present an opportunity for long-term investors. With Casgevy and Journavx on the horizon, and zimislecel in the wings, Vertex’s future remains bright, if precarious.
Investing in these stocks is akin to betting on a horse with a pedigree but a history of missteps. The market, ever fickle, rewards the bold and punishes the timid. Yet for those who dare to look beyond the noise, the rewards may yet be substantial. As the old adage goes, the best time to plant a tree was twenty years ago; the second-best time is now.
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2025-08-17 14:36