Oak Ridge Investments, LLC on Eli Lilly and Company
Thesis
Oak Ridge highlights the leading weight-loss drugmaker as one of the strongest healthcare contributors across its growth strategies. The investment case extends beyond obesity because the company has an expansive pipeline targeting multiple additional indications. Healthcare was an important source of portfolio strength during the quarter, with this holding leading the contribution outside technology.
“The largest weight loss drugmaker, with an expansive pipeline for multiple different indications, was the most positive non-Tech contributor.”