On October 1, 2024, at the Quality-Growth Investor Conference in Westminster, Laure Negiar, Analyst and Portfolio Manager at Comgest, shared her investment insights on two global leaders, Eli Lilly and Analog Devices. Since joining Comgest in 2010, Negiar has co-managed the firm’s global and EAFE (Global ex-US) strategies. With Comgest being a Paris-based, employee-owned firm, she emphasized the importance of long-term value and her rigorous research approach.
Eli Lilly: A Pharmaceutical Powerhouse with a Changing Thesis
Negiar began her presentation by discussing Eli Lilly, a global pharmaceutical giant. Initially, her investment thesis centered on Eli Lilly’s dominant position in insulin. The company’s market leadership in insulin promised to drive improved margins and steady profitability.
However, as time passed, Negiar’s view...
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