Client Resources

 

 

Oaktree Financial Advisors, Inc.

12900 N. Meridian Street

Suite 130

Carmel, IN  46032

317-818-1631

1-877-901-1631 toll-free

 

 

Securities and investment
advisory services offered
through Transamerica Financial Advisors, Inc. (TFA),

member FINRA, SIPC, and
Registered Investment Advisor.

 

Non-securities related products and services are not offered through TFA.  TFA and Oaktree Financial Advisors, Inc. are not affiliated.

 

LD11265-6/10

 

 

Resources For Eli Lilly Employees
A prescription for financial success

 

Introduction  |  Our workshops  |  I want my IPRO  |  401(k) tune-up

Newsletters  |  Eli Lilly stock reports  |  Access Lilly Benefits  |  Lilly news


 

December 2009 - Earnings outlook causes investors to dump Lilly stock

Uncertainty over future earnings when its top-selling drugs come off patent caused investors to sell more than 21 million shares of stock, the largest amount in over two years.       Read the article

 


 

November 2009 - Steven Paul, head of Lilly's research, to retire

Lilly announced that Steven Paul, Executive vice president of Science & Technology and president of Lilly Research Laboratories will retire in February 2010.     Read the article

 


 

October 2009 - Lilly sells Tippecanoe Laboratories

Lilly announces it has sold its Tippecanoe Laboratories facility in Lafayette, IN to Evonik Industries and all 700 full time employees will be offered jobs with Evonik.     Read the article

 


September 14, 2009 - WRTV Channel 6 5:00 pm news

 

Ed discusses financial issues Lilly employees should consider in light of the restructuring announcement
Click here to view in Windows Media Player format
 


 

September 2009 - Lilly announces companywide restructuring including 5,500 job cuts

Lilly announced a series of changes to accelerate the development of new medicines and reduce costs  Read the articles

 


 

August 2009 - Buyout offer for U.S. sales force

Lilly offers a buyout to 4,000 sales representatives with a goal of shrinking their U.S. based sales force by hundreds     Read the article

 


 

June 2009 - Interview with Bart Peterson

An Indianapolis Business Journal interview with Bart Peterson, Eli Lilly's new Senior Vice President of Communication and Community Affairs     Read the article

 


 

June 2009 - Lilly's economic value to Indiana

A study commissioned by Lilly and issued by Indiana University offers a look at the company's economic benefit to the state.  The study concludes that Lilly contributed $8.03 billion, or approximately 3.3 percent, to Indiana's gross state product in 2007.     Read the article

 


 

June 2009 - Bart Peterson to join Lilly

Lilly announces that former Indianapolis Mayor Bart Peterson will join Lilly as senior vice president of corporate affairs and communications.  To read the announcement click the following link.

http://newsroom.lilly.com/releasedetail.cfm?ReleaseID=388207

 


 

May 2009 - Pham Exec 50
Pharmaceutical Executive magazine, in its May 2009 issue, released the Pharm Exec 50 - the world's top 50 pharmaceutical companies.  Eli Lilly ranked ninth.  Rankings are based on companies' own reported sales, taken from SEC filings and annual reports.  Of the top 10 global products of 2008, Zyprexa came in at number seven.  To read the full article click the following link. 

 

http://pharmexec.findpharma.com/pharmexec/data/articlestandard//pharmexec/202009/597526/article.pdf

 


 

November 2008 - Pharmaceutical Executive
Pharmaceutical Executive interviews CEO John Lechleiter about his new role as CEO and the future of the company.