Leerink Partners upgraded Eli Lilly's stock to outperform following a significant deal with the US government regarding obesity treatment.David Risinger increased the price target for Eli Lilly from $886 to $1,104 per share, indicating a potential upside of 19% from Friday's close.The agreement with the Trump administration will allow Medicare to cover GLP-1 treatments for eligible patients with obesity starting next year, potentially expanding the patient pool from 8.5 million to 40 million.