One possibility is that the amyloid theory is right, but that the Eli Lilly drug is flawed and did not hit the proper molecular target, and ended up merely causing toxicity.

FORBES: Eli Lilly Alzheimer's Disease Failure Bolsters Amyloid Theory Skeptics

Right now, Evans has said, Lilly has the most visible pipeline on the market--and that could mean good things for the price of the stock.

FORBES: Magazine Article

Roche is right across the street, Novartis and Eli Lilly down the block.

FORBES: Magazine Article