Core Viewpoint - The author has shifted investment from Pfizer to Novo Nordisk, indicating a strong belief in the potential of Novo Nordisk as a valuable investment opportunity [1]. Group 1: Investment Strategy - The author aims to identify potential high-growth investments (5–10 baggers) in small- and mid-cap companies through fundamental analysis [1]. - Focus areas include early-commercial-stage life sciences companies, insurers, homebuilders, and select consumer-facing businesses [1]. Group 2: Author's Background - The author operates a boutique law firm specializing in investment transactions and disputes, with training from top U.S. law schools and leading Wall Street law firms [1]. - The writing serves to sharpen the author's thinking and engage with followers, emphasizing clarity in communication [1].

Group 1 - The weight loss market is becoming increasingly competitive, with Eli Lilly and Novo Nordisk as the leading companies, both having strong pipelines and recent approvals [1] - Eli Lilly's oral GLP-1 candidate, orforglipron, faced a delay in FDA approval, now expected by April 10, extending the review time from the original plan of February [2] - Novo Nordisk has already launched the oral version of Wegovy, which could capture a significant market share before Eli Lilly's orforglipron is available [4][5] Group 2 - The first-mover advantage is crucial in the weight loss market, as seen with Wegovy's earlier approval compared to Eli Lilly's Zepbound, although Zepbound has shown higher sales as of Q3 2025 [6] - Orforglipron demonstrates competitive efficacy, particularly for patients with diabetes, and Eli Lilly has a promising mid- and late-stage pipeline beyond this candidate [7][8]

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Core Insights - Eli Lilly and Company (NYSE: LLY) is recognized as a strong long-term investment option, with a focus on holding the stock for 20 years [1] Group 1: Price Target and Ratings - Guggenheim has reduced its price target for Eli Lilly from $1,163 to $1,161 while maintaining a 'Buy' rating, indicating confidence in the company's performance despite the slight adjustment [2] Group 2: FDA Designation and Oncology Pipeline - Eli Lilly announced that the FDA granted Breakthrough Therapy designation to sofetabart mipitecan (LY4170156) for adults with platinum-resistant ovarian cancer, which enhances the visibility of the company's oncology pipeline [3] - The designation accelerates development timelines and regulatory engagement, following positive Phase 1a/b data [3] Group 3: Clinical Trial Progress - At ASCO 2025 and ESMO 2025, Eli Lilly presented favorable responses across all dose levels and folate receptor alpha expression, demonstrating a strong tolerability profile with limited serious safety signals [4] - The asset is advancing into the global Phase 3 Framework-01 trial, positioning it as a potential differentiated entrant in the ovarian cancer market, which has high unmet needs [4] Group 4: Company Focus and Market Position - Eli Lilly is a global pharmaceutical company that develops medicines across various therapeutic areas, including diabetes, oncology, immunology, and neuroscience [5]

Key Points Eli Lilly is at the forefront of the GLP-1 weight loss drug market. The company's leading position is already being tested by Novo Nordisk's GLP-1 weight loss pill. Merck and Bristol Myers Squibb have largely been forgotten by investors. 10 stocks we like better than Bristol Myers Squibb › Over short periods, Wall Street is driven by emotions. Over the long term, fundamentals start to matter. Right now, investors are extremely excited about GLP-1 weight loss drugs. That focus has Eli L ...

In this piece, we discuss the 10 Best Stocks to Buy and Hold for 20 Years.With 2026 here, investors searching for the best stocks to buy are faced with a complex but opportunity-rich environment. Reuters reports that market dynamics are marked by geopolitical risk, the U.S. midterm elections, a leadership transition at the Federal Reserve, and diverging global monetary policies. At the same time, analysts are projecting equities in the U.S., Europe, and Japan to rise this year, with gains expected to be mor ...

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Core Insights - The obesity drug market is evolving beyond just weight loss efficacy, focusing on a wider range of treatment options and improved patient access [2][3][7] Treatment Options - Executives predict a shift from a one-size-fits-all approach to personalized treatments, including pills, less frequent injections, and combination therapies [3][4] - Novo Nordisk and Eli Lilly are leading the market with GLP-1 injections, while new oral options are being introduced to cater to different patient needs [4][11] - Combination regimens are expected to enhance treatment effectiveness, targeting various obesity-related conditions [16][18] Market Access - Access to GLP-1 treatments has improved, with price reductions and upcoming Medicare coverage for obesity drugs anticipated to increase patient access [6][30][31] - The direct-to-consumer market is projected to grow significantly, potentially comprising a large portion of the obesity drug market [32][33] Market Potential - The weight loss and diabetes drug market could reach nearly $100 billion annually by the end of the decade, driven by increased treatment options and access [7] - Current estimates suggest that 25 to 50 million U.S. patients could be using GLP-1s by 2030, indicating substantial growth potential [8] Innovative Approaches - Companies are exploring new methods for weight loss, such as targeting fat burning rather than appetite suppression, with the aim of preserving muscle mass [22][24] - Lilly's retatrutide, which mimics multiple hunger-regulating hormones, has shown promising results in trials, achieving over 28% weight loss in patients [26][27]

Core Insights - Eli Lilly's stock experienced a significant increase of 39% over the past year, driven by the success of its weight loss drugs [1] - The obesity drug market is projected to reach nearly $100 billion by the end of the decade, indicating strong growth potential [2] Company Overview - Viking Therapeutics specializes in treatments for metabolic and endocrine disorders and is currently developing weight loss candidates in late-stage clinical trials [4] - The company's VK2735, available in both injectable and oral forms, functions similarly to Lilly's tirzepatide, targeting hormones that regulate blood sugar and appetite [5] Clinical Development - Viking's VK2735 has shown promising results in clinical trials, with a reported weight loss of up to 14.7% in a phase 2 trial after 13 weeks [5] - The drug is currently in phase 3 and phase 2 trials, indicating progress towards potential market entry [4] Market Competition - VK2735 has the potential to compete with established products like Lilly's tirzepatide and Novo Nordisk's semaglutide, although direct comparisons are challenging due to differing trial parameters [7] - Despite the dominance of major pharmaceutical companies, there is a consistent demand for weight loss drugs, suggesting opportunities for new entrants like Viking [8] Investment Potential - If successful, Viking Therapeutics could see substantial rewards due to the high demand for weight loss drugs and the potential for partnerships or acquisitions by larger companies [9] - The stock is considered a top biotech investment for 2026, appealing to investors willing to accept the risks associated with drug development [9]

行业研究 证 券 研 究 报 告 评论： 计算机 2026 年 01 月 22 日 推荐（维持） 华创证券研究所 证券分析师：吴鸣远 邮箱：wumingyuan@hcyjs.com 执业编号：S0360523040001 计算机行业重大事项点评 AI4S：英伟达与礼来合作，AI+制药再提速 事项： 2026 年 1 月 12 日，在摩根大通全球医疗健康大会上，NVIDIA 与礼来公司共 同宣布将合作成立一家开创性 AI 联合创新实验室，致力于运用 AI 技术解决 制药行业长期面临的诸多挑战。 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 337 | 0.04 | | 总市值(亿元) | 64,957.50 | 5.07 | | 流通市值(亿元) | 58,620.09 | 5.67 | 相对指数表现 | % | 1M | 6M | 12M | | --- | --- | --- | --- | | 绝对表现 | 13.7% | 22.6% | 42.4% | | 相对表现 | 10.3% | 7.0% | 19.2% | -6% 13% 33% 53% ...