Core Insights - The WHO Foundation has announced a collaboration with Eli Lilly and Company to strengthen health systems for obesity prevention and care, addressing a critical global health challenge [1] - Lilly has committed $1.68 million to the WHO Foundation until 2029 to support these health system strengthening efforts [1] - The initiative aims to improve access to early diagnosis, counseling, and care, reduce the global economic impact of obesity, and mitigate health risks associated with it [1] Health Statistics - In 2022, over 2.5 billion adults and more than 390 million children and adolescents worldwide were overweight, with 1 in 8 people living with obesity [1] - The prevalence of obesity among adults has more than doubled since 1990, while obesity among adolescents has quadrupled [1] - In 2022, 43% of adults aged 18 and older were overweight, and 16% were classified as obese [1] Economic Impact - The economic impact of overweight and obesity is projected to exceed $4 trillion by 2035 [1] - The collaboration aims to help countries assess deficiencies in care and strengthen primary health care systems, particularly in resource-limited settings [1]

Key Takeaways LLY loses about 5% in a month as pricing concerns and rising obesity-drug competition weigh on sentiment.LLY's Mounjaro and Zepbound generated $36.5B in 2025, about 56% of revenues.LLY is advancing an oral obesity pill orforglipron, targeting a U.S. launch in Q2 2026.Shares of Eli Lilly and Company (LLY) have declined 5.2% in the past month despite the company reporting robust fourth-quarter 2025 results on Feb. 4. Industry pricing concerns, rising competitive pressure in the diabetes and obes ...

产业深度 [table_Header]2026.03.05 延续心血管优势，核酸药物递送加速破局 产业研究中心 摘要： | [Table_Authors] | 张拓(分析师) | | --- | --- | | | 0755-23976170 | | | zhangtuo@gtht.com | | 登记编号 | S0880523090003 | | | 丁丹(分析师) | | | 0755-23976735 | | | dingdan@gtht.com | | 登记编号 | S0880514030001 | [Table_Report] 往期回顾 四大增长极经济与产业洞察报告（2025）——川 渝篇 2026.02.10 四大增长极经济与产业洞察报告（2025）——粤 港澳篇 2026.02.08 四大增长极经济与产业洞察报告（2025）——京 津冀篇 2026.02.05 AI 时代的热管理革命：从液冷系统看冷却液的发 展趋势 2026.01.27 通航动力产业深度：国产替代，道阻且长——低 空经济系列（九） 2026.01.19 请务必阅读正文之后的免责条款部分 1of26 [Table_Summary] ...

Core Insights - Eli Lilly has launched a new program called "Employer Connect" aimed at increasing employer coverage for obesity drugs in the U.S., addressing a significant barrier to patient access [1][5] - The program allows employers to pay a net discounted price of $449 per month for a multi-dose form of Zepbound, providing clearer visibility on costs without involving rebates [6][10] - Approximately 20% of firms with over 200 employees currently cover GLP-1 drugs for weight loss, with 43% of larger firms (5,000+ employees) offering such coverage as of October [3][2] Employer Coverage and Program Details - The new platform offers flexibility for employers in designing benefits for obesity treatments, aiming to reduce out-of-pocket costs for employees while managing company expenses [5][7] - Employers can select from over a dozen third-party program administrators to tailor benefits according to their specific workforce needs, including functions like enrollment and claims management [7][8] - Lilly plans to expand the number of program administrators available on the platform, which currently includes various health service providers [9] Market Context and Future Outlook - The uneven coverage of obesity drugs by employers is highlighted, with Lilly noting that high costs prevent nearly half of commercially insured individuals from accessing treatment [2] - There is potential for more employers to opt into obesity coverage in the coming months, with some possibly waiting until 2027 to make decisions [4] - Government insurance beneficiaries may also gain easier access to obesity drugs due to recent agreements that allow Medicare to cover these medications for the first time later this year [10]

treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our ...

月度创新药前沿跟踪 2026 年 2 月 [Table_Industry] 医药 股票研究 /[Table_Date] 2026.03.05 医药《持续推荐创新药械产业链》2026.03.02 医药《从靶点到管线，FXI 引领抗凝产业新变 革》2026.02.25 医药《医疗设备招采规模高基数影响部分回落， 关注手术机器人市场机遇》2026.02.09 医药《高景气延续，持续推荐创新药械产业链》 2026.02.08 医药《国内创新药景气度强复苏，看好内需 CRO 业绩持续改善》2026.02.06 股 票 研 究 行 业 跟 踪 报 告 证 券 研 究 报 告 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 余文心(分析师) | 021-38676666 | yuwenxin@gtht.com | S0880525040111 | | 余克清(分析师) | 010-56760093 | yukeqing@gtht.com | S0880525120002 | | 陈铭(分析师) | 021-23219164 | chenm ...

股票研究 /[Table_Date] 2026.03.05 月度创新药前沿跟踪 2026 年 2 月 [Table_Industry] 医药 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 余文心(分析师) | 021-38676666 | yuwenxin@gtht.com | S0880525040111 | | 余克清(分析师) | 010-56760093 | yukeqing@gtht.com | S0880525120002 | | 陈铭(分析师) | 021-23219164 | chenming7@gtht.com | S0880525100004 | | 廖博闻(研究助理) | 021-23187268 | liaobowen@gtht.com | S0880125042239 | 本报告导读： 本报告为全球创新药前沿的月度跟踪报告，梳理和提示了相关前沿领域的进展和投 资机会。 投资要点： [Table_Invest] 评级： 增持 [Table_Report] 相关报告 医药《持续推荐创新药械产业链》20 ...

Quick Read Nvidia (NVDA) and Eli Lilly (LLY, down 7% YTD, forward P/E under 30x) in $1B partnership. Eli Lilly deploys AI for drug discovery via Nvidia partnership and LillyPod supercomputer as biotech provides AI exposure at reasonable valuations. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. The market seems to be falling heavily out of love with the AI stocks, and for good reason: CapEx is rising at a staggering rate, especially among the Mag Seven A ...

Core Viewpoint - The article suggests that while AI stocks are experiencing a downturn, biotech stocks, particularly Eli Lilly, present a compelling investment opportunity due to their potential for AI-assisted drug discovery and strong market positions in existing drug markets [1]. Company Analysis - **Eli Lilly (LLY)**: - The stock has seen a decline of approximately 7% year-to-date, but it remains a leader in the GLP-1 drug market with products like Zepbound and Mounjaro [1]. - Eli Lilly's partnership with Nvidia, valued at $1 billion, aims to enhance AI-assisted drug discovery, positioning the company for future growth [1]. - The stock is currently trading at a forward price-to-earnings (P/E) ratio of under 30, which is considered attractive given its potential for AI integration and existing revenue streams from GLP-1 drugs [1]. Industry Insights - The article highlights a shift in investor sentiment away from AI stocks due to rising capital expenditures and concerns over return on investment (ROI) [1]. - Biotech is identified as a sector that could benefit significantly from AI advancements, with the potential for transformative impacts on drug discovery and development processes [1]. - The article emphasizes the importance of diversifying investments into biotech as a counterbalance to the volatility seen in AI-driven tech stocks [1].

2026 年 03 月 03 日 行业日报 看好/维持 <<太平洋医药日报（20260227）： Zongertinib 获 FDA 加速批准>>-- 2026-03-01 <<太平洋医药日报（20260226）：礼来 塞普替尼三期临床成功>>--2026- 02-27 <<太平洋医药日报（20260225）：酶替 代疗法 Loargys 获 FDA 批准>>-- 2026-02-26 医药 医药 太平洋医药日报（20260303）：礼来 Lebrikizumab 在华申报上市 ◼ 走势比较 (10%) (2%) 6% 14% 22% 30% 25/3/3 25/5/15 25/7/27 25/10/8 25/12/20 26/3/3 ◼ 子行业评级 | 化学制药 | 无评级 | | --- | --- | | 中药生产 | 无评级 | | 生物医药Ⅱ | 中性 | | 其 他 医 药 医 | 中性 | | 疗 | | 相关研究报告 证券分析师：周豫 电话： E-MAIL：zhouyua@tpyzq.com 分析师登记编号：S1190523060002 证券分析师：张崴 电话： E-MAIL：zhangwei ...