I publish my best ideas and top coverage on the Growth Stock Forum . If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely. To receive e-mail notifications for my public articles and blogs, please click the follow button . And to go deeper, sign up to Growth Stock Forum.Eli Lilly ( LLY ) entered 2026 with strong momentum across the board. Its share price has ...

Repertoire Immune Medicines entered a strategic collaboration on Thursday with Eli Lilly and Co. (NYSE:LLY) to develop tolerizing therapies for multiple autoimmune diseases. • Eli Lilly and Co stock is showing positive momentum. Where are LLY shares going?Repertoire Immune is a biotechnology company focused on the discovery and development of programmable T cell-targeted immune medicines.Under the terms of the agreement, Repertoire will receive an upfront payment of $85 million and up to an additional $1.84 ...

U.S. President Donald Trump said on Thursday that he has spoken to the head of pharmaceutical company Eli Lilly and that the company plans to build six plants in the country. ...

1月29日，挪威央行投资管理（Norges Bank Investment Management）正式发布 2025 年年度投资报告。 数据显示，全球最大主权财富基金之一的挪威政府全球养老基金（Government Pension Fund Global，GPFG）在2025年实现15.1%的整体回报率，基金规模 于2025年12月31日达到21.268万亿挪威克朗（约合15.47万亿人民币）。 从基金规模变动细节来看，2025年基金会计收益达2.362万亿克朗（约1.72万亿人民币），但受挪威克朗对多国主要货币升值影响，汇率因素导致基金价值 缩水。同时，扣除管理费用后的资金净流入为319亿克朗，多重因素共同作用下，基金全年规模净增1.526万亿克朗。 从资产类别表现来看，权益类投资成为基金收益的核心驱动力。2025年，基金股票投资回报率高达19.3%，显著跑赢其他资产类别。其中，科技、金融及 基础材料板块表现尤为突出，贡献了权益投资的主要收益。挪威央行投资管理首席执行官尼古拉・丹根（Nicolai Tangen）在声明中强调："2025年基金交 出了极具说服力的成绩单，科技、金融与基础材料领域的优质股票持续 ...

How Roche Hopes To Go Toe-To-Toe With Eli Lilly, Novo Nordisk In Obesity | Investor's Business DailyBREAKING: [Futures Rise Amid Huge Earnings]---Roche (RHHBY) hopes to go toe-to-toe with Eli Lilly (LLY) and Novo Nordisk (NVO) in the red-hot weight-loss space. The Swiss drug giant said Thursday it expects to seek approval for four new obesity drugs in 2028. "Every patient is on an individual weight-loss journey," Teresa Graham, chief executive of Roche's pharma division, said during the earnings conference ...

Thursday features major reports from Mastercard Incorporated, Caterpillar Inc., and SAP SE ADS pre-market, with tech titans Apple Inc. and Visa Inc. reporting after close. Friday brings energy giants Exxon Mobil Corporation and Chevron Corporation pre-market. Next Wednesday is a busy day for healthcare with Eli Lilly and Company, AbbVie Inc., Novartis AG, and Novo Nordisk A/S reporting, followed by Alphabet Inc. after close. Next Thursday wraps up the week with Amazon.com Inc. after market close. Disclaimer ...

Artificial intelligence (AI) is impacting, and will eventually impact, nearly every sector and industry, including pharmaceuticals. Companies are already using AI to speed up drug discovery. But how long will it take to have a significant impact on the market? According to some projections, within five years, the U.S. Food and Drug Administration (FDA) will approve the first drug developed using AI. And by 2030, more than 50% of new medicines approved will have been developed with AI assistance. The comp ...

Drugmaker Eli Lilly is partnering with Repertoire Immune Medicines in a deal worth up to $1.93 billion to develop therapies for multiple autoimmune diseases, the Massachusetts-based biotech said on Th... ...

分析师：甘坛焕 SAC:S1130525060003 gantanhuan@gjzq.com.cn 1 2026 年 1 月 27 日 产业研究周报 | 医药 AI 基建大时代， 研发转场， 医药格局将变 分析师: 赵海春 SAC:S1130514100001 zhaohc@gjzq.com.cn | 证券研究报告 | 核心要点 产业前沿 （1）前沿动向：AI 基建大时代，研发将从实验室转战 AI 平台，医药格局将变。 2026 年 1 月 21 日，在达沃斯世界经济论坛年会上，英伟达创始人黄仁勋做出重要 前瞻发言。对于医药医疗产业，要点有三：①AI 基建大时代来临。黄仁勋强调，AI 更应该被理解为一个多层系统。包括能源、芯片、云、人工智能模型本身以及应用 在内的五个层，这些层面必须协同扩展，并且已经引发了"人类历史上规模最大的基 础设施建设"。②研发从实验室转向 AI 平台。黄仁勋预测，药物研究将从传统实验 室转向人工智能平台，而制药巨头们已经开始迈出这一步。③AI 改变医药格局。我 们认为，随着各家药企 AI 融入度的改变，药企构架与产业格局将会受到 AI 应用这 一颠覆性的科技突破的影响而变化。（2）监 ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Eli Lilly (LLY) , which belongs to the Zacks Large Cap Pharmaceuticals industry.This drugmaker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 14.54%.For the last reported quarter, Lilly came out with earnings of $7.02 per share versus the Zacks Conse ...