W 华尔街见闻 | 时间 | | 内容 | 预期 前值 | | | --- | --- | --- | --- | --- | | 2月2日 周一 | | | | | | 数据 | 09:45 | 中国 1月RatingDog制造业PMI | 50.1 | | | 17:00 | | 欧元区 1月制造业PMI终值 | | 49.4 | | 23:00 | | 美国 1月ISM制造业指数 | 48.3 | 47.9 | | 待定 | | 芝商所CME再上调金银交易保证金:黄金保证金率从6% 升至8%,白银从11%升至15% | | | | 待定 | | 中国2月2日起对威士忌酒实施5%的进口暂定税率 | | | | 事件 | 待定 | 伊朗地缘事件持续发酵（全周事件） | | | | 待定 | | 2月是"Al大战"之月,国内外科技巨头动作频频(全周事 件) | | | | 待定 | | 今年APEC第一次高官会于2月1日至10日广州举行 | | | | 待定 | | 春运2月2日开始、3月13日结束 | | | | 财报 | | 迪士尼 | | | | 2月3日 周二 | | | | | | 数据 | 11: ...

Core Insights - Eli Lilly and Company (NYSE: LLY) is recognized as one of the most profitable healthcare stocks to invest in, with analysts maintaining positive ratings and price targets indicating potential upside [1][2]. Group 1: Analyst Ratings and Price Targets - Truist Financial analyst Srikripa Devarakonda has maintained a Buy rating on Eli Lilly, setting a price target of $1,182, which suggests an upside potential of 11% [1]. - Bernstein has also maintained an Outperform rating with a price target of $1,300, highlighting the company's focus on oral medication opportunities and global expansion [2]. Group 2: Growth Potential and Strategic Focus - Bernstein emphasizes that Eli Lilly's beyond-incretin pipeline must demonstrate growth by the end of the decade, with 2026 being a pivotal year for potential upside surprises [3]. - The company is actively focused on global expansion and growth in diabetes treatment, which is expected to materialize in the coming year [2]. Group 3: Company Overview - Eli Lilly, founded in 1876 and based in Indiana, is dedicated to discovering, developing, and marketing human pharmaceuticals aimed at improving lives worldwide [4].

礼来公司表示，将斥资超过35亿美元在美国宾州利哈伊谷建造一座制造厂，为公司于美国进行的一系列 新投资项目中的第四间厂，该厂将有助于生产其下一代肥胖药物。公司指，其中包括实验性药物 retatrutide，该药物在后期试验中显示出迄今为止所有治疗方法中最高的减肥效果。公司预计宾州工厂 将于今年开工建设，并于2031年投入营运。 ...

Group 1: Company Expansion and Investment - Eli Lilly plans to build six new manufacturing plants in the U.S. and has announced an investment of at least $27 billion to expand production and strengthen medical supply chains [1] - The company has confirmed three plants in Alabama, Virginia, and Texas, aiming to boost U.S. manufacturing capacity and support long-term growth in pharmaceuticals [1] Group 2: Breakthrough Therapy Designation - The U.S. FDA granted Eli Lilly Breakthrough Therapy Designation for its ovarian cancer drug, sofetabart mipitecan, facilitating expedited development and review [2] - The designation follows positive results from a Phase 1a/b study, showing responses at all dose levels and low rates of adverse effects [3] Group 3: Market Position and Analyst Ratings - Bernstein has reiterated an Outperform rating on Eli Lilly, setting a price target of $1300 and highlighting it as a top pick in the healthcare sector [4] - The positive outlook is based on expectations that the company will capitalize on oral medication opportunities and international expansion, as well as its diabetes treatment initiatives [4] Group 4: Company Overview - Eli Lilly is a global healthcare company focused on discovering, developing, manufacturing, and marketing pharmaceutical products, particularly in diabetes, oncology, immunology, neurodegeneration, and pain [5]

Group 1 - Eli Lilly and Company has signed a $1.12 billion agreement with Seamless Therapeutics to develop treatments for hearing loss using gene-editing technology [2][4] - The partnership allows Lilly access to proprietary technology for designing programmable recombinases that can make precise changes to DNA linked to hearing loss [3] - Lilly will manage the program from early preclinical stages to commercialization, with the agreement including upfront payments and milestone-related payments [4] Group 2 - This deal is part of Lilly's broader strategy to expand its pipeline of genetic medicines across various diseases, moving beyond its successful weight-loss and diabetes drugs [5] - In the previous year, Lilly invested $1.3 billion to acquire Verve Therapeutics, enhancing its focus on gene-editing therapies for heart-related conditions [5] - Eli Lilly is a global pharmaceutical firm engaged in the discovery, development, manufacturing, marketing, and sale of medicines worldwide [6]

瑞财经 严明会1月29日，泰励生物有限公司(Tyligand Bioscience，以下简称：泰励生物)向港交所主板递 交上市申请，中信证券为其独家保荐人。 泰励生物成立于2017年，是处于临床阶段的生物制药公司，专注于发现与开发创新肿瘤疗法。 截至最后实际可行日期，泰励生物持有97项专利及专利申请，其中包含25项与核心产品TSN1611相关的 专利申请。公司尚未获得任何候选药物的上市批准，也未从产品销售中获得任何收入。 公司总部位于苏州，员工共64人，其中研发人员49人。 Tony Yantao ZHANG，64岁，创始人兼首席执行官，美国籍，曾在诺贝尔化学奖得主Ei-ichi Negishi教授 指导下于普渡大学获得博士学位，并拥有超过25年的礼来公司工作经验。 Boyu ZHONG，63岁，联合创始人兼总裁，美国籍，在礼来公司拥有超过十年的药物化学研发经验。 | 重量 | | | | --- | --- | --- | | 姓名 | 地址 | 國籍 | | 執行董事 | | | | Tony Yantao ZHANG博士 | 中國 | 美國 | | | 上海市 | | | | 浦東新區 | | | | ...

1月30日，礼来宣布将投资超过35亿美元，在美国宾夕法尼亚州建设一座全新的注射类药物及器械生产基地，重点服务新一代代谢与减重疗法 的规模化生产，核心产品包括其首款在研GIPR/GLP-1R/GCGR三靶点激动剂——瑞他鲁肽。 这是礼来自2025年2月以来宣布的第四座美国新生产基地，同时也是其自2020年以来在美国布局的第10个生产项目。密集落子的背后，是礼来 围绕GLP-1及下一代多靶点减重药物所展开的一轮前所未有的产能竞赛。 整理 | GLP1减重宝典内容团队 产能与就业层面，该宾州基地预计于2026年动工、2031年正式投产。项目将直接创造约850个长期岗位，涵盖工程师、科研人员、实验室技术 人员等高技能职位；建设周期内还将带动约2000个建筑相关岗位，整体创造2800个以上就业机会，成为当地制造业与生命科学就业的重要增 量。 在技术与制造模式上，新基地将深度引入人工智能与机器学习技术，用于生产流程优化、质量控制与供应链管理，以提升复杂生物制剂与注射 装置的生产效率和稳定性。与此同时，礼来计划与宾夕法尼亚州当地高校和科研机构展开合作，增加教育与科研投入，强化人才培养，进一步 绑定区域生物医药产业生态。 从 ...

Group 1 - Medicare's upcoming coverage of obesity treatments is expected to significantly increase access to Eli Lilly's experimental weight-loss pill, orforglipron, according to CEO Dave Ricks [1] - The Medicare program could potentially qualify 20 million to 30 million patients, making GLP-1 treatments more affordable and widely used [2] - Eli Lilly plans to launch orforglipron in the second quarter, aligning with the start of Medicare coverage later this year, with initial pricing agreements leading to a "step down" in costs [3] Group 2 - Ricks expressed confidence that Lilly's pill can compete effectively and reach a broader patient base beyond current injection users [4] - Novo Nordisk has significantly increased its advertising spending for GLP-1 drugs, outpacing Eli Lilly, with expenditures of approximately $316 million on Wegovy and $169 million on Ozempic from January to September 2025 [5] - In comparison, Eli Lilly spent about $131 million on its obesity drug Zepbound, a substantial increase from $2 million the previous year, and $83 million on its diabetes treatment Mounjaro [6]

Core Viewpoint - The inclusion of weight loss medications in the U.S. Medicare reimbursement system is expected to significantly boost the market for Eli Lilly's experimental oral weight loss drug, orforglipron, according to CEO Dave Ricks [1]. Group 1: Market Impact - The U.S. Medicare system is anticipated to cover orforglipron upon its launch, which Ricks believes will "change the market game" [1]. - Currently, many patients are paying out-of-pocket for Novo Nordisk's GLP-1 oral weight loss drug, which has seen strong market response despite incomplete Medicare coverage [1]. - Ricks noted that early users of Novo Nordisk's Wegovy are primarily first-time users of GLP-1 treatments, indicating an expanding market reach [1]. Group 2: Pricing and Accessibility - The reimbursement coverage from Medicare is expected to lower the prices of these oral medications, with eligible patients only needing to pay $50 per month for approved GLP-1 drugs [2]. - Ricks stated that the new policy will significantly open up market space, with an estimated 20 to 30 million Medicare beneficiaries potentially qualifying for GLP-1 therapy [3]. - The drug pricing agreement reached last year mandates that pharmaceutical companies lower drug prices and offer existing medications at the lowest overseas prices to Medicaid patients [3]. Group 3: Sales Growth and Future Plans - Ricks indicated that sales growth for Eli Lilly's drugs is expected to accelerate in the second half of the year, contingent on patient acceptance and market share [4]. - The company plans to disclose the financial impact of the pricing agreement during its upcoming Q4 2025 earnings report and 2026 guidance [4]. - Eli Lilly is the first company to sell weight loss drugs directly to patients through its platform, LillyDirect, and supports the expansion of this model to other drug categories via the TrumpRx platform [4].

Core Viewpoint - Novo Nordisk has experienced a strong stock price rebound at the beginning of the year, driven by the impressive prescription performance of its oral weight loss drug Wegovy, outperforming major competitor Eli Lilly [1][3] Group 1: Stock Performance - Novo Nordisk's stock price has increased by approximately 16% year-to-date, while Eli Lilly's stock has declined by about 4% during the same period [3] - The reversal in performance is primarily attributed to Novo Nordisk's "first-mover advantage" in the oral weight loss drug market [3] Group 2: Product Launch and Market Response - Wegovy, the first FDA-approved oral obesity medication, officially entered the market in early January after receiving approval in December [3] - As of the week ending January 23, Wegovy's prescriptions in the U.S. reached 26,109, indicating strong market demand [3] - In its first week, Wegovy received 18,410 prescriptions, and in the second full sales week, the prescription volume exceeded 16,000, showcasing rapid growth [3] Group 3: Competitive Landscape - Over the past two years, Novo Nordisk's stock price had significantly declined, contrasting with Eli Lilly's strong performance due to its capture of approximately 60% of the obesity drug market share [3] - With the rapid uptake of Wegovy, Novo Nordisk is regaining investor confidence [3] - Eli Lilly is still awaiting FDA approval for its oral weight loss drug orforglipron, which may further alter the competitive landscape in the coming months [3]