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1 Reason Eli Lilly Stock Is Still a Buy
The Motley Fool· 2026-03-28 10:00
Despite its leadership in the weight-loss medicine market, Eli Lilly (LLY 2.09%) is not performing well this year, with its shares down 15% to date. Some worry that the drugmaker will eventually face stiff competition in its core niche, eroding its pricing power and profits. However, Eli Lilly has several strengths that should help it perform well over the medium term, even beyond its deep pipeline. Let's look at one reason the stock could deliver strong returns through the next five years. Eli Lilly's exp ...
Janus Henderson Forty Fund’s Updates on Eli Lilly and Company (LLY)
Yahoo Finance· 2026-03-27 15:56
Janus Henderson Investors, an investment management company, released its “Forty Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. shares increased following positive news about corporate earnings. Economic growth has remained relatively stable despite challenges such as a government shutdown, policy headwinds, and slower-than-expected employment growth. Excitement around artificial intelligence (AI) drove strong returns early in the quarter. However, concerns abo ...
Eli Lilly vs Novo Nordisk: Which Obesity Drug Stock Is the Better Buy?
Yahoo Finance· 2026-03-27 15:20
Over the past year, the two leaders in the obesity drug market, Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO), have lagged broader equities, though the latter has performed substantially worse than the former. Still, analysts predict that this therapeutic area will soar over the next decade, and there is a good chance these two will maintain their edge over their peers given their pipelines. But which one is a better buy? Comparing their weight loss portfolios Eli Lilly's weight loss medicine, Zepbou ...
Lilly's eczema drug shows durable long-term response in late-stage study
Reuters· 2026-03-27 13:56
Lilly's eczema drug shows durable long-term response in late-stage study | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv A drone view shows the Eli Lilly logo on one of the company's offices in San Diego, California, U.S., November 21, 2025. REUTERS/Mike Blake Purchase Licensing Rights, opens new tab March 27 (Reuters) - Eli Lilly (LLY.N), opens new tabsaid on Friday that its eczema drug showed durable results in a late-stage post-marketing study, suc ...
Lilly's EBGLYSS (lebrikizumab-lbkz) delivered up to four years of durable disease control for patients with moderate-to-severe atopic dermatitis
Prnewswire· 2026-03-27 13:00
Lilly's EBGLYSS (lebrikizumab- lbkz) delivered up to four years of durable disease control for patients with moderate-to-severe atopic dermatitis Accessibility StatementSkip Navigation In the ADlong Phase 3b study, nearly all EBGLYSS-treated patients achieved meaningful skin improvement (EASI-75) for up to four years 75% of patients achieved a high bar of near-complete skin clearance (EASI-90) and 78% experienced significant itch relief (Pruritus NRS 4), one of the most bothersome symptoms for patients ...
Novo Nordisk: A Comeback Story In The World’s Fastest-Growing Drug Market (TSX:NOVO:CA)
Seeking Alpha· 2026-03-27 10:48
Conventional wisdom increasingly frames Novo Nordisk A/S ( NVO ) as the loser in its battle with Eli Lilly and Company ( LLY ) for the obesity drug market. I think that’s wrong. The analogy here isn’t Netflix versus Blockbuster, where oneThe Edson Spencer Professor of Strategy and Technological Leadership at the University of Minnesota Carlson School of Management Alfred Marcus' most recent book, Comeback: Can Great Companies Rise Again is available on Amazon. He is host of the popular New Books Network Pod ...
平均减重16公斤!复旦大学团队证实最强减肥药替尔泊肽对中国人同样安全有效
GLP1减重宝典· 2026-03-26 15:50
复旦大学附属中山医院 李小英教授团队 ,在国际顶尖医学期刊 JAMA 上发表了题为:《Tirzepatide for Weight Reduction in Chinese Adults With Obesity:The SURMOUNT-CN Randomized Clinical Trial》的研究论文。 评估 替泊尔肽(Tirzepatide) 治疗中国成年肥胖或超重及体重 相关合并症患者的减肥疗效和安全性。 整理 | GLP1减重宝典内容团队 ▍ 受试者接受替尔泊肽15 mg剂量在52周的治疗后,体重减轻了17.5%(16.1公斤) 这是 首个中国 多中心 替尔泊肽(Tirzepatide)治疗肥胖和超重的有效性和安全性研究(SURMOUNT-CN)。这项随机、双盲、安慰剂对照的3 期临床试验显示,替尔泊肽15 mg剂量组受试者在52周的治疗后, 体重较基线时减轻了17.5%(16.1公斤) ,这表明了替尔泊肽在中国的肥胖 或超重成年患者中可实现显著、有临床意义且安全的体重减轻。 2025年10月30日,礼来发布2025Q3业绩,第三季度营收176.01亿美元,同比增长54%。综合前两个季度的业绩来看 ...
礼来逐步退出胰岛素市场-利好国产胰岛素企业
2026-03-26 13:20
礼来逐步退出胰岛素市场,利好国产胰岛素企业 20260325 摘要 礼来计划 2027Q2 前退出欧洲及亚非拉胰岛素市场,仅保留出厂价维持 20 美元以上的高盈利美国市场。 诺和诺德与礼来战略重心转向 GLP-1 及四代胰岛素,通过提价或减产主 动收缩二、三代胰岛素全球供应。 礼来退出将释放欧美以外约 13.5 亿美元市场空间,中国三家企业预计 承接约 7 亿美元规模及 3 亿美元净利增量。 亚非拉等新兴市场胰岛素需求增速达 15%,远高于国内 5%,中国企业 凭借全产业链成本优势实现"中国替代"。 全球胰岛素供应高度集中,除跨国三巨头外,仅中、俄、印、伊少数企 业具备规模化原料药及制剂产能。 未来格局分层:中国企业主导全球二、三代胰岛素存量市场,跨国药企 聚焦四代胰岛素及 GLP-1 等高利润创新药。 Q&A 礼来(Eli Lilly)近期宣布将逐步退出欧洲胰岛素市场,这一决策的背景是什 么?诺和诺德(Novo Nordisk)在此方面有无类似动向? 礼来逐步退出胰岛素市场的决策并非突然,其根本原因在于 GLP-1 药物的高盈 利性,相较之下,胰岛素业务利润空间有限。将胰岛素的发酵产能转向生产 GLP-1, ...
Is Eli Lilly (LLY) The Best Healthcare Stock to Buy According to Jim Cramer?
Yahoo Finance· 2026-03-25 14:36
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Eli Lilly and Company (NYSE:LLY) ranks #9 (see the Jim Cramer’s top 5 stock picks in 2026 here). Jim Cramer has long been a believer in Eli Lilly and Company (NYSE:LLY). In November, he said on CNBC that the company is likely to hit the $1 trillion market cap milestone amid its weight-loss pill catalyst. LLY is a key part of Jim Cramer stock portfolio for 2026. Eli Lilly and Company (NYSE:LLY) is preparing to launch its new oral obesity ...