Core Insights - Eli Lilly is leveraging artificial intelligence (AI) to enhance drug discovery, partnering with Nvidia to invest up to $1 billion over five years in an innovation lab [2][3] - The company has a strong market position in weight management drugs, with its product tirzepatide becoming the best-selling drug globally, contributing to a 54% year-over-year revenue growth to $17.6 billion in Q3 [6] - Eli Lilly is diversifying its pipeline beyond its core therapeutic areas, with recent approvals in eczema, cancer, and Alzheimer's disease, and aims to launch more products in the next five years [8][9] Investment Potential - The AI initiatives may not yield immediate results, but they position Eli Lilly as a potential leader in transforming drug discovery [5] - The company has demonstrated consistent dividend growth, increasing its dividend by 103.5% over the past five years, making it an attractive option for dividend-seeking investors [10]

Key Takeaways LLY shares fell 3.8% reportedly as FDA delays decision on oral obesity drug orforglipron.With oral Wegovy already approved, the delay gives NVO extra time to gain share in the obesity pill market.Orforglipron is also in late-stage studies for sleep apnea, osteoarthritis pain and hypertension.Eli Lilly and Company’s (LLY) stock declined 3.8% on Thursday after the FDA reportedly delayed its decision on LLY’s much-awaited oral GLP-1 drug called orforglipron. Reportedly, the FDA delayed its decisi ...

Shares of Novo Nordisk rose more than 5% on Friday after early prescription data showed an encouraging start to the U.S. launch of the company's new GLP-1 pill for obesity.In a Friday note, TD Cowen analysts called it a "solid start" for the first-ever weight loss pill, but said "one data point does not make a trend." They cautioned that they need to see more data to fully assess what early demand is like for the Wegovy pill, which officially launched on Jan. 5 after winning approval in late December. Still ...

After Eli Lilly and Company’s ( LLY ) stock dropped about –3.7% yesterday — which I think is a fairly significant move for a company of this size — I realized it might finally be time toI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casually handed-out bu ...

Key Points On the surface, the two companies don't seem as if they'd have much in common. Both benefit from advancing medical technology using AI, however. 10 stocks we like better than Nvidia › In a corporate partnership many investors didn't see coming, chip maker Nvidia (NASDAQ: NVDA) and pharmaceutical company Eli Lilly (NYSE: LLY) say they are collaborating to build and operate a joint research lab. This plan was unveiled at the annual JPMorgan Healthcare Conference in January. The pair, both ...

LONDON, UNITED KINGDOM - January 14:2026 A photo illustration of A photo illustration of Ozempic.,on January 14 2026 in London, United Kingdom. (Photo by Peter Dazeley/Getty Images)Getty ImagesEli Lilly’s recent decline of 3.76% following the FDA’s delay regarding its oral weight-loss pill Orforglipron signifies a strategic buying chance rather than a matter of concern. Although the stock is trading at a premium valuation, the company’s outstanding operational performance, strong financial condition, and en ...

Key TakeawaysState Street's (STT) Q4 2025 earnings significantly surpassed analyst expectations, with adjusted EPS of $2.97 against an estimated $2.85 and revenue of $3.67 billion exceeding the $3.62 billion estimate. Net flows reached +$85 billion, well above the estimated +$42.67 billion.The Trump administration is preparing to unveil a plan allowing Americans to use 401(k) retirement funds for home down payments without penalties, a move aimed at boosting housing affordability. This comes as the administ ...

美银将礼来公司目标价从1,268美元下调至1,265美元；将默克公司目标价从120美元上调至124美元。 ...

另据医药魔方Nextpharma数据库统计，仅在小分子领域，目前全球共有88款在研小分子GLP-1药物，其 中6款已经开展Ⅲ期临床试验，包括礼来的奥氟格列隆、恒瑞医药（600276.SH；01276.HK）的HRS- 7535、闻泰医药的VCT220、Biomed Industries的Bionetide、华东医药（000963.SZ）的Conveglipron、德 睿智药MDR-001。 在已呈现红海竞争态势的GLP-1注射剂领域，终端市场的价格战已经打响，而价格之低也让市场哗然。 全球市场方面，去年年底，诺和诺德、礼来分别与美国政府达成协议，将于2026年起降低司美格鲁肽 （包括Wegovy和Ozempic）和替尔泊肽（Zepbound）、Orforglipron的价格。礼来的其中一项协议内容 指出，在产品在美获批的前提下，Zepbound和Orforglipron在美国的价格将不超过每月50美元。 美国当地时间1月12日，全球顶级医药会议J.P.摩根医疗健康大会（JPM）在美国旧金山召开，减重成为 此次大会最受关注的赛道之一。礼来（LLY.US)、诺和诺德（NVO.US)、辉瑞（PFE.US）等多家跨国 ...

海通国际发布研报称，英伟达(NVDA.US)与礼来(LLY.US)共建AI+制药实验室，双方合作意味着AI将从 工具层升级为药物研发的核心生产力，推动制药模式由"经验驱动"向"数据与算法驱动"转型。 Tempus(TEMP.US)业绩高增长共同验证AI正在从概念走向制药与医疗核心生产力。从技术面上看，AI 技术近年取得重大突破，AI在药物发现、临床前研究和临床试验等全流程都能大幅提高流程效率。当 前AI+医药进入产业化加速期，在人工智能与医药双领域共振下，看好AI+医疗发展前景。 海通国际主要观点如下： AI+制药：人工智能赋能制药全产业链 英伟达与礼来宣布成立首个专注于将人工智能应用于药物研发关键挑战的AI+制药联合创新实验室。该 实验室将汇集礼来在药物发现、开发与制造方面的全球领先专业知识及英伟达在人工智能、加速计算和 AI基础设施方面的技术优势。双方计划在未来五年投入最多10亿美元用于人才、基础设施与算力资源 建设，这标志着AI正式进入全球头部药企核心研发体系。海通国际认为，英伟达与礼来的合作意味着 AI将从工具层升级为药物研发的核心生产力，推动制药模式由"经验驱动"向"数据与算法驱动"转型。 AI+医 ...