1月2日，礼来中国宣布，其 GLP-1 类明星药替尔泊肽注射液（商品名：穆峰达）正式在中国上市。其在首发当晚 3 秒即告售罄，足见其受追 捧程度之高。据美团显示，在首发前，该药品的预约量日环比增长高达 300%，市场对其期待值持续攀升。替尔泊肽的热度大有超越其竞争对 手司美格鲁肽的态势。 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，礼来在今年前九 个月的总营收为458.87亿美元（+46%）。从地区分布来看，2025年前9个月美国市场收入306.04亿美元（+43%），中国市场收入14.77 亿美元（+20%）。 整理 | GLP1减重宝典内容团队 值得一提的是，当家品种替尔泊肽（Mounjaro和Zepbound总计）第三季度总计销售101亿美元，前三季度总计248亿美元，预计全年有 望超过350亿美元。在美国市场，礼来的GLP-1市场份额早已超越诺和诺德。 然而， 不同的患者对药物的反应可能存在差异，有些患者可能对司美格鲁肽更为敏感，而有些患者则可能更适合使用替尔泊肽 。第一波用上司 美格鲁肽的人，有的人在使用司美格鲁肽不再那 ...

Core Insights - Duquesne Family Office, led by Stanley Druckenmiller, filed its third-quarter 13F, showcasing a dynamic and actively managed portfolio that emphasizes agile asset allocation [1][2] - The filing reflects Druckenmiller's ongoing pursuit of growth and value, with a notable increase in new positions while exiting others, consistent with the firm's nimble investment strategy [2] Holdings Summary - New significant positions include Amazon.com Inc. (437,070 shares), Cleveland-Cliffs Inc. (2,715,035 shares), Alphabet, Inc. (102,200 shares), Meta Platforms Inc. (76,100 shares), and StubHub Holdings, Inc. (4,259,516 shares) [5] - The firm closed several positions, including Microsoft Corp. (sold 200,930 shares), Eli Lilly & Co (sold 100,675 shares), Viking Therapeutics Inc. (sold 549,295 shares), Applovin Corp. (sold 76,100 shares), and Joby Aviation Inc. (sold 31,489 shares) [5] - As of September 30, 2025, the firm's top five holdings were Natera Inc. (13%), Insmed Inc. (8.6%), Teva Pharmaceutical Industries Ltd. (8.3%), Taiwan Semiconductor Manufacturing Company Ltd. (5.3%), and Woodward Inc. (3.9%) [5] Investment Strategy - Duquesne's aggressive repositioning in the third quarter reinforces its reputation for nimble action and readiness to capture growth opportunities, particularly in the healthcare and technology sectors [2]

Joining me now to discuss is Evan Seagerman. He's the head of healthcare research at Vimo Capital Markets. Evan, thank you so much for being here.It feels like over the course of the year when we've looked at sector specific recommendations. In the beginning, it was healthcare. Then that trade kind of went quiet for a while and perhaps maybe now it's seeing a resurgence.What do you think is behind it and can it continue. >> So, a few things. First of all, I think the recent deals you've seen with some pharm ...

Joining me now to discuss is Evan Seagerman. He's the head of healthcare research at Vimo Capital Markets. Evan, thank you so much for being here.It feels like over the course of the year when we've looked at sector specific recommendations. In the beginning, it was healthcare. Then that trade kind of went quiet for a while and perhaps maybe now it's seeing a resurgence.What do you think is behind it and can it continue. >> So, a few things. First of all, I think the recent deals you've seen with some pharm ...

BREAKING: Futures Loom With All Eyes On Nvidia The stock market continued its sell-off Friday, but a few stocks ascended in buy zones and hovered near new highs. Eli Lilly (LLY), for one, hit an all-time high. Another is Valero (VLO), which has edged into a buy zone above an entry at 178.43, according to IBD MarketSurge. Shares are at levels last seen in April 2024, when the… Related news Dow Jones Futures: Will Nvidia Revive Or Ruin Rocky Market? What To Do Now. 11/14/2025After a roller-coaster market week ...

Group 1 - The stock market initially rebounded on expectations that the government shutdown would end, which occurred on Wednesday night [1] - The Dow Jones reached a record high on Wednesday but later pared gains, while the Nasdaq and S&P 500 broke below key support levels [1] - Many growth leaders experienced significant declines as the odds of a Federal Reserve rate cut diminished [1] Group 2 - Cisco reported earnings that exceeded expectations, with an outlook that is above market views, driven by strong orders in the AI sector [4] - AMD's stock rose after the chipmaker raised its financial targets, indicating positive momentum in the semiconductor industry [4] - The stock market showed mixed but positive action, with companies like Eli Lilly and Deutsche Bank gaining attention [4]

周四盘前，Mangoceuticals宣称已与礼来和诺和诺德达成合作，可通过MangoRx Direct和PeachesRx Direct项目为用户提供两大药企的GLP-1减重药物。但随后事态突然反转。礼来方面公开否认双方存在 合作关系，诺和诺德也未予确认。 周五，远程医疗平台Mangoceuticals(MGRX.US)盘前一度跌约13%，开盘后，该股收复跌幅微涨2.94%， 报1.225美元。此前公司否认与礼来(LLY.US)及诺和诺德(NVO.US)存在合作关系，推翻了自己一天前发 布的声明。 ...

周四盘前，Mangoceuticals宣称已与礼来和诺和诺德达成合作，可通过MangoRx Direct和PeachesRx Direct项目为用户提供两大药企的GLP-1减重药物。但随后事态突然反转。礼来方面公开否认双方存在 合作关系，诺和诺德也未予确认。 智通财经APP获悉，周五，远程医疗平台Mangoceuticals(MGRX.US)盘前一度跌约13%，开盘后，该股 收复跌幅微涨2.94%，报1.225美元。此前公司否认与礼来(LLY.US)及诺和诺德(NVO.US)存在合作关 系，推翻了自己一天前发布的声明。 ...

Key Takeaways Lilly's obesity portfolio features late-stage candidates orforglipron and retatrutide.Orforglipron, a daily oral GLP-1 pill, could offer a convenient option versus injectables.Retatrutide may enable deeper and faster weight loss, with key phase III data due from 2025-2027.Eli Lilly and Company (LLY) is one of the two companies that dominate the booming diabetes and obesity space, driven by its successful GLP-1 therapies — Mounjaro for diabetes and Zepbound for weight loss, both comprising the ...

本文来自微信公众号： 酷玩实验室 ，作者：酷玩实验室，题图来自：视觉中国 以下文章来源于酷玩实验室 ，作者酷玩实验室 酷玩实验室 . 关注中国科技发展与产业升级！ 是什么谈判，能把人直接吓晕？ 11月6日的白宫发布会上，特朗普高调宣布，经过自己与药企的谈判后，减肥药即将大降价，发布会 开着开着，他身后的一位谈判代表，突然两腿发软，瘫倒在地上，发布会因此紧急中断。 不管是哪家，都有足够的理由晕，因为谈判实在是太刺激啦！降价幅度也过于惊人。 这两家公司的注射减肥药产品，Wegovy，原本价格为1350美元/月，Zepbound，原价1086美元/月， 被特朗普砍到了350美元，直接"打骨折"，这个优惠价格，可以通过美国官方医保Medicare的渠道享 受到，也可以在2026年启用的TrumpRx.gov平台上，直接用这个低价购买。 记住TrumpRx这个名字，它可能会载入美国的史册。 据称，晕倒的人就是诺和诺德的经理戈登·芬德利，不过也有美国媒体认为，被抬走的其实是礼来公 司派来的一名代表。 让美国再次健康 时间回到今年5月11日，特朗普突然发推宣布，自己要签署"美国历史上最重要的行政命令之一"，将 药品价格立即 ...