来源：滚动播报 信达医药宣布与礼来达成战略合作，在全球范围内开展肿瘤学和免疫学新药研发。 ...

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Core Insights - The recent surge in weight loss drugs presents ongoing investment opportunities, but caution is advised as healthcare stock valuations are not cheap and the market is crowded with previous winners [1] Group 1: Stock Valuations - The S&P 500's forward 12-month price-to-earnings (P/E) ratio is approximately 22.2, while the healthcare sector's forward P/E is at 18.7, indicating that healthcare stocks are not necessarily undervalued despite lower ratios [3] - Eli Lilly, a major player in the GLP-1 weight-loss drug market, has a forward P/E of 30.6, suggesting that its current price may carry more risk than perceived [4] - Viking Therapeutics, a less established competitor, experienced an 8.6% decline over the past year following disappointing clinical trial results, highlighting the volatility in the sector [6] Group 2: Healthcare Demand and Economic Pressures - Healthcare demand tends to be more resilient than discretionary spending during economic downturns, but revenues and earnings are still susceptible to external pressures [7] - Rising inflation and slowing growth can increase political pressure to address medical costs, potentially impacting drug pricing and reimbursement policies [8] Group 3: U.S. Payor System Dynamics - The U.S. healthcare funding system involves a mix of private insurance, public payers like Medicare and Medicaid, and out-of-pocket spending, with pharmacy benefit managers (PBMs) playing a central role [9] - The implementation of Medicare drug price negotiations under the Inflation Reduction Act (IRA) is set to begin in 2026, which may pressure drugmakers' profit margins and lead to further regulatory changes in the future [10]

Eli Lilly and Company (NYSE:LLY) is included among 13 Best Long Term Low Risk Stocks to Buy Now. Goldman Sachs Reaffirms Buy on Eli Lilly and Company (LLY), Citing 25% Growth Outlook On February 5, Goldman Sachs raised its price recommendation on Eli Lilly and Company (NYSE:LLY) to $1,260 from $1,145. The firm reiterated its Buy rating on the stock. Shares jumped about 10% after the company posted a strong earnings beat and issued 2026 guidance that came in above expectations. In a note to investors, Gol ...

Core Insights - Companies are investing millions in celebrity-filled advertisements for weight-loss drugs, such as Novo Nordisk's Wegovy, during the Super Bowl to reach one of the largest global audiences of the year [1] Group 1 - The focus is on direct-to-consumer sales of weight-loss drugs [1] - Novo Nordisk's Wegovy is highlighted as a key product in this advertising push [1] - The Super Bowl is expected to provide a significant platform for these advertisements due to its large viewership [1]

Eli Lilly and Company (NYSE:LLY) is one of the stocks Jim Cramer commented on. Cramer noted that the company is “constantly taking share” from its competition, as he remarked: We have the chief maker of the GLP-1s, Eli Lilly, soaring more than 10% as it rolls out trial after trial to see what these drugs can do beyond weight loss and diabetes, things like alcohol and tobacco addiction. They can make the ATF obsolete. Lilly’s got a joint venture with NVIDIA where they’re going… after hard-to-treat diseases ...

整理 | GLP1减重宝典内容团队 当全球资本市场仍在反复讨论GLP-1是否被高估时，答案已经被一组炸裂财务数据提前写好。 2025年，替尔泊肽以约365亿美元的全 球销售额， 超越司美格鲁肽，成为全球最畅销处方药，完成新一轮"药王"更替；与此同时，礼来全年营收跃升至652亿美元，同比增 长约45%，公司市值也随之站稳万亿美元关口。 点击关注，追踪最新GLP-1资讯 从财务结构看，替尔泊肽已经成为礼来无可争议的发动机。 2025年，礼来全年总收入约652亿美元，其中替尔泊肽在两大适应症上的 合计贡献达到365亿美元，占公司总收入的56%以上。 具体来看，Mounjaro在2型糖尿病领域实现收入约229.7亿美元，同比增长约 99%；Zepbound在长期减重适应症上的收入约135.4亿美元，同比增长约175%。单一药物项目的体量，已接近全球多数大型制药企业 的全年营收规模。与此同时，礼来并未形成对单一产品的脆弱依赖。除替尔泊肽外，其他核心产品线仍保持增长，Verzenio在2025年 的收入约57.2亿美元，同比增长约8%；多款成熟产品持续贡献稳定现金流，使公司整体抗波动能力显著增强。 替尔泊肽的爆发，并未以 ...

中新网北京2月7日电(记者 赵方园)司美格鲁肽的"药王体验卡"正式到期。2025年，礼来的替尔泊肽凭借 强劲的增长势头，正式反超诺和诺德的司美格鲁肽，问鼎全球"药王"宝座。 2月4日，美国礼来公司发布2025年第四季度财报以及2025年全年财报。全年总营收达651.79亿美元，按 固定汇率CER计算同比增长44%，净利润206.4亿美元，同比增长95%。 其中，最大贡献者仍然是GLP-1/GIP药物替尔泊肽。具体来看，降糖版替尔泊肽全年销售额达到229.65 亿美元，同比增长99%；减重版替尔泊肽全年收入达到135.42亿美元，同比增长175%。按此计算，替尔 泊肽为礼来贡献超365亿美元收入。 此前一天，诺和诺德也发布了2025年财报，公司2025年实现营收3090.64亿丹麦克朗，约合489.5亿美 元，同比增长6%。司美格鲁肽贡献了73.9%的营收，达2282.88亿丹麦克朗，约合361亿美元。 2023年，K药以250.11亿美元销售额取代蝉联11年榜首的艾伯维"修美乐"，登上销冠之位。而修美乐在 2012年取代的，是辉瑞的立普妥——后者在2006年以138.3亿美元的销售额成为全球首个年销售额突破 ...

来源：智通财经网 美国食品药品监督管理局(FDA)表示，将打击类似Hims & Hers Health(HIMS.US)所销售的仿制减肥药。 就在此前一天，这家远程医疗公司开始提供一种价格大幅打折的仿制药品。 远程医疗公司通过调整剂量或添加成分来规避规则，使他们的产品被认为与品牌版本有所区别。 在一项更明确的行动中，美国卫生与公众服务部(HHS)总法律顾问迈克·斯图尔特周五在 X 上发帖称， 该机构已根据《联邦食品、药品和化妆品法案》中的犯罪及刑事诉讼条款，将 Hims 移交给司法部进行 调查。 诺和诺德发言人利兹·斯克尔布科娃在声明中表示："我们欢迎 HHS 和 FDA 今天采取的行动，以保护患 者免受未经批准的仿制药侵害，这些药物是由外国不真实的活性药物成分制成的，可能对患者安全构成 重大风险。" Hims 的代表表示，公司一直按照适用法律运营，并"期待继续与 FDA 接触，以确保人们能够安全地获 得负担得起的医疗服务"。 礼来在声明中对这一举措表示赞赏，称公司期待 FDA、其他监管机构和执法部门采取行动。 诺和诺德与 Hims 之间有一段波折的历史。去年，两家公司曾合作提供诺和诺德注射减肥药的折扣版 本 ...

Over the past few years, Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO) have been dominating one of the biggest growth markets in the pharma industry: the weight loss drug market. Demand for these drugs has soared -- even resulting in product shortages at times -- and analysts expect the market to reach nearly $100 billion by 2030. Novo was first to market with semaglutide, commercialized as Ozempic for type 2 diabetes and Wegovy for weight loss. Lilly then joined the market with tirzepatide, sold as ...