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减肥药热潮造富!礼来(LLY.US)股价飙升 催生美国首个千亿级私人基金会
Zhi Tong Cai Jing· 2025-11-26 01:17
礼来公司(LLY.US)股价近日连创新高,成为首家市值达1万亿美元的制药企业。这股涨势同时将其创始 家族的私人基金会资产推升至1000亿美元的历史峰值。基金会绩效追踪机构FoundationMark创始人约翰. 塞茨确认,这家位于印第安纳波利斯的基金会由此成为全美首个达成12位数资产里程碑的私人基金会。 根据该基金会提交给美国证券交易委员会的最新文件,礼来基金会持有9250万股礼来公司股票,系企业 最大股东。截至纽约当地时间下午3点25分,这部分持股价值约达1020亿美元。"我们感恩能获得更丰富 的资源,用于支持创始人们于1937年创立本基金会时确立的使命,"基金会传讯总监朱迪思.塞布拉在邮 件声明中表示。对于未来规划,她未予进一步置评。 减肥药热潮早在2024年底就已助推该基金会以799亿美元资产成为全美最大慈善机构,以微弱优势超越 盖茨基金会的772亿美元。尽管其龙头地位可能因OpenAI架构重组带来的1300亿美元慈善体量而受到挑 战,但OpenAI基金会的最终形态目前尚不明确。 根据去年股价表现,礼来基金会需在2025年拨付至少36亿美元善款。而随着礼来公司股价今年累计上涨 约40%,2026年的拨款 ...
X @Bloomberg
Bloomberg· 2025-11-25 20:48
Lilly stock has reached new highs in recent days, becoming the first pharmaceutical company to hit a $1 trillion valuation https://t.co/CuRL7dPpXM ...
The Bursting Of The Stock Market Bubble - Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN)
Benzinga· 2025-11-25 20:43
“I have no idea whether or not we are in a bubble, nor does anyone else. But here is how you can protect your portfolio when the market does correct, and it will.”There has been a lot of talk these days centering on the stock market bubble and the bursting of it. First, let me say our firm, LCM Capital Management, is not and never has been in the prognostication business. If you have read any of our previous Benzinga blogs, you would know that no one within our industry should be either since they are just ...
Top analyst drops jaw-dropping price target on Eli Lilly stock
Yahoo Finance· 2025-11-25 17:33
Bernstein just threw fresh fuel on Eli Lilly's (LLY) never-ending rally, as the firm lifted its price target on the stock to $1,300 from $1,100. For perspective, that’s an 18% bump compared to the old target, while representing a 21% to 22% upside compared to Lilly’s current stock price. Analyst Courtney Breen feels Wall Street still isn't factoring in how massive the company’s next wave of GLP-1 catalysts could be. She feels Lilly’s incredible leap into the trillion-dollar club, as reported by Reuters, ...
What's Happening With Novo Nordisk Stock?
Forbes· 2025-11-25 14:50
CHONGQING, CHINA - SEPTEMBER 10: In this photo illustration, the logo of Novo Nordisk is displayed on a smartphone screen on September 10, 2025 in Chongqing, China. The maker of Wegovy and Ozempic, Novo Nordisk, has announced it will cut 9,000 jobs weeks after warning that profits will fall as more "knock-off" weight-loss drugs emerge. (Photo by Li Hongbo/VCG via Getty Images)VCG via Getty ImagesNovo Nordisk’s stock has faced pressure following its Ozempic pill’s failure in Alzheimer’s disease trials, intro ...
Redditors Are Buying Eli Lilly And Co (LLY) Ahead of Potential End of AI Trade. Here’s Why
Yahoo Finance· 2025-11-25 13:40
We recently published Top 10 Non-AI Stocks Redditors are Buying Ahead of Potential Bubble Burst. Eli Lilly And Co (NYSE:LLY) is one of the top non-AI stocks redditors are buying. Eli Lilly And Co (NYSE:LLY) recently posted strong quarterly results amid robust growth from its diabetes and weight-loss products. With a diverse portfolio spanning oncology, immunology and neuroscience, Redditors believe the company can offset any potential weakness in GLP-1 drugs amid the US government’s push to lower prices. ...
速递|礼来:小分子Orforglipron启动MACE大型三期临床
GLP1减重宝典· 2025-11-25 12:01
整理 | GLP1减重宝典内容团队 2025年11月21日,礼来在Clinicaltrials.gov上双重注册了其小分子GLP-1受体激动剂orforglipron的三期ATTAIN-Outcomes试验,用于 评估动脉粥样硬化性心血管疾病(ASCVD)和/或慢性肾脏病(CKD)患者的心血管结局。 该三期研究计划入组7140名受试者,随访五年,预计2031年完成。 主要终点为主要不良心血管事件(MACE)。 | Brief Summary | Study Start (Estimated) 0 | | --- | --- | | The purpose of this study is to measure cardiovascular outcomes with orforglipron | 2026-01 | | compared with placebo in participants with atherosclerotic cardiovascular disease | | | (ASCVD) and/or chronic kidney disease (CKD). Participation ...
创新药下一个风口浮现
3 6 Ke· 2025-11-24 23:19
先是诺华以30亿美元与Dren Bio达成合作,利用后者开发的靶向髓系细胞衔接器和吞噬平台开发双抗疗法;紧接着赛诺菲直接以6亿美元首付款 买下Dren Bio的DR-0201,这个CD20靶向MCE在难治性红斑狼疮患者身上出现18个月无治疗缓解期,正在加速进击自免市场。而继与礼来达成 合作后,泽安生物又与GSK签下4个MCE项目合作协议…… 尽管在交易金额层面还难与TCE相比,但从如今的交易及临床推进情况上看,MCE这条新的免疫疗法赛道,正在快速成形。 机制上,MCE疗法靶向髓样细胞能降低CRS的风险,在适应症范围上可能应用更广,这也是MCE获得大药企青睐的关键。 当然,MCE能否成为"下一个TCE",甚至超越之,还需要更多的临床数据来证明。 TCE自去年以来相当火热,诞生了多笔重磅交易。而在结构上与其类似的髓系细胞衔接器(MCE),也突然从小众机制分子,跃升为多家MNC 争抢的战略资产。 / 01 / 大药企开始加注 作为一项新兴的技术,MCE的入局者并不算多,但多笔大药企主导的重磅交易已经提示,MCE正成为免疫疗法赛道中最受关注的技术之一。而 这些密集交易背后,也是各家药企不同却明确的战略诉求。 最先引爆 ...
Lilly to highlight progress across key programs in early and advanced hormone receptor-positive breast cancer at the 2025 San Antonio Breast Cancer Symposium
Prnewswire· 2025-11-24 21:30
Accessibility StatementSkip Navigation Updated results from the Phase 3 EMBER-3 trial for Inluriyoâ"¢ (imlunestrant) alone and in combination with Verzenio (abemaciclib) in ER+, HER2– metastatic breast cancer to be presented as a late-breaking oral presentation Updated safety and efficacy data to be presented from PIKALO-1, the Phase 1/2 trial of Lilly's pan-mutant- selective PI3K inhibitor, which will be advanced into the Phase 3 PIKALO-2 study New subgroup analysis from the Phase 3 monarchE trial that exp ...
Novo Nordisk has a lot of challenges next year and beyond, says Guggenheim's Seamus Fernandez
CNBC Television· 2025-11-24 20:32
for more on Novo and Pharmaceutical spring and Guggenheim's biotech analyst Sheamus Fernandez. Sheamus, your take on the Novo results. Uh yeah, so I guess it's not too surprising to the overall market uh what happened here.This was a high-risisk reward clinical study for Nova Nordisk. Um it was well communicated by the company that way. But that being said, uh the company has had a lot of challenges this year, largely from competition from Eli Liy, but it also faces pretty challenging year in 2026 and poten ...