Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

Core Viewpoint - The pharmaceutical sector is at risk of facing new tariffs from the Trump administration, which has already caused investor anxiety despite no direct impact yet [1][2]. Industry Summary - The pharmaceutical industry, particularly companies like Eli Lilly, is bracing for potential tariffs that could increase costs for raw materials sourced overseas [4][5]. - The uncertainty surrounding tariffs has made investors jittery, affecting stock performance and market sentiment [2][3]. Company Summary: Eli Lilly - Eli Lilly has been a strong performer in the pharmaceutical sector, primarily driven by its GLP-1 medications, Mounjaro and Zepbound, which compete with Novo Nordisk's products [7]. - The company also has a promising cancer drug, Verzenio, which has received multiple FDA approvals, expanding its oncology market opportunities [8]. - Eli Lilly's recent FDA approval for its Alzheimer's medication, Kisunla, positions it well in a fragmented market expected to grow significantly [9][10]. - Despite the potential for increased operating expenses and profit margin compression due to tariffs, the long-term outlook for Eli Lilly remains positive due to its diversified portfolio and growth opportunities [6][15]. Investment Considerations - Current market conditions suggest that investing in Eli Lilly may require a long-term perspective, as short-term volatility is anticipated due to potential tariff impacts [12][14]. - A strategy of dollar-cost averaging is recommended for long-term investors to mitigate risks associated with price fluctuations [14].

Core Insights - The obesity drug market is projected to grow significantly, with Morgan Stanley estimating it could reach $144 billion by 2030, a more than 15-fold increase from current levels [2] - Eli Lilly and Novo Nordisk currently dominate the market with GLP-1 receptor agonists, which require weekly injections, but there is a shift towards developing oral alternatives [2][3] Company Developments - Eli Lilly is advancing its oral GLP-1 treatment, orforglipron, which has shown promising results in the Achieve-1 phase 3 clinical trial, indicating potential for significant weight loss [4][11] - The Achieve-1 study demonstrated that orforglipron reduced weight by 2.8% to 5.9% compared to placebo, depending on the dosage [9] - Eli Lilly's existing oral GLP-1 drug, Rybelsus, generated $3.6 billion in sales last year, but remains a fraction of the $27.2 billion from injectable semaglutide [5] Market Potential - Orforglipron's small-molecule formulation may enhance patient compliance compared to existing oral options, potentially positioning it as a top seller in the anti-obesity market [7] - Eli Lilly's tirzepatide, approved for diabetes and weight management, saw sales surge to $16.5 billion in 2024, indicating strong market performance [12] Industry Context - The pharmaceutical industry faces challenges due to staffing changes at the FDA, which may impact the pace of drug approvals, creating uncertainty for drugmaker stocks [14]

礼来公司CEO表示，开展阿尔茨海默病预防及其他脑部疾病的研究。 ...

礼来公司CEO表示，他们不提高药品价格很重要。 ...

Eli Lilly & Co. LLY shares staged their sharpest single-day rally in nearly 25 years Thursday, after unveiling data from a pivotal trial that could cement its leadership in a weight-loss drug market projected to more than triple in size by 2030. The stock surged, closing the day up 14.36% to $839.96, marking its best performance since June 2000.In a Thursday note, Goldman Sachs analyst Asad Haider, CFA said Eli Lilly's first Phase 3 trial of orforglipron — a once-daily oral treatment for type 2 diabetes and ...

Eli Lilly has a plan to dominate the GLP-1 weight loss drug market -- and it's succeeding.It's Thursday morning, 11:50 a.m. ET -- and Eli Lilly (LLY 16.30%) stock is off to the races!This morning, the Indianapolis-based pharmaceutical giant announced that its new GLP-1 weight loss pill, orforglipron, has "demonstrated statistically significant efficacy results and a safety profile consistent with injectable GLP-1 medicines in successful [ACHIEVE-1] Phase 3 trial."Lilly shares are up 14.2% in response to the ...

Eli Lilly shares jumped 15% after a clinical trial of its experimental pill showed it helped patients with Type 2 diabetes lose weight at levels comparable to leading injectable medications like Ozempic.The mid-stage trial results announced on Thursday by the pharmaceutical giant showed that patients taking orforglipron lost an average of 16 pounds — or 7.9% of their body weight — over a 26-week period.That outcome compares favorably to Novo Nordisk’s widely prescribed Ozempic, which helped diabetic patient ...

Eli Lilly & Co (NYSE:LLY) stock is headed for its best day since August 2023, last seen up 13.4% at $838.48 at last check, after the pharmaceutical giant reported positive results for a phase 3 trial of its weight-loss drug, orforglipron. The experimental pill resulted in weight loss of nearly 8% at the highest dose, and lowered blood sugar in patients with type 2 diabetes. Today's pop helped Eli Lilly stock fully recover from its early April bear gap, and has it back in positive territory for 2025. LLY was ...

Core Points - Eli Lilly and Company will announce its first-quarter 2025 financial results on May 1, 2025, and will hold a conference call to discuss the performance [1] - The conference call is scheduled to begin at 10 a.m. Eastern time, and a live webcast will be available on Lilly's website [2] - Lilly has been a pioneer in medical discoveries for nearly 150 years, focusing on various health challenges including diabetes care, obesity treatment, Alzheimer's disease, immune system disorders, and cancer management [3]