Financial giants have made a conspicuous bearish move on Eli Lilly. Our analysis of options history for Eli Lilly (NYSE:LLY) revealed 84 unusual trades.Delving into the details, we found 27% of traders were bullish, while 51% showed bearish tendencies. Out of all the trades we spotted, 26 were puts, with a value of $2,090,541, and 58 were calls, valued at $10,418,102.Expected Price MovementsTaking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a pric ...

智通财经APP获悉，周五，医药板块集体走低。截至发稿，礼来(LLY.US)跌2.4%，该股周三触及历史新 高且市值突破1万亿美元。诺和诺德(NVO.US)、联合医疗(UTHR.US)、联合健康(UNH.US)微跌。 ...

Market expert Len Yaffee says it would be increasingly difficult for Eli Lilly (NYSE: LLY) to push higher from current levels – at least in the near-term. LLY shares have been standout performers in 2... ...

Michelle Carnahan has spent the better part of the last three decades working in healthcare at companies like Thirty Madison and Eli Lilly (NYSE:LLY). Now, the entrepreneur has raised $52 million in seed money for her own startup, Arbiter, a platform that connects health care professionals and payers to provide better patient care. The money has all been raised from family offices, including TriEdge Investments, MFO Ventures, and WindRose Health Investors, according to the company's funding announcement. T ...

中国GLP-1行业调研简报 | 2025/09 www.leadleo.com 报告标签：GLP-1RA药物、双靶点创新药、减重药 2025年9月 作者：吕佳睿 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另行标明出处者除外）。未经头豹 研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标，头豹研究院无任何前述名 称之外的其他分支机构，也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 1 头豹调研简报 | 2025/09 GLP-1行业 Q1：GLP-1药物是什么？ 可以治疗哪些疾病？ 图表1：GLP-1药物分类 | 药物种类 | 分子结构类别 | 半衰期 | 代谢及消除方式 | | --- | --- | --- | --- | | 短效制剂 | | | | | 贝那鲁肽 | GLP-1 | 11min | 肾脏为主 | | 艾塞那肽 | Exend ...

Core Insights - Eli Lilly has become the first healthcare company to achieve a market capitalization of $1 trillion as of November 21 [1] - The company has the potential to reach a $2 trillion market cap by 2031, requiring a compound annual growth rate of 12.3% [2] Valuation Concerns - Eli Lilly's stock is currently trading at 33.3 times forward earnings, significantly higher than the healthcare industry's average of 18.1, which raises concerns about whether its success is already reflected in its share price [3] Growth Catalysts - Eli Lilly is leading the weight loss market with its drug tirzepatide, which is experiencing substantial sales growth [5] - The company has additional pipeline candidates like orforglipron, expected to gain regulatory approval soon, which will further boost revenue [6] - Clinical progress with retatrutide, a promising medicine that mimics three gut hormones, could enhance efficacy in weight loss treatments [7][8] Financial Performance - Eli Lilly reported a 54% year-over-year revenue growth in the third quarter, reaching $17.6 billion [10] - The company maintains a gross margin of 83.03% and a dividend yield of 0.54% [9] Pipeline Diversification - Eli Lilly is diversifying its pipeline beyond weight management, with promising candidates in oncology, pain management, and rare diseases [11] - Other medicines like Verzenio and Kisunla are also generating revenue, contributing to the company's overall performance [12][13] Investment Outlook - Regardless of whether Eli Lilly reaches a $2 trillion market cap by 2031, it is considered a strong long-term investment with a solid dividend program [14]

Group 1 - The core argument of the article highlights the structural challenges in the U.S. healthcare system that hinder drug development and commercialization, while Eli Lilly has successfully navigated these challenges through innovative GLP-1 drugs and strategic business models [2][3] - Eli Lilly's market capitalization is approaching $1 trillion, driven primarily by the success of GLP-1 drugs, which contribute approximately 80% of the company's value and have a revenue growth rate of 40% this year [4][5] - The company has a significant market share of about 70%-75% in the new patient market for GLP-1 drugs, reflecting strong investor confidence in its R&D capabilities [4] Group 2 - GLP-1 drugs help reduce daily caloric intake by approximately 800 calories, stabilizing weight loss and reducing emotional burdens associated with dieting [8] - Despite the effectiveness of GLP-1 drugs, their current usage is limited, with only about 10 million users in the U.S. compared to a potential market of 100 million obese individuals, primarily due to insurance coverage issues [11] - The direct-to-consumer (DTC) model through LillyDirect has allowed Eli Lilly to bypass traditional intermediaries, significantly increasing efficiency and revenue, with annual income reaching billions [24][26] Group 3 - Eli Lilly's R&D spending is projected to reach 20%-25% of sales, approximately $14 billion, which is comparable to national research institutions [18] - The average cost of developing a new drug is estimated at $3.5 billion to $4 billion, with over 60% of this cost attributed to late-stage clinical trials [19] - The company employs a mixed model of internal R&D and external collaborations to balance innovation and efficiency [22] Group 4 - The U.S. healthcare system faces significant structural issues, including a misalignment of funding for chronic disease management and a reliance on high-cost acute care [28][29] - The generics market, while providing low-cost medications, suffers from quality inconsistencies and supply risks, which can affect patient outcomes [30][31] - Regulatory requirements for new drug approvals have become increasingly stringent, extending development timelines and costs significantly [35][36] Group 5 - The pricing of drugs in the U.S. is often opaque, with significant discrepancies between list prices and actual transaction prices, leading to challenges for smaller institutions in negotiating fair prices [46][48] - Traditional pricing models do not adequately address the value of innovative therapies, such as gene therapies, which require new pricing strategies to reflect their long-term benefits [49][50] - Clinical trial costs are rising, with median costs per participant exceeding $40,000, driven by the complexity of patient recruitment and the need for high-quality care [53][54]

Our next guest says potentially strong data could put pressure on Lily shares. For more, let's bring in Kessive Capital managing director Len Yaffy. Len, great to have you with us. Good to see you.>> Thank you so much. >> So, we're expecting a couple of readouts on Marit Amgen's drug. Len, so what what's the scenario here.The the data is good. And what do you characterize as good and what does that mean. I think the key with maritide and this is part two of a phase two study is what is the incidence if we l ...

Core Viewpoint - The potential strong data from Amgen's drug Maritide could exert pressure on Eli Lilly's shares, particularly due to concerns about side effects and market competition [1][3]. Company Analysis - Eli Lilly is expected to face significant competition in the obesity drug market, with three drugs already on the market and four in advanced clinical studies by the time Maritide is projected to receive FDA approval in 2028 or 2029 [3]. - The valuation of Eli Lilly is currently high, trading at approximately 35 times next year's earnings estimates, which raises concerns about its ability to move significantly higher in the short term [7][6]. - The company has seen a substantial increase in stock price, but there is a risk that favorable data for Maritide could lead investors to take profits from Eli Lilly [6]. Industry Insights - The obesity drug market is projected to grow from $20 billion in the US this year to $150 billion by 2030, indicating a transformative opportunity for companies involved in this drug class [9]. - The current drug category, including incretins and amylins, is noted for its potential to prevent morbidity and mortality associated with common chronic conditions, making it a significant area of focus for pharmaceutical companies [10]. - The Institute for Clinical Economic Research highlighted that certain drugs, like Zepbound, not only improve quality of life but also provide cost savings to the healthcare system, emphasizing the economic benefits of this drug category [10].

Core Insights - Eli Lilly and Company (LLY) has achieved a historic milestone by becoming the first pharmaceutical company to reach a valuation of $1 trillion, primarily driven by the success of GLP-1 drugs for obesity [1] Company Overview - Eli Lilly's valuation surge is largely attributed to the booming market for GLP-1 drugs, which are designed for obesity treatment [1] Market Dynamics - The growth in the pharmaceutical sector, particularly in obesity treatments, has positioned Eli Lilly as a leader in this emerging market [1]