来源：中国基金报 万亿外资巨头又调仓了！ 根据美国证券交易委员会（SEC）披露，近日资管巨头贝莱德递交了截至2025年12月31日的第四季度持 仓报告（13F）。 根据13F，贝莱德第四季度持仓总市值为5.92万亿美元，环比增长3.67%。去年第四季度，贝莱德投资组 合中新增了247只个股，清仓165只个股。其中，前十大重仓股占总市值30.41%。 具体来看，前五大买入标的为谷歌-A、谷歌-C、礼来、美光（MU.US）、苹果。前五大卖出标的为标 普500ETF-SPDR CALL（SPY.US.CALL）、ServiceNow（NOW.US）、Strategy（MSTR.US）、AT&T （T.US）、Kellanova （K，现已退市）。 "前十大"科技含量较高 增持英伟达、苹果、微软等 根据13F，贝莱德持有的前十大重仓股科技含量较高，具体包括：英伟达（NVDA.US）、苹果 （AAPL.US）、微软（MSFT.US）、亚马逊（AMZN.US）、谷歌-A（GOOGL.US）、博通 （AVGO.US）、谷歌-C（GOOG.US）、META（META.US）、特斯拉（TSLA.US）、礼来 （LLY.US）等 ...

But it's good news for Eli Lilly, too.Novo Nordisk (NVO 2.05%) has struggled over the past year, and the company recently hit another setback when it reported disappointing fourth-quarter results and even worse guidance for fiscal year 2026. The stock price fell by nearly 15% following these developments.However, there are several things to look forward to for Novo Nordisk. One of them is its recent launch of an oral version of its famous weight loss drug, Wegovy. And regarding this product, Novo Nordisk ju ...

The biotech space this week witnessed significant key milestones, including FDA approvals, NDA path-setting meetings, rejections, licensing agreements, and oncology drug acquisitions. The clinical trial arena achieved positive results in therapeutic areas such as idiopathic nephrotic syndrome, age-related macular degeneration, ulcerative colitis, plaque psoriasis, obesity, autoimmune and inflammatory diseases.Let us unpack the key developments and milestones of this week. FDA Approvals & Rejections NRx Pha ...

U.S. Food and Drug Administration (FDA) Commissioner Marty Makary holds up a study from The Lancet during an announcement of the FDA’s intent to phase out the use of petroleum-based synthetic dyes in the nation’s food supply during a press conference at the Department of Health and Human Services in Washington, D.C., U.S., April 22, 2025. REUTERS/Elizabeth FrantzElizabeth Frantz | ReutersA version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news s ...

Eli Lilly and Co. (NYSE:LLY) on Monday shared positive topline results from the Phase 3 LIBRETTO-432 clinical trial for Retevmo (selpercatinib). The trial demonstrated a highly statistically significant improvement in event-free survival for patients with early-stage non-small cell lung cancer. Lung Cancer Trial Shows Benefit The LIBRETTO-432 trial results showed that selpercatinib significantly reduced the risk of disease recurrence or death in patients with RET fusion-positive non-small cell lung cance ...

efficacy in first-of-its-kind Phase 3b trial for adults with psoriasis and obesity or overweight[Eli Lilly and Company (NYSE: LLY) today announced positive topline results from the landmark TOGETHER-PsO open- label Phase 3b clinical trial...]### Lilly to participate in TD Cowen's 46th Annual Health Care Conference[Eli Lilly and Company (NYSE:LLY) will participate in TD Cowen's 46th Annual Health Care Conference on March 2, 2026. Lucas Montarce, executive vice...][More Releases From This Source]## Explore[He ...

Everyone has been talking about Ozempic in recent years. You may have seen the name in the news or even know someone who is taking this blockbuster drug. Though Ozempic, made by Novo Nordisk, is approved for type 2 diabetes, the drug has also been prescribed for weight loss. It's part of the popular GLP-1 class of drugs. Novo was first to market with a GLP-1 drug in 2017 and maintained leadership for a while. But that has changed over the past year, as another player roared into the top spot. So, as an i ...

2026.02．19 当地时间2月18日，礼来公司公布了一项最新研究结果，显示出该公司的减重药替尔泊肽在肥胖合并自 身免疫性疾病方面的潜力。 一项针对274名银屑病患者的后期研究数据显示，使用替尔泊肽与该公司现有生物制剂依奇珠单抗联合 治疗的效果优于单独使用依奇珠单抗的疗效，并且联合治疗可同时实现减轻皮肤症状及体重减轻的双重 效果。 与此同时，随着礼来的口服减重药即将获批，双方在口服减重制剂领域的竞争已经开打。根据一份上周 公布的备案文件，礼来正在为口服减重药大举备货，公司预上市库存规模已达15亿美元，较去年同期的 5.5亿美元大幅增长。 微信编辑 | 雨林 责任编辑：王珂 2026.02．19 数据显示，在治疗36周时，约27.1%接受联合疗法的患者达到了银屑病完全清除的治疗目标，同时实现 10%的体重减轻；而单独使用依奇珠单抗的患者达到治疗目标的比例仅5.8%。 银屑病是一种慢性自身免疫性疾病，会导致皮肤上出现瘙痒、鳞屑斑块。这项研究结果显示了此类减重 药在治疗肥胖合并症方面的潜力，大部分肥胖患者还伴有至少一种与体重相关的合并症。 目前，礼来及主要竞争对手诺和诺德正在多个市场针对多种减重疗法新适应症方面展 ...

目前，礼来及主要竞争对手诺和诺德正在多个市场针对多种减重疗法新适应症方面展开激烈竞逐。 与此同时，随着礼来的口服减重药即将获批，双方在口服减重制剂领域的竞争已经开打。根据一份上周 公布的备案文件，礼来正在为口服减重药大举备货，公司预上市库存规模已达15亿美元，较去年同期的 5.5亿美元大幅增长。 银屑病是一种慢性自身免疫性疾病，会导致皮肤上出现瘙痒、鳞屑斑块。这项研究结果显示了此类减重 药在治疗肥胖合并症方面的潜力，大部分肥胖患者还伴有至少一种与体重相关的合并症。 目前，礼来及主要竞争对手诺和诺德正在多个市场针对多种减重疗法新适应症方面展开激烈竞逐。 新适应症的开拓意味着患者范围的扩大。就在上周，替尔泊肽获得中国国家药品监督管理局批准，新增 用于成人2型糖尿病（T2DM）单药治疗。此前，替尔泊肽用于接受二甲双胍和（或）磺脲类药物治疗 血糖仍控制不佳的成人2型糖尿病患者。 在欧洲市场，诺和诺德减重药物司美格鲁肽7.2mg更高剂量疗法也于本周获得批准，为医生和患者提供 了更多治疗选择。 当地时间2月18日，礼来公司公布了一项最新研究结果，显示出该公司的减重药替尔泊肽在肥胖合并自 身免疫性疾病方面的潜力。 一项针对 ...

本文源自：金融界AI电报 贝伦贝格：将礼来(LLY.N)目标价从950美元上调至1050美元。 ...