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Goldman Sachs Reaffirms Buy on Eli Lilly and Company (LLY), Citing 25% Growth Outlook
Yahoo Finance· 2026-02-07 13:33
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 ...
Weight-loss drugs to compete on biggest stage with Super Bowl ads
Reuters· 2026-02-07 11:07
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]
一天卖出1亿美元!替尔泊肽加冕“药王”,礼来凭什么撑起1万亿市值?
GLP1减重宝典· 2026-02-07 04:43
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 ...
中新健康|全球“药王”易主
Zhong Guo Xin Wen Wang· 2026-02-07 03:49
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 ...
Hims & Hers Health(HIMS.US)推出廉价减肥药次日即遭FDA叫停,股价盘后暴跌
Xin Lang Cai Jing· 2026-02-07 01:17
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 ...
Cramer calls this drug maker the 'greatest growth stock.' He also names a runner-up
CNBC· 2026-02-06 17:07
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. Stocks rebounded Friday, with the Dow surging more than 950 points or nearly 2%. Jim Cramer feels "pretty good" about what he called the "mighty Dow rally." Club holdings and Dow components Nvidia , Cisco , Boeing , Honeywell , Procter & Gamble , and Nike , were all higher. Amazon , also a Dow stock and portfolio name, was the exception — down 7.5% after Thu ...
Drugmakers Split On Weight-Loss Outlook
Under30CEO· 2026-02-06 15:52
Within a single day, the two biggest makers of modern weight-loss drugs signaled different paths for the booming market. Novo Nordisk and Eli Lilly offered contrasting views on where business is headed, sharpening investor focus on demand, supply, and pricing.The divergence came within 19 hours, hinting at uncertainty in a market that has reshaped diabetes and obesity care. The companies dominate sales of GLP-1 medicines used for weight loss and diabetes. Their comments suggest different assumptions about h ...
Eli Lilly (LLY) is a Top-Ranked Growth Stock: Should You Buy?
ZACKS· 2026-02-06 15:46
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NVO, LLY Stocks Slide as HIMS Launches $49 Compounded Semaglutide Pill
ZACKS· 2026-02-06 15:30
Key Takeaways Hims & Hers launched a compounded oral semaglutide weight-loss pill as a needle-free option for patients.Novo Nordisk shares slid after HIMS priced its pill at $49, challenging high-priced branded GLP-1 injectables.HIMS stock reversed gains after FDA warned against mass-marketing illegal copycat drugs. Hims & Hers Health, Inc. (HIMS) , a leading health and wellness platform, is moving further into the fast-growing weight-loss market with the announcement of a new compounded semaglutide pill th ...
Hims推出49美元GLP-1减肥药 面临诺和诺德法律反制
Xin Lang Cai Jing· 2026-02-06 15:27
Hims & Hers Health(Hims)周五早盘下跌6.2%。该公司开始提供起价为49美元的复方司美格鲁肽药 片,这对诺和诺德和礼来构成压力,诺和诺德誓言将对大规模复方药行为采取法律行动。 责任编辑:张俊 SF065 Hims & Hers Health(Hims)周五早盘下跌6.2%。该公司开始提供起价为49美元的复方司美格鲁肽药 片,这对诺和诺德和礼来构成压力,诺和诺德誓言将对大规模复方药行为采取法律行动。 责任编辑:张俊 SF065 ...