Impax Asset Management's "Impax US Sustainable Economy Fund" released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile during the quarter amid concerns over elevated valuations and financing for large-scale data center investments, although the portfolio modestly outperformed the Russell 1000 benchmark on the back of sustainability tilts and stock-specific gains, particularly within Health Care and Financials. On an annual basi ...

Key Takeaways Lilly has filed orforglipron for obesity and is advancing retatrutide in late-stage studiesOrforglipron filings span the U.S. and EU, with a U.S. obesity launch expected in Q2 2026.Retatrutide showed strong weight loss and pain relief in patients with obesity and knee osteoarthritis painEli Lilly and Company (LLY) is one of the two clear leaders in the rapidly expanding diabetes and obesity treatment market, supported by the strong success of its GLP-1–based therapies — Mounjaro for type II di ...

Australia's CSL said on Wednesday it had entered into an exclusive licensing agreement with Eli Lilly and Co , granting it certain rights to develop and commercialise clazakizumab, an antibody aimed a... ...

格隆汇2月17日｜礼来计划将印度打造成为其全球供应链的中心，作为公司先前承诺在印度投资10亿美 元用于合约生产的一部分。公司旗下重磅减肥药Mounjaro在南亚国家上市几个月后销量倍翻，而其目前 在印度并没有自家生产设施，计划利用印度强大的合约生产体系，将其在印度生产的药品出口到世界各 地的市场，作为其更广泛的供应网络的一部分。公司还计划将更多产品引入印度。 ...

To further harness global opportunity in pharma and life sciences, Indian industry needs to move up on the value chain to become a capability leader with focus on high-value products, according to industry captains. The journey towards this end has just begun and may take a decade or more to achieve tangible results, said panelists of a discussion on the future of pharma and biotech over the next five years, during the CEO Conclave at the BioAsia 2026, here on Tuesday.“India did become the generic pharma hu ...

Lilly targets India as global export hub amid booming Mounjaro sales, executive says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Visitors stand at the kiosk of Eli Lilly at the BioAsia conference in Hyderabad, India, February 17, 2026. Picture taken with a mobile phone. REUTERS/Sriparna Roy [Purchase Licensing Rights, opens new tab]- Companies- Summary- Also plans to bring other products to India, such as Alzheimer's drug donan ...

智通财经记者 李潇潇 短短5年的时间，全球减肥药赛道已发生天翻地覆的变化。 2021年，诺和诺德的司美格鲁肽在美国获批用于减重，自此GLP-1减肥药正式进入全球医药行业的视 野；2025年，礼来的替尔泊肽凭借365亿美元的销售额问鼎2025年全球"药王"宝座，行业直观见识到减 肥赛道的商业传奇。 过去几年，司美格鲁肽和替尔泊肽"双雄争霸"，竞争主要围绕注射剂，而随着2025年底口服减重版司美 格鲁肽在美国获批，减肥药的战火已经被拉至口服领域。 GLP-1药物最早是用于糖尿病治疗的处方药，但却因为减重效果出圈。虽然GLP-1药物已在全球主流市 场获批用于减重，但"每周一针"的皮下注射方式仍阻碍部分肥胖人群，尤其是恐针人群面临巨大的挑 战。此外，针剂的减肥药也有较高的冷链运输和储存要求，一定程度上限制着药物的可及性。 上述问题在2025年底得到了突破。2025年12月22日，诺和诺德的口服减重版司美格鲁肽正式在美国获 批，成为首款口服GLP-1肥胖治疗药物。诺和诺德2025年财报显示，口服减重版司美格鲁肽于2026年1 月5日上市，截至1月23日，每周的总处方量约为5万张。 口服减肥药的"双雄争霸"的场景早已做过 ...

Core Insights - Eli Lilly's Q4 earnings exceeded expectations with an EPS of $7.54 compared to the expected $6.67, and the company projected 2026 revenue between $80 billion and $83 billion [1] - The company's Mounjaro revenue increased by 110% to $7.4 billion in Q4, while Zepbound revenue rose by 123% to $4.2 billion [1] - Eli Lilly's operating margins reached 45.6% and net margins were at 31.7%, indicating strong financial performance [1] Financial Performance - Eli Lilly's stock was trading at $1,040, just 5.8% below its all-time high as of February 13, 2026 [1] - Retail sentiment shifted from neutral to bullish, with a sentiment score increase from 57.3 to 65.7 following the earnings report [1] - Analysts maintain a consensus target price of $1,201, with some projecting a higher target of $1,350 based on the company's growth potential [1] Strategic Initiatives - Eli Lilly has committed $1 billion to develop a supercomputer in collaboration with Nvidia to enhance drug discovery processes [1] - The establishment of a co-innovation lab with Nvidia aims to integrate clinical data with advanced computational capabilities [1] - The company has built a $1.5 billion stockpile of orforglipron, anticipating an FDA decision in April 2026, positioning itself for market capture [1] Competitive Landscape - Eli Lilly's GLP-1 franchise is outperforming competitors, with significant revenue growth compared to Novo Nordisk, which is facing projected sales declines of 5% to 13% in 2026 [1] - The company's quarterly revenue growth was reported at 42.6%, indicating strong momentum in its product pipeline [1]

Quick Read Eli Lilly (LLY) reported Q4 EPS of $7.54 versus $6.67 expected. Eli Lilly projected 2026 revenue of $80-83B. Eli Lilly’s Mounjaro revenue surged 110% to $7.4B in Q4. Zepbound revenue jumped 123% to $4.2B. Eli Lilly achieved operating margins of 45.6% and net margins of 31.7%. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Editor's note: A prior version of this article stated Eli Lilly a ...

Core Insights - JPMorgan Chase has made a significant investment of $2.93 billion in Eli Lilly, highlighting its confidence in the GLP-1 revolution and the obesity treatment market [1][3] Company Performance - Eli Lilly has experienced substantial growth, with a 58% increase in stock value over the past six months, although it has seen a slight decline of about 3% since December 2025 [2] - In Q4 2025, Eli Lilly reported $19.3 billion in sales, a 43% year-over-year increase, and an adjusted EPS of $7.54, surpassing expectations [6] - The company's drugs, Mounjaro and Zepbound, generated nearly $7.4 billion and $4.3 billion in sales, respectively [7] Market Outlook - The global obesity drug market is projected to reach $100 billion by 2030, with Eli Lilly positioned as a leader in this sector [3][8] - Goldman Sachs estimates the anti-obesity drug market will grow to approximately $95 billion by 2030, while Morgan Stanley forecasts it could reach nearly $150 billion by 2035 [8]