小核酸风口之上系列： 小核酸重构减肥逻辑，INHBE 和 ALK7 靶点初步验证 glmszqdatemark Arrowhead公布两款小核酸药物的初步减肥疗效良好。Arrowhead公司公布了 两个靶点 INHBE 和 ALK7 的小核酸药物的减肥效果，展现出良好的初步疗效： ARO-INHBE 精准减脂：脂肪平均减少 9.9%，肝脏脂肪减少幅度高达 38.6%。 并且 ARO-INHBE 具备增肌潜力，单药治疗显示瘦体重（Lean tissue）增加 3.6%。 ARO-ALK7 显示出剂量依赖性的 ALK7 mRNA 平均降幅高达 88%，这证实了 TRiM 平台能够抑制脂肪细胞的基因表达。 单次注射 ARO-ALK7 后，内脏脂肪量迅速减少，降幅高达 14.1%（以安慰剂作 为对照调整后的数据）。 Wave life 公布的 INHBE 靶点小核酸药物 WVE-007 同样具备良好的减肥效 果。 Wave life 公司在 20251208 公布 WVE-007 一期小样本数据表明：靶向肝 脏 INHBE，单剂量 240mg 给药 3 个月后，内脏脂肪下降 9.4%（p=0.02），总 体脂肪降 4 ...

In this articleLLYNVOMaziar Mike Doustdar, CEO of Novo Nordisk, speaks in the Oval Office during an event about weight-loss drugs at the White House in Washington, DC on November 6, 2025. Andrew Caballero-Reynolds | Afp | Getty ImagesStock Chart IconStock chart iconNovo Nordisk U.S.-listed shares over the last month.The latest developments add to a thorny situation for Novo as it risks being edged out by Lilly and the growing number of people taking cheaper compounded versions of semaglutide, which are unap ...

Core Insights - Eli Lilly has become the largest healthcare company and the first to reach a market capitalization of $1 trillion, outperforming broader equities over the past five years [1] Financial Performance - Eli Lilly reported exceptional financial results, with fourth-quarter sales of $19.3 billion, reflecting a 43% year-over-year increase, and adjusted earnings per share of $7.54, up 42% compared to the previous year [3] - The company anticipates revenue between $80 billion and $83 billion for the current year, indicating a top-line growth of 25% at the midpoint, which exceeds analysts' expectations despite price reductions on key medicines [4] Market Position - Eli Lilly is gaining significant ground in the diabetes and weight management market, with its tirzepatide drug generating over $30 billion in sales in 2025, making it the world's best-selling compound [5] - The company's market share for incretin analogs has increased to 60.5% by the end of 2025, while competitor Novo Nordisk's share has decreased to 39.1%, indicating Lilly's dominance in this sector [6] Pipeline Development - Eli Lilly has several promising pipeline candidates, including an oral GLP-1 medicine, orforglipron, expected to gain approval by the second quarter of 2026, and retatrutide, which has shown excellent phase 3 results targeting weight loss [7]

Lou Whiteman: Yeah, the two tenuers, which is what's funny about it. He's had an incredible career. Let's just say that first. The most recent tenure, he turned streaming around. Streaming was a $2 billion plus loser back in 2022. It's now a profitable business, $1 billion in profits. I think, he gets a lot of credit for that. Part of that is just maturation, so I don't know how much credit. Here's the thing, though. The stock price. Really liked his first tenure more than the second. The stock has done not ...

There are almost always some companies doing well, even when competitors in the same industry are sinking. Right now, investor enthusiasm has GLP-1 weight loss drug leader Eli Lilly (NYSE: LLY) riding high, with a lofty price-to-earnings ratio of 46. Its dividend yield is a tiny 0.6%(in part, because of its strong share-price performance). The sinking shares of competitors Novo Nordisk (NYSE: NVO) and Pfizer (NYSE: PFE) will be much more attractive if you are a contrarian, have a value bias, or are a div ...

Big pharma and biotech take the earnings stage with reports from Eli Lilly and Novo Nordisk leading the lineup. Will they help the industry once again outperform AI champ Nvidia?In this podcast, Motley Fool analysts Karl Thiel, Tom King, and Tim Beyers discuss:Slow rolling chaos at the FDA and its effects on drug approvals.How to think about risk when investing in biotech.A review of results from DNA researcher Twist Bioscience.Don't wait! Be sure to get to your favorite bookseller and pick up a copy of Dav ...

（来源：药研网） 随着上一财年正式收官，全球制药企业陆续公布了2025年的财报答卷，根据业绩，我们整理出跨国药企TOP10业绩排名，梳理了各家跨国药企在中国市场 的营收表现——阿斯利康再次霸榜跨国药企中国区营收TOP1! 除总营收外，各大药企的"摇钱树"——重磅单品销售额也同步揭晓。 目前小编已整理汇总《2025年跨国药企年报》，包含强生、罗氏、礼来、默沙东、辉瑞、赛诺菲、诺华、GSK等超20家企业财报及PPT介绍，并持续更新 中。 01 全球TOP10药企总营收排名 2025年全球营收TOP10榜单经历了新一轮洗牌。 强生、罗氏发展势头保持强劲，稳坐前两名，礼来凭借减肥神药挤走默沙东"药王"宝座后，其总营收也跃升至前三，增幅高达44%，成为今年榜单最 大"黑马"。 | 公司 | 2025年营收 (亿美元) 2024年营收 (亿美元) | | 同比增长 | | --- | --- | --- | --- | | 强生 | 941.93 | 888.21 | 6% | | ਛ ਦ | 744.28 | 688.92 | 7% | | 礼来 | 651.79 | 450.43 | 44% | | 默沙东 | 65 ...

中金公司维持礼来"中性"评级，目标价1,107美元。 ...

信达生物 该行认为此次合作属正面惊喜，标志着信达生物迈向全球性生物制药公司历程中的又一个重要里程碑， 并突显其研发平台的实力。 在电话会议上，信达生物管理层重申其长期愿景，主要受惠于通用生物药和肿瘤药领域双引擎增长策略 的支持。该行对信达生物在其商业及研发产品线上的执行力，以及其强大的业务拓展能力持续印象深 刻。 分时图 日K线 周K线 月K线 89.60 -0.05 -0.06% 2.34% 1.56% 0.78% 0.00% 0.78% 1.56% 2.34% 87.55 88.25 88.95 89.65 90.35 91.05 91.75 09:30 10:30 12:00/13:00 14:00 16:10 0 11万 22万 33万 摩根大通发布研报称，信达生物(01801)与礼来(LLY.US)达成战略合作，共同在全球范围开发聚焦于肿 瘤和免疫学领域的新型生物制剂。小摩重申信达生物是其所覆盖的中国生物科技公司中的首选标的之 一，予其"增持"评级，目标价为111港元。 ...

声明称，此次获批是礼来中国在消化免疫领域首款获批的创新药。该药物此前已在美国等多个国家获批 上市。 礼来在华同时销售阿尔茨海默病、糖尿病及肥胖症等领域药物。针对该药的上市时间与定价，公司尚未 立即回应置评请求。 Clarivate数据显示，在礼来这类靶向药物的上市与应用推动下，未来十年中国溃疡性结肠炎治疗市场将 迎来显著增长。 礼来(LLY.US)周三宣布，其用于治疗慢性炎症性肠病的药物已获得中国监管机构批准，这意味着该疗法 正式进入全球第二大药品市场。 这家美国药企在其官方微信公众号声明中表示，该药物mirikizumab(米吉珠单抗) 获批用于治疗中重度 活动性克罗恩病及溃疡性结肠炎。 ...