伴随11月21日股价冲高，礼来成功进入万亿美元市值俱乐部。其市值甚至超过了美国最大的私营企业雇 主和零售商沃尔玛。另一边，诺和诺德在短暂登顶"欧洲股王"后就迅速回撤，年初至今，公司股价跌去 近5成，1900亿美元市值"打了水漂"。 这些连续的波动清晰地表明，无论是财报指引、临床成败，还是市场定价策略，任何来自礼来或诺和诺 德的消息都足以在瞬间引发资本的重新评估与股价的剧烈波动。 在减肥药赛道上，诺和诺德曾扮演"领导者"，礼来则扮演着"追随者"的角色。而随着攻守互换，投资者 的欢呼声也倒向了礼来一侧。眼下，二者仍然在争夺减肥药的赛点。而比赛，远未到决胜时刻。 礼来市值超万亿美元诺和诺德股价跌幅近半 一边锣鼓喧天，一边暗自神伤，用来形容最近的礼来与诺和诺德应该不为过。 11月21日美股收盘，礼来公司成为首个进入"万亿美元俱乐部"的医药公司，打破了该阵营由科技企业主 导的局面。今年以来，礼来公司股价涨幅已超35%。 而与礼来一同被视为减肥药"双子星"的诺和诺德却呈现出一幅截然不同的景象。11月24日，诺和诺德美 股盘前直线下挫，一度跌超12%。消息面上，诺和诺德公布了司美格鲁肽治疗早期阿尔茨海默症未达预 期的临床分 ...

智通财经APP了解到，随着有关于"AI泡沫"的各种悲观论调席卷全球金融市场，全球投资者们重新审视在那些与人工智能密切 相关联且AI变现路径模糊的科技型股票与债券资产上的大举多头押注。因此，投资者们自11月以来可谓真金白银砸向那些坐拥 现金流稳健、盈利数据长期稳定，且估值相比于英伟达、AMD以及美光等热门AI科技股而言处在历史低位的那些价值类明星 股票。 在当前这股全球资金涌向价值股的大浪潮之中，美国股市长期以来偏向防御性质且对冲基金倾向借此对冲剧烈市场波动的板 块，同时也是长期以来代表着全球价值股风向的"医疗保健公司"，在这股全球资金大轮动浪潮中堪称"最大赢家"。根据富国银 行等华尔街金融巨头的最新观点，今年圣诞狂热行情可能不会像历史数据暗示的那样如期而至，因此轮动至价值股的这股涨势 远未完结。 价值股(Value Stocks) 一般指的是那些股价相对其内在价值被长期低估的公司股票，特征通常是：低市盈率(P/E)+低市净率 (P/B)，以及长期高股息率、业务线成熟、盈利和现金流长期相对稳定，且多为已建立较久的老牌公司。在过去十多年时间里， 科技和成长股在低利率且宽松货币政策环境下表现极强，因此市场资金往往更 ...

Core Insights - Eli Lilly and Company (NYSE: LLY) is recognized as a leading stock in the pharmaceutical sector, particularly noted for its advancements in the weight loss drug market and a strong drug pipeline [2][3] - The company's market capitalization recently surpassed the trillion-dollar mark, a milestone that was previously predicted by billionaire Ken Langone [2][3] Company Performance - Jim Cramer has consistently expressed optimism regarding Eli Lilly's business prospects, highlighting its innovative weight loss and diabetes drug as a key driver for future growth [3] - As of the latest update, Eli Lilly's market capitalization was approximately $724 billion before crossing the trillion-dollar threshold [3] Market Context - The discussion around Eli Lilly's valuation reflects broader trends in the pharmaceutical industry, where non-tech stocks are increasingly being recognized for their potential to reach significant market valuations [3]

The U.S. Centers for Medicare and Medicaid Services (CMS) on Tuesday announced that it has secured lower prices for 15 of its highest‑cost medications, resulting in substantial annual savings on prescription expenses.Drug Price Reductions Under Biden’s IRA Now Include Weight-Loss DrugsThe new prices will take effect in 2027, and the negotiated prices include a monthly cost of $274 for Novo Nordisk’s (NYSE:NVO) popular GLP-1 drug, semaglutide, sold as Wegovy, Ozempic, and Rybelsus.Other drugs that saw signif ...

本文来自彭博终端，终端用户可运行NSN T5ZVZBGQ7LAO 阅读原文。非终端用户可点击文末 "阅读原文" 预约演示。 本期主题： 礼来业绩领跑、诺和诺德落后：政策不确定性持续困扰制药行业 GLP-1药物第三季度表现分化：礼来亮眼 诺和诺德失色 美国大型药企第三季度收入超预期幅度再次高于欧洲同业，汇率仍是拖累后者收入的主要因 素。礼来凭借肥胖症药物组合的强劲表现，以收入超预期1 0%领跑同业。与之形成鲜明对比 的是，诺和诺德因复合GLP- 1药物竞争加剧持续面临阻力，业绩较预期低约2%，且这一压力 短期内难以缓解。 罗氏因Oc r e v u s、Hemli b r a和Va b y smo三款药物销售疲软，收入未达预期，加剧了市场对其 长期增长前景的担忧，尤其是在其后期产品管线推进缓慢的背景下。此外，葛兰素史克、百 时美施贵宝和阿斯利康在核心增长业务的支持下，实现了低单位数的超预期表现。艾伯维再 次上调对Sk y ri z i和Ri n v o q的预期，这两款药物在第三季度推动了业绩增长，并持续抵消 Humir a销售下滑的影响。 第三季度收入 vs. 市场普遍预期 | | | 诺和诺德EPS未达预期 ...

礼来公司(LLY.US)股价近日连创新高，成为首家市值达1万亿美元的制药企业。这股涨势同时将其创始 家族的私人基金会资产推升至1000亿美元的历史峰值。基金会绩效追踪机构FoundationMark创始人约翰. 塞茨确认，这家位于印第安纳波利斯的基金会由此成为全美首个达成12位数资产里程碑的私人基金会。 根据该基金会提交给美国证券交易委员会的最新文件，礼来基金会持有9250万股礼来公司股票，系企业 最大股东。截至纽约当地时间下午3点25分，这部分持股价值约达1020亿美元。"我们感恩能获得更丰富 的资源，用于支持创始人们于1937年创立本基金会时确立的使命，"基金会传讯总监朱迪思.塞布拉在邮 件声明中表示。对于未来规划，她未予进一步置评。 减肥药热潮早在2024年底就已助推该基金会以799亿美元资产成为全美最大慈善机构，以微弱优势超越 盖茨基金会的772亿美元。尽管其龙头地位可能因OpenAI架构重组带来的1300亿美元慈善体量而受到挑 战，但OpenAI基金会的最终形态目前尚不明确。 根据去年股价表现，礼来基金会需在2025年拨付至少36亿美元善款。而随着礼来公司股价今年累计上涨 约40%，2026年的拨款 ...

Lilly stock has reached new highs in recent days, becoming the first pharmaceutical company to hit a $1 trillion valuation https://t.co/CuRL7dPpXM ...

“I have no idea whether or not we are in a bubble, nor does anyone else. But here is how you can protect your portfolio when the market does correct, and it will.”There has been a lot of talk these days centering on the stock market bubble and the bursting of it. First, let me say our firm, LCM Capital Management, is not and never has been in the prognostication business. If you have read any of our previous Benzinga blogs, you would know that no one within our industry should be either since they are just ...

Bernstein just threw fresh fuel on Eli Lilly's (LLY) never-ending rally, as the firm lifted its price target on the stock to $1,300 from $1,100. For perspective, that’s an 18% bump compared to the old target, while representing a 21% to 22% upside compared to Lilly’s current stock price. Analyst Courtney Breen feels Wall Street still isn't factoring in how massive the company’s next wave of GLP-1 catalysts could be. She feels Lilly’s incredible leap into the trillion-dollar club, as reported by Reuters, ...

CHONGQING, CHINA - SEPTEMBER 10: In this photo illustration, the logo of Novo Nordisk is displayed on a smartphone screen on September 10, 2025 in Chongqing, China. The maker of Wegovy and Ozempic, Novo Nordisk, has announced it will cut 9,000 jobs weeks after warning that profits will fall as more "knock-off" weight-loss drugs emerge. (Photo by Li Hongbo/VCG via Getty Images)VCG via Getty ImagesNovo Nordisk’s stock has faced pressure following its Ozempic pill’s failure in Alzheimer’s disease trials, intro ...