Workflow
Lilly(LLY)
icon
Search documents
The Trump Market: A Daily Dose of “What Now?”
Stock Market News· 2025-10-18 18:00
Ah, the financial markets. A bastion of calm, predictable rationality, where every policy pronouncement is meticulously analyzed, digested, and then calmly priced in over a sensible timeframe. Or not. Welcome to the era of Donald J. Trump, where market movements often resemble a particularly volatile game of Whac-A-Mole, driven less by quarterly earnings reports and more by the latest tweet, interview soundbite, or, increasingly, Truth Social post. Investors, it seems, have developed a new muscle memory: br ...
大型制药公司屈服于特朗普压力
Shang Wu Bu Wang Zhan· 2025-10-18 15:58
《爱尔兰时报》10月14日报道,在美国总统向17家大型制药集团发出警告信后,从辉瑞、礼来到罗 氏、赛诺菲和阿斯利康等制药巨头都在排队与特朗普合作,其中许多公司希望避免可能出现的惩罚性关 税。阿斯利康上周末同意以低于美国政府医疗补助计划的折扣价出售部分药品,以换取三年的关税减 免。这项"最惠国"协议与辉瑞公司上个月底达成的一项协议如出一辙,辉瑞公司同意将医疗补助计划中 的处方药价格降低至其他发达国家的水平,以换取关税减免。两家公司达成的协议以及在包括英国在内 的其他地方提高价格的举措,现在已成为所有大型制药集团在未来几周和几个月内预计要遵循的模板。 目前,艾伯维、百时美施贵宝和赛诺菲都在降低药品价格,礼来、罗氏和诺和诺德希望绕过中间商,直 接向客户销售。美国处方药价格遥遥领先,通常比其他发达市场高出近三倍。特朗普凭借其霸凌策略, 成功地以一种前所未有的方式迫使大型制药公司屈服。 (原标题:大型制药公司屈服于特朗普压力) ...
Benzinga Bulls And Bears: Stellantis, Papa John’s, Oklo — And Trade Tensions Shake Chip Stocks Benzinga Bulls And Bears: Stellantis, Papa John’s, Oklo — And Trade Tensions Shake Chip Stocks
Benzinga· 2025-10-18 11:41
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.Wall Street slid from record highs as President Donald Trump renewed tariff threats against China, rattling investor sentiment and triggering a pullback in export-sensitive and financial stocks. Regional bank credit concerns added fuel to the selloff, with reports of bad loans from Zions Bancorp (NASDAQ:ZION) and Western Alliance Bancorp (NYSE:WAL) sparking fear of deeper system ...
Trump’s Market Mambo: From Tariffs to Tumbles (and Back Again)
Stock Market News· 2025-10-18 06:00
Ah, the stock market. A bastion of rational thought, predictable patterns, and calm, measured reactions. Or, at least, that’s what the textbooks tell us. In the era of Donald J. Trump, however, the market often resembles a particularly caffeinated toddler in a toy store – prone to sudden, dramatic shifts based on pronouncements that can, and frequently do, contradict earlier statements. The past week has been no exception, offering a masterclass in market gymnastics driven by the former (and potentially fut ...
President Trump targets $150 MFN price for GLP-1s
Youtube· 2025-10-17 23:32
As an example, in London, you'd buy a certain drug for $130 and even less than that, I guess $88 as of account a month ago. And in New York, you pay $1,300 for the same thing. So now we're going to be paying uh instead of 1300, you'll be paying about $150. And they'll be paying $150, too.We're going to pay the same thing. Favored nations. It's beautiful. It's a beautiful thing.and we've been ripped off by the whole world for a long period of time. >> You mentioned a $1,300 drug at the top of this. Were you ...
US jury finds BNP Paribas enabled Sudanese atrocities
Reuters· 2025-10-17 23:29
A U.S. jury on Friday returned a historic verdict against BNP Paribas , finding the French bank helped Sudan's government commit genocide by providing banking services that violated American sanctions... ...
特朗普放话将把热门减肥药价格压至每月150美元 Hims & Hers Health(HIMS.US)股价大跌超15%
智通财经网· 2025-10-17 23:25
智通财经APP获悉,周五,减肥药公司股价下跌,礼来(LLY.US)跌约2%;而销售低价配制版GLP-1的 Hims & Hers Health(HIMS.US)股价更大跌超15%。此前美国总统特朗普表示,其政府目标是将热门GLP- 1减肥药的品牌定价压低至每月150美元,远低于当前动辄超千美元的标价。 目前礼来及诺和诺德通过直销网站提供约月500美元的折扣版;Hims & Hers等远程医疗平台则提供配制 版,每月130-200美元不等。 特朗普表示:"同一款药在伦敦一个月只要88至130美元,在纽约却要1300美元。将来你付150,我们也 付150,价格要一样。"当被追问指的是哪款药时,特朗普回答是热门减肥药Ozempic。 不过,美国医疗保险与医疗补助服务中心(CMS)署长Mehmet Oz当场澄清称,政府尚未与药企就GLP-1 议价达成协议,"我们还没谈妥,这一类药还没谈到"。此前一周,Oz表示政府正与减肥药厂商"进行大 量谈判"。 礼来与诺和诺德均是此前收到特朗普政府来函的17家大型药企之一,信件要求这些药商将美国药价与其 他发达国家对齐。辉瑞(PFE.US)和阿斯利康(AZN.US)已签署政府倡议达 ...
Eli Lilly and Novo Nordisk stocks fall as Trump says he wants $150 price for GLP-1s
CNBC· 2025-10-17 21:25
Shares of Eli Lilly and Novo Nordisk dropped Friday, after President Donald Trump said his administration aims to cut the cost of brand name GLP-1 weight loss drugs to $150 per month, a fraction of their current list price."In London, you'd buy a certain drug for $130 and even less than that ... $88 as of... a month ago. And in New York, you pay $1,300 for the same thing," Trump said during a Thursday afternoon event about in vitro fertilization at the White House. "Instead of $1,300 you'll be paying about ...
3 Price Catalysts For Eli Lilly
Seeking Alpha· 2025-10-17 20:26
When I last wrote about the obesity treatments' specialist Eli Lilly (NYSE: LLY ) in August, there was a 50% upside to the stock following its crash after disappointing drug trial results. In the two months since, the stock has realised ~30% of the upside farManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green econ ...
Mizuho's Jared Holz: Lower obesity drug prices could massively expand market
CNBC Television· 2025-10-17 17:30
That was the president yesterday in a press conference with Dr. . Oz suggesting that out-of- pocket prices for Ozepic could soon be made lower. Shares of Eli Liy and Nova you can see under some pressure this morning as a result of those comments.Joining us now to break down the moveo healthc care strategist Jared Holes. So Jared, what do you make of those comments. What do they mean for either one of these key drug makers.>> Hey David, how are you. Um I'm not that surprised. I mean, this this seems like, yo ...