HOUSTON, TEXAS - SEPTEMBER 23: Eli Lilly CEO David A. Ricks speaks at a press conference at Generation Park in Houston, Monday, Sept. 23, 2025. The company announced plans for a $6.5 billion biomanufacturing plant in north Houston. (Raquel Natalicchio/Houston Chronicle via Getty Images)Houston Chronicle via Getty ImagesEli Lilly stock (NYSE: LLY) surged 5% yesterday, initially driven by news of a Pfizer deal with the White House to lower drug prices in exchange for tariff immunity. Following this, reports s ...

(Reuters) -Global drugmakers are scrambling to shore up their U.S. manufacturing capacity and domestic inventory as the Trump administration moves ahead with a 100% tariff on imported branded and patented drugs, starting October 1. The sweeping measure has triggered a flurry of activity across the industry, including fast-tracking U.S. manufacturing projects, price cuts and direct-to-consumer sales. Here's what drugmakers are doing to mitigate supply-chain risks and reassure investors: Pfizer Pfizer re ...

Core Insights - Eli Lilly's stock has shown significant performance, with a 5.02% increase on September 30, marking a cumulative rise of 6.77% over three days, driven by political support, drug approvals, and market competition [1][2] Group 1: Drug Approvals and Market Impact - Eli Lilly's new Alzheimer's drug, Kisunla (donanemab), received EU market approval, enhancing its global market presence after approvals in Australia, the US, Japan, and China [1] - Kisunla targets amyloid plaques in the brain, potentially becoming an innovative therapy for Alzheimer's, with studies indicating it effectively slows cognitive and functional decline [1] - The drug's limited treatment regimen alleviates economic and medical burdens on patients, offering a new approach to healthcare systems [1] Group 2: Competitive Position in Oncology - Eli Lilly's oral selective estrogen receptor degrader, Inluriyo, has been approved by the FDA for specific breast cancer patients, showing significant advantages over traditional endocrine therapies [2] - Inluriyo is designed for estrogen receptor-positive, HER2-negative, ESR1 mutation breast cancer patients, reducing the risk of disease progression or death [2] - The company aims to enhance its competitiveness in breast cancer treatment through combination therapies and precision medicine, establishing a stronger foundation for market competition [2]

Market Overview - US stock market showed resilience amid government shutdown pressures, with the Dow Jones reaching a new high and the S&P 500 recording its largest September gain in 15 years [2] - Tesla's stock surged by 33% in September, while Google's stock rose by 38%, marking its largest quarterly increase since 2005 [2] - CoreWeave's stock increased by nearly 12% following a significant deal with Meta [5] - Pfizer's stock rose nearly 7% after a price reduction agreement was announced [4] - The European stock index recorded its best September performance in six years [2] Economic Indicators - China's official manufacturing PMI rose to 49.8 in September, marking the second consecutive month of improvement [11] - The RatingDog manufacturing PMI in China increased to 51.2, with new orders growing at the fastest rate since February [21] - The top 100 real estate companies in China achieved sales of 252.78 billion yuan in September, a year-on-year increase of 0.4% [12] Corporate Developments - OpenAI launched Sora 2.0, a video generation model, and reported a revenue of $4.3 billion in the first half of the year, despite a cash burn of $2.5 billion and a net loss of $13.5 billion [14] - CoreWeave signed a $14.2 billion computing supply agreement with Meta, highlighting the high costs associated with developing advanced AI models [16] - Berkshire Hathaway is reportedly negotiating a $10 billion acquisition of Occidental Petroleum's chemical division, which would be its largest deal since 2022 [16] Industry Trends - The AI infrastructure investment is accelerating, with Citigroup raising its AI capital expenditure forecast to $490 billion by 2026 [23] - The demand for new housing in China is expected to stabilize, with a significant increase in supply anticipated [12] - The Japanese government is expected to reduce its bond purchases, leading to rising yields in the bond market [22]

智通财经APP获悉，周二，三大指数收涨。今日是9月的最后一个交易日以及第三季度最后一个交易 日。标普500指数、道指连续第五个月上涨。道指创2019年以来9月最大百分比涨幅；标普500指数创 2010年以来最大9月百分比涨幅，创2020年以来最大三季度百分比涨幅。纳指连续第六个月实现上涨， 并创2010年以来最大三季度百分比涨幅。 【美股】截至收盘，道指涨81.82点，涨幅为0.18%，报46397.89点；纳指涨68.86点，涨幅为0.3%，报 22660点；标普500指数涨27.25点，涨幅为0.41%，报6688.46点。英伟达(NVDA.US)涨2.6%，台积电 (TSM.US)涨2.2%，Coreweave(CRWV.US)涨11.7%，UiPath(PATH.US)涨6.5%，礼来(LLY.US)涨5.02%， 美国总统特朗普称礼来表现非常出色。谷歌母公司Alphabet(GOOG.US)三季度累计上涨38%，创2005年 以来最佳单季表现。 【欧股】德国DAX30指数涨66.27点，涨幅0.28%，报23841.44点；英国富时100指数涨42.56点，涨幅 0.46%，报9342.40点；法国 ...

Eli Lilly and Company (NYSE:LLY) is among the 10 Best Money Making Stocks to Invest In. According to a U.S. registry of clinical trials, the firm has halted an experimental drug study designed to stop obesity patients from excessive muscle loss due to undisclosed strategic business reasons. Eli Lilly and Company (LLY) Halts Experimental Study of Muscle-Sparing Obesity Drug The company was testing Bimagrumab, alone or in combination with Tirzepatide, to see how the drugs worked in lowering the body weight ...

Well, I got some breaking news out of the White House, which means we're going to go to Aean Jabvers. Aean, Brian, uh, Eli Liy is the company that is in negotiations with the White House for a pharma deal similar to the one uh that Fizer struck earlier today that confirmed by the White House to me just within the past couple of moments. You can see uh Lily shares there have been moving throughout the day.That's because the president mentioned the company in the Fizer event. He said how terrific Eli Liy has ...

Well, I got some breaking news out of the White House, which means we're going to go to Aean Jabvers. Aean, >> Brian, uh, Eli Liy is the company that is in negotiations with the White House for a pharma deal similar to the one uh that Fizer struck earlier today that confirmed by the White House to me just within the past couple of moments. You can see uh Lily shares there have been moving throughout the day.That's because the president mentioned the company in the Fizer event. He said how terrific Eli Liy h ...

It's hard to keep these longtime winners down for too long.Apple (AAPL -0.43%) and Eli Lilly (LLY 0.12%) have faced significant volatility this year. However, both companies have benefited from recent positive developments, and their shares surged over the past month or so.Here's some even better news for investors: There could be plenty of upside left for these market leaders. Apple and Eli Lilly are top picks for both growth-oriented and income-seeking investors. 1. AppleApple has faced several issues thi ...

Group 1: Nvidia - Nvidia is establishing itself as a leader in the AI infrastructure market, with Q2 fiscal 2026 revenues increasing by 56% year over year to $46.7 billion, primarily driven by data center demand [4] - The company has begun production shipments of its latest AI data center system, the GB300, delivering nearly 1,000 racks per week, which offers significant performance improvements and energy efficiency [5] - Nvidia's networking revenues surged 98% year over year to $7.3 billion, with its Spectrum-X Ethernet solutions achieving an annual run rate exceeding $10 billion [6] - Despite a high valuation of approximately 39.4 times expected forward earnings, Nvidia's strong business model and financials make it an attractive investment [7] Group 2: CrowdStrike - CrowdStrike reported a 21% year-over-year revenue growth to $1.17 billion in Q2 fiscal 2026, with non-GAAP operating income rising 5.7% to $255 million [8] - The company added 220 new Flex customers, bringing the total to 1,000, as businesses shift from legacy cybersecurity solutions to CrowdStrike's Falcon platform [9] - Total annual recurring revenue (ARR) reached $4.66 billion, up 20% year over year, with management expecting a 22% growth in ARR for fiscal 2026 [11] - CrowdStrike's AI-powered solutions, such as the Charlotte SOC analyst, enhance its competitive edge in the cybersecurity market [12] - The stock trades at a high valuation of 135 times expected forward earnings, supported by its leadership in cybersecurity and improving financials [13] Group 3: Eli Lilly - Eli Lilly's revenues increased by 38% year over year to $15.6 billion in Q2, driven by the growth of its diabetes and weight loss medications, Mounjaro and Zepbound [14] - The company accounted for 57% of U.S. prescriptions for incretin mimetics, with a 41% growth in prescriptions overall [15] - Eli Lilly is significantly expanding its production capacity, producing 1.6 times more salable doses of tirzepatide in the first half of 2025 compared to the previous year [16] - The company is advancing its oral GLP-1 agonist, Orforglipron, with regulatory submissions expected by the end of 2025 [17] - Trading at around 24 times expected forward earnings, Eli Lilly's valuation is supported by projected earnings growth of 75.9% to $22.80 in 2025 and 32.8% to $30.40 in 2026 [18]