雅诗兰黛股价下跌18%，因营销成本增加，雅诗兰黛今年业绩指引低于预期。 2月5日，美股三大指数集体低开，纳指跌1.58%，道指跌0.5%，标普500指数跌1.04%。超3000支个股下跌。 截至发稿，谷歌跌超6%，公司资本支出指引过高引市场担忧。蔚来涨超7%，公司首次录得单季度经调整经营利润。高通跌超10%，公司Q2业绩指引疲 软。减肥药概念股受挫，诺和诺德跌超4%，礼来跌超3%。 在美上市的韩国电商巨头Coupang跌超9%，公司确认16.5万用户数据泄露。 | 最低价 | 7503.87 | 市净率 | | 2.14 | 今年来 | | -0.33% | | --- | --- | --- | --- | --- | --- | --- | --- | | સ્ત્રે | モ日 | 日K | 周Ｋ | 月Ｋ | | 重家 | 0 | | 叠加 | | | | 均价: -- | | | | | 7525.14 | | | | | | 0.85% | | | 7461.61 | | | | | | 0.00% | | | | | | 当前为延时行情 | | | | | | 7398.08 | | | | | ...

Market Overview - On February 5, US stock indices opened lower, with the Nasdaq down 1.58%, the Dow down 0.5%, and the S&P 500 down 1.04%. Over 3,000 individual stocks declined [1] - The Nasdaq China Golden Dragon Index rose by 0.58%, closing at 7504.59 points [3] Company-Specific Developments - Google shares fell over 6% due to concerns over high capital expenditure guidance [1] - NIO's stock increased by over 7% as the company reported its first quarterly adjusted operating profit [1] - Qualcomm's shares dropped over 10% following a weak Q2 earnings forecast [1] - Coupang, a South Korean e-commerce giant, saw its stock decline by over 9% after confirming a data breach affecting 165,000 users [1] - Estée Lauder's stock plummeted 18% due to increased marketing costs and lower-than-expected earnings guidance for the year [1] Sector Performance - Weight loss drug stocks faced setbacks, with Novo Nordisk down over 4% and Eli Lilly down over 3% [1] - Cryptocurrency-related stocks also fell, with Strategy down over 7%, Coinbase down over 4%, and Circle down over 2% [2] Commodity Market - Gold prices fell significantly, with spot gold down 3.16% to $4811.27 per ounce, and silver down over 16% to $73.695 per ounce [9] - Brent crude oil decreased by 2.97% to $67.40 per barrel, while WTI crude oil fell to $63.17 per barrel, down 3.02% [11]

Core Viewpoint - The article highlights the significant growth of Eli Lilly, driven primarily by the sales of the GLP-1 drug, tirzepatide, which has become a key revenue engine for the company, indicating a shift in the pharmaceutical industry's focus towards metabolic diseases [4][6]. Group 1: Financial Performance - Eli Lilly reported a total revenue of $65.179 billion for 2025, marking a substantial year-on-year increase of 45% [4]. - The company projects a revenue guidance of $80 billion to $83 billion for 2026, suggesting a sustained growth rate of over 20% despite a high base [4]. - Tirzepatide's sales reached $36.507 billion in 2025, with the diabetes version, Mounjaro, generating $22.965 billion (up 99%), and the weight loss version, Zepbound, achieving $13.542 billion (up 175%) [4][6]. Group 2: Market Position and Drug Performance - Tirzepatide's sales have surpassed that of semaglutide and Keytruda, making it the highest-selling single drug globally, indicating a shift in the pharmaceutical landscape towards metabolic disease treatments [6]. - The demand for GLP-1 drugs is driven by a large patient base and long treatment cycles, positioning them as a significant market opportunity [6]. Group 3: Research and Development - Eli Lilly views tirzepatide not just as a product but as a platform for further commercialization, expanding its indications into cardiovascular, renal, and liver diseases [6][7][8]. - Ongoing studies are assessing tirzepatide's impact on cardiovascular outcomes and chronic kidney disease progression, with expectations of its potential benefits in these areas [7][8]. - The company is also advancing small-molecule GLP-1 receptor agonists and multi-target agents, indicating a clear path for technological upgrades even in the face of potential patent and competitive pressures [9]. Group 4: Competitive Landscape - The article notes that local Chinese companies are accelerating their development of GLP-1 and multi-target metabolic drugs, which may reshape the competitive landscape as patents expire and cost pressures increase [9]. - The sales achievement of $36.5 billion for tirzepatide signifies not only Eli Lilly's growth but also a broader transition in the pharmaceutical industry towards a new cycle centered on obesity and metabolic diseases [9].

每经AI快讯，2月5日，礼来盘前股价跌幅扩大至4.3%，报道称有公司将推出起售价49美元的WEGOVY 同类药。 ...

Market Overview - Stock futures are mixed, showing signs of stabilization after a downturn in software and AI-related technology stocks, leading some investors to view the selloff as a buying opportunity [1] - Defensive sectors and commodity-linked assets are gaining interest, particularly as gold prices have risen above $5,000 per ounce, indicating strong demand for safe havens amid market uncertainty [1] Pre-Market Trading - In pre-market trading, S&P 500 futures rose by 0.11%, Nasdaq futures fell by 0.34%, and Dow futures increased by 0.22% [2] Company Movements - Silicon Labs (SLAB) shares surged by 49% following a definitive agreement for acquisition by Texas Instruments (TXN) at $231 per share in an all-cash transaction [3] - Texas Instruments (TXN) shares declined by 3% after announcing the acquisition of Silicon Labs [6] - Other notable stock movements include Eli Lilly (LLY) up 9%, Johnson Controls (JCI) up 5%, and AMD (AMD) down 10% [6]

Market Analysis by covering: Eli Lilly and Company. Read 's Market Analysis on Investing.com ...

Core Insights - Eli Lilly reported strong financial performance for 2025, with full-year revenue of $65.2 billion, a 45% increase compared to 2024, and earnings per share (EPS) of $24.21, up 86% year-over-year [3][6] - The company anticipates continued revenue growth in 2026, projecting revenue between $80 billion and $83 billion, reflecting approximately 25% growth at the midpoint despite expected pricing pressures [4][9] Financial Performance - In Q4 2025, Lilly achieved a revenue growth of 43% compared to Q4 2024, with a gross margin of 83.2% [2] - The non-GAAP performance margin was reported at 47.2%, an increase of 4.2 percentage points year-over-year [1] - R&D expenses rose by 26%, while marketing, selling, and administrative expenses increased by 29%, driven by investments in the pipeline and promotional support [2] Product Performance - The incretin portfolio was a significant growth driver, generating over $13 billion in Q4, a 91% increase year-over-year [6] - Key products like Zepbound and Mounjaro saw substantial market growth, with Zepbound revenue more than doubling year-over-year and holding nearly 70% share of new prescriptions in the branded obesity market [8] Pipeline and Clinical Updates - Lilly's late-stage pipeline includes Orforglipron, which is expected to receive FDA approval in Q2 2026, and retatrutide, which showed promising results in weight loss trials [13][14] - The company is also advancing combination studies in immunology and oncology, with positive results reported for ixekizumab and pirtobrutinib [15][16] Access Initiatives and Market Strategy - Lilly has established a U.S. access agreement for obesity medicines, capping patient out-of-pocket costs at $50 per month, with Medicare access expected by July 1, 2026 [5][17] - The company is expanding direct channels, with LillyDirect engaging over 1 million patients, to offset pricing pressures through increased volume [19] Capital Allocation - In 2025, Lilly returned $1.3 billion to shareholders through dividends and $1.5 billion in share repurchases, while committing over $55 billion to manufacturing expansion since 2020 [20]

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We recently published 10 Stocks With Monster Gains. Eli Lilly and Company (NYSE:LLY) was one of the top performers on Wednesday. Eli Lilly soared by 10.33 percent on Wednesday to close at $1,107.12 apiece after profits last year nearly doubled on the back of strong sales from Zepbound and Mounjaro, alongside a 23 percent revenue growth guidance for 2026. In an updated report on the same day, Eli Lilly and Company (NYSE:LLY) said that net income last year soared by 95 percent to $20.6 billion from $10.59 ...

即使在排除了体重、血糖等代谢因素的影响后，这种心脏保护作用依然存在。这表明该类药物可能通过 改善心肌能量代谢、保护血管功能、抑制炎症等直接途径保护心脏。 GLP-1类药物在降糖与减重之外的疗效正在进一步被揭示。近日，中国研究团队发现，此类药物对于心 脏可能存在独立的保护作用，展现了未来用于心力衰竭治疗的潜力。 在全球范围内，礼来的替尔泊肽及诺和诺德的司美格鲁肽仍占据目前GLP-1类药物的主要市场份额。但 近期，来自中国的GLP-1类药物也在崛起，已经获批的创新药包括信达生物的玛仕度肽以及先为达的埃 诺格鲁肽。 与此同时，辉瑞等制药巨头也在积极布局下一代GLP-1药物。本周，辉瑞公布了一项最新的减重药中期 试验数据，将非糖尿病患者体重减轻超过12%。该药物是去年辉瑞在与诺和诺德经过一番激烈"厮 杀"后，以百亿美元高价收购生物技术公司Metsera获得的。 该研究还有一个重要发现——即使在排除了体重、血糖等代谢因素的影响后，这种心脏保护作用依然存 在。这表明该类药物可能通过改善心肌能量代谢、保护血管功能、抑制炎症等直接途径保护心脏。 研究通讯作者之一、复旦大学附属中山医院心内科陆浩教授对第一财经记者表示，这一发现 ...