礼来(LLY.US)盘前续涨超1.2%，报691.4美元；该股周四收涨超3.6%。 消息面上，礼来将从9月起大幅上调减肥药Mounjaro在英国售价，旨在解决美国与其他发达国家定价不 一致的问题。此次价格调整涉及不同剂量的全线产品，其中最高剂量药物的月供应价格将从122英镑上 涨至330英镑，涨幅达170%；较低剂量的涨幅则在45%至138%之间。同时，礼来承诺不会上调向英国国 家医疗服务体系(NHS)的供应价格，以确保药物的持续供应。(格隆汇) ...

Group 1 - Eli Lilly announced a $1.3 billion deal with AI pharmaceutical company Superluminal to accelerate AI drug development, particularly for small molecule drugs targeting obesity and other cardiometabolic diseases [1] - Superluminal's AI-driven drug discovery platform will be utilized by Eli Lilly to develop drugs targeting G protein-coupled receptors (GPCRs), which play a significant role in various physiological processes [1] - The obesity treatment market, where Eli Lilly currently holds a dominant position, is projected to reach a value of $150 billion over the next decade [1] Group 2 - Novo Nordisk is also focusing on GPCR small molecule drug development, having signed a deal worth up to $2.2 billion with Septerna to develop oral small molecule therapies targeting specific GPCRs for obesity and other cardiometabolic diseases [2] - In June, Novo Nordisk entered into a collaboration valued at over $800 million with Deep Apple to jointly develop and commercialize GPCR small molecule drugs [2] - GPCRs represent the largest and most diverse family of cell membrane receptors, with hundreds of different GPCRs regulating physiological mechanisms across nearly all organ systems in the human body [2]

礼来大幅上调减肥药Mounjaro在英国售价，最高剂量的月供应价格将从122英镑上涨至330英镑，涨幅达170%；较低剂量的涨幅则在45%至138%之 间。此举直接回应特朗普的抱怨和政治压力，特朗普曾在演讲中明确表达了对价格差异的不满，称其伦敦朋友购买"减肥针剂"的价格远低于美国市场。 美国制药巨头礼来公司大幅上调其热门减肥药物Mounjaro在英国的售价，最高涨幅达170%，此举直接回应了特朗普政府对"外国搭便车者"依赖美国承 担更高药品成本的抱怨。 最高剂量药物的月供应价格将从122英镑上涨至330英镑，涨幅达170%；较低剂量的涨幅则在45%至138%之间 。 分析指出，这一激进的涨价策略直接回应了特朗普政府的政治压力。特朗普在演讲中明确表达了对价格差异的不满，称其伦敦朋友购买"减肥针剂"的价 格远低于美国市场。 礼来在声明中表示，英国是其首批推出Mounjaro的国家之一，公司当时的优先考虑是尽快为糖尿病患者提供药物供应。 "在推出时，礼来同意了一个显著低于欧洲平均水平的英国标价，以防止NHS供应延迟。" 尽管大幅涨价，礼来强调不会提高向NHS的供应价格，以确保药物供应的连续性。公司表示正与私人医疗提 ...

Core Insights - The Saudi Public Investment Fund (PIF) reported a total market value of $23.8 billion for its U.S. stock holdings as of June 30, 2025, down from $25.6 billion in the previous quarter, representing a 7% decrease [1][2] - PIF added 17 new stocks, increased holdings in 9 stocks, reduced holdings in 21 stocks, and completely sold out of 24 stocks during the second quarter [1][2] Holdings Overview - The top five holdings include Uber (UBER.US) with approximately 72.8 million shares valued at $6.8 billion, representing 28.54% of the portfolio; Electronic Arts (EA.US) with about 24.8 million shares valued at $4 billion, accounting for 16.64%; Lucid (LCID.US) with around 1.77 billion shares valued at $3.7 billion, making up 15.69%; Take-Two Interactive (TTWO.US) with about 11.4 million shares valued at $2.8 billion, representing 11.64%; and Arm call options (ARM.US) with approximately 8.97 million shares valued at $1.5 billion, constituting 6.09% of the portfolio [3][4][5] Changes in Holdings - The top five purchases by percentage change in the portfolio were Arm call options, Lilly call options (LLY.US), UnitedHealth call options (UNH.US), Vertex Pharmaceuticals call options (VRTX.US), and Mastercard call options (MA.US) [6][7] - The top five sales by percentage change in the portfolio included Salesforce call options (CRM.US), Starbucks call options (SBUX.US), Meta (META.US), Microsoft call options (MSFT.US), and Linde call options (LIN.US) [6][7] Additional Insights - The top ten holdings accounted for 84.22% of the total market value of PIF's U.S. stock portfolio [1][2] - PIF's significant sell-offs included major companies such as Visa (V.US), Shopify (SHOP.US), Sea (SE.US), PayPal (PYPL.US), Meta (META.US), and FedEx (FDX.US) [5]

[Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra America.I've been with friends. I'm just trying to make you a little money. My job not just to entertain, but to educate.So call me 1800743 CBC. Tweet Jim Kramer. This morning, listening to our network, I heard a fund manager blast this market because of all the froth.Our excellent anchor Frank Holland pressed her on the notion of froth and she reiterated that the market was riddled with it. To which I say, if this is froth, bring it on. Honestly ...

Market Overview - The U.S. stock market faced challenges as inflation concerns emerged due to tariffs, leading to a struggle among major indices, with the S&P 500 closing at a record high but in a subdued manner [1] - The S&P 500 index rose by 0.03% to 6468.54 points, while the Nasdaq Composite fell by 0.01% to 21710.67 points, and the Dow Jones Industrial Average decreased by 0.02% to 44911.26 points [1] Economic Indicators - The Producer Price Index (PPI) for July surged by 0.9% month-on-month, marking the largest increase since June 2022, significantly exceeding the market expectation of 0.2% [3] - Year-on-year, the PPI growth reached 3.3%, surpassing the anticipated 2.5% [3] - Analysts suggest that the PPI report may indicate future consumer price pressures in the U.S. [3] Interest Rate Expectations - Market sentiment shifted as traders reduced the probability of a 25 basis point rate cut in September from 100% to 92% following the PPI report [4] Corporate Performance - Major tech stocks showed mixed performance, with Apple down 0.24%, Microsoft up 0.36%, and Amazon rising 2.86% [7] - Intel shares surged by 7.38% amid rumors of potential government investment to support domestic semiconductor manufacturing [8] - Tapestry, the parent company of Coach, experienced a significant drop of 15.71% due to tariff impacts and a write-down of $855 million related to Kate Spade [12] - Application Materials saw a decline of over 13% in after-hours trading due to lower-than-expected revenue and profit guidance [11] Notable Developments - Berkshire Hathaway disclosed a new position in UnitedHealth worth $1.57 billion, contributing to a post-earnings surge of 9% in the stock [8] - Eli Lilly announced a price increase of up to 170% for its weight loss drug Mounjaro in the UK, responding to U.S. complaints about high drug prices [9] - Apple plans to reintroduce blood oxygen monitoring features for the Apple Watch in the U.S. through a software update [10] - MIAX, a group operating multiple exchanges, saw a 33.66% increase on its first day of trading on the NYSE [13]

Core Viewpoint - The White House's actions to lower domestic drug prices are leading to increased drug prices in Europe, as exemplified by Eli Lilly's decision to raise its official drug prices in overseas markets [1][2]. Group 1: Company Actions - Eli Lilly announced an increase in its drug prices in overseas markets, stating that to lower U.S. drug prices, prices in other developed markets like Europe need to rise [1]. - The company raised the official price of its diabetes and obesity drug Mounjaro in the UK by 170% for the largest tablet specification, with lower doses seeing increases of 45% to 138% [2]. Group 2: Market Impact - Eli Lilly's price hikes in Europe may help offset potential profit losses from lowering prices in the U.S. and could also elevate the baseline for the proposed "most favored nation" pricing policy by the White House [2]. - Following the announcement, Eli Lilly's stock price rose by 3.62% [3].

Market Dynamics & Drug Pricing - Lily, a top performer in the S&P, increased the list price of its diabetes drug, Monaro, in the UK, reflecting efforts to rebalance global drug prices [1][2] - The price adjustment aligns with the administration's communication to major manufacturers, including Eli Lily, signaling a broader industry trend [2] - The industry anticipates further price adjustments from other manufacturers, leveraging trade-offs to negotiate Medicare programs in the US, a crucial market [3] Clinical Data & Market Reaction - Positive clinical community reception of orpho news, despite investment community's disappointment with weight loss numbers and discontinuation rates, contributed to market momentum [5][7] - Detailed data on discontinuation rates and side effects from the orpho readout next month will be crucial for clinicians [8] - The clinical community is looking for statistically significant lower side effect profiles, even incrementally, to strengthen the argument for drugs like Mangaro [10] Strategic Considerations - Lily's actions signal ongoing negotiations with Medicare, indicating a strategic move to secure market share [6] - The market's response suggests a potential overreaction, influenced by factors beyond clinical data, such as AI's role in drug discovery [4][6] - The industry expects the cost of oral drugs to be lower than injectables due to supply chain efficiencies, though this remains uncertain [11]

Earnings Overview - The 2025 Q2 earnings cycle has shown resilience, with total earnings for 457 S&P 500 companies up by 11.6% year-over-year, driven by a 5.8% increase in revenues [1] - 80.5% of companies exceeded EPS estimates, while 78.8% surpassed revenue estimates, indicating strong overall performance [1] Palantir Insights - Palantir has emerged as a leading AI stock, reporting a 15% EPS beat and a 7% positive sales surprise in Q2 [2] - US commercial revenue surged by 93% year-over-year, with US government revenue increasing by 53%, contributing to total sales growth of 48% [2] - The company has raised guidance for FY25, projecting 45% year-over-year growth in sales [3] - Analysts have adjusted EPS expectations upward, forecasting 60% EPS growth on 45% higher sales for the current fiscal year [4] Eli Lilly Performance - Eli Lilly's Q2 sales reached $15.5 billion, reflecting a 38% year-over-year increase and a 6% surprise over consensus estimates [8] - Key products Zepbound and Mounjaro saw sales growth of 172% and 68%, respectively, driving the positive quarter [8] - Following strong results, Eli Lilly increased its FY25 revenue and adjusted EPS guidance, with gross margin rising to 84.3% from 80.8% year-over-year [12] - Insider buying from directors and the CEO post-earnings indicates confidence in the company's long-term outlook [13] Market Outlook - The overall sentiment for Q3 earnings remains positive, with expectations gradually increasing [6][14] - Both Palantir and Eli Lilly have been highlighted for their strong results and guidance upgrades during the Q2 earnings cycle [14]

周四，美国科技股七巨头指数涨0.44%，报191.06点，时隔一个交易日再创收盘历史新高。亚马逊收涨 2.86%，谷歌A、微软、Meta Platforms、英伟达至多涨0.49%，苹果则收跌0.24%，特斯拉跌1.12%此 外，礼来制药收涨3.62%，巴菲特旗下伯克希尔哈撒韦B类股涨0.40%，台积电ADR则收跌0.18%，AMD 跌1.88%。 本文源自：金融界AI电报 ...