【#礼来口服减重药数据公布# ，#礼来口服减重药72周平均减重12.4%#】 当地时间8月7日，礼来公布了一项口服减重药的重磅三期临床数据，患者用药72周后平均实现减重 12.4%。同日，礼来公布第二季度业绩，上调全年利润预期。 礼来公布的最新临床数据显示，在超过3000名肥胖或至少伴有一种体重相关合并症的超重但无糖尿病的 成人中，每日服用一次的GLP-1口服减重药Orforglipron，在72周用药时，最高剂量组平均减重12.4kg， 减重幅度达12.4%。 不过，由于此前市场对于这款口服减重药数据预期更高，礼来股价在盘前交易中下跌了约10%。 ...

Group 1: 401K Retirement Savings Plan Changes - The U.S. President Trump is set to sign an executive order allowing alternative assets such as private equity, real estate, and cryptocurrencies to be included in 401K retirement savings plans, potentially opening up approximately $12.5 trillion in retirement account funds to these sectors [3][4] - The executive order will instruct the Department of Labor to reassess guidelines regarding alternative asset investments in retirement plans and clarify the government's fiduciary responsibilities when offering funds that include alternative investments [3][4] Group 2: Eli Lilly's Weight Loss Drug Performance - Eli Lilly reported second-quarter earnings that exceeded market expectations, with revenue of $15.557 billion, a 38% year-over-year increase, and net income of $5.661 billion, a 91% increase [8] - Despite strong earnings, the company's stock plummeted by 13% due to disappointing results from its experimental weight loss drug orforglipron, which helped patients lose about 11% of their weight, falling short of market expectations [8] Group 3: Unemployment Claims and Federal Reserve - The U.S. Department of Labor reported an increase of 38,000 in continuing unemployment claims, reaching 1.97 million, indicating growing difficulty for unemployed individuals to find new jobs [6] - Following a significant downward revision of employment data, there are heightened concerns among investors and economists regarding further deterioration in the labor market, which may influence expectations for a potential interest rate cut by the Federal Reserve in September [6] Group 4: Intel CEO Controversy - President Trump called for Intel CEO Pat Gelsinger to resign, citing serious conflicts of interest, which led to a more than 2% drop in Intel's stock price following the announcement [10] - Intel stated that it values national security and the integrity of its role in the U.S. defense ecosystem, indicating ongoing communication regarding the issues raised by Trump [10]

周四美股开盘后整体表现平稳，三大股票指数小幅上涨，但涨幅均不超过1%。 当天最重磅的消息是美国总统特朗普即将签署行政命令，允许私募股权、房地产、加密货币等另类资产进入401K退休储蓄计划。此外，礼来公司因为减肥药效果不 达预期股价暴跌。 401K可投资加密货币 据媒体最新报道，美国总统特朗普将于当地时间周四签署行政令，允许私募股权、房地产、加密货币等另类资产进入401K退休储蓄计划，为这些行业打开约12.5万 亿美元退休账户资金的大门。 所谓的401K计划是指美国1978年《国内税收法》新增的第401条K项条款的规定，是一种由雇员、雇主共同缴费建立起来的完全基金式的养老保险制度。按该计 划，企业为员工设立专门的401K账户，员工每月从其工资中拿出一定比例的资金存入养老金账户，而企业一般也按一定的比例（不能超过员工存入的数额）往这一 账户存入相应资金。与此同时，企业向员工提供3到4种不同的证券组合投资计划。员工可任选一种进行投资。员工退休时，可以选择一次性领取、分期领取和转为 存款等方式使用。 据透露，新签署的行政令将指示劳工部重新评估《1974年雇员退休收入保障法》规定的退休计划中另类资产投资的相关指导意见。 ...

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礼来大幅低开后持续走低， 股价跌近14%。 ...

Core Viewpoint - Novo Nordisk's stock price increased by nearly 6% to $47.99 following news about a competitor's drug performance [1] Group 1: Company Performance - Novo Nordisk's stock price rose significantly, indicating positive market sentiment towards the company [1] - The competitor Eli Lilly's first oral GLP-1 drug, Orforglipron, achieved an average weight loss of 11.2%, which was below the expected range of 13% to 15% or more [1] Group 2: Market Reaction - The market reacted positively to Novo Nordisk's stock, reflecting investor confidence in its products compared to competitors [1] - The underperformance of Eli Lilly's drug may create a competitive advantage for Novo Nordisk in the GLP-1 market [1]

(本文来自第一财经) 道指涨0.59%，纳指涨0.75%，标普500指数涨0.55%。礼来跌超9%，英特尔跌超2%，本田汽车跌超 2%，苹果涨超2%。 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 COMMISSION FILE NUMBER 001-6351 ELI LILLY AND COMPANY (Exact name of Registrant as specified in its charter) (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) Indiana 35-0470950 Lilly Corporate Center, Indianapolis, Indiana 46285 (Address and zip ...

Market Performance - The Nasdaq China Golden Dragon Index opened slightly higher, currently up over 1% with notable gains in companies such as ZTO Express and Miniso, both rising over 4%, and GDS Holdings up over 3% [1] - The US stock market opened with all three major indices showing gains: the Dow Jones up 0.59%, the Nasdaq up 0.75%, and the S&P 500 up 0.55% [2] - Futures for the three major US indices were also up, with Dow futures rising 0.45%, S&P 500 futures up 0.57%, and Nasdaq futures increasing by 0.73% [3] Company-Specific Movements - Eli Lilly saw a significant drop of over 9%, while Intel and Honda both fell over 2%. In contrast, Apple experienced an increase of over 2% [2] - Intel's pre-market decline expanded to 5% following comments from Trump demanding the resignation of Intel's CEO [3]

Financial Data and Key Metrics Changes - Revenue grew 38% compared to Q2 2024, driven by key products including Evglis, Jaypirca, Kisunla, Mounjaro, Omvoh, Verzenio, and Zepbound [9][19] - Gross margin as a percentage of revenue was 85% in Q2, an increase of three percentage points year-over-year, primarily due to improved production costs and a favorable product mix [19] - Earnings per share increased 61% to $6.31, including a negative impact of $0.14 from acquired IPR&D charges [21] Business Line Data and Key Metrics Changes - Mounjaro posted $5.2 billion in global sales and became the U.S. market leader in total prescriptions within the type 2 diabetes incretin market [28][29] - Zepbound contributed significantly to sales, with over 1 million TRX in Q2, and accounted for approximately 20% of total U.S. prescriptions [32][86] - Eplis showed strong performance in atopic dermatitis, with total prescriptions nearly doubling since Q1 [23] Market Data and Key Metrics Changes - U.S. revenue increased 38%, driven by strong volume growth of Zepbound and Mounjaro, partially offset by an 8% decline in price [22] - Revenue in Europe grew 77% in constant currency, reflecting strong uptake of Mounjaro [22] - Japan revenue grew 7% in constant currency, driven by Mounjaro and Eplis, while China saw a 19% increase in revenue [22] Company Strategy and Development Direction - The company aims to submit orforglipron for regulatory approval globally to address the obesity challenge [8] - Continued investment in R&D is emphasized, with a focus on expanding the pipeline and increasing manufacturing capacity [11][14] - The company is committed to addressing drug pricing reform while ensuring patient access to medications [16][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong performance and growth outlook for the company, raising revenue and earnings guidance for 2025 [12][35] - The management highlighted the importance of addressing patient safety concerns related to compounding and emphasized the need for regulatory action [72] - The company anticipates continued growth in the incretin market, with a focus on maintaining pricing strategies that reflect the value of their products [75] Other Important Information - The company announced the acquisition of SiteOne Therapeutics and Verve Therapeutics, expanding its portfolio in pain management and genetic medicines [14][54] - Manufacturing capacity has increased significantly, producing more than 1.6 times the amount of saleable incretin doses compared to 2024 [14][37] Q&A Session Summary Question: Context for orforglipron's weight loss profile compared to Wegovy - Management highlighted the efficacy of orforglipron, noting significant weight loss and improvements in key biomarkers, emphasizing its potential as a convenient oral option [61][66] Question: Pricing environment and compounding concerns - Management discussed the importance of addressing patient safety regarding compounding and indicated expectations for single-digit net pricing erosion while maintaining value [69][75] Question: Discontinuation rates and GI adverse events for orforglipron - Management confirmed that GI side effects were consistent with GLP-1 agonists, typically decreasing over time, with no significant differences noted [78][80] Question: Impact of Canadian generics on the market - Management indicated that the U.S. market remains strong, with continued growth in prescriptions despite potential competition from generics [83][86] Question: Evolution of U.S. employer coverage for anti-obesity medicines - Management confirmed that employer coverage has been steady, with ongoing efforts to improve access and simplify benefit designs [90][94] Question: Expectations for ATTAIN-two Phase III data - Management expressed confidence in the upcoming ATTAIN-two results, anticipating similar positive outcomes as seen in previous trials [97][100] Question: Differences in side effect profiles between studies - Management noted that side effect profiles can vary between populations, but overall confidence in the GLP-1 monotherapy profile remains high [103][106] Question: Gender split in the orforglipron study - Management reported a balanced gender split in the study population, with no notable differences impacting the results [111]