特朗普再挥"关税大棒"。 当地时间9月25日，美国总统特朗普宣布，自10月1日起，美国将对多类进口产品实施新一轮高额关税，其中对 任何品牌或专利的医药产品征收100%的关税；对厨房橱柜、浴室洗手台及相关建材征收50%关税；对进口家 具征收30%关税。此外，自10月1日起将对所有进口重型卡车加征25%关税。 受此影响，日韩、澳大利亚医药股全线走低，截至北京时间26日08:40，澳大利亚CSL大跌超4%，Telix Pharma、Neuren Pharmaceuticals大跌超3%；日本住友制药大跌超4%、第一三共大跌超3%、武田药品、 Astellas Pharma跌超1%；韩国Samsung Biologics大跌超3%，SK Biopharmaceuticals、Yuhan跌超2%。 有分析人士警告称，针对医药产品的高额关税，可能会推高成本并扰乱药品供应链，从而使美国患者面临风 险。另外，在美国通胀本已高企的背景下，新的关税措施无疑将加剧物价上涨压力，并可能拖累经济增长，让 本已在适应此前关税环境的企业面临新一轮不确定性。 特朗普宣布 据央视新闻9月26日报道，当地时间9月25日，美国总统特朗普在其社交媒 ...

Market Movements - Oracle shares fell over 5% while Tesla dropped more than 4%, resulting in a market value loss of $64.5 billion (approximately 460.2 billion RMB) in one night [1] - Intel surged nearly 9% as it engaged in discussions with Apple regarding potential investments to strengthen its business foundation [3] - Cryptocurrency and weight-loss stocks saw significant declines, with Hut 8 down over 7% and Circle down over 5% [5] Economic Indicators - The U.S. GDP for Q2 was revised to an annualized quarter-on-quarter growth of 3.8%, exceeding expectations of 3.3% [8] - The core Personal Consumption Expenditures (PCE) price index for Q2 was reported at 2.6%, higher than the anticipated 2.5% [8] - Analysts noted that the strong GDP report indicates persistent inflation pressures, which may limit the Federal Reserve's future rate cuts [9] Federal Reserve Outlook - The Federal Reserve's recent rate cut of 25 basis points may not significantly alter its expected path for future cuts due to ongoing inflation concerns [9] - The probability of maintaining rates in October is 14.5%, while the likelihood of a 25 basis point cut is 85.5% [10]

Core Insights - Eli Lilly and Company has received marketing authorization from the European Commission for Kisunla (donanemab) to treat early symptomatic Alzheimer's disease, specifically in adults with mild cognitive impairment and mild dementia stages with confirmed amyloid pathology [1][4][5] - Kisunla has shown significant efficacy in slowing cognitive and functional decline in patients, particularly when treatment is initiated early [2][3] - The therapy is unique as it allows for the completion of treatment once amyloid plaques are reduced to minimal levels, potentially lowering treatment costs and reducing the burden of infusions [3][8] Group 1: Efficacy and Treatment Details - Kisunla demonstrated meaningful results in slowing cognitive and functional decline in the Phase 3 TRAILBLAZER-ALZ 2 study, with earlier treatment correlating with better patient outcomes [2][5] - The treatment can help remove excessive amyloid plaques, which are linked to memory and cognitive issues associated with Alzheimer's disease [2][3] - Kisunla is the only once-monthly therapy that supports completing treatment after achieving minimal amyloid levels, which may reduce overall treatment costs [3][8] Group 2: Market Context and Need - Alzheimer's disease currently affects approximately 6.9 million people in Europe, with projections indicating this number could nearly double by 2050 due to aging populations [4] - There is a critical need for early detection and treatment, as about one-third of individuals in early symptomatic stages may progress to more advanced stages within a year [4][5] - The marketing authorization is based on the results from the TRAILBLAZER-ALZ 2 and TRAILBLAZER-ALZ 6 clinical trials, which evaluated the safety and efficacy of Kisunla [5][9] Group 3: Safety and Side Effects - Kisunla may cause Amyloid-Related Imaging Abnormalities (ARIA), which can be serious but often asymptomatic; monitoring through MRI is recommended during treatment [6][12] - The incidence of ARIA can be reduced with a gradual titration dosing schedule, as demonstrated in the TRAILBLAZER-ALZ 6 study [6][9] - Patients with a genetic predisposition (ApoE4 carriers) may be at higher risk for ARIA and should discuss safety concerns with healthcare providers [6][13]

Eli Lilly said on Thursday that the U.S. Food and Drug Administration has approved its therapy for the treatment of metastatic breast cancer in patients whose disease progressed after at least one lin... ...

Core Insights - Eli Lilly and Company announced the FDA approval of Inluriyo (imlunestrant), an oral estrogen receptor antagonist, for treating adults with ER+, HER2–, ESR1-mutated advanced or metastatic breast cancer (MBC) whose disease progressed after at least one line of endocrine therapy [1][4][10] Group 1: Drug Efficacy and Clinical Trial Results - In the Phase 3 EMBER-3 trial, Inluriyo monotherapy reduced the risk of progression or death by 38% compared to endocrine therapy [1][4] - Among patients with ESR1-mutated MBC, Inluriyo significantly improved progression-free survival (PFS) with a median PFS of 5.5 months versus 3.8 months for fulvestrant or exemestane (HR=0.62, p-value=0.0008) [1][4] - The EMBER-3 trial enrolled 256 patients, with a majority receiving Inluriyo as first-line treatment after recurrence on adjuvant aromatase inhibitor therapy [4][9] Group 2: Treatment Mechanism and Administration - Inluriyo works by binding, blocking, and facilitating the degradation of overactive estrogen receptors, which can drive cancer growth [2][10] - It is administered as a once-daily oral treatment, providing a convenient option for patients [2][10] Group 3: Safety and Adverse Reactions - The majority of adverse events (AEs) associated with Inluriyo were low grade (Grade 1-2), with common reactions including decreased hemoglobin (30%), musculoskeletal pain (30%), and fatigue (23%) [5][13] - Serious adverse reactions occurred in 10% of patients, with fatal reactions reported in 1.8% of patients [12][13] Group 4: Market Impact and Future Studies - The approval of Inluriyo expands treatment options for patients with ESR1-mutated MBC, offering renewed hope and flexibility in disease management [6][5] - Inluriyo is also being studied in the ongoing Phase 3 EMBER-4 trial for early breast cancer at increased risk of recurrence, enrolling approximately 8,000 patients worldwide [6][10]

Group 1 - The Annual Meeting of Shareholders of Medexus Pharmaceuticals Inc. is being recorded, and participants consent to the recording and use of personal information disclosed during the meeting [1] - Michael Mueller is introduced as the speaker for the meeting, indicating a formal transition to the main agenda [2]

Core Points - The presentation includes forward-looking statements regarding the company's future plans and expected performance [2][3] - The CEO, Nils Ollquist, is leading the discussion and will provide an introductory statement [1][5] Forward-Looking Statements - The forward-looking statements encompass anticipated benefits from proposed licenses, expected synergies, and projections of future financial and operational performance [3] - Terms indicating future expectations include "may," "will," "anticipate," and "project," which highlight the speculative nature of these statements [2] Risks and Uncertainties - There are inherent risks and uncertainties that could lead to actual results differing significantly from the forward-looking statements, particularly regarding the timing and completion of pending transactions [4] - Factors such as governmental regulatory approvals may impact the anticipated benefits and could lead to the abandonment of certain transactions [4]

Group 1 - The event features a discussion with Lilly's CFO Lucas Montarce and Head of IR Mike Czapar, led by Courtney Breen, a U.S. large-cap pharma analyst at Bernstein [1][2] - The format allows for audience interaction through the Pigeonhole app for questions, indicating a focus on engaging with stakeholders [2]

My previous bullish call on Eli Lilly (NYSE: LLY ) hasn’t quite worked out as I’d hoped. Since March, the stock has dropped 10%, which is frustrating. Nevertheless, I believe the short-term price moves aren’t a true reflectionComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel v ...

PGIM, an investment management company, released its “PGIM Jennison Health Sciences Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equities in the second quarter of 2025 experienced significant volatility, as the steep sell-off that initiated at the beginning of the quarter ultimately led to a strong recovery. The S&P 1500 Health Care Index declined 6.9% in the second quarter, underperforming the S&P 500’s 10.9% return. Health care providers & services, life science ...