周四，美国科技股七巨头指数涨0.56%，报186.41点，继续创收盘历史新高。苹果收涨3.18%，英伟达、 特斯拉、亚马逊、谷歌A至多涨0.75%，微软则收跌0.78%，Meta Platforms跌1.32%。此外，AMD收涨 5.69%，台积电ADR涨4.86%，巴菲特旗下伯克希尔哈撒韦B类股则收跌1.59%，礼来制药跌14.14%。 本文源自：金融界AI电报 ...

Clinical Trial Results & Market Reaction - Eli Lilly's experimental pill Orphon showed an 11% weight loss in patients during a late-stage clinical study [1] - Despite the positive results, Eli Lilly's shares fell, as Wall Street anticipated better performance in line with injectable weight loss drugs [1] - Novo Nordisk's Wegovy showed up to 15% weight loss in trials [2] - Eli Lilly's Zepbound had even better weight loss results than Wegovy [2] Market Potential & Challenges - Analysts forecast the weight loss market to grow to $95 billion by 2030 [3] - Pills are considered key to reaching a broader patient base in the weight loss market [3] - Developing effective weight loss pills has been challenging, with Pfizer and AstraZeneca facing setbacks [3] Future Plans - Eli Lilly plans to submit Orphon's findings for approval by the end of the year [4] - If approved, Orphon could be available in pharmacies as early as 2026 [4]

All right, let's get an analyst take on this with this Eli Liy story and the future of the obesity drug market really hanging in the balance right now. David Risinger is a senior research analyst at Link Partners. He just, by the way, downgraded Eli Liy just today to a market perform from a prior outperform.He also lowered his price target from $944 down to $715. Two very significant and notable moves. David, uh, we just heard Angelica's report.It basically sets you up to take us into some more detail about ...

Eli Lilly Shares Plummet 14% Toward Worst Day In 25 Years—Here’s Why It’s Down https://t.co/q8gBAFFUY1 https://t.co/q8gBAFFUY1 ...

Core Viewpoint - Eli Lilly's shares experienced a significant decline of over 14% following the release of disappointing trial data for its obesity treatment pill, orforglipron, which did not meet Wall Street's expectations for weight loss results [1][2]. Company Summary - Eli Lilly's orforglipron showed an average weight loss of just over 12% in late-stage trials, falling short of the anticipated 15% [2]. - The highest dosage of orforglipron resulted in more than 59% of patients losing at least 10% of their body weight, while nearly 40% lost at least 15% [3]. - CEO David Ricks stated that the company was not disappointed with the results, emphasizing that they aligned with the company's expectations despite being slightly below Wall Street's projections [4]. Industry Context - The competition among pharmaceutical companies, including Eli Lilly, Novo Nordisk, and Pfizer, to develop effective weight-loss pills has intensified, particularly following the success of Novo Nordisk's Ozempic and Wegovy [7]. - Eli Lilly plans to file for regulatory approval of orforglipron by the end of the year, while Novo Nordisk's treatment is under regulatory review, with a decision expected in late 2025 [7]. - Other companies, such as Roche and Viking Therapeutics, are also developing oral weight-loss drugs, reporting average weight loss of 6.1% and 8.2% in early- and mid-stage trials, respectively [8].

Eli Lilly Shares Plummet 14% Toward Worst Day In 25 Years—Here’s Why It’s Downhttps://t.co/hkrsYq22qg https://t.co/QK0NA74b0A ...

Results from a late-stage trial of Eli Lilly's experimental weight-loss pill were disappointing, sending shares of the drugmaker tumbling. https://t.co/yhWqHbEkKy ...

Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, aimed at both novice and experienced investors [1] - The newsletter provides insights on key trends, catalysts, product sales forecasts, and integrated financial statements for major pharmaceutical companies [1] - The author, Edmund Ingham, has over 5 years of experience in the biotech sector and has compiled detailed reports on more than 1,000 companies [1]

Lilly Falls as Weight-Loss Pill Data Overshadows Sales Beat. Listen for more on Bloomberg Intelligence. https://t.co/xnkPTNhImP ...

Core Insights - Eli Lilly and Company (LLY) reported strong second-quarter 2025 results, with adjusted earnings per share (EPS) of $6.31, exceeding the Zacks Consensus Estimate of $5.61, and a 61% year-over-year increase in earnings [1] - Revenues reached $15.56 billion, a 38% year-over-year increase, driven by sales of tirzepatide medicines, including diabetes drug Mounjaro and weight loss medicine Zepbound, surpassing the Zacks Consensus Estimate of $14.749 billion [1][2] Revenue Breakdown - U.S. revenues increased by 38% to $10.81 billion, while ex-U.S. revenues rose by 37% to $4.74 billion [2] - Mounjaro sales were $5.2 billion, up 68% year over year, exceeding estimates [3] - Zepbound sales reached $3.38 billion, a 172% increase year over year, also beating estimates [4] Competitive Landscape - Mounjaro and Zepbound face competition from Novo Nordisk's semaglutide medicines, Ozempic and Wegovy, which have seen lowered sales expectations due to competitive pressures [5] - Other companies like Amgen and Viking Therapeutics are developing more potent GLP-1-based candidates [6] Key Drug Performance - Trulicity generated $1.09 billion in revenue, down 12% year over year, but still beat estimates [7] - Jardiance sales declined by 10% to $690 million, surpassing estimates [7] - Taltz brought in $847.6 million, up 3% year over year, but missed estimates [8] - Verzenio generated $1.49 billion, up 12% year over year, but also missed estimates [8] - New drugs like Jaypirca, Omvoh, and Ebglyss contributed to sales growth [9][10] Guidance Update - Lilly raised its 2025 revenue guidance to $60.0 billion to $62.0 billion, up from $58.0 billion to $61.0 billion, and increased EPS guidance to $21.75 to $23.00 [11] Orforglipron Study Results - The oral obesity pill orforglipron showed a weight loss of 12.4%, which was below investor expectations, leading to a decline in shares [14][19] - Despite meeting primary endpoints, the weight loss results were disappointing compared to competitors [14][19] - Lilly plans to submit regulatory applications for orforglipron by the end of the year [15] Market Reaction - Following the earnings report, shares fell approximately 12% in pre-market trading due to the underwhelming results of orforglipron [19][20] - Lilly's stock has declined 3% year-to-date, compared to a 4.2% decrease in the industry [20]