Group 1 - President Trump has sent letters to 17 major pharmaceutical companies, demanding specific actions to lower drug prices in the U.S. within 60 days, or he will use "all available means" to protect American families from "price gouging" [1][2] - The companies that received the letters include Pfizer, Novo Nordisk, Johnson & Johnson, and others, with a focus on commitments such as providing "most favored nation" pricing for Medicaid patients and direct sales to consumers [1][2] - Trump highlighted that U.S. drug prices are significantly higher than those in other developed countries, with average prescription drug prices being 2 to 3 times higher, and some drugs up to 10 times more expensive [2] Group 2 - Following the announcement, stock prices of several pharmaceutical companies dropped, with Sanofi falling over 8%, and others like Bristol-Myers Squibb and Novo Nordisk declining nearly 5% [2] - The Pharmaceutical Research and Manufacturers of America criticized the introduction of "foreign price controls," arguing it would undermine U.S. innovation and harm patients and workers [3] - Companies like Pfizer and Novartis stated they are working on solutions to make medications more affordable for American patients, with AstraZeneca considering price reductions and direct sales models [3]

半导体设备与材料、减肥药概念股跌幅居前，诺和诺德跌近6%，科磊跌近5%，阿斯麦跌超3%，礼来、 辉瑞跌超2%。设计软件巨头Figma上市首日上涨256%。 格隆汇8月1日｜美股三大指数集体收跌，道指跌0.74%，纳指跌0.03%，标普500指数跌0.37%，热门科 技股涨跌不一，Meta涨超11%，微软涨3.95%，亚马逊涨1.70%，特斯拉跌3.38%，谷歌A跌2.36%，英伟 达跌0.78%，苹果跌0.71%，礼来制药跌2.63%，AMD跌1.78%，伯克希尔哈撒韦B类股跌0.87%。 纳斯达克中国金龙指数收涨0.66%，热门中概股多数上涨，蔚来涨近8%，金山云涨超5%，阿里巴巴、 哔哩哔哩、百度涨超2%，理想汽车跌超1%，名创优品跌超4%。 ...

美国白宫：呼吁礼来公司60天内采取行动，如果其拒绝，将使用工具来保护美国公民的权益。 ...

礼来制药转跌，白宫新闻秘书Leavitt宣称，该公司收到美国总统特朗普的信函。 ...

Core Insights - Eli Lilly and Co. released topline results from the SURPASS-CVOT trial, showing that Mounjaro (tirzepatide) demonstrated a non-inferior rate of major adverse cardiovascular events (MACE-3) compared to Trulicity (dulaglutide) [1][3] Group 1: Trial Results - Mounjaro achieved the primary objective of non-inferiority in MACE-3, which includes cardiovascular death, heart attack, or stroke, with an 8% lower risk compared to Trulicity [3] - The trial enrolled over 13,000 participants and lasted more than four and a half years, making it the largest and longest study of tirzepatide to date [3] - Mounjaro showed a 16% lower all-cause mortality rate compared to Trulicity [4] Group 2: Additional Findings - Mounjaro demonstrated improvements in key measures such as A1C, weight, renal function, and all-cause mortality, although these results were not controlled for multiplicity-adjusted type-1 error [2][6] - An indirect comparison analysis indicated that Mounjaro reduced the risk of MACE-3 by 28% and all-cause mortality by 39% compared to a hypothetical placebo [4] Group 3: Safety and Tolerability - The safety and tolerability profiles of Mounjaro and Trulicity were generally consistent with established data, with 13.3% of Mounjaro participants discontinuing treatment due to adverse events, compared to 10.2% for Trulicity [6] - Mounjaro improved cardiovascular biomarkers, including lipids and systolic blood pressure, compared to Trulicity [6] Group 4: Regulatory Plans - Eli Lilly plans to submit the trial data to global regulatory authorities by the end of the year [6]

Market Overview - US stock index futures are all up before the market opens, with Dow futures rising by 0.27%, S&P 500 futures up by 0.94%, and Nasdaq futures increasing by 1.33% [1] - European indices show mixed results, with Germany's DAX down by 0.17%, UK's FTSE 100 up by 0.39%, France's CAC40 down by 0.32%, and the Euro Stoxx 50 down by 0.51% [2][3] - WTI crude oil prices fell by 0.54% to $69.62 per barrel, while Brent crude oil dropped by 0.69% to $71.97 per barrel [3][4] Economic Indicators - The US core PCE year-on-year rate exceeded expectations, recording 2.8% for June, the highest since February, against a market expectation of 2.7% [5] - Goldman Sachs warns of pressure on US long-term Treasury bonds and the dollar due to the large fiscal deficit, while indicating that the US stock market may continue to rise [5] Company Earnings and Forecasts - Apple (AAPL.US) is expected to report Q3 earnings of $1.42 per share and revenue of $89.1 billion, showing a year-on-year earnings growth of 1.4% and revenue growth of 3.9% [7] - Amazon (AMZN.US) is projected to achieve Q2 revenue of $162 billion, a year-on-year increase of 9.5%, with operating profit expected to rise by 13.8% [8] - Microsoft (MSFT.US) reported Q4 revenue of $76.44 billion, exceeding expectations and showing an 18% year-on-year growth, with net profit increasing from $22.04 billion to $27.23 billion [9] - Meta (META.US) reported Q2 revenue of $47.52 billion, a 22% year-on-year increase, and expects Q3 revenue between $47 billion and $50.5 billion [10] - Qualcomm (QCOM.US) reported Q3 revenue of $10.37 billion, which was below analyst expectations, with mobile chip revenue also falling short [12] - Ford (F.US) warned of a potential 36% drop in profits this year due to the impact of tariffs, highlighting significant policy changes affecting the automotive industry [13] Other Notable Developments - Arm (ARM.US) reported a 12% revenue growth to $1.05 billion, but Q2 outlook fell short of expectations [11] - Good Future (TAL.US) reported a 38.8% year-on-year revenue increase in Q1, with net profit reaching $31.28 million [14] - Unilever (UL.US) exceeded sales growth expectations in Q2, driven by strong demand in North America and Europe [14]

Core Insights - Eli Lilly's diabetes drug Mounjaro shows comparable effectiveness to its older drug Trulicity in preventing heart attacks and strokes, but does not exceed expectations, leading to a negative market reaction [1][2] - The study involved over 13,000 type 2 diabetes patients with a history of heart disease, with an average follow-up of about four years [1] - Mounjaro users experienced a 16% lower all-cause mortality rate compared to Trulicity users, with better improvements in blood sugar control, weight loss, and blood pressure [2] Group 1 - Mounjaro's trial aimed to demonstrate non-inferiority to Trulicity regarding major cardiovascular event risk [1] - The market reacted negatively, with Eli Lilly's stock dropping by 5.3% in pre-market trading, later narrowing to a 1% decline [1] - The trial results indicate that while Mounjaro effectively reduces risks of heart attack, stroke, and cardiovascular death, it does not significantly outperform Trulicity [1] Group 2 - Eli Lilly plans to present complete study results at a medical conference in September and intends to submit new data to global regulatory agencies by the end of the year to seek cardiovascular risk reduction indications for Mounjaro [2] - The findings support Mounjaro's potential as a first-line treatment option for type 2 diabetes patients with cardiovascular disease [2] - Eli Lilly has gained considerable market share from Novo Nordisk despite not specifically targeting cardiovascular risk for its weight loss drug Zepbound [3]

Clinical Trial Results & Drug Performance - Eli Lilly's diabetes drug, Mjaro, met the goal of a phase three trial by cutting the risk of heart disease in people with type 2 diabetes [1] - The trial showed Mjaro delivered an 8% lower rate of cardiovascular events than Trulicity and a 16% reduction in death from any cause [2] - Data strengthens the case for insurers, particularly in other parts of the world where the drug is launching [3] - One doctor worries the results aren't good enough to convince insurers in the US and might limit coverage of Mjaro since it wasn't significantly better than Trulicity [4] - Analysts were looking for a greater than 10% reduction in cardiovascular events [5] Market & Investor Reaction - The stock experienced a decline of approximately 4% [4] - There was disappointment as the drug didn't show it was significantly better than Trulicity [5][6] Emerging Trends - Plastic surgeons' business is booming due to "Ozempic face" (loose skin from weight loss) [7]

Lilly’s blockbuster diabetes drug Mounjaro was about as good at preventing heart attacks and strokes as its older medicine Trulicity in a head-to-head study https://t.co/53L2jWfyhk ...

智通财经7月31日电，礼来在其重磅药物Mounjaro心脏研究结果公布后，股价下跌4.9%。 ...