Group 1 - The core point of the article is that Eli Lilly (LLY.US) reported a second-quarter adjusted earnings per share of $6.31, up from $3.92 in the same period last year [1] - The company has raised its full-year revenue guidance to between $60 billion and $62 billion, compared to the previous expectation of $58 billion to $61 billion [1]

（文章来源：第一财经） 礼来发布财报，2025年第二季度营收155.6亿美元，同比增长38%。礼来预计全财年营收为600亿至620 亿美元，此前预期为580亿至610亿美元。 ...

INDIANAPOLIS, Aug. 7, 2025 /PRNewswire/ --Eli Lilly and Company (NYSE: LLY) today announced its financial results for the second quarter of 2025. "Lilly delivered another quarter of strong performance, achieving 38% year-over-year revenue growth driven by robust sales of Zepbound and Mounjaro and sustained momentum across our key medicines," said David A. Ricks, Lilly chair and CEO. "Our pipeline continued to advance, highlighted by positive study results in oncology and cardiometabolic health—including Mou ...

| In the first of the county of the | . | | | | | --- | --- | --- | --- | --- | | | [] 和用 Int SEE EX BK JIK 事K 4K 11) 36 59 100 150: 300 1000 2490 3401 5401 Tok 15:110K = | | | ■ 10 - 00 - 10 2 - VS FIO B | | のの日のののののでやったときになったったいと | | | | | | 盘相日前 4316.01万 -- 成绩自美 6.4万 -- 超用价 760.000 | ■但: 645.600 | | | 00 C = 16500 | | 200 000 | | | | 1.82% | | 754.74 | | | | 134% | | PLE PER | | | | 10.85% | | 149.063 | | | | 0.16% | | 145,415 | | | | -0.17% | | 141.760 | | | | 4675 | | 738,122 | | | | (111) | | FREE | | ...

Clinical Trial Results - Lilly's experimental pill resulted in patients shedding approximately 11% of their body weight [1] Market Expectations - The 11% weight loss result falls on the lower end of Wall Street's expectations [1]

In ATTAIN-1, the investigational once-daily oral pill showed significant efficacy, and a safety and tolerability profile consistent with injectable GLP-1 therapies at 72 weeks Orforglipron achieved the primary and all key secondary endpoints, including demonstrating improvements in a number of cardiovascular risk factors With these results, Lilly is on track to submit orforglipron to global regulatory agencies by year-end and is making substantial investments to meet anticipated demand at launch INDIANAPOLI ...

Group 1 - The U.S. President Trump announced a plan to impose approximately 100% tariffs on chips and semiconductors, while stating that no fees would be charged for products manufactured in the U.S. [1] - Trump indicated that the U.S. would initially impose "small tariffs" on imported drugs, with plans to increase the rate to 150% within a year and potentially to 250% thereafter, although the initial tariff rate was not disclosed [1] - The market reacted calmly to the news, with several companies reporting that tariffs are not expected to significantly impact their performance this year; Pfizer's stock rose over 5%, while stocks of companies like Eli Lilly and Johnson & Johnson saw slight declines [1] Group 2 - Analysts estimate that a 15% tariff on drugs imported from the EU could increase costs for the pharmaceutical industry by up to $19 billion annually [1] - Trump has previously sent letters to 17 pharmaceutical companies, including major players like Eli Lilly, Johnson & Johnson, and Pfizer, urging them to lower drug prices in the U.S. [1]

Company Performance - Eli Liy's market capitalization has increased by approximately 860% since the current CEO took office [1] - The stock price is up a little bit more than 1,000% [1] Drug Development & Market - Eli Liy is the world's most valuable pharmaceutical company and a leader in the GLP-1 drug market [1] - GLP-1 drugs have become increasingly popular [1] - Eli Liy says it has a pill, eliminating the need for needles [1] - Eli Lily's experimental pill appears to work as well as the injected drug [2]

让我们把时间拨回四十年前。 彼时，美国麻省总医院的几位科学家正在解剖一条被他们称为"世界上最丑鱼类"的琵琶鱼，而纽约一家 退伍军人医院的医生则在美国西南的荒漠捕捉毒蜥蜴。 在琵琶鱼身上，科学家分离并鉴定出了琵琶鱼胰高血糖素原前体，发现琵琶鱼存在由两个不同非等位基 因编码的胰高血糖素原——除了胰高血糖素，它们还各自包含一段胰高血糖素相关序列；而在吉拉毒蜥 的毒液中，科学家分离出了一种氨基酸序列与GLP-1相似的多肽——exendin-4。 exendin-4的人工合成版艾塞那肽（商品名：Byetta；中文名：百泌达）由Amylin公司研发，后被礼来相 中联合开发，于2005年获得美国FDA批准上市，成为全球第一款被批准上市的GLP-1药物。 本文来自微信公众号：锦缎研究院，作者：黄希文，题图来自：AI生成 礼来和诺和诺德围绕GLP-1长达二十年的缠斗由此开始。 礼来替尔泊肽的竞争下，诺和诺德依靠司美格鲁肽建立起的先发优势已经荡然无存。 7月29日，诺和诺德下调了2025年业绩指引，预计2025财年销售额与利润增速大幅下降。这是诺和诺德 今年第二次下修业绩预期，也意味着其过去三年的高增长面临拐点。业绩指引下调后的 ...

Eli Lilly was nearly a $1 trillion company. Now it’s facing missed targets, tariff threats and investor doubts https://t.co/hUTVcfpEeQ ...