Analysts on Wall Street project that Eli Lilly (LLY) will announce quarterly earnings of $6.99 per share in its forthcoming report, representing an increase of 31.4% year over year. Revenues are projected to reach $17.87 billion, increasing 32.1% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 8.6% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this ti ...

I publish my best ideas and top coverage on the Growth Stock Forum . If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely. To receive e-mail notifications for my public articles and blogs, please click the follow button . And to go deeper, sign up to Growth Stock Forum.Eli Lilly ( LLY ) entered 2026 with strong momentum across the board. Its share price has ...

Core Insights - Repertoire Immune Medicines has entered a strategic collaboration with Eli Lilly and Co to develop tolerizing therapies for multiple autoimmune diseases [1][2] Group 1: Collaboration Details - Under the agreement, Repertoire will receive an upfront payment of $85 million and up to an additional $1.84 billion for achieving specific development and commercial milestones, along with tiered royalties on net sales [2][3] - Repertoire will lead collaboration activities until the nomination of development candidates, while Eli Lilly will take charge of clinical development, manufacturing, regulatory affairs, and commercialization of the therapies [3] Group 2: Technology and Development - Repertoire will utilize its T cell receptor (TCR)-epitope discovery platform, DECODE, to discover and develop candidates for tolerizing therapies [4] - The collaboration aims to create treatments that restore immune homeostasis and provide durable remission without the generalized immune suppression typical of current therapies [3] Group 3: Additional Collaborations - Eli Lilly has also collaborated with Seamless Therapeutics to develop programmable recombinase-based treatments targeting hearing loss, with Seamless eligible for over $1.12 billion in potential payments [5][6][7] - The agreement with Seamless includes an upfront payment and committed research and development funding, with Lilly receiving an exclusive license for the programmed recombinases [6]

U.S. President Donald Trump said on Thursday that he has spoken to the head of pharmaceutical company Eli Lilly and that the company plans to build six plants in the country. ...

1月29日，挪威央行投资管理（Norges Bank Investment Management）正式发布 2025 年年度投资报告。 数据显示，全球最大主权财富基金之一的挪威政府全球养老基金（Government Pension Fund Global，GPFG）在2025年实现15.1%的整体回报率，基金规模 于2025年12月31日达到21.268万亿挪威克朗（约合15.47万亿人民币）。 从基金规模变动细节来看，2025年基金会计收益达2.362万亿克朗（约1.72万亿人民币），但受挪威克朗对多国主要货币升值影响，汇率因素导致基金价值 缩水。同时，扣除管理费用后的资金净流入为319亿克朗，多重因素共同作用下，基金全年规模净增1.526万亿克朗。 从资产类别表现来看，权益类投资成为基金收益的核心驱动力。2025年，基金股票投资回报率高达19.3%，显著跑赢其他资产类别。其中，科技、金融及 基础材料板块表现尤为突出，贡献了权益投资的主要收益。挪威央行投资管理首席执行官尼古拉・丹根（Nicolai Tangen）在声明中强调："2025年基金交 出了极具说服力的成绩单，科技、金融与基础材料领域的优质股票持续 ...

Core Viewpoint - Roche aims to compete with Eli Lilly and Novo Nordisk in the obesity treatment market, planning to seek approval for four new obesity drugs by 2028 [1] Group 1: Company Strategy - Roche's CEO of the pharma division, Teresa Graham, emphasized the importance of personalized weight-loss journeys for patients [1] - The company is positioning itself to enter a rapidly growing market, indicating a strategic focus on obesity treatments [1] Group 2: Market Context - The obesity treatment market is currently dominated by Eli Lilly and Novo Nordisk, highlighting the competitive landscape Roche is entering [1] - Roche's initiative comes amid significant developments in the biotech sector, with other companies also reporting positive results in related fields [1]

Group 1 - Major reports are expected from Mastercard Incorporated, Caterpillar Inc., and SAP SE before the market opens on Thursday [1] - Tech companies Apple Inc. and Visa Inc. will report their earnings after the market closes on Thursday [1] - Energy companies Exxon Mobil Corporation and Chevron Corporation are set to report before the market opens on Friday [1] Group 2 - A busy day for healthcare reporting is anticipated next Wednesday, with Eli Lilly and Company, AbbVie Inc., Novartis AG, and Novo Nordisk A/S scheduled to release their earnings [1] - Alphabet Inc. will report its earnings after the market closes on the same day [1] - The week will conclude with Amazon.com Inc. reporting after the market closes next Thursday [1]

Group 1: AI Impact on Pharmaceuticals - Artificial intelligence (AI) is set to significantly impact the pharmaceutical industry, with projections indicating that within five years, the FDA will approve the first drug developed using AI, and by 2030, over 50% of new medicines will be AI-assisted [1] - The use of AI in drug discovery is expected to reduce the failure rate and development time by even 5%, which would lower research and development costs, increase profit margins, and lead to more affordable drugs [4] Group 2: Eli Lilly's Position - Eli Lilly is recognized as a leading company in the pharmaceutical sector, actively enhancing its AI capabilities by building a powerful AI supercomputer in collaboration with Nvidia [4][5] - The company possesses extensive data from preclinical and clinical trials, providing a competitive advantage in training and refining its AI models for drug discovery [5] - Eli Lilly has achieved significant breakthroughs in various therapeutic areas, including diabetes, weight management, immunology, and Alzheimer's disease, showcasing its innovative capacity [6]

Drugmaker Eli Lilly is partnering with Repertoire Immune Medicines in a deal worth up to $1.93 billion to develop therapies for multiple autoimmune diseases, the Massachusetts-based biotech said on Th... ...

Investment Rating - The report does not explicitly state an investment rating for the pharmaceutical industry. Core Insights - The advent of the AI infrastructure era is expected to transform the pharmaceutical landscape, shifting research from traditional laboratories to AI platforms, which will significantly alter the industry structure [3][5][8]. - Major pharmaceutical companies are increasingly investing in AI technologies, with significant capital being directed towards AI infrastructure, indicating a fundamental change in the innovation environment [11][12]. - Regulatory developments include China's support for the internationalization of pharmaceutical devices and the FDA's focus on food allergies, highlighting evolving regulatory landscapes [13][14]. Industry Frontiers - AI Infrastructure Era: The emergence of a multi-layer AI system is driving the largest infrastructure buildout in human history, requiring trillions in investment to fully realize its potential [8][11]. - Shift in R&D: Pharmaceutical research is transitioning from laboratory-based methods to AI-driven platforms, with companies like Eli Lilly leading the charge by reallocating R&D budgets towards AI technologies [11][12]. - Changing Industry Dynamics: The integration of AI into pharmaceutical companies is expected to reshape organizational structures, talent allocation, and capital distribution, enhancing efficiency and competitive advantages [11][14]. Capital Trends - Notable Developments: Corvus Pharmaceuticals' ITK inhibitor showed impressive clinical data, leading to a 212% stock price increase, indicating a growing focus on T-cell signaling pathways in atopic dermatitis [20][21]. - Accelerated AI Drug Development: Insilico Medicine has rapidly secured multiple strategic partnerships for drug development, showcasing the increasing effectiveness of AI in biopharmaceuticals [27][28]. Weekly Perspective - The report emphasizes that the AI infrastructure era will bring disruptive changes to the pharmaceutical industry, with the degree of AI integration determining future growth potential [5][36]. - The report highlights the importance of the CXO sector in benefiting from increased R&D demands and identifies untapped disease areas in the autoimmune sector as potential blue ocean opportunities for innovative drug companies [5][36]. Industry Chain Data Updates - The report provides updates on new drug approvals and applications in China, reflecting ongoing developments in the pharmaceutical landscape [38][39][42].