美国股市周二收高，标普500指数在英伟达与礼来股价上涨的带动下走强。尽管美国总统特朗普宣布解 雇美联储理事丽莎·库克的决定引发市场对央行独立性的忧虑，但投资者更聚焦于即将到来的降息预期 与企业财报。 *英伟达财报前走强，标普500收高； *AMD上涨2%，因券商上调评级； *实验性药物减重效果显著，礼来股价大涨近6%。 标普500目前的预期市盈率已升至约23倍，创四年新高，估值压力也使市场更为依赖龙头科技和医药类 股的业绩表现。 大宗商品方面，国际油价下跌。WTI原油下挫2.39%，收于每桶63.25美元；布伦特原油跌2.23%，报每 桶66.70美元。 黄金小幅走高，COMEX期金收涨0.45%，报3433美元/盎司。 热门中概股也普遍走高，纳斯达克中国金龙指数上涨0.73%。其中，禾赛科技飙升逾14%，蔚来涨超 10%，小鹏涨逾5%，理想涨近3%。 特朗普周一晚间宣布解职美联储理事库克，理由是其在房贷申请中有"不当行为"。该举动短暂打压美 股。 全美银行资产管理（U.S. Bank Wealth Management）资本市场主管比尔·默茨（Bill Merz）表示："金融 市场对这种独立性越来越感到担心 ...

每经记者｜甄素静 每经编辑｜董兴生 丨 2025年8月27日 星期三 丨 NO.1 拜耳小分子PRMT5抑制剂在中国获批临床 中国国家药监局药品审评中心（CDE）官网公示，拜耳（Bayer）申报的1类新药BAY 3713372片获得临 床试验默示许可，拟开发治疗甲硫腺苷磷酸化酶缺失型（MTAP-DEL）实体瘤。这是一款口服小分子 PRMT5抑制剂。今年3月，拜耳与浦合医药宣布达成全球许可协议，获得开发、制造和商业化该产品的 全球独家许可。 点评：拜耳小分子PRMT5抑制剂获中国临床许可，有望为MTAP-DEL实体瘤患者带来新希望。其选择 性靶向癌细胞、安全性高，且与浦合医药合作获技术支持，后续临床数据备受期待。 NO.2 礼来口服GLP-1RA orforglipron肥胖合并2型糖尿病的3期临床研究获成功 NO.5 劲方医药通过港交所聆讯 港交所官网显示，劲方医药科技（上海）股份有限公司通过港交所聆讯，即将在港交所上市。招股书显 示，成立于2017年的劲方医药是一家生物制药公司，专注于肿瘤（涵盖多种实体瘤的不同治疗线）以及 自体免疫和炎症性疾病领域的开发新治疗方案。目前，劲方医药已建立起一条产品管线，包括8 ...

热门中概股多数上涨，纳斯达克中国金龙指数收涨0.72%。蔚来涨10.02%，亚朵涨5.84%，小鹏涨 5.46%，理想涨2.71%，华住涨2.33%，腾讯音乐、万国数据、小马智行、名创优品、中通快递、网易至 多涨1.98%。小米集团ADR涨1.65%，台积电ADR涨1.33%，腾讯控股ADR涨0.19%，拼多多ADR跌 格隆汇8月27日｜美股低开高走，三大指数均小幅收涨。纳指涨0.44%，标普500指数涨0.41%，道指涨 0.3%。大型科技股多数上涨，特斯拉、英伟达涨超1%，苹果、奈飞、亚马逊、Meta小幅上涨；谷歌、 微软、英特尔小幅下跌。礼来涨近6%，公司口服GLP-1RAorforglipron肥胖合并2型糖尿病的3期临床研 究成功。 3.35%。 ...

A competitor reported a successful late-stage clinical trial of a drug that could be very competitive with Wegovy.Novo Nordisk (NVO -1.90%) has risen to fame and prominence with its twin drugs Wegovy and Ozempic, with the former being particularly hot since it's approved for weight loss. However, on Tuesday a powerful rival to the company reported positive top-line results for a drug that could provide very stiff competition to the Danish pharmaceutical's top medication.Investors didn't react happily to thi ...

Switching gears, Eli Lily surging almost 6%. It led the S&P 500 today. Their obesity pill cleared yet another late stage trial.Patients with type 2 diabetes and obesity losing an average 10 a.5% of their body weight after 72 weeks is on the highest dose. For more on what may come next, city research managing director Jeff Meechum joining us now. Jeff, great to have you on the show.What did these results mean for Lily. >> Awesome. Thanks for having me, Brian.Um, yes. So, the results here are derisking from t ...

格隆汇8月27日｜美股低开高走，三大指数均小幅收涨。纳指涨0.44%，标普500指数涨0.41%，道指涨 0.3%。大型科技股多数上涨，特斯拉、英伟达涨超1%，苹果、奈飞、亚马逊、Meta小幅上涨；谷歌、 微软、英特尔小幅下跌。礼来涨近6%，公司口服GLP-1RAorforglipron肥胖合并2型糖尿病的3期临床研 究成功。 热门中概股多数上涨，纳斯达克中国金龙指数收涨0.72%。禾赛涨逾14%，蔚来涨10%，小鹏汽车涨超 5%，理想汽车涨近3%。 来源：格隆汇APP ...

Eli Lilly and Co. LLY stock has experienced significant volatility over the past six months, primarily driven by reactions to developments in its weight-loss drug portfolio. Lilly stock popped on Tuesday after the company announced that its oral GLP-1 pill helped patients lose an average of 10.5% of their body weight and reduced blood sugar levels, meeting key goals in the pivotal Phase 3 trial.After reaching highs near $960 in August 2024, LLY stock dropped more than 20% due to underwhelming results from i ...

Eli Lilly shares gained Tuesday as results from a new study moved the drugmaker closer to applying for approval of its experimental weight-loss pill. https://t.co/57DKN32qpC ...

Core Insights - Immuneering Corporation (IMRX) has entered into a clinical supply agreement with Eli Lilly (LLY) for the KRAS G12C inhibitor, olomorasib (LY3537982) [1] - The agreement supports a planned phase II study evaluating Immuneering's atebimetinib (IMM-1-104) in combination with olomorasib for treating advanced KRAS G12C-mutant non-small cell lung cancer (NSCLC) [2] - Immuneering's shares rose by 21.7% following the announcement, and the stock has increased by 170.5% year-to-date compared to the industry's 4.1% rise [2][3] Agreement Details - The combination of atebimetinib and olomorasib is expected to provide a vertical blockade of the RAS-MAPK pathway, with preclinical data showing enhanced tumor regression and prolonged survival compared to monotherapy [5] - This is Immuneering's second collaboration announcement in 2025, following a similar agreement with Regeneron Pharmaceuticals to evaluate atebimetinib with Libtayo for advanced NSCLC [6][7] - In both agreements, Immuneering retains full worldwide development and commercialization rights to atebimetinib [8] Ongoing Studies - Immuneering is advancing atebimetinib in other cancer studies, including a phase IIa study in combination with modified gemcitabine/nab-paclitaxel for first-line pancreatic cancer [9] - Preliminary data from this study indicated a 94% overall survival and 72% progression-free survival at six months, with updated data expected later in Q3 2025 [10] - The company plans to initiate a pivotal study for atebimetinib in combination with modified gemcitabine/nab-paclitaxel in 2026, pending regulatory feedback [11]

These data follow on the arguably more important results that we got earlier this month of how Lilly's pill fared in people diagnosed with obesity. The latest ones are people with obesity and Type two diabetes. That initial reaction was one of pretty massive disappointment.Lilly had its worst day in about two decades and lost about $100 billion in market value. So today's improvement kind of has to be viewed in that context. But I think zooming out, as Matt mentioned, this is the final hurdle they had to cr ...