Core Insights - GLP-1 pills for obesity are expected to be available in the U.S. by 2026, providing a more convenient and potentially cheaper alternative to current injection treatments [1][2] - Drugmakers Novo Nordisk and Eli Lilly are developing daily pills aimed at expanding the patient base, particularly for those averse to needles or who do not perceive their condition as severe enough to warrant injections [2] - While the new pills may not be more effective than existing weekly injections, the introduction of these options is seen as a significant benefit for patients, especially following recent supply shortages of injections [3] Market Potential - Goldman Sachs analysts project that the new pills could capture a 24% market share, equating to approximately $22 billion, of the anticipated $95 billion global weight loss drug market by 2030 [4]

Core Insights - Eli Lilly & Co. is recognized for its innovative treatments and strong market presence, particularly in the obesity therapeutics market, which has significantly contributed to its recent success [1][4] - The stock has received upgrades from Daiwa and maintains a Buy rating from Bank of America, indicating strong confidence in the company's future performance [2][6] Stock Performance - As of December 16, 2025, Eli Lilly's stock price was $1,062.71, reflecting a 3.43% increase or $35.20 [5] - The stock has fluctuated between $1,032.55 and $1,065 during the trading day, with a yearly high of $1,111.99 and a low of $623.78 [5] Analyst Ratings and Price Targets - Daiwa upgraded Eli Lilly's stock from Neutral to Buy, reflecting confidence in the company's market position and innovative treatments [6] - Bank of America adjusted its price target from $1,286 to $1,268 while maintaining a Buy rating, indicating a strategic outlook on the stock's potential [2][6] Growth Opportunities - Eli Lilly's leadership in injectable GLP-1s is well recognized, with significant growth opportunities anticipated from the upcoming launch of Orfoglipron, an oral GLP-1 weight-loss pill expected in 2026 [3] - The U.S. rollout and international expansion of Orfoglipron are expected to be major growth drivers for the company [3] Revenue Growth - The company's focus on weight loss drugs has led to double-digit revenue growth, positioning Eli Lilly as a growth stock in the pharmaceutical industry [4][6] - The success of its weight loss drugs has resulted in blockbuster sales, contributing to a share price increase of over 30% this year [4]

Let's go inside out on this name and weight loss drugs across the space. Joining us now is Tom Kulick, CEO, Strategy Asset Managers. Thank you so much for joining me. >> Thank you. Thank you.Happy holidays. >> Yeah, happy holidays to you as well. Thanks so much for being on the floor with us this morning.Look, um let's talk about Eli Lily. It's been doing some good things lately and it's been rewarded. >> Yes, they they have.So, last week they came out with the results from some of the trials that they have ...

Core Viewpoint - Eli Lilly's stock is positioned as a strong candidate for a diversified long-term investment portfolio, bolstered by promising results from the Triumph-4 clinical trial for its anti-obesity drug retatrutide [1] Clinical Trial Results - The Triumph-4 trial demonstrated that a 12 mg weekly injection of retatrutide resulted in an average body weight reduction of 28.7% over 68 weeks, alongside a decrease in knee arthritis pain [2] - Retatrutide, a "triple G" medication, outperformed the leading anti-obesity drug tirzepatide, which reported an average weight loss of approximately 20.9% in late-stage trials [4] Market Potential - The global weight-loss medication market is projected to reach $150 billion by 2035, with retatrutide expected to generate annual revenue of around $5 billion by 2030 [8] - Eli Lilly currently holds a 57.9% share of the U.S. market for incretin-mimicking drugs, with its products tirzepatide and Mounjaro demonstrating strong demand [9] Product Pipeline and Future Growth - Eli Lilly anticipates additional phase 3 trial results for retatrutide in obesity and type 2 diabetes by 2026, which could enhance its market segmentation strategy [6] - The company is also seeking FDA approval for orforglipron, a once-daily oral medication for obesity, with expected annual revenue of $8.3 billion by 2030 [10] - Eli Lilly's Alzheimer's medication Kisunla is projected to achieve nearly $5 billion in annual sales at peak, further diversifying its growth engines [11] Financial Performance - Eli Lilly has raised its full-year revenue guidance for 2025 to a range of $63 billion to $63.5 billion, with earnings per share (EPS) estimates adjusted to $21.80 to $22.50 [13] Valuation Considerations - The stock trades at nearly 32 times forward earnings, which may seem high, but is justified by the company's leadership in the obesity treatment market and its robust late-stage research pipeline [14]

该III期研究旨在评估Eloralintide(四个剂量，皮下注射)对比安慰剂治疗伴2型糖尿病的肥胖或超重受试者 的有效性和安全性。研究的主要终点是第64周体重较基线的百分比变化。 Eloralintide是礼来开发的一款胰淀素受体(AMYR)激动剂，可能通过影响食欲或增加饱腹感来减少热量 摄入。 智通财经APP获悉，12月15日，美国临床试验收录网站显示，礼来(LLY.US)启动了 Eloralintide(LY3841136)的首个III期临床试验(ENLIGHTEN-2)。 ...

Core Insights - The State Street Health Care Select Sector SPDR ETF (XLV) is a passively managed ETF launched on December 16, 1998, providing broad exposure to the Healthcare - Broad segment of the equity market [1] - XLV is the largest ETF in its category, with assets exceeding $40.99 billion, and aims to match the performance of the Health Care Select Sector Index [3] Fund Details - The ETF has an annual operating expense ratio of 0.08%, making it the least expensive option in the healthcare ETF space, with a 12-month trailing dividend yield of 1.56% [5] - The fund is fully allocated to the healthcare sector, with top holdings including Eli Lilly + Co (12.97%), Johnson + Johnson, and Abbvie Inc, which together account for approximately 57.14% of total assets [6][7] Performance Metrics - As of December 16, 2025, XLV has returned approximately 14.79% year-to-date and 12.45% over the past year, with a trading range between $128.77 and $158.77 in the last 52 weeks [8] - The ETF has a beta of 0.61 and a standard deviation of 13.38% over the trailing three-year period, indicating a medium risk profile [8] Alternatives - Other healthcare ETFs include iShares Global Healthcare ETF (IXJ) with $4.52 billion in assets and Vanguard Health Care ETF (VHT) with $17.53 billion, each with different expense ratios [11]

Core Viewpoint - Novo Nordisk's stock has experienced a significant decline of approximately 41% year to date, primarily due to disappointing results from the REDEFINE 2 phase 3 trial for its CagriSema product [1]. Financial Performance - In May and July, Novo Nordisk revised its 2025 sales growth guidance downward, with the latest estimate set at 8-11% at constant exchange rates (CER) [2]. - Analyst estimates suggest a potential sales decline in 2026, contrasting sharply with the 25%-30% growth seen during the company's peak years [9]. Competitive Landscape - Eli Lilly's stock has risen about 38% while Novo Nordisk's shares have declined, indicating a competitive shift in the market [4]. - Novo Nordisk's product pipeline is primarily focused on insulin, heart disease medications, and weight loss drugs, whereas Eli Lilly has a more diverse pipeline that includes treatments for cancer, Alzheimer's, and other conditions [5]. Product Performance - Wegovy, Novo Nordisk's obesity treatment, has generated $46 billion in net profit since its U.S. approval in mid-2021, but it is facing competition from Eli Lilly's Zepbound, which has surpassed Wegovy in new weekly prescriptions this year [7]. - A planned head-to-head trial in 2026 between Novo's CagriSema and Lilly's Zepbound is anticipated to attract investor attention [7]. Clinical Data - In a real-world study, Wegovy demonstrated a 57% greater risk reduction for heart attack, stroke, and cardiovascular-related death compared to Eli Lilly's tirzepatide, indicating its effectiveness in treating patients with obesity and cardiovascular disease [8].

In a decade, Eli Lilly could be in the same place that Pfizer finds itself in today.Eli Lilly (LLY +3.44%) is executing very well right now, and Wall Street is aware of that. The stock's price-to-earnings (P/E) ratio of 50 is below its five-year average of 54, but very high on an absolute basis. For reference, the S&P 500 index has a P/E ratio of 28.5. Before you buy shares in Lilly, think about what might happen over the next decade.Why is Eli Lilly doing so well right now?The big story around Eli Lilly is ...

昨日收涨3.38%的礼来(LLY.US)今日美股盘前续涨1.16%，报1074.5美元。消息面上，礼来旗下的实验性 口服减肥药orforglipron的审批进程有望明显提速，最快可能在2026年3月底获得美国食品药品监督管理 局(FDA)的监管决定。根据文件披露，FDA曾考虑将其"加速审评凭证(expedited voucher)"项目下的受理 评估时间，从目前的60天缩短至1周，虽然最终方案调整为两至三周，但仍将显著快于原有流程。(格隆 汇) | O LLY 礼来 | | | --- | --- | | 1062.190↑ +34.680 +3.38% 收盘价 12/15 16:00 美东 | | | 1074.500 + 12.310 +1.16% | 盘前价 12/16 04:10 美东 | | 二 24 24 4 8 8 8 8 8 0 | ● 快捷交易 | | 最高价 1065.000 开盘价 1032.550 成交量 464.84万 | | | 最低价 1032.550 昨收价 1027.510 | 成交额 49.11亿 | | 平均价 1056.447 市盈率 TM 51.97 | 总市值 1万 ...

Core Insights - The article discusses the positive results of Eli Lilly's TRIUMPH-4 clinical trial, which evaluated the efficacy and safety of retatrutide in overweight or obese adults with knee osteoarthritis as an adjunct to diet and exercise [4][5]. Group 1: Clinical Trial Results - TRIUMPH-4 is a global study with 84% of participants having a baseline BMI ≥35 kg/m², showing significant weight loss and improvement in pain and physical function at 68 weeks [5][6]. - The average weight loss was 28.7% (approximately 71.2 pounds), and the knee pain score (WOMAC) decreased by up to 4.5 points, a reduction of 75.8% [6]. - Key secondary endpoints showed high rates of extreme weight loss: 47.7% for the 9 mg group and 58.6% for the 12 mg group achieving ≥25% weight loss, with nearly 40% in the 12 mg group achieving ≥30% weight loss [7]. Group 2: Cardiometabolic Benefits - Retatrutide also significantly improved various cardiovascular risk indicators, including non-HDL cholesterol, triglycerides, and high-sensitivity C-reactive protein (hsCRP), with an average systolic blood pressure reduction of 14 mmHg in the 12 mg group [8]. Group 3: Safety Profile - The safety profile of retatrutide is consistent with other GLP-1 receptor agonists, with common adverse events including nausea, diarrhea, constipation, vomiting, and decreased appetite, mostly mild to moderate [9]. - The overall discontinuation rate due to adverse events was similar between treatment and placebo groups, with a lower rate in the high-risk population (BMI ≥35) [9]. Group 4: Future Outlook - The TRIUMPH program has enrolled over 5,800 participants, with seven additional Phase III study results expected by 2026, including lower maintenance doses (4 mg) [11]. - Eli Lilly anticipates that retatrutide could become an important treatment option for patients requiring significant weight loss and suffering from multiple obesity-related complications [11].