Core Viewpoint - Eli Lilly expresses confidence in the supply of its weight-loss pill orforglipron ahead of expected U.S. approval in the coming months [1] Company Summary - Eli Lilly is preparing for the anticipated U.S. approval of orforglipron, a weight-loss medication [1]

事实上，业内已开始利用AI计算系统提出潜在的新药或化合物方案，但通常仍需通过实验室验证。英 伟达认为，AI有望自动化其中相当一部分工作。英伟达医疗健康业务副总裁Kimberly Powell表示："人 类是限制实验室速度的主要瓶颈。" 据介绍，联合实验室将帮助AI工程师深入理解实验设备运行与科研任务流程，进而协助药企对计算机 与软件进行优化，使其承担部分原本由人完成的工作。除联合实验室外，英伟达还在扩展面向医疗行业 的AI模型与智能体，并以开源方式发布，方便外界按需定制。 英伟达(NVDA.US)周一表示，将在未来五年内与礼来(LLY.US)共同投资10亿美元，在硅谷建设一座联合 实验室，目标是加速人工智能(AI)在制药行业的落地应用。 在生态合作方面，英伟达正与赛默飞世尔(TMO.US)合作，将实验室设备接入英伟达的DGX Spark AI计 算机，实现实验活动的自动化控制；同时还与Multiply Labs协作，训练机器人掌握科研流程，为未来实 现高度自动化实验设施铺路。 英伟达称，该设施将把礼来的实验室能力更紧密地带到全球人工智能创新中心。公司将该项目描述 为"联合投资"，但未披露具体财务条款。双方希望 ...

Group 1: Mexico-U.S. Relations - Mexican President Claudia Sheinbaum firmly rejected any U.S. military intervention in Mexico, emphasizing national sovereignty and the country's ability to handle its own security issues [2][3] - Sheinbaum announced a 50% decrease in fentanyl trafficking from Mexico to the U.S. over the past year, attributing this success to Mexico's anti-drug operations and increased fentanyl seizures [3][7] - A U.S.-Mexico security committee meeting is scheduled for January 22-23, indicating ongoing dialogue between the two nations regarding security cooperation [3][7] Group 2: Nvidia's Investments in Life Sciences - Nvidia is investing up to $1 billion over five years to establish a co-innovation AI lab with Eli Lilly, aimed at reinventing drug discovery through AI applications [4][7] - The collaboration with Thermo Fisher Scientific focuses on developing autonomous lab infrastructure to enhance scientific discovery, with Nvidia's BioNeMo platform being widely adopted in the life sciences sector [5][7] - New AI models for RNA structure prediction and drug synthesis validation are part of Nvidia's expansion in the life sciences, aiming to turn scientific data into a competitive advantage [5][7] Group 3: European Financial Markets - ABN AMRO successfully priced a EUR1.75 billion debt offering, structured in two parts: a EUR1 billion 3-year fixed tranche and a EUR750 million 10-year fixed tranche [6][7] - The Bank of England sold GBP800 million in gilts, achieving a cover-ratio of 3.19, indicating strong demand for government bonds [8][7]

Nvidia and U.S. pharma giant Eli Lilly will spend $1 billion building a new joint research lab in the San Francisco Bay area over five years which will use Nvidia's newest generation Vera Rubin AI chi... ...

Core Insights - Revvity, Inc. (RVTY) has announced a collaboration with Eli Lilly and Company to integrate Eli Lilly's TuneLab predictive models into the Revvity Signals platform, enhancing AI-driven drug discovery capabilities [1][8] - The partnership aims to address challenges in AI drug discovery by utilizing federated learning and secure knowledge sharing, allowing organizations to collaborate effectively [2][10] - Revvity's stock has seen a 2.7% increase since the announcement, with a 6.1% rise over the past six months, compared to the industry's 10.6% growth and the S&P 500's 14.1% increase [3] Company Developments - The collaboration reinforces RVTY's Signals Xynthetica as a key component of its AI-enabled drug discovery strategy, promoting innovation across the biotech sector [4] - Joint funding initiatives by Eli Lilly and Revvity for small- and mid-sized biotech firms aim to lower entry barriers and encourage broader adoption of the Signals ecosystem [4][10] - RVTY currently holds a market capitalization of $11.84 billion, indicating its significant presence in the market [6] Technology and Market Trends - The TuneLab models leverage advanced AI and machine learning, built on extensive research data from Eli Lilly and the biotech community, enhancing predictive accuracy through federated learning [9] - The Signals platform provides essential infrastructure for utilizing TuneLab models, facilitating data management and collaboration among research teams [11] - The AI in drug discovery market is projected to reach $7.62 billion by 2026, with a CAGR of 9.9% through 2035, driven by reduced drug discovery time and costs, and increased adoption post-COVID-19 [12] Strategic Acquisitions - Revvity has announced plans to acquire ACD/Labs, enhancing its Signals capabilities by integrating advanced analytical software for pharmaceutical and materials science applications [13]

From late 2020 to the summer of 2024, Eli Lilly & Co. (NYSE: LLY) stock was on a tear, up more than 635%, before taking a breather and then heading higher. ...

Core Viewpoint - Shares in Abivax increased by 23%, surpassing 121 euros, following reports of Eli Lilly's continued interest in acquiring the French biotech company [1] Company Summary - Abivax's stock performance reflects a significant rise, indicating positive market sentiment regarding potential acquisition talks with Eli Lilly [1] - Eli Lilly, a major player in the pharmaceutical industry, is showing interest in expanding its portfolio through the acquisition of Abivax, which may enhance its capabilities in the biotech sector [1]

| 受理品种目录浏览 | 在审品种目录浏览 | | | | | --- | --- | --- | --- | --- | | 年 度: | 2026 > | 药品类型: | 実部 | > 申请类 | | 受理号: | 请输入受理号 | 药品名称: | 请输入药品名称 | 企业名: | | 序号 | 受理号 | 药品名称 | 药品类型 | 申请类型 | | 1 | JXHS2600014 | 奥氟格列隆片 | 化药 | 进口 | 智通财经APP获悉，1月10日，CDE网站显示，礼来(LLY.US)的小分子GLP-1R激动剂奥氟格列隆(Orforglipron)在华申报上市。此前，该药物在2025年11月被 纳入FDA特批药物名单，礼来已于2025年12月向FDA递交该药物用于减重的上市申请。 截至今日，奥氟格列隆已顺利完成7项III期研究，其中4项针对2型糖尿病人群(ACHIEVE-1、ACHIEVE-2、ACHIEVE-3、ACHIEVE-5)，2项针对肥胖或超重 人群(ATTAIN-1、ATTAIN-MAINTAIN)，1项针对伴2型糖尿病的肥胖或超重人群(ATTAIN-2)，相关结果也已披露。 ...

Core Viewpoint - The article highlights the significant progress of Eli Lilly's oral GLP-1 receptor agonist, Orforglipron, in the Chinese market, marking a pivotal step in the commercialization of oral GLP-1 drugs for weight management and metabolic diseases [4][7]. Regulatory Developments - On January 10, 2026, the National Medical Products Administration (NMPA) in China accepted the market application for Orforglipron, indicating a shift towards oral small molecule solutions in the GLP-1 drug category [4]. - Orforglipron has already made strides in overseas regulatory approvals, being included in the FDA's list of special approval drugs in November 2025, followed by a formal application for weight management in December 2025 [6]. Clinical Research - Orforglipron has successfully completed seven Phase III clinical trials, targeting key populations such as Type 2 diabetes and obesity. The studies provide systematic evidence for its efficacy and safety in blood sugar control and weight management [6]. Market Implications - The acceptance of Orforglipron's application in China positions Eli Lilly to potentially lead the commercialization of oral GLP-1 drugs domestically, which may intensify competition in the weight management and metabolic disease treatment sectors [7].

Core Viewpoint - Eli Lilly has demonstrated strong momentum due to its current portfolio and upcoming catalysts, maintaining a bright outlook despite recent market fluctuations [1][2]. Financial Performance - Eli Lilly's tirzepatide, marketed as Mounjaro and Zepbound, is significantly contributing to the company's revenue, generating $24.8 billion in sales through the first nine months of 2025, surpassing Keytruda as the world's best-selling medicine [3][4]. - Analysts project that tirzepatide could achieve nearly $62 billion in sales by 2030, indicating sustained growth potential [4]. Market Position and Competition - Eli Lilly faces increasing competition in the weight management sector, particularly from Novo Nordisk, Amgen, and Pfizer, but has produced superior clinical trial results [6]. - The company is advancing orforglipron, an oral weight loss candidate, which is expected to receive expedited regulatory review, potentially enhancing its market position [7]. - Eli Lilly's retatrutide has shown unprecedented results in weight loss during clinical trials, further solidifying its leadership in the anti-obesity market [8]. Valuation and Growth Potential - Eli Lilly's stock is currently trading at 33 times forward earnings, higher than the healthcare sector average of 18.2, but this premium is justified by its robust revenue and earnings growth [9]. - The company's price/earnings-to-growth ratio stands at 0.98, indicating it may be undervalued relative to its growth prospects [9]. - Overall, Eli Lilly is positioned for excellent near- and mid-term prospects, making it a potentially attractive investment for 2026 and beyond [10].