编辑丨王多鱼 排版丨水成文 2026 年 2 月 9 日， 国际制药巨头 礼来公司 （ Eli Lilly ） 宣布与环状 RNA （circRNA） 生物技术公司 Orna Therapeutics 达成最终协议，礼来将以最高 24 亿美元 的价格收购 Orna （目前尚不清楚这 24 亿美 元中多少为 预付款支付，多少会留待临床开发里程碑达成后支付 ） 。 Orna 的研发管线分为三类—— in vivo CAR 细胞疗法 （用于治疗自身免疫疾病以及 B 细胞恶性肿瘤） 、 下一代基因编辑疗法 （用于治疗镰状细胞病和 β-地中海贫血） 、 下一代疫苗 （用于预防传染病） 。 此次收购，意味着 礼来 将拥有一个源源不断的 in vivo CAR-T 产品线。礼来表示， 这一"广泛平台"将 为"基因医学和体内细胞工程的长期创新"提供支持 。 礼来 此次的收购紧随 吉利德科学 （Gilead Sciences） 等公司的步伐，2025 年 8 月，吉利德科学以 3.5 亿美元 价格收购了 in vivo CAR-T 公司 Interius BioTherapeutics ，并与中国生物技术公司 普瑞金 达成 了 ...

Eli Lilly (NYSE: LLY) has been a growth beast over the years, there's no denying that. And a big reason for its incredible performance has been due to its approved GLP-1 drugs -- Mounjaro (approved for diabetes) and Zepbound (approved for weight loss). These products have been generating billions in revenue for the company, and yet, they still have much more growth on the horizon. At the same time, it could be a concerning issue for investors because so much of the company's revenue and growth prospects a ...

Eli Lilly (NYSE: LLY) stock bounced back 2.4% by 9:50 a.m. ET Monday after taking a tumble last week. Shares of the big pharma stock and manufacturer of Mounjaro and Zepbound GLP-1 weight loss drugs sank several percent Thursday after Hims & Hers Health (NYSE: HIMS) announced it would sell an Ozempic lookalike pill to compete with Novo Nordisk's (NYSE: NVO) Wegovy pill -- and with Eli Lilly's Mounjaro and Zepbound injectable weight loss drugs as well. Will AI create the world's first trillionaire? Our team ...

科技七巨头多数下跌，英伟达盘中快速拉升涨超4%。高盛分析师预计，英伟达2025财年第四季度营收将达到673亿美元，同时在盈利端也将 超出市场预期；给出250美元的目标价；微软涨近2%，特斯拉小幅上涨，亚马逊、苹果则跌超1%。 甲骨文股价大涨近9.6%，创去年12月以来最大盘中涨幅。戴维森投行将其股票评级从"中性"上调至"买入"。台积电涨3%创新高，市值超1.85 万亿美元。 存储概念股走弱，美光科技跌近2.5%，闪迪跌超1.4%。英伟达或将把美光HBM4排除在Rubin架构的首年量产之外。 美东时间周一，美股三大指数涨跌不一，中概股多数下跌；英国遭遇股债汇"三杀"。 国际油价短线上扬，WTI原油、ICE布油涨幅扩大至1%，其中WTI原油突破64美元/桶。 据央视新闻报道，当地时间9日，伊朗原子能组织主席伊斯拉米就有关将浓缩铀运出伊朗的猜测表示，相关说法主要来自其他方面以及对伊 朗施压的相关势力所提出，这一议题根本不在谈判议程之中；即便个别个人或国家曾提出所谓"建议"，自认为可以提供帮助，但在正式谈判 中并未就此展开讨论。 值得注意的是，本周美国1月非农就业报告与CPI将集中发布，或将给市场研判美联储货币政策路 ...

Bates points to AI biotech In Silico as a prime example of how AI can overturn development in this way. In Silico has reported an average time of 13 months from project initiation to candidate selection in a 2025 Nature Medicine paper published on the company’s AI-developed drug rentosertib. In a Phase IIa idiopathic pulmonary fibrosis (IPF) study (NCT05938920), the drug was found to be safe and indicated positive signals in increasing lung function.Pharma companies look for several capabilities in AI, says ...

Let's begin with Novo Nordisk suing hims and hers, accusing the telehealth firm of infringing its U.S. patent on key ingredient in its epic. And we go by. Let's get the latest.The same for he's the senior pharmaceutical analyst at Bloomberg Intelligence. Sam, we were just talking on Friday and you were telling us there is a danger to this. This isn't good.It sounds like hims and hers has finally listened to some of the criticism and threats coming from regulators. Yeah, well, Daddy, the point here is not ab ...

高盛相信，信达生物将继续保持其在中国生物技术领域的领先地位，主要得益于拥有大量针对下一代免 疫肿瘤靶点的新型分子，并已获得令人鼓舞的初步数据(如IBI363(PD-1/IL-2α偏向性双特异性抗体)，在 免疫治疗/冷肿瘤中具有差异化的药物特性；强大的商业化能力及与全球合作伙伴，特别是礼来公司的 深度合作等。 高盛发布研报称，信达生物(01801)昨日(8日)宣布与礼来(LLY.US)美元的里程碑付款；及基于中国以外 地区净销售额的分级销售特许权使用费。高盛考虑到当前市场隐含的加权平均资本成本(12%)较高，认 为其目前股价被低估；予该股"买入"评级；基于风险调整后、现金流量折现法，予目标价102.85港元。 信达生物 分时图 日K线 周K线 月K线 85.40 5.90 7.42% 8.18% 5.45% 2.73% 0.00% 2.73% 5.45% 8.18% 73.00 75.17 77.33 79.50 81.67 83.83 86.00 09:30 10:30 12:00/13:00 14:00 16:10 0 31万 62万 94万 ...

周一，礼来(LLY.US)涨逾3%，报1095.87美元。消息面上，2月9日，Orna Therapeutics宣布与礼来达成最 终收购协议，礼来将全面收购Orna，以强化其在细胞疗法与基因药物领域的布局。Orna股东最高可获得 24亿美元现金，包括预付款及达成特定临床开发里程碑后的后续款项。 据悉，Orna的核心项目ORN-252是一款已具备临床申报条件、靶向CD19的体内CAR-T疗法，主要用于 治疗B细胞介导的自身免疫性疾病，这也是礼来重点关注的领域。 根据协议，本次收购的核心标的是Orna的环状RNA技术平台及体内CAR-T管线。Orna深耕工程化环状 RNA与新型脂质纳米粒(LNP)递送系统结合的创新疗法，可让患者自身机体生成治疗性细胞，直击疾病 根源，其技术优势在于能实现治疗蛋白更持久的表达，突破当前RNA及细胞疗法的局限。 ...

据悉，Orna的核心项目ORN-252是一款已具备临床申报条件、靶向CD19的体内CAR-T疗法，主要用于 治疗B细胞介导的自身免疫性疾病，这也是礼来重点关注的领域。 根据协议，本次收购的核心标的是Orna的环状RNA技术平台及体内CAR-T管线。Orna深耕工程化环状 RNA与新型脂质纳米粒(LNP)递送系统结合的创新疗法，可让患者自身机体生成治疗性细胞，直击疾病 根源，其技术优势在于能实现治疗蛋白更持久的表达，突破当前RNA及细胞疗法的局限。 智通财经APP获悉，周一，礼来(LLY.US)涨逾3%，报1095.87美元。消息面上，2月9日，Orna Therapeutics宣布与礼来达成最终收购协议，礼来将全面收购Orna，以强化其在细胞疗法与基因药物领 域的布局。Orna股东最高可获得24亿美元现金，包括预付款及达成特定临床开发里程碑后的后续款项。 ...

Core Viewpoint - Eli Lilly's acquisition of Orna for up to $2.4 billion is a strategic move to enhance its capabilities in genetic medicine, amidst a mixed performance in broader markets [1][2]. Acquisition Details - Lilly will acquire Orna for a total of up to $2.4 billion, which includes an upfront payment and additional payments based on clinical development milestones [2]. - Orna specializes in engineering immune cells in vivo, with its lead program targeting B cell-driven autoimmune diseases using a circular RNA platform [2]. Product Information - Orna's lead program, ORN-252, is a clinical trial-ready CAR-T therapy aimed at treating B cell-driven autoimmune diseases [3]. - Preliminary experiments suggest that Orna's circular RNA platform may provide more durable expression of therapeutic proteins, potentially enabling treatments that current RNA or cell therapy platforms cannot achieve [3]. Market Performance - The broader market showed mixed results, with the S&P 500 down by 0.16% while the healthcare sector gained 0.35% [4]. - Despite the market declines, Lilly's stock is performing positively [4]. Stock Analysis - Currently, Lilly's stock is trading 5.2% below its 20-day simple moving average and 3.8% below its 100-day simple moving average, indicating short-term weakness [5]. - Over the past 12 months, shares have increased approximately 71.9% and are closer to their 52-week highs [5]. Technical Indicators - The Relative Strength Index (RSI) is at 44.45, indicating neutral territory, while the MACD is below its signal line, suggesting bearish pressure on the stock [6]. - The combination of a neutral RSI and bearish MACD indicates mixed momentum for Lilly's stock [6]. Analyst Consensus - The stock has a Buy Rating with an average price forecast of $1077.30, reflecting strong growth prospects despite a premium P/E multiple [7]. - Recent analyst actions include upgrades from JP Morgan, Cantor Fitzgerald, and Wells Fargo, with target prices raised to $1300.00, $1205.00, and $1280.00 respectively [8].