智通财经APP获悉，随着与竞争对手诺和诺德(NVO.US)的竞争日趋激烈，礼来(LLY.US)再次下调其减 肥药Zepbound入门剂量的价格。 礼来在一份声明中表示，自周一起，现金自费购药者购买最低剂量的Zepbound每月费用为299美元，较 之前价格优惠约50美元。次高剂量的价格将降至每月399美元，较此前现金自费价格下调约20%。礼来 未调整更高剂量的价格，该系列仍维持每月499美元的售价。 礼来与诺和诺德在利润丰厚的全球肥胖症治疗市场中展开正面竞争，分析师预计该市场规模到本十年末 将达到1000亿美元。两家公司一直在寻找竞争优势，包括与管控美国药品福利的机构达成协议、为现金 自费客户提供折扣，以及近期推出的直接面向雇主的新计划。 与此同时，长期备受关注的减肥药价格正面临来自特朗普政府降低美国民众用药成本行动所带来的更大 压力。 周二，白宫宣布已通过谈判为联邦老年医保计划患者争取到Ozempic和Wegovy高达71%的折扣。该降价 措施将于2027年生效。 此外，诺和诺德与礼来均在与政府达成的协议中同意降低其在美国的价格，该协议同时适用于联邦医保 患者和现金自费客户。根据协议，礼来将下调Zepbou ...

Cyber Monday shopping? Drugmaker Eli Lilly & Co. is rolling out discounts of its own, slashing the cash-pay prices for starting doses of its wildly popular weight-loss shot https://t.co/DKngl3UhqW ...

Group 1: Eli Lilly & Co. - Eli Lilly is reducing the cash cost of its weight-loss drug Zepbound on its direct-to-consumer platform, with prices now ranging from $299 to $449 per month, down from $349 to $499 [2] - This price cut follows agreements made by President Donald Trump with Eli Lilly and competitor Novo Nordisk to enhance accessibility and affordability of their weight-loss drugs [2] Group 2: Disney - The Thanksgiving box office performance is expected to be one of the best in history, with an estimated $294 million in revenue over the holiday weekend [4] - Disney's "Zootopia 2" led the box office, generating approximately $156 million [4] Group 3: Airbus - European-listed shares of Airbus fell due to reports of an industrial quality issue affecting the fuselage panels of its A320-family aircraft, leading to delayed deliveries [7] - Airbus recently faced a software glitch that grounded about 6,000 of its A320-family planes over the holiday weekend [8] Group 4: Family Businesses in Memorial Products - Family businesses providing personalized memorial products are facing challenges from increasing cremation rates and tariff hikes imposed by Trump [9] - Despite tariffs, these businesses continue to import granite due to higher labor costs in the U.S. and the necessity of certain types of stone only available internationally [10]

Eli Lilly said on Monday it has lowered the price of single-dose vials of its popular obesity drug Zepbound to make the treatment more affordable for U.S. patients, as demand for weight-loss therapies... ...

Core Insights - Eli Lilly is reducing the cash prices of its weight loss drug Zepbound on its direct-to-consumer platform, LillyDirect, to enhance accessibility for patients [1][4] - The price reduction follows a similar move by rival Novo Nordisk, which has also lowered prices for its obesity and diabetes medications [1][7] Pricing Details - Starting Monday, cash-paying patients can obtain the initial dose of Zepbound for $299 per month, down from $349, with subsequent doses priced at $399 and $449, respectively [2] - The list price of Zepbound is approximately $1,086 per month, which has been a barrier for many patients due to limited insurance coverage for weight loss drugs in the U.S. [3] Government Initiatives - The announcement aligns with recent agreements made by the Trump administration to make GLP-1 drugs more affordable and accessible, including Medicare coverage for obesity drugs for certain patients [4] - Eli Lilly's collaboration with the Trump administration focuses on reducing prices for a multi-dose pen version of Zepbound, which is pending FDA approval [5] Market Context - Direct-to-consumer sales of Zepbound account for over a third of new prescriptions, indicating a significant market presence [7] - Novo Nordisk has also reduced the prices of its drugs Wegovy and Ozempic for cash-paying patients, reflecting competitive pricing strategies in the obesity treatment market [7][8]

BREAKING: Futures Fall; Trump Says He's Made Fed Chief Pick Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos Get market updates, educational videos, webinars, and stock analysis. Eli Lilly (LLY) recently became the 11th company with a trillion-dollar valuation. Nvidia (NVDA) remains No. 1, but Apple (AAPL) and a fast-rising Google-parent Alphabet (GOOGL) are closing the gap. Microsoft (MSFT) and Am ...

Core Insights - Eli Lilly and Company (LLY) demonstrates strong long-term growth potential due to its leadership in the GLP-1 market space [1] - Despite record-setting growth, the current valuation suggests a hold recommendation for the stock [1] Company Analysis - The growth of Eli Lilly has been significantly driven by its advancements in the GLP-1 market, which is a key area for the company [1] - The company has been recognized for its comprehensive and fundamental approach to market analysis, which aids in identifying investment opportunities [1]

整理 | GLP1减重宝典内容团队 ▍礼来：新晋"减肥药之王"的崛起 2025年第三季度，礼来报告替尔泊肽（糖尿病用Mounjaro＋肥胖症用Zepbound）季度销售额突破100亿美元，进入全球最畅销药物之 列。截至2025年9月，礼来在美国GLP-1药物处方份额达到58%，诺和诺德为42%。替尔泊肽因显著优于司美格鲁肽的减重幅度与代谢 改善效果，被视为"下一代减肥药"的代表。 过去几年，GLP-1受体激动剂的代表药物——诺和诺德的司美格鲁肽（Ozempic/Wegovy）掀起全球减肥与糖尿病治疗热潮，推动公司 成 为 欧 洲 市 值 最 高 的 医 药 企 业 之 一 。 然 而 随 着 礼 来 的 加 入 ， 行 业 格 局 迅 速 变 化 。 礼 来 的 双 靶 点 激 动 剂 替 尔 泊 肽 （Mounjaro/Zepbound）凭借更强的控糖与减重效果正在快速蚕食市场份额。在此背景下，诺和诺德股价近期出现明显回落，而礼来 则迎来新一轮估值上升。 ▍诺和诺德：昔日霸主的滑落 截至2025年底，诺和诺德股价显著下行，单日跌幅曾超过9%–12%。核心原因是其旗舰减肥与糖尿病药物需求不及预期，同时公司下 ...

Group 1: Stock Movements and Market Reactions - Hengdeli (03389) resumed trading and rose over 10% after announcing a voluntary cash offer at HKD 0.14 per share for all issued shares, excluding those already owned by the offeror and Mr. Feng Jiaqiao [1] - Anjuke Food (02648) increased nearly 5% following a report from Huachuang Securities after attending its 2025 first extraordinary general meeting, where management addressed operational and product channel strategies [1] - Copper stocks collectively surged, with Jiangxi Copper (00358) up 8.08%, China Daye Nonferrous Metals (00661) up 8.6%, and others, driven by a significant rise in LME copper futures, which exceeded USD 11,200, marking a historical high [1] Group 2: Industry-Specific Developments - Lichun Resources (02245) rose over 3% as reports indicated a major Chinese-controlled nickel smelter in Indonesia is cutting production due to tailings management issues [2] - Yuhua Education (06169) saw a nearly 1.89% increase after reporting a revenue of RMB 2.497 billion for the year ending August 31, 2025, a 5.4% year-on-year increase, with adjusted net profit rising 95.6% to RMB 914 million [2] - Jiantao Laminates (01888) increased nearly 7% as AI-driven demand for high-end PCBs surged, leading to price increases for key materials [2] Group 3: Strategic Partnerships and Collaborations - ZTE Corporation (00763) rose over 11% following reports of an upcoming AI phone launch in collaboration with ByteDance [2] - JD Health (06618) increased nearly 4% as demand for respiratory disease testing kits surged with the flu season, indicating a growing market for health-related products [3] - Xindong Company (02400) rose over 3% after announcing a strategic cooperation agreement with Golden Arc, including a financing agreement for USD 40 million [3] Group 4: Financial Performance Highlights - Bawang Tea (CHA.US) rose 6.09% after reporting Q3 results with a total GMV of RMB 7.93 billion and net income of RMB 3.208 billion, with overseas GMV increasing by 75.3% year-on-year [7]

Core Insights - Hedge funds are experiencing their strongest annual results since Covid-19, with average gains of 16.6% in the first three quarters of 2025 and net inflows exceeding $40 billion [1][2]. Hedge Fund Performance - The hedge fund industry is on track for its best year since 2020, with average gains of 5.2% in Q3 2025 across core strategies, and 80% of funds reporting increased returns [2]. - Multistrategy funds achieved average gains of 19.3% in 2025, while equity funds gained 17.1% and global macro funds 15.8% [3]. - As of October 2025, hedge funds, including equity traders, reported gains over 13%, with stock pickers realizing 1.75% in October, which was lower than the S&P 500's 2.3% increase [4]. Investment Focus - Hedge funds are focusing on healthcare and tech stocks, perceiving a favorable long-term outlook despite market volatility [4]. - Systematic and quant funds underperformed in October, while macro funds showed improved performance compared to September [4]. Dividend Stocks - The article highlights the best dividend stocks favored by hedge funds, emphasizing the potential for outperforming the market by following top hedge fund picks [5][8]. - The methodology for selecting these stocks involved analyzing a database of 978 hedge funds, focusing on those with a minimum of 10 years of dividend history [7]. Company Highlights - **Bank of America Corporation (NYSE:BAC)**: - Popular among hedge funds with 111 holders and 20 years of dividend payouts. The company has increased its yearly expenditure by 44% over the last decade, reaching $4 billion in 2025, primarily due to technology initiatives [10][11][12]. - **Eli Lilly and Company (NYSE:LLY)**: - Also favored by hedge funds, with 114 holders and 53 years of dividend payouts. The company is set to present new data on its breast cancer pipeline at the upcoming San Antonio Breast Cancer Symposium [13][14].