Company Overview - Eli Lilly is celebrating its 150th anniversary, positioning itself as one of the most valuable long-standing companies in America [2]. Product Pipeline and Developments - The company is entering 2026 with increased certainty regarding its product portfolio, particularly following the successful launch of tirzepatide for obesity treatment [3]. - Eli Lilly has been actively developing follow-on pipeline products, including orforglipron, an oral GLP-1, with Phase III data expected to be discussed further [4].

Group 1: Photovoltaic Industry - The export tax rebate for photovoltaic products will be fully canceled starting April 1, 2026, increasing export costs for companies [2] - The export tax rebate for photovoltaic silicon wafers, batteries, and modules was previously reduced from 13% to 9% in December 2024, indicating a trend of declining export tax rates [2] - The Chinese photovoltaic industry has seen a decrease in export prices since 2024, leading to a "volume increase, price decrease" situation, with some companies passing on rebate amounts to foreign buyers, resulting in profit loss [2][3] - The cancellation of export tax rebates aims to promote rational competition in the photovoltaic industry and curb excessive price declines [3] Group 2: Elderly Care Robotics - Eight departments, including the Ministry of Civil Affairs, have issued measures to encourage the development of the elderly care robotics industry, promoting technological integration across various sectors [4] - The initiative aims to provide comprehensive intelligent support for the elderly, leveraging technologies such as embodied intelligence and new materials [4][5] - The market for elderly care technology products and services is expected to expand rapidly, although current technology maturity remains insufficient [5] Group 3: Real Estate Market in Tianjin - Tianjin will tighten control over new housing prices, limiting price changes to within 10% of the registered price for new sales permits [6] - The city has previously implemented price control measures to stabilize housing prices, with over 20 cities having introduced similar "price drop limits" [6][7] - The new management approach aims to control both price increases and decreases, although enforcing price decreases may face challenges [6] Group 4: AI and Technology Collaborations - Google and Apple have entered a strategic partnership, with Google's Gemini model being used to support Apple's AI developments, including Siri [8] - Apple is expected to pay approximately $1 billion annually to Google for technology licensing, indicating a significant investment in AI capabilities [8] - Nvidia and Eli Lilly have announced a $1 billion collaboration to establish a research lab focused on AI applications in the pharmaceutical industry, highlighting the growing intersection of AI and healthcare [10][11] Group 5: ByteDance's Stock Options - ByteDance's stock option price has increased from $44 in 2019 to $226.07 in January 2024, representing a rise of over 4 times [14] - The company is reportedly raising its valuation to between $350 billion and $370 billion as it continues to enhance employee compensation and stock option incentives [14][15] - ByteDance's strong financial performance and aggressive AI application strategy position it as a leading player in the tech industry, despite facing increasing policy risks in overseas markets [15]

Eli Lilly and Company (NYSE:LLY) FY Conference January 13, 2026 05:15 PM ET Company ParticipantsChris Schott - Managing DirectorDave Ricks - Chairman and CEOChris SchottGood afternoon, everybody. I'm Chris Schott at JPMorgan, and it's my pleasure to be hosting this fireside discussion with Dave Ricks, Chairman and CEO of Eli Lilly. Always a highlight of the conference for me. Dave, happy new year. I know we're going to have some initial quick presentation, and we'll jump into the Q&A from there. So I'll tur ...

Not for promotional use Safe Harbor Provision and Other Information This presentation contains forward-looking statements that are based on management's current expectations, but actual results may differ materially due to various factors. The company's results may be affected by factors including, but not limited to, the risks and uncertainties in pharmaceutical research and development; competitive developments; regulatory actions; litigation and investigations; business development transactions; trade an ...

BREAKING: Core CPI Inflation Unexpectedly Holds At Low 2.6% Today's Spotlight As the Dow Jones Industrial Average and other stock indexes move mixed during Tuesday's session, Amazon (AMZN), Idexx Laboratories (IDXX), SharkNinja (SN), and Eli Lilly (LLY) are among the best names to watch in the current market. With key indexes at or near their all-time highs, investors using Investor's Business Daily's IBD Methodology await breakouts. It's also important to raise and… Related news Nvidia Partners With Biotec ...

Core Insights - Eli Lilly and Novo Nordisk are leading companies in the weight loss drug market, which is projected to reach nearly $100 billion by 2030 [1][2] - Both companies produce GLP-1 drugs that have gained significant popularity, with demand often exceeding supply [2] Novo Nordisk - Novo Nordisk has a first-to-market advantage with both injectable and now oral weight loss drugs, having launched Ozempic in early 2018 and Wegovy in 2021 [4][5] - The obesity care segment has driven revenue growth of 37%, reaching 59.9 billion Danish kroner (approximately $9 billion) in the first nine months of 2025 [5] Eli Lilly - Eli Lilly received approval for its tirzepatide, marketed as Mounjaro for type 2 diabetes and Zepbound for weight loss, in 2022 and 2023 respectively [6] - The company has experienced significant revenue growth, with Mounjaro and Zepbound generating about $10 billion in revenue in a recent quarter, contributing to an overall sales increase of 54% [8]

The cost of drug discovery has always been time. Nvidia Corp (NASDAQ:NVDA) says it just crushed that cost by 70% — and Eli Lilly And Co (NYSE:LLY) just put $1 billion behind the claim.At JPMorgan's healthcare conference, Nvidia wasn't pitching AI as a helper in the lab. It was pitching AI as a replacement for the slowest, costliest part of drug discovery: human-paced iteration. Remove that bottleneck, Nvidia argues, and costs don't inch lower — they collapse, by as much as 70%.The Cost Was Never The Science ...

（央视财经《天下财经》）当地时间12日，美国芯片制造商英伟达公司和美国礼来制药公司宣布，将成 立一家联合创新人工智能实验室，以重塑AI时代的药物研发模式。两家公司计划在未来五年内共同投 资10亿美元用于基础设施和研究。 据透露，这笔高达10亿美元的投资将在五年内完成，用于AI实验室的基础设施、算力以及人才队伍建 设。英伟达公司的工程师将与礼来公司生物学和医学领域的专家展开合作，生成大量数据并构建AI模 型，以推动新药的研发。两家公司表示，联合创新AI实验室的工作将于今年年初启动。有分析人士指 出，大型制药公司与科技巨头的合作今后将成为一种趋势，因为药企单独依靠内部研发已难以应对日益 复杂的疾病挑战和高昂的研发成本。有数据显示，过去一款新药的研发平均需要10年到15年时间，以及 20亿到30亿美元的投入，而AI技术有望将资金成本降低40%以上，并大大缩短研发周期。 12日，消息公布后，礼来公司股价收涨1.64%。截至当天，过去一年礼来股价的累计涨幅已超过36%， 超过标普500指数同期约20%的涨幅。这家公司在去年11月成为全球首家市值达到1万亿美元的制药企 业。而英伟达目前是全球市值最高的公司，市值达到4.4 ...

Market Overview - Major indices showed declines: Shanghai Composite Index (-0.64%), Shenzhen Component Index (-1.37%), ChiNext Index (-1.96%), North Star 50 (-2.50%), and Sci-Tech Innovation 50 (-2.80%) [1] - TMT sector led the gains with SW Portal (+6.79%), SW Marketing Agency (+2.49%), and SW Gaming III (+0.40%) [1] - TMT sector faced losses with SW Military Electronics III (-5.41%), SW Communication Terminals and Accessories (-5.34%), and SW Communication Cables and Accessories (-5.20%) [1] Domestic News - XREAL announced a strategic partnership with ASUS ROG to launch the ROG XREAL R1 AR glasses, featuring micro OLED technology with a resolution of 1920 x 1080 and a virtual screen equivalent to 171 inches at 4 meters [2] - Jiangbolong reported that its self-developed UFS4.1 product outperforms market counterparts in process, read/write speed, and stability, gaining recognition from major clients [2] - Yongxi Electronics plans to invest 2.1 billion yuan in a packaging base in Malaysia, focusing on system-level packaging products for AIoT and power modules [2] - Sanan Optoelectronics disclosed that its SiC MOSFET products have begun bulk supply to leading global power manufacturers, targeting data centers and AI servers [2] Overseas News - SK Hynix is investing in its advanced packaging plant P&T7 to meet global AI storage demand, with the plant expected to play a crucial role in commercializing DRAM as HBM [3] - A collaboration between the University of Cambridge and a German research team has led to the successful development of stable and high-performance cubic InGaN materials for red Micro-LED devices [3] - Counterpoint Research forecasts a 2% year-on-year growth in global smartphone shipments in 2025, driven by high-end demand and emerging market growth, with Apple leading the market at a 20% share [3] - The Indian Space Research Organization (ISRO) faced a setback with the PSLV-C62 rocket losing all 16 satellites during its third phase of flight [3] AI News - Apple and Google have announced a multi-year partnership to develop the next generation of Apple Foundation Models based on Google's Gemini model and cloud technology [4] - Zhipu AI and Didi Chuxing have formed a strategic partnership focusing on the development of intelligent agents for transportation scenarios [4] - Tencent Research Institute and Midjourney have launched the Niji v7 anime-specific model, enhancing details and stability for anime-style creations [4] - Nvidia and Eli Lilly are investing $1 billion to establish an AI lab aimed at accelerating drug discovery and personalized treatment [4] Industry Tracking - The FCC has approved SpaceX to launch an additional 7,500 second-generation Starlink satellites, bringing the total approved to 15,000 [5] - The Eighth Research Institute of China Shipbuilding Group has developed a low-vibration helium re-liquefaction system for high-precision instruments [5] - The National Medical Products Administration of China plans to establish standards for medical devices using brain-computer interface technology [5] - LimX Dynamics has released a new embodied intelligent system that allows for dynamic task adjustments during operation [5] Storage Market - The average price of DDR5 16G (2G×8) 4800/5600 DRAM is reported at $33.563, with a 3.27% increase [6] - The average price of DDR4 16Gb (2G×8) 3200 DRAM is reported at $73.500, with a 2.80% increase [6] Semiconductor Material Prices - The average price for 4N zinc oxide powder is reported at 1,465 yuan/kg, with a daily change of 20 yuan [7] - The average price for 5N high-purity zinc is reported at 6,300 yuan/kg, with no daily change [7]

Boasting a market cap of $1 trillion, Eli Lilly and Company (LLY) is a major global research-based pharmaceutical company that discovers, develops, manufactures, and markets a broad portfolio of prescription medicines. Founded in 1876 and headquartered in Indianapolis, Indiana, Lilly’s product lineup comprises leading treatments such as Mounjaro and Zepbound for type 2 diabetes and weight management, Trulicity and Jardiance for diabetes, Verzenio for cancer, Taltz for autoimmune conditions, and established ...