INDIANAPOLIS, June 23, 2025 /PRNewswire/ -- The board of directors of Eli Lilly and Company (NYSE: LLY) has declared a dividend for the third quarter of 2025 of $1.50 per share on outstanding common stock.The dividend is payable on September 10, 2025, to shareholders of record at the close of business on August 15, 2025.About LillyLilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for nearly 150 years, and ...

Novo Nordisk A/S (NYSE:NVO) stock is down 5.3% to trade at $69.90 at last check, after the drugmaker's obesity drug CagriSema showed no clear advantage over Eli Lilly's (LLY) Zepbound. The company also noted it ended its partnership with Hims and Hers Health (NYSE:HIMS), which granted the latter direct access to its weight loss drug Wegovy via NovoCare Pharmacy.NVO is on track for its sixth-straight daily loss and pacing for its worst day since April 17. The shares are also now testing a familiar floor at t ...

Group 1 - Eli Lilly hosted an investor event at the American Diabetes Association's 85th Scientific Sessions in Chicago, focusing on cardiometabolic health strategies [1][2] - The agenda included presentations from key executives, including Ken Custer and Dr. Jeff Emmick, who discussed recent data on orforglipron and the ACHIEVE-1 study [3]

Eli Lilly (LLY) Update Summary Company Overview - **Company**: Eli Lilly and Company - **Event**: Update briefing at the ADA Scientific Sessions on June 22, 2025 Key Industry Insights - **Focus Area**: Cardiometabolic health, particularly diabetes and obesity - **Market Opportunity**: - In the U.S., 8 million people are currently treated with incretin therapies, projected to increase to 170 million by the end of the decade due to cardiometabolic diseases [8] - Globally, approximately 1 billion individuals are expected to live with overweight and obesity by the end of the decade [9] Core Product Developments - **Incretin Therapies**: - Eli Lilly has been a leader in incretin therapies for over 20 years, with recent successes including Zepbound and Mounjaro [7] - The company is advancing a broad pipeline of medicines tailored to individual patient needs, including: - **Orfaglipron**: An oral small molecule GLP-1 agonist [10] - **Bimagromab**: An actin receptor pathway modulator [11] - **Insulin Epsilotor Alpha**: A once-weekly insulin showing comparable glycemic control to daily insulins [11] Clinical Trial Updates - **Orfaglipron Development**: - The Achieve program consists of five studies, with over 11,000 patients involved [17] - Anticipated submissions for chronic weight management later this year and for type 2 diabetes in the first half of 2026 [19] - Phase III data shows significant reductions in hemoglobin A1c (A1c) and weight loss, with a maximum reduction of 1.6% in A1c and nearly 8% weight reduction at the highest dose [21][23] Safety and Efficacy - **Adverse Events**: - Common adverse events for orfaglipron include gastrointestinal issues, with less than 6% of patients discontinuing due to these events [25][26] - No evidence of hepatotoxicity was observed in the Achieve study, with a safety profile consistent with GLP-1 receptor agonists [30] Future Directions - **Pipeline Expansion**: - Eli Lilly plans to launch two new incretin therapies by the end of 2027, including orfaglipron and retutide [60] - The company is exploring various mechanisms and combinations to enhance treatment efficacy and patient adherence [57][59] Market Strategy - **Segmentation**: - The obesity market is expected to segment into categories based on patient preferences, such as administration route and dosing frequency [10] - Eli Lilly aims to position orfaglipron as a first-line therapy for obesity and diabetes, leveraging its oral formulation to enhance patient compliance [93] Conclusion - Eli Lilly is strategically positioned to impact the cardiometabolic health landscape significantly, with a robust pipeline and a commitment to addressing the growing prevalence of obesity and diabetes globally. The company anticipates several important data readouts and product launches in the coming years, aiming to improve patient outcomes and expand its market share in the therapeutic area.

Core Insights - Eli Lilly's investigational once-weekly insulin efsitora alfa has shown promising results in Phase 3 clinical trials, indicating its potential to simplify insulin management for adults with type 2 diabetes [1][8] - The company plans to submit efsitora for regulatory approval by the end of 2025, aiming to enhance treatment options for diabetes patients [8] Study Results - In the QWINT-1 study, efsitora reduced A1C by 1.31% compared to 1.27% for insulin glargine at week 52, demonstrating non-inferiority [2][4] - QWINT-3 showed efsitora reducing A1C by 0.86% compared to 0.75% for insulin degludec at week 26 [2][5] - In QWINT-4, efsitora achieved an A1C reduction of 1.07%, equal to that of insulin glargine at week 26 [2][7] Safety Profile - Efsitora demonstrated a safety profile comparable to daily basal insulins, with approximately 40% fewer hypoglycemic events compared to insulin glargine in QWINT-1 [5][6] - The rates of severe or clinically significant hypoglycemic events per patient-year were 0.50 for efsitora versus 0.88 for insulin glargine at 52 weeks [6][7] Treatment Regimen - The fixed-dose regimen in QWINT-1 consisted of four single-dose titration options, which may facilitate insulin therapy initiation for type 2 diabetes patients [3][10] - Efsitora's once-weekly administration could potentially eliminate over 300 injections per year, reducing the burden of insulin therapy [6][10] Clinical Development - The QWINT Phase 3 clinical program began in 2022, enrolling over 3,000 participants across four global studies [9][10] - The trials included diverse populations from multiple countries, enhancing the robustness of the findings [11][12]

整理 | GLP1减重宝典内容团队 WeightWatchers 日前宣布，根据美国破产法第11章提交"预打包"重组申请，计划削减高达11.5亿美元的债务。这一行动不仅重塑了其财务结 构，也标志着公司全面转型，向以GLP-1类减肥药为核心的医疗减重解决方案倾斜。 这一重组计划得到了72%的债权人与票据持有者支持。曾以社群式体重管理而闻名的WeightWatchers，如今正转向那些过去威胁其业务的药物 疗法，尝试在风头正劲的医药减重浪潮中重新定义自身角色。 一位大型投资机构的资深信用分析师评论道："这是一家拥有六十年历史的企业在面对整个行业转型时所做的结构性变革。他们正在从抗拒药物 到拥抱药物，这是一场彻底的战略反转。" ▍ 财务重组框架：减压同时谋变 这次重组以精细设计的多项金融操作为基础，旨在缓解债务压力并提供战略缓冲： 将公司净杠杆率从超过8倍降至约2.5倍EBITDA； 每年节省约5000万美元利息支出，显著提升利润率； 该代表指出："公司收入从2012年的18.4亿美元锐减至2024年的7.86亿美元，跌幅高达55%。当你的核心模式遭遇一个年增长达双位数、规模超 200亿美元的医药行业入侵时，你只能 ...

Key Takeaways LLY's Mounjaro and Zepbound now generate 50% of revenues and drive strong growth despite recent headwinds. ABBV expects $24.7B in 2025 sales from Skyrizi and Rinvoq, helping offset Humira's post-LOE revenue decline. LLY expects 32% sales growth in 2025, but ABBV boasts rising estimates and a lower valuation.Eli Lilly (LLY) and AbbVie (ABBV) are U.S.-based pharmaceutical powerhouses with blockbuster drug portfolios, robust pipelines, strong market capitalization and global footprint. Both com ...

转自：一度医药 今日（2025年6月20日），联邦制药正式发布公告，宣布其全资子公司联邦生物科技已收到诺和诺德支 付的1.8亿美元预付款，这笔资金在扣除丹麦预缴税后约合人民币12.93亿元。 尽管2亿美元首付款（含此次收到的1.8亿美元）相当于2024年净利润的约60%，但投资者更关注的是短 期业绩下滑的现实压力。这种"利好出尽是利空"的市场心理，反映了中国药企在创新转型过程中面临的 估值困境。 随着1.8亿美元预付款到账，UBT251项目的关键价值验证阶段正式开启。该药物即将进入临床概念验证 阶段，未来18-24个月的数据读出将决定其商业价值能否实现。 这标志着双方于2025年3月24日签订的独家许可协议正式生效。根据协议，联邦制药将三靶点减肥新药 UBT251在中国以外地区的全球权益授予诺和诺德，潜在总收益高达20亿美元。 资本市场对此反应似乎很平淡，与三个月前协议签署时股价暴跌11.78%形成微妙呼应。 曾遭遇股价寒流 三个月前，联邦制药与诺和诺德签署了这项价值20亿美元的重磅协议。不过，资本市场反应却很反常 ——在宣布获得诺和诺德20亿美元大单的次日，联邦制药股价开盘重挫13%，最终收跌11.78%， ...

Core Insights - Eli Lilly (LLY) has signed a definitive agreement to acquire Verve Therapeutics (VERV) for nearly $1.3 billion, enhancing its pipeline with gene therapies targeting heart diseases, including VERVE-102, aimed at reducing cholesterol levels [2][10] - This acquisition marks LLY's third targeted M&A deal in 2025, following a $2.5 billion deal for Scorpion Therapeutics' oncology drug and a $1 billion acquisition of SiteOne Therapeutics to strengthen its neuroscience pipeline [3][10] - LLY aims to diversify beyond GLP-1 drugs by expanding into cardiovascular, oncology, and neuroscience therapeutic areas, which is expected to benefit the company in the long term [3][10] M&A Activity - M&A activity in the pharma/biotech sector has significantly increased in 2025 after a passive 2024, indicating a focus on portfolio expansion and pipeline innovation [5] - Sanofi (SNY) is set to acquire Blueprint Medicines for up to $9.5 billion to enhance its portfolio in rare immunological diseases [6] - Johnson & Johnson acquired Intra-Cellular Therapies for approximately $14.6 billion, adding the antidepressant drug Caplyta to its neuroscience portfolio [7] Stock Performance and Valuation - LLY's shares have risen 1.7% this year, outperforming the industry, which has declined by 1.2%, as well as the S&P 500 index [8] - The stock currently trades at a price/earnings ratio of 30.06, higher than the industry average of 15.05, but below its five-year mean of 34.54 [12] - Earnings estimates for LLY have declined for 2025 from $23.06 to $21.95 per share and for 2026 from $31.15 to $30.91 over the past 60 days [15]

在临床研究方面，市卫生健康委聚焦重大健康需求和生物医药重要品种，以研究型病房建设为引领，深 化临床研究机制改革创新，率先在全国作出研究型病房"以床引企"一站式为企服务的制度安排，完善临 床研究平台和支撑保障体系，制定实施了《关于加快促进北京市研究型病房优质高效发展的若干措施》 和《加强研究型病房示范建设管理工作的实施方案》，对研究型病房示范建设作出系统部署。 截至目前，已累计启动了3批30家研究型病房示范项目建设，建立了有组织的临床试验支持体系，基本 覆盖我市优势专业专科；对符合条件的注册临床试验项目，研究型病房示范建设范围实施项目进行立项 前置审查。王宇表示，通过示范项目建设，临床试验床位"一床难求"供需紧张问题得到有效缓解，临床 研究基础设施、能力水平、管理效率得到了较大提升，多中心临床研究时限得到有效压缩。临床试验启 动用时压减至24.9周，较快的压减至17.1周，同比缩减7.7周，助力25个创新药获批上市。 外籍就医支付便捷化 6月19日，在北京市"两区"建设五周年科技创新专场发布会上，市卫生健康委党委委员、副主任王宇系 统披露"两区"建设医疗领域成效：北京全市临床试验启动用时压减至24.9周，较快的 ...