高盛认为，全球减肥药市场正转向"以价换量"新模式，核心驱动力是礼来和诺和诺德等与美政府达成的GLP-1药物降价协议，这将解锁巨大 的"医保"和现金支付需求。同时，DTC（现金支付）渠道、新零售和远程医疗正加速市场"消费化"，进一步降低用药门槛。因此，其将2030年 市场规模预测上调至千亿美元。 据追风交易台消息，高盛12月8日发布的报告显示，礼来和诺和诺德近期与特朗普政府达成的定价协议是这一转变的主要催化剂。这些协议将从 2026年开始大幅降低Zepbound和Wegovy等关键GLP-1药物的价格，其中最引人注目的进展是为庞大的美国联邦医疗保险（Medicare）计划覆 盖这些药物打开了大门。 与此同时，直接面向消费者（DTC）的销售渠道、零售商合作以及远程医疗平台的兴起，正共同推动减肥药市场的"消费化"浪潮，显著降低了 患者的用药门槛并刺激了需求增长。 受降价预期推动及消费化的趋势影响，高盛将其对2030年全球抗肥胖药物（AOM）市场的规模预测上调至约1020亿美元。 "以价换量"：定价协议解锁三大渠道 根据高盛的报告，礼来和诺和诺德与白宫达成的GLP-1药物定价协议是重塑市场的核心。该协议旨在通过降低价 ...

Market Overview - The market saw an increase in buying activity, particularly in technology and discretionary sectors, with notable interest in stocks like Nvidia, Palantir, Meta, and Amazon, which experienced pullbacks of around 20% from recent highs [3][4][6] - The overall market was up approximately 0.2% for the month, while the technology sector (referred to as "stacks") increased by just under 1.5%, indicating stronger buying interest in tech stocks compared to the broader market [5][16] Sector Performance - Only two out of eleven sectors had net buying activity: discretionary and information technology [3] - Within the discretionary sector, major players like Amazon and Tesla contributed significantly to net buying due to their large market presence [4] - Other sectors, such as healthcare and financials, did not show the same level of buying interest, indicating a concentration in specific areas rather than broad market support [4][21] Investor Behavior - There is a noticeable difference in sentiment between different generational groups, with Gen X exhibiting more bullish behavior compared to Gen Z, who may be more cautious due to financial constraints [12] - Traders were more aggressive in their buying strategies, while investors displayed caution, leading to a significant spread in sentiment between the two groups [13][14] Fund Flows and Institutional Activity - Positive inflows were observed in ETFs, mutual funds, and fixed income, suggesting a shift towards diversified investment strategies [15] - Institutional investors were more focused on hedging and reducing risk during November, which may have led to missed opportunities in the subsequent market rally [9][16] Technical Indicators - The market is currently close to all-time highs, approximately 1% away, but requires broader sector participation beyond just technology and discretionary stocks to sustain upward momentum [20][21] - The market has been contained within a yield range of 4% to 4.2% for four months, which has helped stabilize equity volatility [29][30] Upcoming Events - Key economic data releases, including CPI and PPI, are anticipated, along with significant earnings reports from companies like Oracle and Broadcom, which will provide insights into market trends and potential investment opportunities [26][27][30]

"以价换量"：定价协议解锁三大渠道 根据高盛的报告，礼来和诺和诺德与白宫达成的GLP-1药物定价协议是重塑市场的核心。该协议旨在通 过降低价格，扩大在美国联邦医疗保险（Medicare）、医疗补助（Medicaid）以及直接面向消费者 （DTC）现金支付渠道的患者可及性。换句话说，这其实相当于将药品纳入了医保范围。 全球减肥药市场正迎来一场深刻变革，以价换量和消费化趋势将重塑市场格局。 据追风交易台消息，高盛12月8日发布的报告显示，礼来和诺和诺德近期与特朗普政府达成的定价协议 是这一转变的主要催化剂。这些协议将从2026年开始大幅降低Zepbound和Wegovy等关键GLP-1药物的 价格，其中最引人注目的进展是为庞大的美国联邦医疗保险（Medicare）计划覆盖这些药物打开了大 门。 与此同时，直接面向消费者（DTC）的销售渠道、零售商合作以及远程医疗平台的兴起，正共同推动减 肥药市场的"消费化"浪潮，显著降低了患者的用药门槛并刺激了需求增长。 受降价预期推动及消费化的趋势影响，高盛将其对2030年全球抗肥胖药物（AOM）市场的规模预测上 调至约1020亿美元。 报告详细阐述了协议的关键内容，该协议自2 ...

Welcome back to Fast Money. Structure Therapeutic shares doubling today. The stock's best day on record.The biotech out with new data on its once daily GLP1 pill showing patients lost an average 11.3% of their body weight after 36 weeks of treatment. For more, let's bring in Missouo healthcare strategist Jared Holes. Jared, great to have you with us.Um, should Lily be concerned. Should investors in Lily be concerned about this. >> Hey Melissa, I really appreciate it.Um, maybe a little bit. I mean, structure ...

礼来(LLY.N)公司宣布2026年第一季度每股派息1.73美元。 本文源自：金融界AI电报 ...

INDIANAPOLIS, Dec. 8, 2025 /PRNewswire/ -- The board of directors of Eli Lilly and Company (NYSE: LLY) has declared a dividend for the first quarter of 2026 of $1.73 per share on outstanding common stock. The dividend is payable on March 10, 2026, to shareholders of record at the close of business on February 13, 2026. 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 ...

Eli Lilly and Company (NYSE:LLY) is included among the 14 Best US Stocks to Buy for Long Term. Guggenheim Maintains Buy on Eli Lilly (LLY) After “Another Impressive Year” On December 3, Guggenheim raised its price target on Eli Lilly and Company (NYSE:LLY) to $1,163 from $1,036 and kept a Buy rating on the stock. The firm updated its models for LLY based on prescription trends and GLP-1 pricing news. While highlighting that the company “delivered another impressive year of stock performance in 2025,” the ...

Core Viewpoint - Eli Lilly and Company has elected Carolyn R. Bertozzi, Ph.D., as a returning member of its board of directors, effective December 8, 2025, highlighting her significant contributions to targeted medicine development, particularly in oncology [1][2]. Group 1: Board Appointment - Carolyn R. Bertozzi, a Nobel Prize-winning chemist, will serve on the Science and Technology and Ethics and Compliance committees of Lilly's board [1][2]. - David A. Ricks, Lilly's chair and CEO, emphasized the value of Dr. Bertozzi's perspective as the company continues to innovate in oncology and immunology [2]. Group 2: Dr. Bertozzi's Background - Dr. Bertozzi is currently the Baker Family director of Sarafan ChEM-H and a professor at Stanford University, with additional roles in Chemical and Systems Biology and Radiology [2]. - She has received numerous honors and is an elected member of prestigious academies, including the National Academy of Medicine and the National Academy of Sciences [3]. Group 3: Company Overview - Eli Lilly has been a pioneer in medical discoveries for nearly 150 years, focusing on addressing significant health challenges such as diabetes, obesity, Alzheimer's disease, immune system disorders, and difficult-to-treat cancers [4]. - The company is committed to making its medicines accessible and affordable while ensuring diversity in clinical trials [4].

24/7 Wall St. Quick Read Abbott Laboratories (ABT) grew revenue 6.9% with medical devices up 14.8% to $5.45B. Abbott reaffirmed guidance for 7.5-8.0% organic growth. Eli Lilly (LLY) posted 54% revenue growth driven by Mounjaro ($6.52B) and Zepbound ($3.57B). Lilly raised guidance to $63.0-63.5B revenue. Lilly’s operating margin reached 48.3% versus Abbott’s 19.4%. Lilly trades at 49.5x P/E while Abbott trades at 15.71x. If you’re thinking about retiring or know someone who is, there are three quic ...

In terms of sheer relevance, it's difficult to think of a more relevant sector than healthcare — and within this vast ecosystem, only an elite few occupy the same neighborhood as pharmaceutical giant Eli Lilly and Company (NYSE:LLY) . In November 2025, Eli Lilly became the first trillion-dollar pharmaceutical company, mostly due to regulatory momentum for its blockbuster drugs.Specifically, the pharma received approval by the Food and Drug Administration for Mounjaro (tirzepatide) as an adjunct to diet and ...