Shares of Scholar Rock Holding (SRRK 14.77%) are soaring today, up 13.7% as of 1:14 p.m. ET. The move comes as the S&P 500 and Nasdaq Composite were up modestly.Scholar Rock, a biopharma company, reported positive results from a phase 2 trial of its muscle-preserving weight-loss therapy.Significant resultsThe study evaluated Scholar Rock's apitegromab in combination with Eli Lilly's blockbuster weight-loss drug tirzepatide (sold as Mounjaro and Zepbound). The combo showed a significant reduction in lean mas ...

Key Takeaways LLY will acquire Verve to add in vivo gene therapies for heart disease, including VERVE-102. Gene-editing stocks like CRSP, NTLA, and BEAM rose after the LLY-Verve deal was announced. 2025 has seen a resurgence in mergers and acquisitions targeting gene editing and rare diseases. Eli Lilly’s (LLY) recent announcement to acquire Verve Therapeutics, Inc (VERV) , a Boston-based clinical-stage company developing genetic medicines for cardiovascular disease, has put the spotlight on other promisi ...

千亿蓝海市场正重塑格局，国产ED(勃起功能障碍)仿制药迎来"高质量突围"关键期。随着政策红利释 放、消费认知升级、品牌信任加速重建，国产品牌正从低价替代走向价值竞争，撬动更大产业空间。资 本、技术、营销多重变量交织下，ED药物赛道正成为医药产业高质量发展的典型样本。 长期以来，"中年危机"频频登上社交舆论场，"男人30+"的身体预警信号却往往被忽视。如今，国产 ED(勃起功能障碍)药正借由高质量突破，进入公众视野和资本视野。当品质与价格不再对立，国产品牌 迈向品牌化、价值化升级路径，产业突围空间正加速打开。 根据《2024年中国抗ED药物行业白皮书》，ED患者结构正呈现明显年轻化趋势，31岁至40岁、21岁至 30岁人群患病比例显著提升。叠加ED与慢病(糖尿病、心血管疾病)高度相关，市场需求正持续扩容， ED药物市场规模有望突破千亿规模。 自1998年辉瑞西地那非(Viagra)上市开启ED治疗新时代以来，进口原研药长期占据高端市场主导地位， 价格高。当前，进口原研产品终端售价仍常在百元以上，形成支付壁垒。 国产药的快速崛起改变了市场格局。近年来，国产品牌价格大幅拉低至个位数，药物可及性明显提升。 与此同时， ...

基因编辑初创公司Verve Therapeutics股价暴涨。 当地时间6月17日（周二），美股三大股指集体低开，截至发稿，道指跌0.24%，标普500指数跌0.29%，纳指跌0.40%。 | 道琼斯指数 | 42412.82 | -0.24% | | --- | --- | --- | | .DJI | | | | 标普500指数 | 6015.50 | -0.29% | | .SPX | | | | 纳斯达克综合指数 | 19621.55 | -0.40% | | .IXIC | | | | 纳斯达克中国金龙指数 | 7328.38 | -0.74% | | .HXC | | | 大型科技股多数下跌，特斯拉跌近2%，微软、苹果、谷歌A、Meta小幅下跌，亚马逊、英伟达、博通小幅上涨。 经济数据方面，美国人口普查局公布的数据显示，美国5月零售销售环比下降0.9%，4月前值经修订后为环比下降0.1%。此外，美国劳工统计局公布数据显示，美 国5月进口价格指数保持不变，出口价格指数环比下降0.9%。 消息面上，据央视新闻，当地时间6月17日早，美国总统特朗普在社交媒体上写道："我尚未以任何方式、形式或途径与伊朗就 ...

Since I last wrote about the weight loss giant Eli Lilly and Company (NYSE: LLY ) in April, its price has corrected slightly. This is in stark contrast with the S&P 500 ( SP500 ), which is up byManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants , takes the theme a ...

Core Viewpoint - Eli Lilly and Company has announced a definitive agreement to acquire Verve Therapeutics, a clinical-stage company focused on genetic medicines for cardiovascular disease, with the aim of transforming treatment from chronic care to a single-dose solution [1][2][3] Company Overview - Verve Therapeutics is developing gene editing medicines targeting atherosclerotic cardiovascular disease (ASCVD), with its lead program VERVE-102 focusing on the PCSK9 gene, which is linked to cholesterol levels [2][7] - VERVE-102 is currently in a Phase 1b clinical trial and has received Fast Track designation from the U.S. FDA, indicating its potential significance in treating conditions like heterozygous familial hypercholesterolemia [2][3] Acquisition Details - Under the acquisition agreement, Lilly will offer $10.50 per share in cash for Verve's outstanding shares, totaling approximately $1.0 billion, with potential additional contingent value rights (CVR) bringing the total to up to $13.50 per share, or approximately $1.3 billion [3][4] - The purchase price represents a premium of about 113% over Verve's 30-day volume-weighted average trading price as of June 16, 2025 [4] - The transaction is expected to close in the third quarter of 2025, subject to customary closing conditions [3][4] Strategic Rationale - Lilly's acquisition of Verve is seen as a strategic move to enhance its capabilities in cardiometabolic disease and genetic medicines, aligning with Verve's vision to provide lifelong cardiovascular risk reduction through innovative treatments [1][3] - The collaboration is anticipated to accelerate the development of Verve's gene editing programs, addressing significant unmet medical needs in cardiovascular care [3][7] Shareholder Support - Verve's board of directors unanimously recommends that shareholders tender their shares in the tender offer, and key stakeholders representing approximately 17.8% of Verve's outstanding common stock have signed support agreements [5][4]

Core Viewpoint - Eli Lilly and Company has announced a definitive agreement to acquire Verve Therapeutics, a clinical-stage company focused on genetic medicines for cardiovascular disease, with the aim of transforming treatment from chronic care to a single-dose solution [1][3][4] Company Overview - Verve Therapeutics is developing gene editing medicines targeting atherosclerotic cardiovascular disease (ASCVD), with its lead program VERVE-102 focusing on the PCSK9 gene, which is linked to cholesterol levels [2][7] - Lilly's capabilities in cardiometabolic disease and genetic medicines complement Verve's vision, enhancing the potential for innovative treatments [1][3] Acquisition Details - Lilly will acquire all outstanding shares of Verve for $10.50 per share in cash, totaling approximately $1.0 billion, with potential additional contingent value rights (CVR) bringing total consideration up to $13.50 per share, or approximately $1.3 billion [3][4] - The purchase price represents a premium of approximately 113% over Verve's 30-day volume-weighted average trading price prior to the announcement [4] - The transaction is expected to close in the third quarter of 2025, subject to customary closing conditions [3][4] Strategic Implications - The acquisition is expected to accelerate the development of Verve's gene editing programs, addressing significant unmet medical needs in cardiovascular care [3][6] - Lilly aims to leverage its global research and commercial capabilities to enhance the development of Verve's innovative treatments [3][8]

减肥神药帝国的下一步扩张，礼来斥资13亿美元押注基因编辑。 6月16日，据媒体报道，全球最大制药巨头礼来公司正准备以高达13亿美元的价格收购基因编辑初创公 司Verve Therapeutics，其中10亿美元为预付款，另外3亿美元将根据Verve达成特定临床里程碑支付。 对于Verve而言，这无疑是一笔极具吸引力的交易。截至周一收盘，这家位于波士顿的生物技术公司市 值仅为5.59亿美元，礼来的报价几乎是其当前市值的两倍。报道透露消息后，Verve Therapeutics盘后股 价飙升74.8%。 这笔交易发生在制药行业并购活动的低迷期。 报道表示长期以来，由于市场动荡以及由Robert F Kennedy JR在美国卫生部门职位上引发的监管不确定 性，整个制药行业的并购交易一直处于低迷状态。 尽管一些大型药企急需通过并购来填补其即将到期的重磅专利，但它们在大型交易上始终保持谨慎。 与许多面临专利悬崖、收入缩水压力的竞争对手不同，礼来目前正处于一个极其有利的位置。其减肥与 糖尿病药物Mounjaro和Zepbound预计今年将合计创造高达302亿美元的销售额。 这一财务优势让礼来无需为眼前的收入焦虑，反而可 ...

With the addition of 12.5 mg and 15 mg vials, all approved doses of Zepbound will be available in single-dose vials for $499/month or less, regardless of insurance status, under Zepbound Self Pay Journey ProgramIn a clinical trial, adults with obesity or overweight and a weight-related medical condition taking Zepbound 15 mg lost 48 lbs (~21% weight loss) and approximately 1 in 3 on Zepbound 15 mg lost over 58 lbs (25% weight loss)INDIANAPOLIS, June 16, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) ...

Core Viewpoint - Eli Lilly is a leader in the weight-management medicine market and is enhancing its position through strategic developments, particularly with the acquisition of Camurus' FluidCrystal technology for long-acting drug delivery [1][5][6]. Group 1: Product Development - Eli Lilly's Zepbound has shown excellent efficacy in clinical trials and real-world applications, solidifying its status as a leading weight-management therapy [2]. - The current administration method of Zepbound requires weekly subcutaneous injections, which may lead to weight regain after discontinuation [3]. - The partnership with Camurus aims to utilize FluidCrystal technology, potentially allowing for longer-lasting drug delivery, which could eliminate the need for weekly dosing [6][8]. Group 2: Competitive Landscape - Eli Lilly is actively addressing competition in the weight-management sector, including the development of orforglipron, an oral GLP-1 medicine taken once daily, which may appeal to patients more than injectable options [9]. - Other companies are also exploring oral formulations and long-acting therapies, indicating a competitive market landscape [10]. Group 3: Financial Performance - Eli Lilly reported a 45% year-over-year revenue increase in the first quarter, reaching $12.7 billion, outpacing its peers [12]. - The company has a robust pipeline with various promising products, including those for pain management, Alzheimer's disease, eczema, and cancer, which are expected to contribute significantly to future revenue [11]. Group 4: Strategic Positioning - Eli Lilly is expanding its local manufacturing capacity to mitigate potential risks from tariffs, demonstrating proactive management of operational challenges [13]. - The company's strong business fundamentals, innovative capabilities, and growing dividend make it an attractive investment opportunity [14].