Lilly(LLY)

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Bloomberg· 2025-08-18 13:30
Eli Lilly is tapping the US investment-grade debt market with a deal that’s expected to include a 40-year bond, a rarity in a world characterized by high borrowing costs https://t.co/H93WdefP9X ...
Eli Lilly: A Textbook Insider Buying Play
Seeking Alpha· 2025-08-18 11:43
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
医药生物行业双周报:商保创新药目录初审名单发布,关注具备临床价值领先+商业化能力突出的企业-20250818
Great Wall Glory Securities· 2025-08-18 09:15
Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" and the rating has been maintained [2] Core Views - The report highlights the release of the preliminary list of innovative drugs for commercial insurance, focusing on companies with leading clinical value and commercialization capabilities [4] - The pharmaceutical and biotechnology industry index increased by 2.21%, ranking 21st among 31 primary industries, underperforming the CSI 300 index which rose by 3.64% [5][16] - The report suggests a focus on companies in the oncology, metabolic diseases, and rare diseases treatment sectors, particularly those with strong clinical pipelines and commercialization capabilities [8] Industry Overview - The pharmaceutical and biotechnology industry PE (TTM, excluding negative values) as of August 15, 2025, is 31.38x, up from 30.97x in the previous period, indicating an upward valuation trend but still below the average [5][21] - The top three sub-industries by PE are vaccines (62.98x), hospitals (40.19x), and medical consumables (39.11x), while the lowest is pharmaceutical distribution (15.85x) [21] Important Industry News - The National Healthcare Security Administration (NHSA) has published the preliminary list of innovative drugs for commercial insurance, with over 100 innovative drugs included, covering areas such as oncology and rare diseases [8][26] - The NHSA is also advancing the reform of medical insurance payment methods, emphasizing a disease-based payment model to enhance the quality of healthcare services [30] Company Dynamics - Insmed's "Brensocatib" has received FDA approval for treating non-cystic fibrosis bronchiectasis, marking a significant advancement in targeted therapies for this condition [42][44] - Precigen's "Papzimeos" has been approved by the FDA as the first-in-class gene therapy for recurrent respiratory papillomatosis, providing a new treatment option for patients [48] - The approval of "博优平" (Dulaglutide injection) by 博安生物 marks it as the first domestically produced biosimilar of its kind, aiming to compete in the diabetes treatment market [49][50]
美股异动丨礼来(LLY.US)盘前跌超1%
Ge Long Hui A P P· 2025-08-18 09:00
格隆汇8月18日|礼来(LLY.US)盘前跌超1%报693.4美元;消息面上,诺和诺德的Wegovy获美国食品药 品监督管理局(FDA)批准用于治疗肝病。 ...
股价回调20%创造买入良机 礼来(LLY.US)未来或将跻身“万亿美元俱乐部”
智通财经网· 2025-08-18 06:59
礼来公司(LLY.US)是生物科技领域的巨头,也是全球最具变革力的医疗保健企业之一。这家以市值计算 的美国最大医疗企业,正凭借其王牌药物——降糖药Mounjaro和减肥药Zepbound——重塑制药行业格 局,这两款药物构成了公司主要的收入支柱。 智通财经APP注意到,过去30天里,礼来股价回调幅度达20%。在分析人士看来,这为长期投资者创造 了绝佳的逢低买入机会。市场对其口服GLP-1药物Orforglipron的试验结果显然反应过度——该药物中期 减重效果仅为11%,逊于注射剂Zepbound(20%)和诺和诺德Wegovy(约13%)的表现。 全球肥胖治疗市场规模预计将从150亿美元激增至2030年的600亿美元,年复合增长率超过20%。作为该 领域的领军者,礼来未来五年有望实现营收与利润的双重增长。随着现有产品的改良及新产品的推出, 这家企业很可能在不久的将来跻身万亿美元市值俱乐部。 Seeking Alpha分析师将礼来评级定为"强力买入",12个月目标价800美元。近期回调只是市场对医药研 发正常波动的过度反应。这家坐拥雄厚资本的行业巨头,完全有实力持续保持生物科技领军者地位。 二季度业绩见证实力 ...
异动盘点0818|声通科技早盘涨近30%,机器人概念股涨幅居前;迅雷美股涨超26%,应用材料跌超14%
贝塔投资智库· 2025-08-18 04:16
Group 1: Hong Kong Stocks - Ascentage Pharma-B (06855) opened over 5% higher after receiving FDA and EMA approval for its drug, Lisenglitazone, for high-risk MDS in Phase III clinical trials [1] - Haijia Medical (06078) fell over 5% following a profit warning, expecting a mid-term net profit decline of approximately 34% to 39% due to factors like centralized procurement and increased depreciation from new hospitals [1] - Hua Hong Semiconductor (01347) dropped over 6% as it announced plans to acquire a controlling stake in Shanghai Huali Microelectronics to address industry competition [1] - Zhonghui Biotech-B (02627) rose over 8% after receiving IND approval for its recombinant respiratory syncytial virus vaccine in both the US and China [1] - NetDragon (00777) surged over 10% after forming a strategic alliance with Zhongke Wenge to promote AI technologies abroad [1] - Great Wall Motors (02333) increased over 12% following the completion of its factory in Brazil, with an initial production capacity of 30,000 vehicles per year [1] - Yuewen Group (00772) rose over 20% as its first-half performance exceeded expectations, benefiting from growth in licensing business and steady performance of short dramas [1] Group 2: Other Notable Stocks - Huirui Group (00806) increased over 8% after reporting first-half results that met market expectations and is applying for MRF mutual recognition for other products [2] - Soundon Technology (02495) surged nearly 30% after announcing a projected net profit exceeding 50 million yuan for the first half, marking a turnaround from losses [2] - Robotics concept stocks saw significant gains, with Jinshang Machine Tool (01651) up over 11% and Lijin Technology (00558) up over 3% [2] Group 3: US Stocks - Intel (INTC.US) rose 2.93% amid reports of negotiations with the Trump administration for government investment to support domestic manufacturing [3] - Hesai Technology (HSAI.US) increased 9.73% after reporting over 50% year-on-year revenue growth for Q2 2025 [3] - UnitedHealth (UNH.US) surged 11.98% following Berkshire Hathaway's new investments in the company [3] - NIO (NIO.N) rose 8.09% as it announced the upcoming launch of its new ES8 model [4] - Xunlei (XNET.US) continued to rise by 26.53% after reporting a 30.6% year-on-year revenue increase for Q2 2025 [5]
礼来亮相2025中国肥胖大会 与体重管理年行动同频共振
Zheng Quan Ri Bao Wang· 2025-08-17 11:49
本报讯 (记者梁傲男)8月15日至8月17日,2025年中国肥胖大会在北京国家会议中心召开。 作为内分泌代谢领域的领导者,礼来中国联动全球前沿疾病研究,为本届大会带来学术强音,以循证医学支持肥胖学科发 展以应对日益增长的代谢性疾病挑战。 同期,"聚焦体重管理"主题展台集中呈现礼来全球前沿科学进展与诊疗理念,携手临床专家共同弥合科研与落地鸿沟,进 一步强化产学研协同,加速中国肥胖诊疗标准化生态构建。 在国家"体重管理年"行动纵深推进之际,中国肥胖大会携手礼来公司,8月17日于北京奥林匹克森林公园举行主题为"身体 少抵抗,减重更轻松"行健走公益行动。百余名内分泌与减重领域专家与公众并肩完成5公里健步走。 同期,礼来积极响应国家体重管理行动号召,支持了面向公众的"身体少抵抗,减重更轻松"行健走活动,联动医院、协 会、大众、媒体等多方力量的积极参与,形成了强大的社会合力,为建立体重管理生态奠定了坚实基础。 礼来/供图 随着减重领域的不断进展,新数据层出不穷。礼来医学部在会议期间主办了特色Best of ECO系列"肥胖症手术与药物多模 式治疗",链接国际专家与中国医生面对面基于新数据进行深入解读与交流,重现全球顶级肥 ...
This Healthcare Stock's Bad News Could Create a $10 Billion Opportunity for Competitors
The Motley Fool· 2025-08-17 11:15
Core Viewpoint - Eli Lilly's recent setbacks in the oral GLP-1 market present a potential buying opportunity despite a decline in share price [1][8][14] Company Analysis - Eli Lilly has faced challenges with its investigational oral GLP-1 candidate, orforglipron, which did not meet market expectations in a phase 3 study for weight management, leading to a significant drop in share price [1][8] - The company remains a leader in the GLP-1 market, with its product Zepbound generating billions in quarterly sales, primarily competing with Novo Nordisk's Wegovy [4][12] - Despite the recent setback, Eli Lilly's financial results are strong, and it has a robust pipeline with potential blockbusters in oncology and immunology [14] Industry Analysis - The oral GLP-1 market is projected to reach $20 billion by 2030, with a significant portion potentially coming from weight management sales due to the growing popularity of anti-obesity medicines [6][7] - Currently, there is only one oral GLP-1 drug approved by the FDA, Rybelsus, which generated $3.6 billion in sales last year, indicating a large untapped market for oral alternatives [6][5] - Novo Nordisk stands to benefit from Eli Lilly's setbacks, as it has initiated phase 3 studies for its investigational weight loss medicine, amycretin, which could outperform orforglipron [12][13]
Eli Lilly: Don't Bet Against This Biotech Powerhouse
Seeking Alpha· 2025-08-17 05:30
Group 1 - Eli Lilly is recognized as a leading biotech company and the largest US healthcare company by market capitalization [1] - The company is noted for its transformative impact on the healthcare sector [1] - Eli Lilly is actively redefining the pharmaceutical landscape [1]
美股市场速览:市场再创新高,中小盘表现强势
Guoxin Securities· 2025-08-17 04:46
Investment Rating - The report maintains a "Underperform" rating for the U.S. stock market [1] Core Insights - The U.S. stock market continues to reach new highs, with small-cap stocks showing strong performance [3] - The S&P 500 index increased by 0.9%, while the Nasdaq rose by 0.8% [3] - 18 out of 24 sectors experienced gains, with notable increases in pharmaceuticals, biotechnology, and life sciences (+5.5%) and healthcare equipment and services (+4.2%) [3] Price Trends - The report highlights that small-cap value stocks (Russell 2000 Value) outperformed small-cap growth stocks, with a rise of 3.4% compared to 2.8% [3] - The sectors with the largest gains include pharmaceuticals and biotechnology (+5.5%), healthcare equipment and services (+4.2%), and durable goods and apparel (+3.6%) [3] - Conversely, sectors that declined include food and staples retailing (-2.4%) and commercial and professional services (-1.4%) [3] Fund Flows - Estimated fund flows for S&P 500 constituents showed a significant increase to +$7.58 billion this week, up from +$1.70 billion last week [4] - The healthcare equipment and services sector saw the highest inflow at +$2.76 billion, followed by media and entertainment (+$1.31 billion) and pharmaceuticals (+$1.09 billion) [4] - Notably, the software and services sector experienced an outflow of -$476 million [4] Earnings Forecast - The report indicates a 0.2% upward adjustment in the 12-month forward EPS expectations for S&P 500 constituents [5] - 22 sectors saw an increase in earnings expectations, with semiconductor products and equipment leading at +0.6% [5] - The energy sector was the only one to experience a downward revision, with a decrease of -0.3% [5] Global Asset Overview - The S&P 500 index closed at 6,450, reflecting a 0.9% increase for the week and a 16.1% increase year-to-date [11] - The Russell 2000 index, representing small-cap stocks, rose by 3.1% this week, indicating strong performance in this segment [11] Sector Observations - The healthcare sector recorded a price return of 5.0% this week, outperforming other sectors [16] - The materials sector also performed well, with a 1.8% increase, while the energy sector lagged with only a 0.5% increase [16] - The report notes that the pharmaceutical and biotechnology sector had the highest price return at 5.5% [16]