Core Viewpoint - Eli Lilly and Company shares are experiencing a rebound after a decline due to preliminary sales figures of $45 billion, which fell short of the expected $46 billion, indicating potential for recovery in stock price [1]. Group 1: Stock Performance - Following a drop in stock price, there is optimism that the decline may have reached its bottom, with expectations for a rebound [1]. - The stock has found support around the $722 level, which has historically acted as a price floor [2][6]. Group 2: Market Dynamics - A downtrend occurs when there is more supply than demand, leading to discounted selling prices [3]. - At support levels, demand increases sufficiently to absorb supply, stabilizing the stock price [3]. - Regretful sellers from previous highs often return to buy at the same price, reinforcing support levels [4][5]. Group 3: Historical Context - The $722 support level has been tested multiple times, with previous rebounds following similar price action [5][6]. - The presence of buy orders from investors who sold at this level in the past contributes to the formation of support [4][5].

Group 1 - Eli Lilly updated its revenue guidance for Q4 FY24, reducing the forecast by $400 million, leading to an over 8% drop in stock price despite only a 0.6% reduction in revenue projections [1] Group 2 - The company employs a research-driven approach to identify high-conviction stocks with growth potential in sectors such as big tech, semiconductors, AI, and healthcare [2] - The analysis includes both low-risk and selective high-risk investment opportunities that may outperform the market [2] - Each investment idea is supported by thorough research and strategic foresight to help investors navigate complex markets [2]

Core Insights - Medicare has introduced price controls on 15 prescription medications, including Novo Nordisk's weight-loss and diabetes drugs, Wegovy and Ozempic, aimed at reducing financial burdens for seniors [1][2] Group 1: Drug Price Control Implementation - The price controls for the selected drugs will take effect in 2027 [2] - The Inflation Reduction Act (IRA) allows Medicare to set lower prices on high-expenditure drugs, with the Centers for Medicare & Medicaid Services (CMS) empowered to establish a "maximum fair price" [3][4] - Pharmaceutical companies must agree to the set prices, or face a daily excise tax on sales exceeding the maximum fair price [4] Group 2: Industry Response and Concerns - Novo Nordisk has expressed opposition to government price setting, citing concerns about access to medicines and potential negative impacts on future drug development [4] - A coalition of over 40 groups has called for the repeal of the Drug Price Negotiation Program, arguing it may lead to medicine shortages and increased costs [4][5] Group 3: Impact on Medicare and Drug Usage - Approximately 5.3 million Medicare Part D recipients utilized the newly selected drugs, which accounted for about $41 billion, or 14%, of total Medicare Part D prescription costs from November 2023 to October 2024 [6]

Eli Lilly's Market Performance - Eli Lilly became the world's largest healthcare company with a market cap exceeding $860 billion during its nearly four-year run starting in late 2020 [1] - The company's stock has significantly pulled back over the last eight weeks, including a recent sell-off after cutting its 2024 revenue guidance due to lower-than-expected demand for its obesity and diabetes drugs [2] Trump's Tariff Policies - Trump proposed tariffs of at least 10% and up to 20% on all imports, with higher rates for specific countries like Canada (25%), Mexico (25%), and China (60%) [3][4][5] - The president-elect plans to create an "External Revenue Service" to collect tariffs, a responsibility currently handled by U S Customs and Border Protection [4] - Tariffs typically lead to higher prices for imported products, with costs usually passed on to consumers [6] Impact on Novo Nordisk and Eli Lilly - Novo Nordisk, based in Denmark, faces potential high tariffs under Trump's policies, which could increase prices for its drugs Ozempic and Wegovy [7][8] - Novo Nordisk's management expressed concern but did not comment on potential price impacts, stating they remain focused on delivering medicines [9] - Higher prices for Ozempic and Wegovy could benefit Eli Lilly by increasing demand for its competing drugs Mounjaro and Zepbound, especially if insurers favor Lilly's products to reduce costs [10] Future Outlook for Eli Lilly - Eli Lilly's sales for Mounjaro and Zepbound are expected to continue growing, with potential new product launches like the obesity drug orforglipron in early 2026 and the Alzheimer's drug Kisunla gaining momentum [13] - While Trump's tariffs may or may not make Eli Lilly a no-brainer stock in 2025, the company remains a strong investment regardless of political developments [13]

Core Viewpoint - The FDA has approved Zepbound (tirzepatide) as the first drug for treating obstructive sleep apnea in patients with obesity, expanding treatment options beyond traditional methods like CPAP machines [3][4]. Group 1: Drug Approval and Indications - Zepbound is officially indicated for moderate-to-severe obstructive sleep apnea in adults with obesity [4]. - The approval follows a significant study published in the New England Journal of Medicine, demonstrating improvements in both sleep apnea and obesity among patients [4][5]. Group 2: Implications for Patients and Healthcare - The introduction of Zepbound provides new treatment avenues for sleep apnea patients who previously had limited options due to co-morbidities [5]. - There is potential for the FDA to approve additional weight loss drugs for treating sleep apnea in the future, as indicated by medical professionals [4].

Company Overview - Eli Lilly and Company (LLY) received FDA approval for its drug Omvoh (mirikizumab) for treating Crohn's disease (CD), marking its second inflammatory bowel disease (IBD) indication after ulcerative colitis (UC) [1][2] - Omvoh is currently approved for UC in 44 countries and has shown significant clinical results in studies [1][2] Clinical Data - The approval for CD was based on the VIVID 1 study, which met its co-primary endpoints, demonstrating significant improvement in clinical remission and endoscopic response at one year [2] - In the VIVID-2 open-label extension study, nearly 90% of patients who achieved clinical remission at one year maintained it with two years of continuous treatment [3] Market Expansion - Lilly is seeking approval for Omvoh for CD in several countries, including the EU and Japan, with a positive opinion from the EMA's CHMP for the EU approval expected soon [4] - The IBD market is experiencing increased demand due to rising prevalence rates and favorable reimbursement policies in developed countries [5][6] Competitive Landscape - Major pharmaceutical companies are actively developing new treatments for IBD, with Lilly acquiring Morphic Therapeutics to enhance its pipeline [7] - AbbVie has been acquiring smaller biotechs and expanding its IBD portfolio, while Merck and Sanofi are also making strategic acquisitions and partnerships to strengthen their positions in the IBD market [9][10][11] Stock Performance - Lilly's stock has increased by 18.7% over the past year, contrasting with a 3.9% decline in the industry [3]

该药此前已于2023年10月获准用于治疗成人溃疡性结肠炎。 校对：刘榕枝 克罗恩病是一种炎症性肠病，可导致慢性腹痛。 证券时报网讯，礼来表示，该公司治疗中度至重度活动性克罗恩病的药物已获得美国食品药品管理局 (FDA)的批准。 ...

Core Insights - Eli Lilly and Company announced the FDA approval of Omvoh® (mirikizumab-mrkz) for the treatment of moderately to severely active Crohn's disease in adults, following its earlier approval for ulcerative colitis in October 2023 [1][5][10] - Omvoh targets interleukin-23p19 (IL-23p19) to reduce gastrointestinal inflammation and is the first biologic treatment in over 15 years to present two-year Phase 3 efficacy data for Crohn's disease at the time of approval [1][10] Group 1: Clinical Trial Results - In the Phase 3 VIVID-1 trial, 53% of patients treated with Omvoh achieved clinical remission at one year compared to 36% on placebo (p<0.001) [4] - 46% of Omvoh patients had visible healing of the intestinal lining at one year versus 23% on placebo (p<0.001) [4] - Among patients who achieved clinical remission and endoscopic response at one year, nearly 90% maintained clinical remission with two years of continuous Omvoh treatment [1][3] Group 2: Ongoing Studies and Safety Profile - Omvoh is being evaluated in the ongoing VIVID-2 study, which assesses its efficacy and safety for up to three years in adults with Crohn's disease [3] - The overall safety profile of Omvoh in Crohn's disease patients is consistent with its profile in ulcerative colitis patients, with common adverse reactions including upper respiratory tract infections and injection site reactions [3][6] Group 3: Market and Accessibility - Lilly has submitted marketing applications for Omvoh in Crohn's disease globally, including in the European Union and Japan, and it is currently approved in 44 countries for ulcerative colitis [5][6] - As of January 1, Omvoh has gained first-line biologic coverage from two of the three largest pharmacy benefit managers, enhancing patient access [6][7]

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Eli Lilly and Company (LLY) dropped 6.6% in the Jan. 14 trading session after slashing its revenue guidance for the fourth quarter and fiscal 2024, citing lower-than-expected sales for its weight-loss medicine Zepbound and diabetes treatment Mounjaro. However, the drugmaker offered solid guidance for 2025, underscoring the strong growth prospects.Investors seeking to buy the dip could bet on ETFs having the largest exposure to the drugmaker. These include iShares U.S. Pharmaceuticals ETF (IHE) , Roundhill G ...