Eli Lilly and Co. LLY is set to release its second-quarter earnings on August 7. According to Benzinga Pro data, analysts are anticipating adjusted earnings of $5.56 per share and sales of $14.4 billion.Expectations are slightly higher for the quarter, primarily driven by the strong performance of its obesity drug, Zepbound. The pharmaceutical giant, a dominant player in the incretin/GLP-1 drug market for obesity and diabetes, continues to draw investor attention with its robust pipeline and long-term growt ...

"AI（人工智能）制药最大的优势是快，因为它加速了'发现—验证—重新优化'的循环。"微芯生物研发 总监潘德思在接受采访时如是说。 近期，AI制药因频繁的项目合作和投融资事件受到市场关注。证券时报记者从业内了解到，随着AI加 速向医药行业渗透，创新药研发迎来里程碑式进步，AI制药的成果多点开花。与此同时，AI制药面临 着商业化困境，解决还需时日。 AI制药领域大单频现 近期，AI制药领域的大额订单频现。6月11日，诺和诺德与AI制药公司Deep Apple Therapeutics达成8.12 亿美元合作；6月12日，礼来与Juvena Therapeutics（美国AI制药公司）签署超过6.5亿美元的协议；6月 13日，阿斯利康（AZ）与石药集团达成最高达53亿美元合作，利用石药集团的AI药物发现平台开发小 分子候选药物。6月23日，国内AI制药龙头企业晶泰控股与DoveTree LLC（美国医药界的传奇创业者及 投资人Gregory Verdine所设立的公司）签署数十亿美元管线授权合作意向书；同日，AI制药公司 Formation Bio宣布其子公司已将口服双重JAK/SYK抑制剂gusacitinib授 ...

The company Hims and Hers trying to cash in on a Novo Nordisk mistake north of the border. Our Brandon Gomez joins us on set with those details. Hey Brandon. Hey Leslie.Yes. Look, a $450 mistake that opened floodgates to a billion dollar weight loss market in Canada. Let's get into it.Novo Nordis will lose its exclusive patent on semiglutide, its top selling drug OMIC and WGOi in Canada next January. Why. because someone in the company didn't pay a $450 licensing fee on time.The patent could have lasted unt ...

Core Insights - Novo Resources Corp. announced significant high-grade gold results from its maiden drilling program at the Tibooburra Gold Project, with notable intercepts indicating a shallow plunging shoot of high-grade gold mineralization over a 300 m strike length [2][4][7]. Drilling Results - The drilling program at the Clone prospect consisted of 14 holes totaling 1,984 m, successfully testing 500 m of strike [4][7]. - Significant intercepts included 12 m at 5.90 g/t Au from 16 m and 17 m at 2.40 g/t Au from 59 m, demonstrating continuity in grade and width [7][16]. - The peak intercept of 12 m at 5.90 g/t Au fills a gap in previous drilling, indicating a well-defined mineralized trend [7][16]. Exploration Plans - Follow-up drilling is being designed to extend gold mineralization to the north, with further systematic exploration planned along the project strike length [2][4][31]. - The New Bendigo prospect, located 7 km southeast of Clone, will undergo structural analysis and potential extensional drilling [3][31]. Project Overview - The Tibooburra Gold Project covers 630 sq km and includes six granted exploration licenses, extending over a historic strike of more than 22 km [5][6]. - The project is considered an advanced exploration opportunity, with a binding farm-in agreement allowing Novo to acquire a 70% interest in the tenements [6][8]. Geological Context - The mineralization at Tibooburra is classified as an orogenic gold system, sharing similarities with turbidite-hosted gold deposits in Central Victoria [27][28]. - Geological mapping has identified a west-dipping reverse fault associated with high-grade gold mineralization, indicating potential for further discoveries [11][28]. Future Work - Future activities will include detailed structural analysis, down hole imaging, and relogging of core at New Bendigo to better understand controls on gold mineralization [31][32]. - Broader scale work will focus on understanding the structural controls on gold mineralization across the Tibooburra belt [33].

The Hers website arranged on a laptop in New York, US, on Wednesday, Feb. 12, 2025.Hims & Hers Health announced Wednesday it will offer generic semaglutide in Canada as Novo Nordisk's patent on its branded drugs Ozempic and Wegovy is set to expire in January."Canada is a major opportunity to show what affordable, high-quality weight loss care can look like," said Andrew Dudum, co-founder and CEO of Hims & Hers, in a press release. "As generic semaglutide becomes available for the first time globally, we're ...

整理 | GLP1减重宝典内容团队 7月8日，诺和诺德宣布7.2mg司美格鲁肽的上市申请获得欧洲药品管理局（EMA）受理，用于体重管理。 点击关注，追踪最新GLP-1资讯 为期 72 周的 STEP UP 试验是一项随机、双盲、平行组、安慰剂对照的优效性试验，旨在评估 7.2 毫克司美格鲁肽与 2.4 毫克司美格 鲁肽和安慰剂作为生活方式干预的辅助手段的疗效。主要目标是证明 7.2 毫克司美格鲁肽在减肥方面优于安慰剂。关键次要终点包括分 别实现 10%、15%、20% 和 25% 减肥的参与者人数。 该试验实现了其主要终点，表明 7.2 毫克司美格鲁肽在第 72 周的减重效果显著优于安慰剂。当评估治疗效果时，如果所有人都坚持治 疗， 平均基线体重为 113 公斤，接受 7.2 毫克司美格鲁肽治疗的患者在 72 周后减重 20.7%，而接受2.4 毫克司美格鲁肽治疗的患者减 重 17.5% ，接受安慰剂治疗的患者减重 2.4%。此外，接受司美格鲁肽 7.2 毫克治疗的患者中， 33.2% 在 72 周后体重减轻25% 或更 多，而接受司美格鲁肽 2.4 毫克治疗的患者中，这一比例为 16.7% ，接受安慰剂治疗 ...

7月8日，诺和诺德与天津经开区管委会签署合作谅解备忘录，约定投资约8亿元建设天津生产厂质量检测实验室扩建项目，并举行项目 启动活动。 质量检测实验室扩建项目总建筑面积约18000平方米，建设内容包括化学实验室、微生物实验室和生物实验室等，项目计划于2026年底 建设完成。实验室扩建项目建成投用后将满足诺和诺德天津生产厂未来制剂生产的检测需求，更好地为产能提升和高品质生产提供保 障。 整理 | GLP1减重宝典内容团队 诺和诺德天津生产厂坐落于天津经济技术开发区，是诺和诺德的战略性生产基地之一。天津生产厂质量管理体系严格遵循各项行业法律 法规，同时践行绿色环保理念，100%使用可再生风电能源。如今，天津生产 厂在职员工约1800名，为患者提供高质量的治疗产品。 来源｜天津经开区、 诺和诺德中国 版权声明：所有「GLP1减重宝典」的原创文章，转载须联系授权，并在文首/文末注明来源、作者、微信ID，否则减重宝典将向其追究法律责 任。部分文章推送时未能与原作者或公众号平台取得联系。若涉及版权问题，敬请原作者联系我们。合作事宜，请添加微信：andyxu365 诺和诺德天津生产厂自成立以来不断增加投资，加速在津发展步伐。 ...

At Friedrich Global Research we are searching for what we believe will be the safest and best performing companies in which to buy stocks. We focus on free cash flow, efficient capital allocation, and consistently superior results to identify the highest quality management teams.Founder of Bern Factor LLC, an independent research and publishing firm located in Virginia. I have nearly 40 years of investing and analysis experience. I am a former CPA (1990 -2017) and became a CFA charter holder in 2000. I cons ...

恒瑞医药 20250708 摘要 恒瑞医药通过多元化合作模式加速国际化，已进入 BD 兑现期，其创新 药对外授权收入显著增长，预计 2025 年将达到 31 亿人民币，为公司 整体营收和利润增长提供动力。 恒瑞医药在仿制药海外市场稳步拓展，2024 年海外收入达 7.2 亿人民 币，三款首仿药上市有望在 2025-2026 年贡献增长，但国内仿制药业 务预计维持在 120 亿人民币左右。 恒瑞医药自 2023 年起加强 BD 能力，对外授权发展迅速，与默沙东等 跨国药企达成 LPA 小分子对外授权协议，首付款接近 7 至 8 亿人民币， 里程碑金额接近 124 亿人民币。 恒瑞医药的小分子口服 GLP-1 产品在安全性方面表现优异，停药率远低 于竞争对手，双靶点注射剂在 26 周有效性数据上表现出色，有望成为 减重市场的重要参与者。 恒瑞医药在 ADC 领域积极开展 BD 活动，CMET ADC 和 nectin-4 ADC 展现出强大的 BD 潜力，尤其 nectin-4 ADC 针对耐药尿路上皮癌 显示出超过 55%的 ORR。 Q&A 恒瑞医药的国际化转型进展如何？其全球竞争力表现如何？ 恒瑞医药的国际 ...

Core Viewpoint - Hims & Hers Health, Inc. faced significant stock price decline following the termination of its partnership with Novo Nordisk due to allegations of deceptive practices related to the sale of Wegovy® [2] Group 1: Partnership and Termination - On April 29, 2025, Hims & Hers announced a collaboration with Novo Nordisk to sell Wegovy® on its platform [2] - Novo Nordisk terminated the partnership on June 23, 2025, citing Hims & Hers' deceptive promotion and sale of illegitimate versions of Wegovy® [2] - The termination was based on findings that the active pharmaceutical ingredients in the knock-off drugs were sourced from unauthorized foreign suppliers in China [2] Group 2: Stock Market Impact - Following the announcement of the partnership termination, Hims & Hers' stock price dropped by $22.24 per share, a decline of 34.63%, closing at $41.98 per share on June 23, 2025 [2]