替尔泊肽大卖！全球制药巨头礼来营收超450亿美元

Core Viewpoint - Eli Lilly reported a strong Q3 2025 performance with revenue of $17.601 billion, a 54% year-over-year increase, contributing to a total revenue of $45.887 billion for the first nine months of the year, reflecting a 46% growth [1] Company Performance - The primary drivers of revenue growth for Eli Lilly's pharmaceutical business are Tirzepatide and Abemaciclib, generating $24.837 billion (+125%) and $4.118 billion (+10%) respectively in the first three quarters [1] - The market share of Eli Lilly's GLP-1 products in the U.S. has further expanded in Q3, with prescription volume at 57.9% compared to Novo Nordisk's 41.7% [1] Industry Insights - According to Guojin Securities, the rapid commercialization of Tirzepatide indicates a significant clinical demand in the global diabetes and weight loss market [1] - There remains substantial room for growth in the penetration of GLP-1 class drugs, and the industry is expected to maintain a high level of prosperity as more innovative drugs receive approval [1] - The Hang Seng Medical ETF (159892), which tracks the Hang Seng Biotechnology Index, includes notable companies in the GLP-1 sector such as Innovent Biologics and Hansoh Pharmaceutical, and is likely to benefit from the industry's improving outlook with upcoming clinical data releases and drug application submissions [1]