首个万亿美元市值医药公司诞生

Core Insights - Eli Lilly has become the first pharmaceutical company to surpass a market capitalization of $1 trillion, breaking the tech industry's dominance in the "trillion-dollar club" [2] - The company's stock has risen over 35% this year, driven by a surge in demand for weight loss drugs [2] - Sales of Eli Lilly's GLP-1 drug, tirzepatide, have exceeded $10 billion, accounting for more than half of the company's total revenue [2] - Eli Lilly has overtaken Merck's Keytruda in quarterly sales, establishing itself as a leading player in the pharmaceutical market [2] - The company plans to invest billions to increase domestic production of weight loss drugs in the U.S. [2] Market Dynamics - The weight loss drug market is projected to become one of the most profitable segments in healthcare, driven by a large patient base [2] - Wall Street estimates that the weight loss drug market could reach $150 billion by 2030, with Eli Lilly and Novo Nordisk expected to capture a significant share of the anticipated sales [3] - Eli Lilly's stock performance has outpaced the broader U.S. market, with a 75% increase since the launch of tirzepatide in late 2023, compared to a 50% rise in the S&P 500 [3] Future Prospects - Investors are closely watching Eli Lilly's next-generation oral weight loss drug, orforglipron, which is expected to receive approval in early next year [3] - Analysts from Citigroup have highlighted the latest generation of GLP-1 drugs as a "sales miracle," indicating strong sales trends for the next-generation oral weight loss drug [4]