大行评级丨美银:大幅上调礼来目标价至1286美元 重申“买入”评级
LillyLilly(US:LLY) Ge Long Hui·2025-12-03 08:04

Core Viewpoint - Bank of America significantly raised Eli Lilly's target price from $950 to $1286, reiterating a "Buy" rating due to the strong market position of its GLP-1 drugs, Zepbound and Mounjaro, in the obesity and diabetes sectors [1] Group 1: Market Position - Eli Lilly maintains a leading position in the complex competitive landscape of the obesity and diabetes market [1] - The company's GLP-1 drugs are recognized as holding the "number one" status in their respective markets [1] Group 2: Drug Development Progress - Eli Lilly's new drug development is progressing faster than expected, with the oral drug orforglipron anticipated to launch in early 2026, rather than the previously expected late 2026 [1] - This accelerated timeline is expected to enhance the company's revenue and profit forecasts for the upcoming year [1]