Lilly(US:LLY) Xin Lang Cai Jing·2026-02-05 02:48Core Viewpoint - The innovative drug ETF Tianhong (517380) has shown strong performance, with significant inflows and positive market reactions to earnings reports from key companies in the sector, particularly Eli Lilly's impressive revenue growth driven by weight loss drugs [2][3]. Group 1: ETF Performance - As of February 5, 2026, the innovative drug ETF Tianhong (517380) recorded a transaction volume of 4.9451 million yuan, with the tracked index HSSSHID rising by 0.11% [1]. - Over the past 20 trading days, the innovative drug ETF Tianhong (517380) attracted a total of 395 million yuan [2]. Group 2: Company Highlights - Eli Lilly reported a 43% year-over-year increase in Q4 revenue, reaching 19.29 billion dollars, with adjusted earnings per share of 7.54 dollars, both exceeding market expectations [2]. - Eli Lilly's weight loss drugs, Mounjaro and Zepbound, generated over 11.6 billion dollars in sales, accounting for more than 60% of total revenue [2]. - The company projects full-year revenue for 2026 to be between 80 billion and 83 billion dollars, with adjusted earnings per share expected to be between 33.50 and 35 dollars, also surpassing market forecasts [2]. Group 3: Industry Insights - Donghai Securities anticipates that the innovative drug sector will enter a phase of accelerated profit realization by 2025, with companies like Nocare and Rongchang Biopharma turning profitable [3]. - The core drivers of this growth are rapid commercialization of products and business development (BD) collaborations, with companies leveraging both to enhance profitability [3]. - The strong performance of the innovative drug sector validates the effectiveness of the domestic innovative drug business model, with core product commercialization supported by healthcare insurance being a fundamental growth driver [3].