医保和医疗补助患者市场拓展
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美股异动丨礼来涨约6%创新高 高盛评GLP-1减肥药大降价 礼来占优、诺和诺德承压
Ge Long Hui· 2025-11-10 15:14
Core Viewpoint - Eli Lilly's stock rose by 5.9% to $979.16, surpassing its previous intraday record of $972.53 set on August 22, 2024, driven by Goldman Sachs' report on a significant reduction in drug monthly fees, unlocking a previously uncertain market of millions of Medicare and Medicaid patients, indicating substantial sales growth potential, while maintaining a market size forecast of $95 billion by 2030 [1] Group 1 - Eli Lilly's market share and early launch of oral medications provide a competitive advantage [1] - Novo Nordisk faces multiple growth pressures, with potential price disadvantages expanding to 18% by 2027 due to IRA negotiations [1] - Goldman Sachs' analysis suggests a significant increase in sales potential for Eli Lilly due to the new pricing strategy [1]