文章核心观点 - 公司面临糖尿病和肥胖治疗药物Mounjaro和Zepbound的供需不匹配问题，导致股价下跌，但公司正在采取措施解决这些问题，并拥有多个增长机会 [1][2][5][6][10] 供需不匹配问题 - 公司糖尿病和肥胖治疗药物Mounjaro和Zepbound的供需不匹配，导致投资者对公司的制造和分销策略产生疑虑 [1] - 公司正在通过收购制造设施和增加投资来解决供需不匹配问题，最近宣布额外投资30亿美元用于新设施 [8] 市场竞争与机会 - 公司在减肥领域有机会从主要竞争对手Novo Nordisk手中获得增量市场份额 [3] - 公司通过与Amazon Pharmacy和Ro等合作伙伴建立新的分销渠道，扩大了减肥治疗药物的获取途径 [8] - 公司药物Zepbound在减肥效果上优于Novo Nordisk的Wegovy，患者体重减少20%，而Wegovy为14% [8] - Novo Nordisk的新产品CagriSema未能达到预期，其表现与公司的Mounjaro和Zepbound相当，导致Novo股价下跌20%，而公司股价上涨5% [8] 新药研发与市场潜力 - 公司今年获得了FDA批准的新药物，用于治疗阿尔茨海默病和湿疹，这两个市场的总可寻址市场(TAM)超过600亿美元 [3] - 公司正在开发口服形式的GLP-1受体激动剂，主要候选药物orforglipron在临床试验中显示出积极迹象 [12] 股东回报 - 公司宣布了150亿美元的股份回购计划，表明管理层认为股票被低估 [3] 股价下跌原因 - 公司第三季度财报发布后，股价持续下跌，自10月30日以来下跌了14%，目前比财报发布前低6% [5][6][10] - 股价下跌的两个主要因素是供需不匹配和竞争对手的崛起 [10] 投资机会 - 公司股价自7月以来经历了大幅下跌，但在此期间获得了两个新药批准，并采取了重要措施确保满足减肥药物的强劲需求 [9] - 当前股价下跌为长期投资者提供了买入机会，降低了成本基础 [13]

ToplineThe Food and Drug Administration approved Zepbound as the first prescription medicine to treat sleep apnea on Friday—marking a significant win for the drug company Eli Lilly, which had Zepbound approved as a weight-loss drug last year.A sign for Eli Lilly & Co. stands outside their corporate headquarters in Indianapolis on April 26, ... [+] 2017.Copyright 2017 The Associated Press. All rights reserved. Key FactsZepbound, an Eli Lilly drug, can now be prescribed to adults with “moderate-to-severe obst ...

An Eli Lilly & Co. Zepbound injection pen arranged in the Brooklyn borough of New York, US, on Thursday, March 28, 2024.The Food and Drug Administration approved Eli Lilly's blockbuster weight loss drug Zepbound for treating patients with the most common sleep-related breathing disorder, the drugmaker announced Friday, expanding its use and possibly its insurance coverage in the U.S.The weekly injection is now cleared for patients with obesity and moderate-to-severe obstructive sleep apnea, which refers to ...

 Averaging up to 20% of weight loss, adults taking Zepbound had at least 25 fewer breathing interruptions each hour as they slept Up to 50% of adults taking Zepbound no longer had symptoms associated with OSA after one year INDIANAPOLIS, Dec. 20, 2024 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced the U.S. Food and Drug Administration (FDA) approved Zepbound® (tirzepatide) as the first and only prescription medicine for adults with moderate-to-severe obstructive sleep apnea (OSA) and obe ...

Today's sell-off in Novo Nordisk may be the buying opportunity you've been waiting for.Bad news for Novo Nordisk (NVO -17.34%) Friday was good news for Eli Lilly (LLY 4.92%) and Viking Therapeutics (VKTX 6.33%), its two main rivals in the field of weight loss drugs. This morning, Novo reported headline results from its phase 3 trial of a new weight loss drug, CagriSema, and while objectively not bad, the results were less great than Novo was shooting for.As of 11:05 a.m. ET, Novo Nordisk stock is down a dis ...

The FDA removed Eli Lilly’s (LLY) tirzepatide injection products from the drug shortage list after determining that Lilly’s supply is currently meeting or exceeding demand and will continue to do so in the future. The regulatory body concluded that the shortage of tirzepatide medicines is now resolved. The stock is gaining in the pre-market hours in response to the encouraging news. Lilly markets tirzepatide, a dual GIP and GLP-1 receptor agonist (GIP/GLP-1 RA), as Mounjaro for type II diabetes (T2D) and Ze ...

An injection pen of Zepbound, Eli Lilly’s weight loss drug, is displayed in New York City on Dec. 11, 2023.The Food and Drug Administration on Thursday said the active ingredient in Eli Lilly's weight loss drug Zepbound is no longer in shortage, a decision that will eventually bar compounding pharmacies from making cheaper, unbranded versions of the injection."FDA has determined that the shortage of tirzepatide injection products, which first began in December 2022, is resolved," the agency said in a letter ...

Originally a Biologist, M.Sc in Biomedicine, PhD in Bioengineerings, and +20 years experience in the research and development of novel Cell & Gene Therapies (CGT) tackling several clinical needs including orthopaedics and rare diseases. As an investor, I have been utilising my background in life sciences to assess the potential of novel treatments, including those using CGT, as well as, their capacity to drive shareholders' returns. Thus, as SA analyst, I will be focusing on analysing biotechnology, pharmac ...

Eli Lilly just gave investors several reasons to cheer.The hottest area among healthcare investors right now revolves around advancements being made in weight loss. Known as glucagon-like peptide-1 (GLP-1) receptor agonists, blockbuster drugs such as Ozempic, Wegovy, Mounjaro, Zepbound, and others are completely redefining how care is provided to patients with diabetes or in need of weight management.While Danish-based pharmaceutical company Novo Nordisk (NVO -1.90%) leads the GLP-1 market (thanks in large ...

When you think of a top weight loss drug, chances are that Ozempic is the name that first comes to mind. Although it is approved for diabetes (Wegovy is the equivalent version, which is approved for weight loss), many people have been using it for years to lose weight, and it has been highly effective in doing that. The success of Ozempic and Wegovy has helped the company behind the products, Novo Nordisk (NVO -0.04%), become one of the most valuable healthcare stocks in the world. But in an increasingly co ...