文章核心观点 - 公司专注于通过远程医疗平台开发、营销和销售男性健康和保健产品 [1][2][3] - 公司坚决否认利利公司对其复制利利公司减肥药物的指控,并表示将积极应诉 [1] - 公司致力于为获得医生批准的患者提供安全有效的产品,并将继续遵守相关法规 [2] 公司概况 - 公司专注于开发各种男性健康和保健产品及服务,包括治疗勃起功能障碍、脱发、激素替代疗法和体重管理等 [3] - 消费者可通过公司的远程医疗平台获得处方,由合作的复合药房配送到家 [3] 风险因素 - 公司面临与利利公司的法律纠纷,可能需要投入大量现金和管理资源 [4][5] - 公司产品未经美国FDA批准,存在安全性和合规性风险 [4][5] - 公司依赖第三方开具处方和配制产品,存在相关风险 [4][5] - 公司面临品牌建设、监管合规、生产制造等多方面挑战 [4][5] - 公司股权结构复杂,存在潜在的摊薄和波动风险 [4][5]

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in LLY over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Disclaim ...

文章核心观点 - 制药巨头礼来公司(Eli Lilly)在2024年取得了巨大成功,其股价已经上涨了58% [1] - 礼来公司在糖尿病和肥胖治疗领域取得成功,其GLP-1受体激动剂Mounjaro和Zepbound表现出色 [1] - 礼来公司的阿尔茨海默病药物donanemab获得FDA批准 [1] - 礼来公司最近获得FDA批准其湿疹药物Ebglyss的上市许可 [2] 根据目录分别总结 礼来公司的Ebglyss获批 - Ebglyss是一种注射剂,专门用于治疗中重度湿疹患者,对于无法完全通过外用药物控制症状的患者有效 [2] - 美国有1650万成人患有湿疹,其中40%患有中重度症状 [3] - 根据Precedence Research的预测,到2034年全球湿疹治疗市场规模将达到314亿美元,北美市场将达到81亿美元 [4] 礼来公司的股票估值 - 礼来公司目前的市盈率为113倍,较高 [5] - 市盈率下降可能是由于市场担心公司在减肥药物领域的主导地位将受到竞争对手新产品的冲击,以及公司定价政策受到政治压力 [5] - 但最近一个月公司市盈率有所反弹,这可能是因为公司在阿尔茨海默病、湿疹和人工智能等领域都有新的发展机会 [6] - 尽管估值不算便宜,但考虑到公司在多个领域的发展机会,该股票仍有吸引力,是长期投资者的不错选择 [6]

The stock of Eli Lilly and Company (LLY) has declined 1.7% already this week, losing almost $14 billion of its market value. Earlier this month, the FDA removed Lilly’s popular GLP-1 drug tirzepatide from its shortage list after confirming with Lilly that it can meet the present and future demand with its manufacturing expansion. Lilly markets tirzepatide as Mounjaro for type II diabetes and Zepbound for obesity. Due to increased demand, tirzepatide was added to the FDA’s shortage list in 2022.In the United ...

These innovative drugmakers have potential catalysts ahead.Once a company's shares rise rapidly, investors might wonder if it's still worth investing in the stock. The answer is that it depends. Some companies' strong performances are short-lived. Others perform well because they have attractive businesses that can deliver outsized returns in the long run. Those in the second category are worth investing in even after an impressive run.Let's look at two examples: Eli Lilly (LLY 1.34%) and Sarepta Therapeuti ...

Eli Lilly is investing billions into new research and manufacturing capabilities.Over the last couple of years, pharmaceutical giant Eli Lilly (LLY 0.34%) has made a splash in the red-hot weight loss space. The company's path-breaking innovation in using glucagon-like peptide-1 (GLP-1) agonists, Mounjaro and Zepbound, are just two of the company's blockbuster drugs helping pave the way in diabetes and obesity care, respectively.Lilly's success in the weight loss realm isn't without hiccups, though.  The com ...

Eli Lilly's valuation could look much more modest in the future, as its earnings should continue to grow at a high rate.Eli Lilly (LLY -0.74%) is the most valuable healthcare stock in the world, with a market capitalization north of $800 billion. In the past 12 months, its shares have risen by more than 50%, and while its growth prospects look strong, investors may balk at paying a multiple of more than 100 times its trailing earnings.However, while Eli Lilly's valuation may look pricey, that shouldn't diss ...

Results from Lilly's "Urgent Conversations" survey reinforce the work by the Crohn's & Colitis Foundation of America, including the "We Can't Wait" mobile bathroom finder appINDIANAPOLIS, Oct. 16, 2024 /PRNewswire/ -- Results from the national "Urgent Conversations" survey, announced today by Eli Lilly and Company (NYSE: LLY), found that over half (60%) of the general population struggle to find a public restroom, a challenge that is even more pronounced (84%) for people with ulcerative colitis (UC).1 This ...

文章核心观点 - 艾利利利用人工智能(AI)技术来提高研发效率和生产效率,以保持在技术领域的领先地位 [1][2][3][4][5] - 公司任命了首席AI官员,负责制定和实施公司的AI战略 [1][2] 研发活动 - 公司目前有50多个管线项目处于临床试验阶段,AI可以大幅简化监管申报等耗时活动 [3] - AI可以帮助指导药物发现过程,提高成功率,公司已与一家AI驱动的生物科技公司建立合作 [4] 其他应用 - AI还可以应用于制造和临床试验管理,提高运营效率 [5] - 新任首席AI官员需要一些时间来实现重大效率提升,但前景乐观 [5]

These are two of healthcare's biggest darlings right now, but one looks better positioned for the long run.Glucagon-like peptide-1 (GLP-1) agonists have taken the healthcare world by storm, emerging as mainstream treatments for patients with diabetes or obesity. Some of these medications include Novo Nordisk's (NVO -1.65%) Ozempic, Wegovy, Rybelsus, and Saxenda, and Eli Lilly's (LLY -1.74%) Mounjaro and Zepbound.Below, I'll dig into which pharmaceutical stock I think is the better buy for the long run. Whil ...