Eli Lilly and Company (LLY) announced that its popular obesity drug, Zepbound (tirzepatide) demonstrated more weight loss than rival Novo Nordisk’s (NVO) Wegovy in a first-ever head-to-head obesity study, SURMOUNT-5. Zepbound is a dual GIP and GLP-1 receptor agonist, while Wegovy is a mono GLP-1 receptor agonist.In the phase IIIb 72-week study, Zepbound led to an average weight loss of 20.2% of body weight in adults with obesity or overweight, compared to 13.7% for Wegovy, which represents a 47% greater rel ...

文章核心观点 - 文章讨论了Eli Lilly（礼来公司）作为当前亿万富翁投资者青睐的医疗保健股票的原因，并探讨了其是否适合个人投资者 [2][8][15] 亿万富翁青睐Eli Lilly的原因 - 亿万富翁投资者中，Eli Lilly是他们的热门医疗保健股票选择之一，尤其是在16家知名对冲基金中，Eli Lilly出现在其中的一半 [3] - Eli Lilly的受欢迎程度主要归因于其重磅糖尿病治疗药物Trulicity，该药物在上一财年创造了超过70亿美元的销售收入 [4] - 目前，Eli Lilly的主要增长驱动力是减肥药物Zepbound和糖尿病治疗药物Mounjaro，这两种药物预计将在本财年推动约160亿美元的收入，占公司总销售额的近一半 [5] - 根据Morgan Stanley的研究，全球肥胖药物的年销售额预计将从去年的不到100亿美元增长到2030年的超过1000亿美元，这与Goldman Sachs和IQVIA的预测一致 [6][7] Eli Lilly的市场表现和竞争 - Eli Lilly的股价自2022年底以来上涨了近200%，主要得益于Mounjaro和Zepbound的成功 [9] - 尽管股价有所回落，但Eli Lilly的远期市盈率仍为35，不算便宜 [9] - 市场竞争方面，Novo Nordisk的Wegovy是Eli Lilly的主要竞争对手，今年前三季度销售额达到约50亿美元 [10] - 此外，Pfizer和Amgen也在开发减肥药物，Morningstar和Pitchbook预测到2029年将有16种新的减肥药物进入市场，可能对Eli Lilly的业务构成威胁 [10] Eli Lilly的市场策略和分析师观点 - Eli Lilly通过直接面向消费者的渠道销售其药物，包括Zepbound，绕过了传统的处方药分销渠道，并开始广告宣传Zepbound [12] - 尽管投资者自8月以来对Zepbound和Mounjaro的销售前景感到担忧，但分析师群体并未动摇，大多数分析师仍认为Eli Lilly股票是强买，共识目标价为1011.81美元，比当前股价高出26% [13] 结论 - Eli Lilly股票具有吸引力，但不仅仅是因为亿万富翁投资者持有它，而是因为它是一个有吸引力的增长选择 [15]

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Key TakeawaysPatients taking Eli Lilly's Zepbound lost more weight on average than those on Novo Nordisk's Wegovy in a new clinical study.Zepbound patients lost an average 20% of their body weight compared with roughly 14% for those on Wegovy.Both weight-loss drug makers' stocks have slipped in recent months, but they remain in positive territory for the year. Eli Lilly's (LLY) popular weight-loss drug Zepbound outperformed Wegovy, a competitor drug from Danish drugmaker Novo Nordisk (NVO), according to the ...

The weight-loss drug market is about to get even more crowded. Eli Lilly & Co (NYSE:LLY) stock is up 2.2% at $830.80, after a news release reported the company's weight-loss drug Zepbound rivaled Novo Nordisk's (NVO) Wegovy in a head-to-head trial. The treatment achieved an average weight loss of 20.2% at 72 weeks in adults with obesity without diabetes, while its rival managed 13.7%. Eli Lilly stock has been rebounding since its early-November nine-month lows, now headed for its sixth win in the last seven ...

The magic isn't over for Eli Lilly (LLY 1.69%). Though the pharmaceutical giant isn't performing as well in the second half of the year as it did in the first, it still has plenty of fuel for growth. In fact, the drugmaker recently received some welcome news that jolted its stock price.The bears might point out that Eli Lilly's shares still look too expensive: The company's trailing price-to-earnings (P/E) ratio tops 86 -- the average for the healthcare industry is less than a quarter of that at 18.Do recen ...

Eli Lilly on Wednesday said its obesity drug Zepbound led to more weight loss than its main rival, Novo Nordisk's Wegovy, in the first head-to-head clinical trial on the weekly injections. The findings suggest Zepbound may be a superior treatment for weight loss, helping obese or overweight patients lose 20.2% of their body weight, or roughly 50 pounds, on average after 72 weeks in the phase three trial. Meanwhile, Wegovy helped people lose 13.7% of their weight, or about 33 pounds, on average after the sam ...

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Eli Lilly (LLY -0.14%) is the most valuable healthcare stock in the world, with a market capitalization of nearly $700 billion. But in recent weeks, its share price has been falling. And now the stock is down over 20% from its 52-week high of $972.53. Could this be a great time to add the high-powered healthcare stock to your portfolio?Why is Eli Lilly stock struggling of late?Eli Lilly has been a fantastic growth stock to own in recent years. Entering trading this week, its five-year returns have totaled m ...

Shares of Eli Lilly (LLY) and Novo Nordisk (NVO) were up on Tuesday, likely due to a proposal by President Biden that Medicare and Medicaid should cover the cost of obesity treatments. The new proposal, if passed, will significantly expand access for Lilly and Novo Nordisk’s currently marketed weekly injections to treat obesity, Zepbound and Wegovy, respectively. Zepbound is marketed as Mounjaro and Wegovy as Ozempic for type II diabetes. Both Mounjaro and Ozempic are also prescribed by doctors off-label fo ...