The Big Pharma stock is up by more than 50% in 2024, but investment-bank analysts think it has more room to run.Shares of Eli Lilly (LLY 3.06%) have already soared by about 58% in 2024. Despite the run-up, many analysts on Wall Street think the pharmaceutical stock can climb a lot higher. Bank of America analyst Geoff Meacham is so encouraged by the company's recent progress with obesity, diabetes, and Alzheimer's disease that he thinks the stock can climb to $1,150 per share.Meacham's recently updated pric ...

文章核心观点 - 艾伯维公司的新型糖尿病和肥胖治疗药物tirzepatide在临床试验中显示出显著的治疗效果,可以大幅降低预糖尿病和肥胖患者发展为2型糖尿病的风险[1][2][3] - 该药物还能带来持续的体重下降,最高剂量组患者平均体重下降22.9%[3] - 这些数据进一步证实了长期使用该药物治疗肥胖和预糖尿病患者的潜在临床获益[5] 根据相关目录分别进行总结 公司业务 - 艾伯维公司的新型糖尿病和肥胖治疗药物tirzepatide在2022年获批上市,销售表现强劲,是公司二季度财报超预期的主要驱动因素[6][7] - 该药物最初获批用于2型糖尿病治疗,销售名为Mounjaro,后又获批用于肥胖治疗,销售名为Zepbound[8][9] 行业动态 - 肥胖是一种慢性疾病,全球近9亿成年人由于肥胖而面临其他并发症如2型糖尿病的风险[4] - 糖尿病相关的减肥药物近期面临供应问题,受到病毒趋势的影响[6]

The company had very encouraging news to report about its hottest product.The U.S. pharmaceutical stock of the moment, Eli Lilly (LLY 3.06%), did rather well on Tuesday. Its price closed the day more than 3% higher, on the back of some good news from the lab about its hottest product. What also helped was a glowing new research note from an analyst. The stock's performance looked even better when matched against that of the S&P 500 index, which dipped by 0.2%.Zepbound for gloryThat hot product is obesity tr ...

文章核心观点 - 艾利利利公司的糖尿病新药tirzepatide(商品名Mounjaro/Zepbound)在临床试验和商业表现上持续取得成功[2][6] - 公司提高了2024年全年收入指引,主要由于tirzepatide供应状况改善[3][5] - tirzepatide在预糖尿病患者中显示出显著的预防2型糖尿病进展的效果[6] - tirzepatide与同类药物semaglutide(商品名Wegovy)的直接对比试验结果将很有看点,预计tirzepatide将展现出更好的减重效果[7][8] 公司业务表现 - 公司的糖尿病和肥胖业务持续强劲增长,带动了全年收入指引的大幅上调[3][5] - 公司其他业务表现较为一般,但也有一些亮点,如肿瘤药物Verzenio持续高增长[19] - 阿尔茨海默病新药Kisunla获批,但预期其市场表现可能不会太出色[20] 行业动态 - 公司的tirzepatide在同类药物中已经超越了竞争对手Novo Nordisk的semaglutide,成为该药物类别的领导者[4] - 未来几年内,各公司的市场地位将主要取决于其产品供应能力[5] - tirzepatide相比semaglutide具有更好的减重效果,有望在未来几年内超越后者[8]

文章核心观点 - 三年期的临床试验显示,Eli Lilly公司的注射用减肥药Zepbound和糖尿病治疗药Mounjaro的活性成分tirzepatide,相比安慰剂可将2型糖尿病发病风险降低94% [1] - 接受tirzepatide治疗的患者平均体重减少22.9%,而接受安慰剂治疗的患者仅减少2.1% [1] - Eli Lilly公司股价创历史新高,今年迄今涨幅超过60% [1][4] 公司业务 - Mounjaro销售额同比增长超过三倍,达到30.9亿美元 [2] - Zepbound在获批后第二个完整季度销售额就超过10亿美元 [2] 行业趋势 - 肥胖是一种慢性疾病,全球近9亿成年人面临着2型糖尿病等并发症的风险 [1] - tirzepatide及其他GLP-1受体激动剂不仅可降低2型糖尿病风险,还可减少心力衰竭和治疗睡眠呼吸暂停等其他并发症 [2]

文章核心观点 - 艾利利利公司(LLY)宣布其新型糖尿病药物tirzepatide的临床试验结果显示,该药物可以将2型糖尿病发病风险降低94% [1] - 患者使用该药物后体重可减少15%至23%,具体取决于药物剂量 [1] 公司表现 - 公司股价在此消息公布后上涨2.4%,报943.22美元 [2] - 今年以来,公司股价已上涨超过61% [2] - 短期期权交易者对公司股票持有较为看空的态度,但这种悲观情绪正在逐步消退 [3][4] - 公司期权溢价相对较低,波动率预期较低 [5]

An Eli Lilly & Co. Zepbound injection pen arranged in the Brooklyn borough of New York, US, on Thursday, March 28, 2024.Eli Lilly's highly popular weight loss drug reduced the risk of developing Type 2 diabetes by 94% in obese or overweight adults with pre-diabetes compared to a placebo, according to initial results from a long-term study released on Tuesday. The late-stage trial on tirzepatide, the active ingredient in the company's weight loss injection Zepbound and diabetes drug Mounjaro, also found that ...

176-week SURMOUNT-1 Phase 3 study in adults with pre-diabetes is the longest completed trial of tirzepatide to date Tirzepatide resulted in sustained weight loss through the treatment period, averaging a 22.9% decrease in body weight with the 15 mg dose at end of treatmentResults are consistent with the combined pharmacology of GIP and GLP-1 receptor agonismINDIANAPOLIS, Aug. 20, 2024 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) announced today positive topline results from the SURMOUNT-1 three-year st ...

A year ago, medical experts and Nobel Laureates interviewed by The New York Times proclaimed "a Golden Age of Medicine" is here.And in the 12 months since, a flurry of new drug and medical discoveries has proven them to be right.From new cancer treatment breakthroughs, to the first-ever FDA-approved genetic editing treatment for illness, new medical advances are helping to cure millions of people from diseases that used to stump scientists.And in the process, the "Golden Age of Medicine" has lit a fire unde ...

Impediments to growth are melting away while new opportunities begin to rise.Eli Lilly (LLY -1.01%) and Novo Nordisk (NVO -1.58%) give new meaning to the word "unstoppable" in the context of pharma stocks. Whereas the total return of Lilly's shares soared by 245% over the last three years, Novo Nordisk's rose by 165%, meaning that both easily beat the broader market's growth of just 25%.There's little indication that either company is about to slow down significantly, even in the face of a couple of headwin ...