Eli Lilly (LLY) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of a c ...

文章核心观点 - 第二季度医药和生物科技公司的业绩报告已经结束,其中礼来公司、辉瑞公司和AbbVie公司的业绩和销售指引均有所上调 [3] - 这些公司的业绩超预期和增加指引引发了投资者的乐观情绪,但单个季度的业绩对于长期投资者而言并不重要,更应关注这些公司的基本面 [4] 礼来公司 - 礼来公司第二季度调整后每股收益为3.92美元,同比增长86%,收入为113亿美元,同比增长36% [5] - 公司主要产品Mounjaro和Zepbound以及其他主要药品Verzenio和Taltz的强劲需求拉动了收入增长 [6] - 公司面临Mounjaro和Zepbound等增强素类产品的供给限制,但通过增加产能投资来缓解供需失衡 [7][8] - 公司上调了2024年的销售和每股收益指引,主要得益于Mounjaro和Zepbound以及其他新药的强劲表现 [9][10][11][12] - 礼来公司股价在过去5年涨幅超过700%,主要得益于其管线的良好潜力,尤其是其肥胖药物 [16][18] 辉瑞公司 - 辉瑞公司第二季度调整后每股收益为0.60美元,同比下降11%,收入为132.8亿美元,同比增长3% [19][20][21] - 公司上调了2024年的收益和收入预期,主要得益于非新冠产品如Vyndaqel和Eliquis的强劲表现以及新产品的贡献 [22][23][25][26] - 辉瑞公司去年获得了9个新药/疫苗的批准,创下了历史新高 [24] - 辉瑞公司股价今年迄今下跌1.2%,低于行业和大盘的涨幅 [31][32] AbbVie公司 - AbbVie第二季度调整后每股收益为2.65美元,同比下降8.9%,收入为144.6亿美元,同比增长5.6% [35] - 公司主要产品Rinvoq和Skyrizi销售强劲,但Humira和Imbruvica销售下滑 [36][37] - 公司上调了2024年的收益和收入指引,主要得益于Rinvoq、Skyrizi和Venclexta等产品的强劲表现 [38][39][41][42] - AbbVie公司股价今年迄今上涨22.8%,优于行业和大盘 [44][45]

文章核心观点 - 华尔街分析师的推荐常被投资者用于决定买入、卖出或持有股票,但这些推荐的可靠性存在争议 [1][2] - 艾利·利利公司(LLY)目前的平均券商评级(ABR)为1.11,介于"强烈买入"和"买入"之间 [3][4] - 券商推荐存在积极偏差,不能完全反映股票未来价格走势,需要结合其他分析工具使用 [6][7][8] 根据相关目录分别进行总结 券商推荐的局限性 - 券商分析师由于自身利益关系,倾向于给予股票积极的评级,这与散户投资者利益并不完全一致 [7][12] - 券商推荐无法有效指导投资者选择具有最大涨幅潜力的股票 [6] - 券商推荐与实际股价走势关联性较弱 [13] 使用券商推荐的正确方式 - 可以将券商推荐作为验证自身分析或其他有效预测工具(如扎克斯评级)的补充 [8][9][18] - 扎克斯评级是基于盈利预测修正的量化模型,能更准确预测股价走势 [13][14] - 券商推荐可能存在滞后性,而扎克斯评级更及时反映最新变化 [15] 艾利·利利公司的投资机会 - 分析师对利利公司当前年度盈利预测不断上调,反映了对公司前景的乐观 [16][17] - 根据扎克斯评级,利利公司目前评级为2级(买入),可作为投资参考 [18]

A large majority of the companies have already reported second-quarter results. While we can call it a mixed earnings season, there are a few companies that beat expectations and reported record revenue and profits. These earnings winners have proved their strength and are ready for a stellar second half of the year.I’ve identified three stocks that are on the rise after reporting impressive second-quarter results. These three companies have a lot of potential to keep the momentum going and their numbers pr ...

公司业绩 - 公司第二季度业绩超出市场预期，报告销售额为$11.3 billion，调整后每股收益为$3.92，相比之下，市场预期分别为$9.9 billion和$2.60。公司还提高了全年展望，股价自报告第二季度业绩以来已上涨超过15% [2] - 第二季度，公司营收达到$11.3 billion，同比增长36%，主要得益于Mounjaro、Verzenio和Zepbound等药物的市场份额增长。Mounjaro销售额激增3倍至$3.1 billion，Verzenio销售额增长44%至$1.3 billion，Zepbound销售额为$1.2 billion。调整后毛利率扩大220个基点至82.0%，调整后每股收益增长86%至$3.92 [6] 股票表现 - 公司股票自2021年初以来表现强劲，从$160上涨至约$890，涨幅达到455%，远超同期标普500指数的40%涨幅。过去三年中，公司股票每年都跑赢大盘，2021年、2022年和2023年的回报率分别为66%、34%和61%，相比之下，标普500指数的回报率分别为27%、-19%和24% [3] - 公司股票在不确定的宏观经济环境下表现出色，尽管估值合理，但由于Zepbound和Mounjaro的巨大需求，股价可能继续得到支撑 [5] 未来展望 - 公司预计其2024年销售额将在$42.4 billion至$43.6 billion之间，调整后每股收益将在$13.50至$14.00之间，这标志着从2023年的$34.1 billion销售额和$6.32调整后每股收益的显著提升。公司还提高了全年展望，预计销售额将在$45.4 billion至$46.6 billion之间，调整后每股收益将在$16.10至$16.60之间 [7][8] - 公司的新产品预计将继续推动销售增长，特别是Mounjaro销售额预计将增长超过75%至约$1.8 billion，Verzenio销售额预计也将强劲增长至超过$1 billion [7]

公司动态 - 公司宣布开放Lilly Seaport Innovation Center (LSC)，这是一个位于波士顿海港的研究和开发设施，专注于推进RNA和DNA基础疗法以及发现新的药物靶点，以创造改变生活的药物，涉及糖尿病、肥胖、心血管疾病、神经退行性疾病和慢性疼痛等多个疾病领域[3] - LSC是一个346,000平方英尺的设施，位于波士顿海港区，由Alexandria Real Estate Equities, Inc. (ARE)开发和运营，包括实验室和办公空间，并将成为东海岸首个Lilly Gateway Labs的所在地，促进共享专业知识和实时学习，加速新型药物的开发[5] - LSC将容纳约500名Lilly的科学家和研究人员，以及来自Lilly Gateway Labs公司的200人[2][5] 行业影响 - Lilly Gateway Labs是一个顶级创新中心，连接有前途的早期生物技术公司和Lilly的专业知识，通过促进科学突破和帮助生物技术公司克服障碍，加速全球患者生命改变药物的开发[6] - Gateway Labs自2019年12月在旧金山开放以来，已接待了超过20家生物技术公司，目前有超过50种治疗和平台在开发中，合作伙伴公司已筹集超过10亿美元，2024年Gateway Labs将扩展到旧金山、圣地亚哥和波士顿的四个地点，以满足新兴生物技术公司的需求[6]

A company's investments can easily ruin the plans of its competitors.Competitive dynamics matter, and often sooner than investors might expect. Eli Lilly's (LLY -0.82%) chief executive officer recently disclosed that the big pharma is positioned to cut off a potential driver of revenue growth for Hims & Hers Health (HIMS 0.06%), and that it will chalk up some growth itself along the way.Here's what's happening, and how it affects the case for an investment in each company.This blocker to revenue growth is r ...

Many more quarters like Lilly's stellar second quarter could be on the way.For a while, it seemed the streak was over for Eli Lilly (LLY -0.82%). Shares of the big drugmaker skyrocketed nearly 160% between early 2023 and mid-July of this year. However, Lilly's stock plunged almost 19% afterward -- until last week.On Aug. 8, Lilly reported stellar second-quarter results and the pharma stock quickly soared more than 15%. Here's why Lilly's big jump last week could be just the beginning of another huge run.Mou ...

Last Thursday we received impressive Q2 results from one of the largest pharmaceutical companies in Eli Lilly (LLY) .  The pharma giant said its growth trajectory accelerated during Q2 as its investments in advancing innovative medicine are focused on expanding manufacturing and bringing Lilly medicines to more people worldwide.However, let’s see if it’s time to buy Eli Lilly’s stock which is up +15% since its Q2 report, to almost $900 a share.Image Source: Zacks Investment ResearchEli Lilly’s Q2 ResultsLed ...

Eli Lilly and Company (LLY) impressed investors with its robust second-quarter 2024 results on Aug 8. Shares jumped 9.5% following the earnings release and an additional 5.5% the next day. The pharmaceutical giant beat on both the top and bottom lines and raised its outlook for 2024, fueled by the strong demand for its diabetes and weight-loss products — Mounjaro and Zepbound. Impressed by blowout earnings, several analysts raised their target price on the stock (read: ETFs to Profit from the Weight Loss Dr ...