MCCAIG/iStock via Getty Images Investment Overview Eli Lilly and Company (NYSE:LLY), the world's most valuable pharmaceutical company by market cap, announced its Q2 2024 earnings on Thursday last week. Let's begin by reviewing the headline figures. Revenues grew by 36% year-on-year, to $11.3bn. On a GAAP basis, operating expenses grew 14%, to $5.42bn, and operating income was $3.72bn - up 90% year-on-year. Net income was $2.97bn, up 86% year-on-year, while earnings per share ("EPS") came to $3.28. On a non ...

Have you evaluated the performance of Eli Lilly's (LLY) international operations for the quarter ending June 2024? Given the extensive global presence of this drugmaker, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investors, th ...

文章核心观点 - 公司股票触发了公司的买入信号,这是由于最新的财报数据超出市场预期而导致的股价上涨 [2] - 公司的技术面指标都显示了买入信号,包括动量指标、MACD、相对强度等,预计股价将继续上涨冲击前高 [3] - 小投资者、ETF、对冲基金和交易者正在推动股价上涨,而一些基金经理正在趁机减持 [4][5] 行业分析 - 公司的基本面分析师和定量分析师都给予公司买入评级,但估值指标显示公司股价偏高 [6] - 公司的自定义得分系统也给予公司买入评级,预计未来会再次上升到买入区间 [6]

There isn't much to suggest these businesses are actually vulnerable.The market is a bit jittery right now thanks to a confluence of factors, including a weaker-than-anticipated U.S. jobs report, international geopolitical issues, and foreign currency disruptions -- all of which led to a sell-off on Aug. 5. It's reasonable for investors to be a bit nervous about committing more of their capital given the volatility and ongoing uncertainty.Nonetheless, I predict that loading up on a basket of biopharma stock ...

公司业绩 - Eli Lilly And Co LLY 报告了第二季度营收为 $11.3 billion，同比增长 36%，远超市场预期的 $9.95 billion [1] - Mounjaro 销售额从去年的 $979.7 million 增长到 $3.09 billion，增长了三倍 [2] - Zepbound 销售额从第一季度的 $517.4 million 增长到 $1.24 billion [2] 分析师观点 - Goldman Sachs 指出 Eli Lilly 的第二季度表现得益于更好的渠道动态和更清晰的制造流程，但也警告可能因需求增加而导致特定剂量和剂型的供应短缺 [3] - Chris Shibutani 分析师将价格目标从 $812 提高到 $856，认为指导上调令人印象深刻 [4] - Truist Securities 认为 Mounjaro 和 Zepbound 继续表现出色 [5] - Srikripa Devarakonda 分析师认为 tirzepatide 从 FDA 短缺名单中移除可能支持其在肥胖/糖尿病管理中的领导地位，并提到 tirzepatide 可能扩展用于阻塞性睡眠呼吸暂停、骨关节炎、心血管问题和肾脏疾病 [6][7] - Damien Conover 分析师将 Eli Lilly 的公允价值估计从 $540 提高到 $580，但认为股票仍然看起来被高估 [8] 市场反应 - Eli Lilly And Co 股票在上周五最后检查时上涨 5.58%，达到 $892.50 [10]

公司业绩 - 公司连续两天股价上涨，得益于其超预期的第二季度财报表现[1][2][3] - 公司第二季度盈利和收入均超出预期，并提高了全年指引，主要得益于其减肥药物Mounjaro和Zepbound的销售额大幅增长[1][3] - Mounjaro销售额从2023年至今增长了215%，达到30.9亿美元，成为公司销售额第二高的药物，仅次于乳腺癌治疗药物Verzenio，后者销售额增长44%[4] - Zepbound自去年11月上市以来，销售额达到12.4亿美元，成为公司销售额第四高的药物[5] - Mounjaro和Zepbound合计占公司季度收入的近40%[1][5] 股价表现 - 公司股价自财报发布以来上涨了15%，年初至今累计上涨约53%[7] 供应链问题 - 公司高管警告称，尽管正在增加生产，但由于对Mounjaro和Zepbound的需求强劲且不断增长，可能会出现“周期性供应紧张”的情况[6]

Obesity drugmakers like Eli Lilly NYSE: LLY and Novo Nordisk NYSE: NVO were not immune to the broad market sell-off sparked by the June CPI report, but investors looking to get into these names should be cheering. The stocks are down 20% or more from their highs, offering big discounts and the opportunity for fat profits over the long term. The caution is that stock valuations are still high, so it may still be too early to buy the dip; lower prices may still come. The primary takeaway from the latest round ...

CNBC's Jim Cramer on Thursday recommended that investors not base portfolio decisions solely off macroeconomic trends, like new employment data or interest rates."I don't want to be bound by the four walls of the PMIs, the PPIs, the PCDEs, the GDPs. We don't want ETFs where we buy the bad along with the good, and we certainly don't want to worry about every tick in interest rates," he said. "You know why? One, because that's a sucker's game. You're letting the macro control your thinking...Two is Eli Lilly. ...

Key TakeawaysThe S&P 500 rebounded on Thursday, Aug. 8, 2024, jumping 2.3% as fresh jobless claims data helped ease worries about the economy.Eli Lilly shares popped after the drugmaker reported better-than-expected earnings for the second quarter, boosted by the popularity of its weight-loss drugs.Electronic technology manufacturer Parker-Hannifin reported strong demand in its aviation services business, and its shares took off. Major U.S. equities indexes rallied after jobless claims data released Thursda ...

公司业绩 - Eli Lilly 第二季度盈利超出预期，得益于其减肥药物的强劲需求[1] - 减肥药物 Mounjaro 的销售额同比增长超过三倍，达到 $3.09 billion[2] - 另一款减肥药物 Zepbound 的销售额在不到一年内达到 $1 billion[2] 生产与供应 - 公司 CEO David Ricks 表示，尽管上半年由于高需求导致每周处方量波动，但供应方面的进展使公司对前景充满信心[3] - 公司自 2020 年以来已投入约 $18 billion 用于建设、升级或收购美国和欧洲的制造设施，其中第二季度宣布了一项 $5.3 billion 的投资计划，使在印第安纳州工厂的总投资达到 $9 billion，用于生产 Zepbound 和 Mounjaro 的原料[4] - 临时 CFO Gordon Brooks 表示，公司在季度内达到了多个供应相关的里程碑，提高了对生产扩张和 Mounjaro 在非美国市场推出的清晰度，但高需求仍可能导致供应紧张[5] 药物研发与市场扩展 - 近期试验显示 Zepbound 除了减肥外，还能降低严重心血管事件的风险和减轻睡眠呼吸暂停的严重程度[6] - 公司预计今年将提交 Zepbound 对心脏状况影响的临床试验结果给 FDA 和其他监管机构，并已提交 Zepbound 用于治疗睡眠呼吸暂停的申请，预计 FDA 将在 2024 年底前做出决定[7] - 公司获得了 Alzheimer's 药物 Kisunla 的 FDA 批准，该药物在临床试验中显示出能够减缓 Alzheimer's 的进展，并且自批准以来已开始被广泛使用，特别是对 Medicare 患者[8][9] 股票表现 - 公司股价周四上涨近 10%，达到 $845.31，自年初以来累计上涨 45%[10]