In first dedicated study of a selective IL-13 inhibitor in patients previously treated with dupilumab, the majority of patients had a history of inadequate response to dupilumabEBGLYSS also provided meaningful improvements in difficult-to-treat face and hand dermatitis  The safety profile of EBGLYSS was consistent with previous Phase 3 studies and of the patients who reported eye-related events, facial dermatitis or inflammatory arthritis as the reason for prior dupilumab discontinuation, none reported simi ...

Eli Lilly and Company (LLY) will report its third-quarter 2024 earnings on Oct. 30, before market open. The Zacks Consensus Estimate for sales and earnings is pegged at $12.03 billion and $1.53 per share, respectively. Earnings estimates for 2024 have declined from $16.47 to $13.83 per share over the past 30 days. The decline in estimates could be due to costs related to the acquisition of Morphic, which was closed in August and should be recorded as a charge against earnings in the third quarter.  For 2025 ...

Fewer contenders means fewer constraints on expanding market share.On the frontier of some of biopharma's lucrative markets, one competitor's stumble can be a win for one of its rivals. And it looks like Johnson & Johnson (JNJ 0.38%) just hit a bump in the road that'll pave the way for Eli Lilly (LLY 0.33%) to be more dominant in one such market within neuroscience.Here's what happened, and why it's bullish for Lilly's stock.This growing market now has one less aspiring entrantAs expected, Johnson & Johnson ...

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]

行业和公司概述: 1. 该电话会议纪要涉及制药行业和制药公司Eli Lilly and Company (LLY)。[1] 核心观点和论据: 1. LLY在2024年第3季度的收入和非GAAP每股收益预计将低于市场预期,主要是由于其核心产品Tirzepatide (商品名Mounjaro和Zepbound)的销售表现不及预期。[2] 2. Tirzepatide在2024年第2季度的销售受到库存积累的推动,但第3季度的销售增长有所放缓。[3][7][9][10] 3. 2024年第3季度,Tirzepatide的制造产能有所提升,但仍存在一定的库存积累。[10][11][12] 4. 2024年第3季度,Tirzepatide在美国东南地区受到飓风Helene的影响,但影响较小。[13] 5. 其他主要产品如Trulicity、Verzenio和Jardiance的表现基本符合预期。[17] 6. 尽管2024年第3季度的业绩有所下滑,但LLY维持了全年收入指引,但调整了非GAAP每股收益指引。[6] 其他重要内容: 1. 分析师对LLY的长期发展持乐观态度,认为Tirzepatide在未来有较大的增长潜力。[8][11] 2. 分析师对LLY的营运费用和利润率预测基本与公司指引一致。[18] 总结: 总的来说,该电话会议纪要主要关注了LLY在2024年第3季度的业绩表现,尤其是其核心产品Tirzepatide的销售情况。尽管第3季度业绩有所下滑,但分析师对LLY的长期发展前景保持乐观。

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]

文章核心观点 - 艾利利利公司(LLY)的股票本周已经下跌1.7%,市值损失近140亿美元 [1] - FDA曾将艾利利利公司的GLP-1药物tirzepatide从短缺清单中移除,但最近又决定对此进行审查 [2] - 这一决定导致艾利利利公司的股价下跌,但分析师认为这只是暂时的挫折,公司整体仍有强劲的增长前景 [3] 公司业务概况 Mounjaro和Zepbound是艾利利利公司的主要收入驱动因素 [4] - Mounjaro于2022年5月获批用于2型糖尿病治疗,Zepbound于2023年11月获批用于治疗肥胖症 - 这两款药物自上市以来需求快速增长,2024年上半年销售额达67亿美元,占公司总收入的44% - 公司近年来投资超过180亿美元扩大产能,满足这两款药物的需求 艾利利利公司的新药管线表现出色 [6][7] - 除Mounjaro和Zepbound外,公司还获批了其他新药如Omvoh、Jaypirca等 - 阿尔茨海默病新药Kisunla获批,有望成为该领域的又一重磅产品 - 公司在肥胖症领域有11个新分子正在临床开发,包括2个后期候选药物 艾利利利公司的估值和股价表现 [8][9][10][11] - 公司股价今年已上涨57.3%,大幅跑赢行业和大盘 - 目前股价估值较行业有溢价 - 2024年每股收益预期从16.49美元下调至14.41美元,但2025年预期从22.79美元上调至24.16美元 总结 - 艾利利利公司是医疗行业的龙头企业,在糖尿病、肥胖症和阿尔茨海默病等领域拥有强大的产品线和管线 - 公司业务保持高速增长,新药上市和管线进展良好,尽管短期内面临一些监管挑战,但长期增长前景依然看好 [11][12]

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 ...