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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 ...

Eli Lilly's valuation could look much more modest in the future, as its earnings should continue to grow at a high rate.Eli Lilly (LLY -0.74%) is the most valuable healthcare stock in the world, with a market capitalization north of $800 billion. In the past 12 months, its shares have risen by more than 50%, and while its growth prospects look strong, investors may balk at paying a multiple of more than 100 times its trailing earnings.However, while Eli Lilly's valuation may look pricey, that shouldn't diss ...

INDIANAPOLIS, Oct. 16, 2024 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) will announce its third-quarter 2024 financial results on Oct. 30, 2024. Lilly will also conduct a conference call that day with the investment community and media to further detail the company's financial performance.The conference call will begin at 10 a.m. Eastern time. Investors, media and the general public can access a live webcast of the conference call through a link that will be posted on Lilly's website at https://invest ...

Results from Lilly's "Urgent Conversations" survey reinforce the work by the Crohn's & Colitis Foundation of America, including the "We Can't Wait" mobile bathroom finder appINDIANAPOLIS, Oct. 16, 2024 /PRNewswire/ -- Results from the national "Urgent Conversations" survey, announced today by Eli Lilly and Company (NYSE: LLY), found that over half (60%) of the general population struggle to find a public restroom, a challenge that is even more pronounced (84%) for people with ulcerative colitis (UC).1 This ...

文章核心观点 - 艾利利利用人工智能(AI)技术来提高研发效率和生产效率,以保持在技术领域的领先地位 [1][2][3][4][5] - 公司任命了首席AI官员,负责制定和实施公司的AI战略 [1][2] 研发活动 - 公司目前有50多个管线项目处于临床试验阶段,AI可以大幅简化监管申报等耗时活动 [3] - AI可以帮助指导药物发现过程,提高成功率,公司已与一家AI驱动的生物科技公司建立合作 [4] 其他应用 - AI还可以应用于制造和临床试验管理,提高运营效率 [5] - 新任首席AI官员需要一些时间来实现重大效率提升,但前景乐观 [5]

These are two of healthcare's biggest darlings right now, but one looks better positioned for the long run.Glucagon-like peptide-1 (GLP-1) agonists have taken the healthcare world by storm, emerging as mainstream treatments for patients with diabetes or obesity. Some of these medications include Novo Nordisk's (NVO -1.65%) Ozempic, Wegovy, Rybelsus, and Saxenda, and Eli Lilly's (LLY -1.74%) Mounjaro and Zepbound.Below, I'll dig into which pharmaceutical stock I think is the better buy for the long run. Whil ...