文章核心观点 - 美国食品药品监督管理局(FDA)决定将艾利·莱利(Eli Lilly)的减肥药从短缺药品清单中移除,引发了制药外包协会的诉讼 [1] - 制药外包协会认为FDA的决定是"任意的、武断的和非法的",限制了患者获取关键药物的途径 [1][2] - FDA认为艾利·莱利的药品短缺问题已得到解决,但制药外包协会认为短缺问题并未真正结束 [1][2] 行业总结 - 艾利·莱利正在采取措施改善药品供应,包括在印第安纳州建立新的生产设施 [2] - 一些制药外包公司可能会继续根据联邦规定生产该药品,以满足特定患者的需求 [2] - 这起诉讼突出了药品短缺对患者获取药物的影响,并引发了人们对FDA决策过程的透明度和合理性的担忧 [2] - 患者可能面临更高的药品费用或需要寻找替代治疗方案 [2]

Eli Lilly shares have soared thanks to excitement about the company's position in the weight loss drug market.Eli Lilly (LLY 1.27%) stock has climbed in the double digits over the past year thanks to its leading position in one of the highest-growth pharmaceutical markets around: weight loss drugs. Lilly sells tirzepatide, commercialized as Mounjaro for type 2 diabetes and as Zepbound for weight control. Doctors have prescribed both for the weight loss indication though, and demand has been so high that it' ...

The drug and biotech industry has done well this year, driven by increased mergers and acquisitions (M&A), the launch of promising new medicines and pipeline successes. Obesity drugs of Novo Nordisk and Eli Lilly (LLY) have witnessed tremendous success, which has played a key role in the industry’s outperformance.  Large drugmakers have several robust revenue streams and are mostly profitable companies, which makes them safe havens for investments. Innovation is key to the growth of the industry. Innovation ...

In the latest market close, Eli Lilly (LLY) reached $887.16, with a +0.18% movement compared to the previous day. This move lagged the S&P 500's daily gain of 0.9%. Elsewhere, the Dow gained 0.81%, while the tech-heavy Nasdaq added 1.22%.Shares of the drugmaker have depreciated by 2.98% over the course of the past month, outperforming the Medical sector's loss of 4.05% and lagging the S&P 500's gain of 3.15%.The upcoming earnings release of Eli Lilly will be of great interest to investors. It is anticipated ...

Thursday, The FDA determined the shortage of Eli Lilly And Co’s LLY tirzepatide injection, a glucagon-like peptide 1 (GLP-1) medication, has been resolved.Tirzepatide injection, branded as Mounjaro and Zepbound, has been in shortage since 2022 due to increased demand.The U.S. health regulator reminded compounders of the legal restrictions on making copies of FDA-approved drugs.The FDA noted that Novo Nordisk A/S‘ NVO semaglutide (Wegovy, Ozempic) is still in shortage.Despite semaglutide being the active ing ...

文章核心观点 - 艾利·利利公司(Eli Lilly and Company, LLY)宣布在印第安纳州投资45亿美元,建立利利医药车间(Lilly Medicine Foundry),以推进药品生产和创新 [1] - 该设施将使公司能够开发新的制药方法,并扩大临床试验药品的供应 [1] - 这个独一无二的设施将于2027年开放,结合了研究和制造于一体 [1] - 该项目预计将创造400个就业岗位,位于印第安纳州利巴嫩的LEAP研究和创新区 [1] - 利利公司已在利巴嫩投资超过80亿美元,用于提升制造能力,此次45亿美元投资将使其在利巴嫩的总投资超过130亿美元 [1] 公司概况 - 利利公司股价年初至今上涨52.9%,而大型制药行业平均上涨20.1% [2] 产能扩张 - 自2020年以来,利利公司已承诺投资超过180亿美元用于制造能力,主要用于增加其热门药物的产量,包括糖尿病药物Mounjaro和减肥药Zepbound [3] - 新的"车间"将使利利公司在美国的总资本投资超过230亿美元 [3] - 利利公司还宣布在爱尔兰利默里克和金塞尔投资10亿美元和8亿美元用于扩大制造能力 [3] 供应挑战 - 利利公司在2024年上半年面临增强素类药物(如Trulicity、Mounjaro和Zepbound)的供应限制 [4] - Mounjaro和Zepbound的需求强劲,超过了供应,导致上半年处方量波动 [4] - 但利利公司正在美国和欧洲投资新的先进制造工厂和生产线,增加了供应,第二季度销售大幅增长 [4] 竞争格局 - 利利公司的热门药物Mounjaro面临来自诺和诺德(Novo Nordisk)的semaglutide药物的强烈竞争 [4][5] - 诺和诺德的semaglutide药物(如Ozempic和Wegovy)销售也保持强劲,但其供应提升不如利利公司成功 [5]

The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Eli Lilly (LLY) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question.Eli Lilly is a member of our Medical group, which includes 1025 different companie ...

The U.S. Food and Drug Administration (FDA) has announced that the supply shortages of Eli Lilly's (LLY, Financial) popular weight-loss and diabetes medications, Zepbound and Mounjaro, have been resolved. This resolution may impact the market presence of generic versions that had become popular due to previous shortages. The initial shortage led the FDA to permit pharmacies to sell less-tested generic versions. Eli Lilly has been increasing investments to boost medication supply, including constructing a ne ...

The U.S. Food and Drug Administration (FDA) recently announced that the shortage of Eli Lilly's weight loss medications, Mounjaro and Zepbound, has been resolved. While these drugs, which contain tirzepatide, are now more readily available, patients and prescribers might still face occasional local shortages as they move through the supply chain.Mounjaro, which is primarily used for diabetes treatment, and Zepbound, used for weight control, had been listed on the FDA's shortage list since late 2022 and Apri ...

文章核心观点 - 艾利利利公司将投资45亿美元建立一个名为"利利医药基地"的新中心,旨在寻找更好的制药方法 [1][2] - 该中心将结合研究和生产,在一个地点内完成从实验室到药房的全过程 [2] - 公司希望通过这一举措,进一步推动其在肥胖和减重药物Mounjaro和Zepbound的成功,并将其应用到其他管线产品中 [2][3] - 公司还计划加大在神经科学领域的投资,包括阿尔茨海默病和其他神经退行性疾病的研究 [4] 公司概况 - 公司正在建设一个价值90亿美元的制药原料生产基地,用于生产Mounjaro和Zepbound的活性成分 [2] - Mounjaro和Zepbound预计到2028年将带来500亿美元的收入,几乎是公司2022年全年收入的两倍 [3] - 公司希望利用这些收入,投资开发更多新药,包括阿尔茨海默病和神经退行性疾病等领域 [3][4] 行业趋势 - 公司表示,其他制药公司正在停止不同的研究项目,试图追赶公司在肥胖和阿尔茨海默病领域的领先地位 [3] - 公司希望在其已有优势的肿瘤和免疫学领域,以及心血管疾病、慢性疼痛和听力损失等新兴领域寻找"突破性想法" [3]