本文源自：金融界AI电报 贝伦贝格：将礼来(LLY.N)目标价从950美元上调至1050美元。 ...

We recently published 17 Stocks Jim Cramer Talked About.  Eli Lilly and Company (NYSE:LLY) is one of the stocks that Jim Cramer talked about. Pharmaceutical giant Eli Lilly and Company (NYSE:LLY)’s shares are up by 23.5% over the past year and down by more than 1% year-to-date. Freedom Capital discussed the firm in February as it raised the share price target to $1,200 from $1,050 and upgraded the stock to Buy. The coverage came after Eli Lilly and Company (NYSE:LLY) reported its fiscal fourth quarter and ...

Impax Asset Management's "Impax US Sustainable Economy Fund" released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile during the quarter amid concerns over elevated valuations and financing for large-scale data center investments, although the portfolio modestly outperformed the Russell 1000 benchmark on the back of sustainability tilts and stock-specific gains, particularly within Health Care and Financials. On an annual basi ...

Core Insights - Eli Lilly and Company (LLY) is a leader in the diabetes and obesity treatment market, driven by the success of its GLP-1 therapies, Mounjaro and Zepbound, which utilize tirzepatide for effective treatment [1][2] Industry Overview - The global obesity drug market is expected to grow significantly, reaching nearly $95 billion by 2030 and potentially $125 billion by 2035, according to Goldman Sachs estimates [3] - Both Lilly and Novo Nordisk are competing to develop next-generation GLP-1 treatments, including oral options, to maintain their market leadership [3] Product Pipeline - Lilly is investing in obesity treatments with several new molecules in clinical development, including oral and injectable medications [4] - A key candidate in Lilly's obesity pipeline is orforglipron, a once-daily oral GLP-1 small molecule, which could lower treatment burden and broaden patient adoption [5] - Positive data from six studies on orforglipron has led to regulatory applications in the U.S., EU, and other countries, with a U.S. launch expected in Q2 2026 [6][11] - Lilly is also evaluating orforglipron in late-stage studies for other conditions, expanding its revenue potential beyond obesity and type II diabetes [7] - Another candidate, retatrutide, is being studied for obesity and knee osteoarthritis pain, with plans for approval in 2026 [8][9] Competitive Landscape - Competition in the obesity market is intensifying, with Novo Nordisk set to launch an oral version of Wegovy in January 2026, potentially impacting Lilly's market share [12] - Smaller biotech companies are also developing oral GLP-1 drugs, such as Viking Therapeutics and Structure Therapeutics, which may further increase competition [13][14] Financial Performance - Lilly's stock has increased by 19.5% over the past year, compared to the industry's 18.2% rise [15] - The stock is currently trading at a price/earnings ratio of 29.70, higher than the industry average of 18.82, but below its 5-year mean of 34.57 [17] - The Zacks Consensus Estimate for 2026 has risen from $33.15 to $33.80 per share, indicating positive revisions in earnings expectations [20]

Core Viewpoint - Australia's CSL has entered into an exclusive licensing agreement with Eli Lilly and Co, allowing CSL to develop and commercialize clazakizumab, an antibody targeting specific medical conditions [1] Group 1: Licensing Agreement - The agreement grants CSL certain rights related to the development and commercialization of clazakizumab [1] - This partnership is expected to enhance CSL's portfolio in the biopharmaceutical sector [1] Group 2: Product Focus - Clazakizumab is an antibody aimed at treating specific medical conditions, indicating a focus on innovative therapies [1] - The collaboration with Eli Lilly highlights CSL's commitment to expanding its therapeutic offerings [1]

Core Insights - Investing in pharmaceutical stocks involves significant risks due to the lengthy and costly drug development process, which averages over 10 years and costs approximately $2.6 billion [1][2] Company Analysis - Eli Lilly is highlighted as a strong investment opportunity due to its robust drug pipeline and recent strategic acquisitions [4] - The company recently announced a $2.4 billion acquisition of Orna Therapeutics, which is focused on innovative gene and cell manipulation therapies [5] - Additionally, Lilly is collaborating with a Chinese biotechnology firm for $350 million to develop treatments for immune disorders and cancer, and has a billion-dollar deal with a German company for hearing-loss gene therapies [6] - Lilly's best-selling drug, tirzepatide, has surpassed Merck's Keytruda, making it the top-selling drug globally, marketed as Mounjaro for type 2 diabetes and Zepbound for weight loss [7] - Over the past five years, Lilly's shares have increased by more than 400%, significantly outperforming the S&P 500, which rose about 73% during the same period [8] - With a market capitalization of approximately $936 billion, Lilly is nearing the $1 trillion market cap milestone, a threshold currently held by only 12 public companies [8]

格隆汇2月17日｜礼来计划将印度打造成为其全球供应链的中心，作为公司先前承诺在印度投资10亿美 元用于合约生产的一部分。公司旗下重磅减肥药Mounjaro在南亚国家上市几个月后销量倍翻，而其目前 在印度并没有自家生产设施，计划利用印度强大的合约生产体系，将其在印度生产的药品出口到世界各 地的市场，作为其更广泛的供应网络的一部分。公司还计划将更多产品引入印度。 ...

To further harness global opportunity in pharma and life sciences, Indian industry needs to move up on the value chain to become a capability leader with focus on high-value products, according to industry captains. The journey towards this end has just begun and may take a decade or more to achieve tangible results, said panelists of a discussion on the future of pharma and biotech over the next five years, during the CEO Conclave at the BioAsia 2026, here on Tuesday.“India did become the generic pharma hu ...

Lilly targets India as global export hub amid booming Mounjaro sales, executive says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Visitors stand at the kiosk of Eli Lilly at the BioAsia conference in Hyderabad, India, February 17, 2026. Picture taken with a mobile phone. REUTERS/Sriparna Roy [Purchase Licensing Rights, opens new tab]- Companies- Summary- Also plans to bring other products to India, such as Alzheimer's drug donan ...

Core Insights - The global weight loss drug market has undergone significant changes in the past five years, with Novo Nordisk's semaglutide gaining approval for weight loss in the U.S. in 2021, marking the entry of GLP-1 weight loss drugs into the pharmaceutical industry [1] - By 2025, Eli Lilly's tirzepatide is projected to achieve $36.5 billion in sales, highlighting the commercial potential of the weight loss sector [1] - The competition has shifted from injectable forms to oral formulations, with Novo Nordisk's oral semaglutide receiving approval in December 2025, becoming the first oral GLP-1 obesity treatment [1][2] Group 1: Market Dynamics - The approval of oral medications signifies a breakthrough beyond the physical limitations of injection pens, enhancing Novo Nordisk's product line defensively [2] - A surge in prescription volume for oral semaglutide has been observed, with approximately 50,000 prescriptions per week by January 23, 2026 [1] - Eli Lilly is also advancing in the oral GLP-1 space with its orforglipron, which has shown positive results in clinical trials and is expected to launch in mid-2026 [2] Group 2: Competitive Landscape - Novo Nordisk's oral semaglutide is a peptide drug, while Eli Lilly's tirzepatide is a small molecule oral drug, showcasing differentiation in their approaches [3] - Small molecule products are expected to have simpler development processes and better cost control, potentially impacting market competition if safety and efficacy are validated [3] - Other pharmaceutical giants, including AstraZeneca and various domestic companies, are also developing oral GLP-1 drugs, indicating a broadening competitive landscape [3][4] Group 3: Clinical Developments - AstraZeneca's oral GLP-1 receptor agonist, elecoglipron, has achieved positive results in key Phase 2 trials and is moving towards Phase 3 development [3] - Domestic companies like HengRui Medicine and others are advancing their oral GLP-1 drug pipelines, with promising clinical trial results [4] - The oral weight loss drug market is expected to grow, but injectable forms will still play a role in the short term, with rising expectations for their effectiveness and safety [4][5] Group 4: Future Outlook - The core patent for semaglutide will expire in 2026 in several markets, paving the way for a wave of generic versions, which may lead to more affordable options for consumers [5] - The penetration of GLP-1 weight loss drugs is anticipated to expand beyond first-tier cities, reaching broader markets [5]