Weight loss goals may be at the forefront of many New Year's resolutions, which could push the exuberance for Eli Lilly (LLY)  and Novo Nordisk (NVO)  stock.As the major players in the hyper-scale shift of injectable drugs that treat obesity, investors may be pondering which pharmaceutical giant is the better investment at the moment.  Zepbound & Wegovy Eli Lilly’s Zepbound and Novo Nordisk’s Wegovy are both once-weekly injectable medications designed for chronic weight management. Both have added billions ...

Eli Lilly and Company’s (LLY) shares declined 13.5% in the past three months. Though demand for its popular tirzepatide drugs, Mounjaro and Zepbound, remains massive, their sales were hurt due to inventory issues in the third quarter. This led the shares of the company to drop following third-quarter results after a powerful first-half performance.Meanwhile, the overall drug and biotech sector has also done poorly in the past three months after Trump announced the appointment of Robert F. Kennedy Jr., a vac ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

Eli Lilly (LLY 0.67%) and Novo Nordisk (NVO 2.34%) are two of the most valuable healthcare stocks in the world, largely due to their successful diabetes and weight loss medications. They are also big players in the burgeoning GLP-1 weight loss market, and investors are paying large premiums for these stocks based on their potential.But what's intriguing is that the potential may be even bigger than what analysts and investors are expecting. And that's because there may be even greater benefits associated wi ...

Pharmaceutical stocks represent an interesting prospect — while it is incredibly tough to separate the wheat from the chaff, picking a winner early on is more or less a ticket to outsized returns.There’s just one problem — most established pharmaceutical companies have mature business models in stable industries. While that’s perfectly fine in terms of stability, stocks like these rarely see big moves to the upside. Barring the recent surges seen from the advent of weight loss drugs like GLP-1 agonists, it’ ...

In the latest trading session, Eli Lilly (LLY) closed at $773.29, marking a +1.07% move from the previous day. The stock outpaced the S&P 500's daily loss of 1.11%. On the other hand, the Dow registered a loss of 0.42%, and the technology-centric Nasdaq decreased by 1.89%.The drugmaker's shares have seen a decrease of 4.79% over the last month, surpassing the Medical sector's loss of 6.22% and falling behind the S&P 500's loss of 1.7%.Investors will be eagerly watching for the performance of Eli Lilly in it ...

INDIANAPOLIS, Jan. 7, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) will attend the 43rd Annual J.P. Morgan Healthcare Conference, Jan. 13-16, 2025. David A. Ricks, Lilly chair and CEO, will participate in a fireside chat on Tuesday, Jan. 14 at 5:15 p.m. Eastern time. A live audio webcast will be available on the "Webcasts & Presentations" section of Lilly's Investor website at https://investor.lilly.com/webcasts-and-presentations. A replay of the presentation will be available on this same website ...

股票分割 - 股票分割不会影响公司收益或未来前景，因此不是股价表现的催化剂，投资者通常不会因为股票分割而买卖股票 [1] - 股票分割使投资机会对更多人开放，并表明公司对未来充满信心，认为股价将从新的较低价格再次上涨 [1] - 2024年股票分割成为市场主题，包括科技巨头英伟达和消费股沃尔玛在内的多个行业大公司完成了股票分割 [6] - 公司通常在长期上涨后启动股票分割，以使股价对更广泛的投资者更具吸引力，股票分割不会改变公司的整体市值或基本面，但通过向现有股东发行更多股票来降低每股价格 [6] 礼来公司 - 礼来公司是一家生产多种药物的公司，涵盖肿瘤学和糖尿病等适应症，但最近最受关注的是其减肥药物组合 [2] - 礼来公司销售分子tirzepatide，以Zepbound品牌用于减肥，以Mounjaro品牌用于2型糖尿病，但医生也为寻求减肥的患者开这两种药物 [2] - 从Mounjaro获批至今，礼来公司股价上涨约160%，目前每股交易价格超过700美元，9月峰值时交易价格约为960美元 [3] - 礼来公司股价从接近1000美元的水平回落，这一价格有时代表投资者的心理障碍，即使估值看起来不错，他们也会认为股票价格昂贵 [4] - 礼来公司过去曾进行过四次股票分割，但最近一次是在1997年，因此这不是礼来公司最近的故事 [9] - 礼来公司股价最近的回落可能促使管理层考虑股票分割，以向更多投资者开放投资机会，并提醒他们减肥药物的故事可能还处于早期阶段 [11] - 礼来公司可能在2025年宣布股票分割，因为其减肥药物继续带来巨额收入和稳健增长 [11] - 礼来公司交易价格接近历史高点，远高于同行，包括减肥药物领域的竞争对手诺和诺德 [15] - 这可能使一些投资者在投资礼来公司之前三思，并可能损害该股的势头 [16] 减肥药物市场 - Zepbound和Mounjaro的受欢迎程度帮助礼来公司在最近几个季度实现了两位数的收入增长，这也导致了公司股价的强劲表现 [8] - 美国食品药品监督管理局于2022年5月首次批准Mounjaro用于2型糖尿病，但医生也将其用于减肥，一年前批准Zepbound用于体重管理 [8] - 这两种药物都成为了重磅炸弹，高需求表明增长将继续 [13] - 根据高盛研究，到本世纪末，减肥药物市场可能达到1300亿美元 [13] - 礼来公司与竞争对手诺和诺德一起成为市场领导者，很可能从这一机会中受益 [13]

投资策略 - 通过美国证券交易委员会的13F文件可以追踪管理资产超过1亿美元的投资者交易细节 [1] - 亿万富翁投资者Philippe Laffont管理的Coatue基金在2024年9月底规模达到269亿美元 [2] 科技与医疗投资 - Coatue基金在2024年上半年通过投资英伟达赚取大量利润 6月底英伟达是其第四大持仓 价值约12亿美元 [2] - 2024年第三季度Coatue基金减持英伟达360万股 持股比例减少26% [3] 抗肥胖药物市场 - 诺和诺德和礼来公司的抗肥胖药物市场需求旺盛 摩根士丹利预测该市场规模将从2023年的60亿美元增长到2030年的1050亿美元 [11] - 诺和诺德的Wegovy在临床试验中使患者体重比安慰剂组减少12.4% [7] - 礼来公司的Zepbound在临床试验中使患者体重比安慰剂组平均减少17.8% [8] - 礼来公司的Retatrutide在2023年二期临床试验中使患者体重比安慰剂组减少22.1% [9] 公司动态 - 2024年第三季度Coatue基金大幅增持诺和诺德股票 持仓增加超过九倍至3900万美元 [5] - 同期Coatue基金增持礼来公司股票20%至2.2亿美元 [5] - 诺和诺德的semaglutide药物2024年前九个月销售额同比增长41%至198亿美元 [13] - 礼来公司的tirzepatide药物2024年前九个月销售额超过110亿美元 [18] 药物研发进展 - 诺和诺德正在开发下一代减肥药物CagriSema 由semaglutide和amylin类似物组成 [7] - CagriSema在68周治疗中使患者体重比安慰剂组平均减少20.4% [4] - 礼来公司的Retatrutide三期临床试验于2023年5月开始 预计2026年1月完成 [10] - CagriSema可能先于Retatrutide获得FDA批准 但Retatrutide的疗效更显著 [15] 市场竞争 - GLP-1药物市场将在未来几年内由诺和诺德和礼来公司主导 [16] - tirzepatide有望在未来一两年内超越semaglutide 但可能被CagriSema取代 [16] - 诺和诺德的CagriSema已完成三期临床试验 可能在2025年获得FDA批准 [16]

分组1: 诺和诺德 - 诺和诺德股价近期下跌近20% 因三期临床试验结果未达市场预期 [1] - 诺和诺德在糖尿病护理市场占有率达33.9% 较去年同期增长0.6个百分点 [8] - 诺和诺德正在开发CagriSema 一种结合semaglutide和cagrilintide的减肥疗法 在68周内平均减重22.7% [7] - CagriSema表现优于礼来的Zepbound 后者在72周内平均减重20.2% [13] - 诺和诺德正在开发针对镰状细胞病和β地中海贫血等罕见血液疾病的疗法 [14] 分组2: 礼来 - 礼来的减肥药Zepbound获得FDA批准用于治疗肥胖相关的中重度阻塞性睡眠呼吸暂停 [2] - 礼来第三季度销售额同比增长20%至114亿美元 主要得益于Zepbound和Mounjaro [10] - 礼来正在开发retatrutide等减肥候选药物 以及每周一次的胰岛素产品 [5] - 礼来在肿瘤学、免疫学和罕见疾病领域开发新药 包括针对遗传性耳聋的基因疗法 [5] - 礼来过去十年股息增长三倍 为投资者提供强劲增长和分红 [11] 分组3: 行业趋势 - 礼来和诺和诺德在减肥疗法市场取得重大进展 吸引了大量关注 [9] - 两家公司都是制药行业长期领导者 数十年来不断取得突破并带来优异回报 [9] - 两家公司都有充足的增长动力 值得长期投资 [9]