By Sneha S K (Reuters) - Eli Lilly said on Tuesday it will invest $5 billion to build a manufacturing facility in Virginia, part of the drugmaker's broader $27 billion plan to build four facilities across the United States over the next five years. The investment marks Lilly's latest push to boost domestic drug production and hedge against potential tariffs. Global pharmaceutical companies have been increasing U.S. investment to bolster manufacturing capacity after President Donald Trump urged the indus ...

Eli Lilly said on Tuesday it will invest $5 billion to build a manufacturing facility in Virginia, the first of four new U.S. plants the drugmaker has planned as it moves to expand domestic production... ...

Dave Ricks, chair and chief executive officer of Eli Lilly and Company speaks to the Economic Club of New York in New York City, U.S., March 12, 2024.U.S. policymakers should take note as biopharmaceutical companies pull back on investments in the U.K., Eli Lilly Chief Executive Officer Dave Ricks said in an interview with CNBC.Lilly recently paused plans to create a biotech incubator called Gateway Labs in the U.K., joining other biopharma companies that have put investments in the country on hold amid con ...

Eli Lilly on Tuesday said it will spend $5 billion to build a manufacturing facility in Goochland County, Virginia, to boost production capacity for targeted cancer drugs and other treatments – the first in a string of new planned U.S. investments by the drugmaker. The company announced in February that it would spend at least $27 billion to build four new domestic manufacturing plants, adding to $23 billion in previous investments since 2020. Eli Lilly said it will announce the three remaining U.S. sites t ...

Accessibility StatementSkip Navigation New site in Virginia's Goochland County will develop active pharmaceutical ingredients (API) in the U.S. for cancer, autoimmune and other advanced therapies Company will create 2,450 high-wage manufacturing and construction jobs This marks the first of four new U.S. manufacturing sites that Lilly plans to announce this year INDIANAPOLIS, Sept. 16, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced that it plans to build a $5 billion manufacturing fa ...

核心观点 - 礼来公司被列为当前最值得购买的13只稳定派息股票之一 其制药行业领导地位和强劲药物管线推动持续股息增长 [1][2][4] 业务表现 - 公司主导快速扩张的减肥药物市场 旗下替尔泊肽药物以Mounjaro和Zepbound品牌销售 预计2030年销售额达620亿美元 [2] - 拥有糖尿病和肥胖治疗领域最强研发管线之一 Orforglipron在降低患者A1C水平和减重方面取得突出成果 [3] 股息情况 - 股息增长记录达11年 位列最佳股息股票榜单 [4] - 季度股息为每股1.50美元 股息收益率为0.79% [4] 市场地位 - 印第安纳跨国制药企业 在减肥药物市场领导地位预计持续至2030年末 [2] - 除药物研发管线外 股息历史记录也获得投资者重点关注 [4]

药物审批进展 - 礼来实验性减肥药丸可能通过1至2个月的快速审查流程获得加速审批 [1] - 快速审查流程由美国食品药品监督管理局近期启动 [1]

市场规模与增长 - 减肥药市场预计在五年内达到950亿美元 从今年的280亿美元增长至十年末的950亿美元 [1][2] - 新一代高效减肥药为行业领导者礼来和诺和诺德创造了数十亿美元收入 并吸引了Viking Therapeutics和安进等公司开发竞争性候选药物 [1] 行业驱动因素 - 减肥药需求持续高涨 礼来和诺和诺德的产品去年大部分时间被列入FDA短缺清单 [4] - 公众人物（如网球冠军塞雷娜·威廉姆斯）和普通用户的有效性证言维持了市场高度关注 [5] - GLP-1受体激动剂药物适应症扩大（如肥胖症和睡眠呼吸暂停）拓展了目标患者群体 [5] - 健康意识提升促使更多人选择GLP-1药物以预防体重相关健康问题 [5] 礼来公司核心优势 - 替尔泊肽（商品名Mounjaro和Zepbound）第二季度推动公司收入增长38% [6][8] - 口服减肥候选药物orforglipron在3期临床试验中实现平均减重超12%（72周） 预计年底提交监管审批 [8][9] - 另一候选药物retatrutide（3期研究中）可能比Zepbound具有更高疗效 [11] - 口服制剂orforglipron相比诺和诺德口服版Wegovy无需饮食限制 且生产成本更低 [12][13] 竞争格局 - 口服orforglipron在制造便利性和用药体验上优于肽类口服药物（如Wegovy） [12][13] - 礼来股票以33倍前瞻市盈率交易 低于去年的60倍比率 [14]

With an ask of $268.50, the trade implies a push toward the psychologically important $800 level by expiration — and possibly more. Indeed, such a move could be statistically valid.Essentially, net trade sentiment stood at $2.044 million above parity, thus favoring the bulls. What was most intriguing was that the biggest trade by dollar volume was for nearly $2.7 million worth of bought $500 calls expiring March 20, 2026.Still, the latest options activity might warrant further investigation. On the surface, ...

股价表现与近期催化剂 - 公司股价上周突破50日简单移动平均线，释放潜在看涨信号 [1] - 股价在第二季度业绩公布后经历大幅下跌，但自那以来已反弹18% [2][4] - 8月份公布的ATTAIN-2三期研究顶线数据达到主要和所有关键次要终点，缓解了此前因ATTAIN-1数据不及预期引发的投资者担忧 [2][3] 核心产品驱动与销售策略 - 公司的糖尿病和心脏代谢疾病治疗药物Mounjaro和Zepbound是关键的营收驱动力，合计贡献约50%的总收入 [5][6] - 尽管2024年下半年销售额未达预期，但2025年上半年因新国际市场上市和供应改善，销售情况好转 [6][9] - 公司正大力扩大肠促胰岛素产能，2025年上半年可销售剂量产量较2024年上半年增长超过1.6倍，并预计2025年下半年产量将至少达到2024年同期的1.8倍 [10] - 公司通过在新国家（如墨西哥、巴西）上市Mounjaro、为Zepbound获得新适应症批准（如中度至重度阻塞性睡眠呼吸暂停）、提供低价剂量和新的自费患者储蓄计划来推动销售 [11][12][13] 研发管线与业务拓展 - 公司在肥胖症领域拥有广泛的研发管线，包括后期候选药物口服GLP-1小分子orforglipron和GGG三重激动剂retatrutide，以及中期候选药物 [14] - ATTAIN-2研究显示，肥胖伴2型糖尿病患者服用orforglipron最高剂量（36毫克）平均减重达22.9磅（10.5%） [15] - 公司计划在今年晚些时候提交orforglipron的监管申请，预计明年可能上市，并正在其他疾病领域（如阻塞性睡眠呼吸暂停、高血压）对其进行评估 [16][17] - 公司通过并购交易（如收购Verve Therapeutics、Scorpion Therapeutics的肿瘤药物、SiteOne Therapeutics的非阿片类止痛候选药物）向心血管、肿瘤学和神经科学领域多元化拓展 [18] 新药贡献与竞争格局 - 除Mounjaro和Zepbound外，新获批药物如Omvoh、Jaypirca、Ebglyss和Kisunla也为营收增长做出贡献 [19][20] - 公司预计新药和现有药物适应症扩展将推动2025年下半年销售增长，潜在新药（如用于转移性乳腺癌的imlunestrant）也将在2025年贡献增长 [21] - 肥胖症市场预计到2030年将扩大至1000亿美元，竞争加剧 [22] - 公司面临来自诺和诺德的Ozempic和Wegovy的激烈竞争，此外安进、Viking Therapeutics等公司也在开发基于GLP-1的候选药物 [22][23] - 多家公司竞相开发口服减肥药，诺和诺德已提交口服版Wegovy的新药申请，FDA预计在第四季度做出决定 [24] 财务数据与市场表现 - 公司是市值超过7000亿美元的最大制药商，预计2025年营收在600亿至620亿美元之间，同比增长超过30% [35] - 公司股价今年迄今下跌2.2%，表现逊于行业指数0.2%的跌幅 [27] - 从估值角度看，公司股票远期市盈率为26.35倍，远高于行业平均的14.79倍，但低于其5年平均值的34.54倍 [30] - 市场共识预期显示，2025年每股收益预期在过去60天内从21.90美元上调至23.03美元，2026年预期从30.84美元上调至30.95美元 [33][35]