Key TakeawaysEli Lilly has joined Johnson & Johnson in filing a lawsuit against the federal government over a decades-old drug discounting program.The companies have said the 340B program, which requires drugmakers to sell discounted medications to certain medical facilities, needs changes.The Health Resources and Services Administration, however, has rejected the companies' proposed changes to the program. Eli Lilly (LLY) became the second drugmaker in recent days to sue the U.S. government for rejecting t ...

SURMOUNT-1 results show a 94% reduction in risk of progression to type 2 diabetes across all pooled doses of tirzepatide compared to placebo over three yearsResults suggest one new case of diabetes could be prevented for every nine patients treated with tirzepatideParticipants treated with tirzepatide had an average weight reduction of 22.9% (15 mg dose)INDIANAPOLIS, Nov. 13, 2024 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) announced today detailed results from the Phase 3 SURMOUNT-1 three-year study ...

If Wall Street's right, investors will get a lot more than just rising dividend payments from this pair.Finding stocks that could quickly double or triple your money isn't hard. Just about every day, a Wall Street analyst issues a price target that suggests a relatively small and unestablished company could double or triple your money. Usually, though, the word "could" is working way too hard for such a risky investment to make sense for most investors.If you want to avoid the riskiest corners of the stock ...

RISES OVER 1.6% AT IT’S HIGH FOR THE DAY AFTER EARLY DROP AND THE POWER INFLOW SIGNALEli Lilly & Company LLY today experienced a Power Inflow, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. Today, at 10:35 AM on November 12th, a significant trading signal occurred for Eli Lilly as it demonstrated a Power Inflow at a price of $816.14. This indicator is crucial for traders who want to know directionally where institutions and so-calle ...

公司股价表现 - 礼来公司（LLY）股票本月下跌10.6% 在其公布令人失望的2024年第三季度财报后[1] - 礼来公司股票今年以来上涨42.7% 相比行业11.6%的涨幅 且跑赢板块和标普500指数[15] - 过去30天 对礼来公司2024年每股收益的预期从15.80美元降至13.19美元 2025年每股收益预期从24.10美元降至23.71美元[17] 公司业务情况 - 礼来公司近年来取得成功 有多款新药在研 过去几年获批了几款新药如Kisunla Omvoh和Jaypirca等[3] - 礼来公司的Mounjaro和Zepbound是主要营收来源 2024年前三季度销售额达110亿美元 约占公司总营收的45%[6] - 2024年Mounjaro和Zepbound的季度环比增长受到供应和渠道动态影响 第三季度批发商渠道库存下降影响销售[7] - 礼来公司正在平衡Mounjaro和Zepbound的供需以及国际市场的投放 预计第四季度需求活动增加将有利于2025年销售[8] - 礼来公司的tirzepatide药物还在开发其他适应症 获批和在更多地区投放可进一步推动销售[9] - 礼来公司的tirzepatide药物面临诺和诺德（NVO）semaglutide的竞争 诺和诺德第三季度也未达盈利和销售预期[10] - 其他公司如安进（AMGN） Viking Therapeutics在GLP - 1候选药物研发方面进展迅速 未来可能对Mounjaro/Zepbound构成竞争[11] - 除Mounjaro和Zepbound外 礼来公司过去一年还获批了其他新药如用于治疗溃疡性结肠炎的Omvoh和用于治疗套细胞淋巴瘤和慢性淋巴细胞白血病的Jaypirca[12] - 礼来公司7月获FDA批准Kisunla用于治疗早期症状性阿尔茨海默病 今年在日本和英国也获批 有望创造巨额销售[13] - 礼来公司在肥胖症领域广泛投资 目前有11个新分子处于临床开发阶段[14] 公司营收与盈利指引 - 礼来公司将总营收指引范围从454亿美元 - 466亿美元收窄至454亿美元 - 460亿美元 每股收益指引从16.10 - 16.60美元大幅削减至13.02 - 13.52美元[2] - 礼来公司第三季度营收有机增长42% 2024年营收指引区间中点意味着第四季度营收同比增长50% 高于第三季度[21] 公司股票投资建议 - 建议持有礼来公司（Zacks Rank 3（Hold））股票 因其仍有增长前景 Mounjaro和Zepbound需求依然强劲[22]

公司股价表现 - 过去30天公司股价下跌约10%但今年迄今仍上涨约37% [1] 新药销售情况 - 公司新药tirzepatide销售比预期慢 第三季度美国总收入78亿美元同比增长46%其中Zepbound销售额12亿美元但未达市场预期 [3] - 销售未达预期原因有二 一是批发商二季度超买三季度补货需求低二是之前的短缺状况结束销售开始受需求约束 [4] 公司业绩展望 - 公司在三季度报告中下调2024年营收指引最高至460亿美元而二季度刚上调至466亿美元 [5] 公司市场策略 - 公司需平衡营销广告等需求创造活动与增加产能投资的资金未来还要与竞争对手争夺市场份额 [8] 积极因素 - tirzepatide仍为畅销药 公司进行研发扩大适应症随着产能增加有望重获被第三方药房占据的收入 [10] - 公司全球药品组合显示可通过提价和增加处方量提升收益若美国销售不佳可在进入国际市场前提价 [11] 结论 - 不要因一个季度未达预期就不看好公司公司仍有很大增长潜力 [12]

公司财报情况 - 2024年前9个月诺和诺德销售额为294亿美元同比增长23%其肥胖药物部门增长44%达到63亿美元第三季度仅Wegovy就创造了25亿美元收入同比增长81% [4] - 诺和诺德第三季度销售额为102亿美元略低于市场预期且管理层因供应压力和较低定价略微下调年度销售预期 [5] - 礼来第三季度营收增长20%达到114亿美元其中Zepbound销售额达12亿美元表现出色但管理层下调了年终预测称正在采取行动缓解供应压力并刺激进一步需求 [6] 公司面临问题 - 两家公司都表示作为主要增长动力的心肾代谢药物需求有所放缓 [7] - 市场预期需求放缓会在不久的将来发生而非现在且若管理层说法可信寻找更多客户将需要在营销广告研发制造能力和商业基础设施方面进行更多投资 [8] - 考虑到所有这些扩张成本后未来Mounjaro、Ozempic、Wegovy和Zepbound的增长利润率可能会有所收窄这对礼来和诺和诺德的股票构成威胁意味着两家公司的盈利增长速度将有所放缓 [9] 公司投资价值 - 两家公司目前仍值得投资 [10] - 只要市场本身仍在增长企业就可以继续报告销售额和收益的增长股东仍能获得可观回报 [11] - 轻松增长的日子即将结束但并非增长结束或市场最终胜利者已定从现在起生物制药公司需要为患者、保险公司、医疗系统和其他利益相关者提供更多价值礼来和诺和诺德已经在尝试各种解决方案几乎肯定会找到回报股东的方法 [12][13]

The market's perception of the pharmaceutical company has undeniably shifted.Even a juggernaut like Eli Lilly (LLY 2.71%) can miss the mark sometimes. When it reported its third-quarter earnings on Oct. 30, its share price plunged to the tune of 11% before recovering somewhat, signaling that the market's reception to its financial performance was strongly negative.Shareholders discovered that there's reason to believe that a previously hypothesized risk is now real and that it presents a possible threat to ...

Eli Lilly stock has fallen in the days following the release of its latest earnings numbers.If you're investing in a stock with a high valuation, you know that expectations are going to be high when it's time for the company to report earnings. Any miss compared to analyst estimates or underwhelming guidance can quickly lead to a sell-off, analyst downgrades, and a much different outlook for the stock as a whole.Healthcare giant Eli Lilly (LLY -3.68%) has been trading at an inflated valuation for some time ...

Eli Lilly’s NYSE: LLY market isn’t out of the weeds yet but will rebound strongly in 2025. The Q3 results failed to spark a rally because of underperformance, but the salient details are that growth is robust, driving impressive profits, and is expected to accelerate in 2025. The net result from the release is that analysts are raising their estimates for Q4, next year, and the next five year’s earnings, creating a tailwind for the LLY market.   Eli Lilly and Company TodayLLYEli Lilly and Company$806.14 -12 ...