ab 23 September 2025 Global Research Global Pharmaceuticals Framing Global GLP-1 forecasts to 2030 UBS forecast $130bn GLP-1 sales in 2030 Over the last 12 months, the outlook for the GLP-1 market for both obesity and type-2 diabetes (T2D) has weakened driven by the disruption from compounded product in the US market and from weaker than expected data from next generation assets (CagriSema and orforglipron). This has seen UBS 2030 global forecasts cut from > $150bn to $130bn, which assumes c.$80bn sales for ...

The pharmaceutical company had a clinical setback earlier this year, but that's now in the rearview mirror.Over the past five years, Eli Lilly (LLY 1.43%) has outperformed the broader market, largely thanks to its progress in the GLP-1 arena. Its major breakthroughs in the field are already leading to incredible commercial success.But Lilly isn't done just yet. Recent clinical developments may set the stage for further stock-market gains, and potentially allow the drugmaker to maintain that momentum through ...

礼来宣布因"战略业务原因"终止一项2b期肥胖试验，该研究在尚未招募任何参与者前即被叫停。该试验原计划评估礼来以19亿美元收 购Versanis获得的资产bimagrumab，既作为单一疗法，也与其主力GLP-1/GIP药物替尔泊肽联合使用。 整理 | GLP1减重宝典内容团队 公司在今年3月提交了试验申请，计划招募180名肥胖或超重并伴有2型糖尿病的成年人。bimagrumab是一种抗体，通过结合激活素II 型A和B受体来阻断激活素和肌生成抑制素信号通路。研究设计了九个分组，分别测试bimagrumab单用或与替尔泊肽联合，后者正是 Mounjaro和Zepbound的活性成分。 据彭博社首次报道，该试验已被取消。早在6月，ClinicalTrials.gov上的试验状态就从"尚未招募"变更为"进行中但未招募"，引发外界 关注。 本周，该试验状态再次更新为"撤回"。礼来表示，此举是基于业务层面的考虑，公司"会常规性地评估研发管线，以最大化每一款产品 的潜力"。 礼来同时强调，bimagrumab仍在进行中的另一项2期试验中被研究，该试验评估其与替尔泊肽单独或联合在肥胖人群中的疗效。该研 究结果预计将在2026 ...

市场表现 - 道琼斯指数上涨360点 涨幅08% 接近日内高点 [2][3] - 标普500指数上涨06% 但本周累计下跌03% [2][3] - 纳斯达克指数上涨04% 但本周累计下跌067% 为8月1日以来最差单周表现 [2][3] - 罗素2000指数上涨08% 但本周下跌075% 同样创8月1日以来最差周度表现 [4] - 消费 discretionary板块领涨 涨幅达15% 而必需消费品板块表现最差 [6] - 公用事业、材料、房地产和医疗保健板块涨幅均超1% [6] - 特斯拉股价上涨35% 本周累计上涨3% [7][8] - 英特尔股价表现突出 近5日上涨20% [8] - 波音股价上涨4% 本周累计上涨307% [9][10] 通胀数据 - 8月核心PCE通胀率为29% 符合预期 与7月持平 [11] - 整体PCE通胀率同比上升27% 仍高于美联储2%目标 [62][66] - 通胀未出现加速迹象 但粘性较强 [11][62] - 美联储主席鲍威尔表示关税提高可能导致价格一次性上涨 但影响可能分散在多个季度 [12] 美联储政策动向 - 美联储官员对通胀持续性表示担忧 芝加哥联储主席古尔斯比指出通胀连续五年高于2%目标令人不安 [13] - 里士满联储主席巴尔金认为AI和自动化带来的生产率提升可能抵消通胀压力 [13] - 美联储官员暗示可能转向关注就业端 因应劳动力市场疲软 [14][16] - 美联储理事鲍曼警告劳动力市场恶化风险 认为可能需要更快更大幅度降息 [16] - 市场预期10月可能降息25个基点 12月可能再次降息 [34] 关税政策影响 - 新关税政策针对家具和药品 税率最高达50% [17] - 家具行业面临成本上升和供应链中断风险 RH、Williams-Sonoma和Wayfair等公司受影响 [18] - 药品关税设定为100% 但多数药企因在美国拥有生产基地而获得豁免 [19] - 实际有效关税税率约为9% 远低于18%的理论税率 因企业通过转口和成本吸收等方式缓解影响 [99][100] - 卡车制造商Paccar受益于25%进口重型卡车关税 股价上涨 [94] 行业特定影响 - 半导体板块表现疲软 软件板块更为乐观 ServiceNow上涨近2% IBM涨幅超2% [8] - 制药公司对关税反应平淡 因多数企业符合本土生产要求 [19][20] - 生物科技公司可能更易受关税影响 [20] - 家具制造业面临劳动力密集型挑战 即使高关税下也难以完全回流美国生产 [23][24] AI投资趋势 - 云计算巨头今年投资4000亿美元 明年预计全球投资达7000亿美元 [48] - 自由现金流成为关注焦点 Oracle过去12个月自由现金流为负59亿美元 [48] - 投资者对AI投资回报存疑 担心万亿美元年投资能否带来良好回报 [50][51] - 分析师认为需要 scrutinize 自由现金流状况 避免投资负现金流公司 [52] 流媒体与传媒 - Sinclair广播公司恢复播出Jimmy Kimmel节目 而NextStar继续拒绝播出 [54] - 传统广播电视面临挑战 观众向流媒体平台迁移 [56][59] - 迪士尼连续第四年提高流媒体价格 寻求直接消费者部门持续盈利 [60] 数字货币发展 - 180多家上市公司将比特币纳入资产负债表 [75] - Breer Holdings更名为Soulmate 转型为Solana数字资产 treasury 平台 [75] - Solana处理能力达每秒数十万笔交易 远高于以太坊 [87] - 公司在中东建设实体金融基础设施 以区别于纯金融工程型 treasury 公司 [91][92] 减肥药物市场 - GLP1市场规模可能达到1000亿美元 [106][107] - 礼来和诺和诺德主导市场 预计将保持90%份额 [116] - 口服制剂可能明年夏季上市 审批最快可能提前至今年11-12月 [114] - 药物减重效果达12-20% 耐受性良好 [110][112] - 安进公司作为潜在第三大竞争者 其药物可能每2-3个月注射一次 [117]

Hours after President Donald Trump imposed 100% tariffs on pharmaceuticals with exemptions for companies building manufacturing plants in the U.S., Eli Lilly (NYSE:LLY) and Amgen (NASDAQ:AMGN) announced their latest investments in their home country. Lilly announced the opening of its ...

Key Takeaways Eli Lilly won EU marketing approval for Kisunla to treat early symptomatic Alzheimer's disease.The approval was backed by TRAILBLAZER studies showing Kisunla slowed cognitive and functional decline.The FDA also clears Inluriyo for ER , HER2- breast cancer with ESR1 mutations after prior endocrine therapy.Eli Lilly and Company (LLY) announced that the European Commission (EC) has granted marketing authorization to Kisunla (donanemab) for the treatment of early symptomatic Alzheimer's disease (A ...

Eli Lilly and Company (NYSE:LLY) is one of the 10 Best AI Stocks to Buy According to Goldman Sachs. On September 18, Wells Fargo reiterated a Buy rating on Eli Lilly and Company (NYSE:LLY) stock, maintaining the price target at $1,100. Mohit Bansal from Wells Fargo reaffirmed his rating on LLY following the company’s announcement to invest $5 billion in a Virginia plant for cancer drugs. On September 16, Eli Lilly announced that it plans to build a $5 billion manufacturing facility, the company’s first de ...

We recently published 14 Stocks Jim Cramer Discussed Including His 2 Top Quantum Computing Stocks. Eli Lilly and Company (NYSE:LLY) is one of the stocks Jim Cramer recently discussed. Even though Eli Lilly and Company (NYSE:LLY)’s shares have lost 6.9% year-to-date, Cramer continues to be a believer in the stock. He believes that the firm is establishing a strong manufacturing presence in the US and outlined that his “original prediction” of the firm becoming the first $1 trillion non-tech company could b ...

Accessibility StatementSkip Navigation New 82,514 square foot facility will accommodate up to 15 biotech companies to fuel next-generation medicines Gateway Labs model provides flexible lab space and tailored scientific engagement to support early-stage biotechs INDIANAPOLIS, Sept. 26, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced the official opening of its newest Lilly Gateway Labs (LGL) site in San Diego, California, expanding its network of shared innovation hubs designed to s ...

Accessibility StatementSkip Navigation PASADENA, Calif., Sept. 26, 2025 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE), the first, preeminent, longest-tenured and pioneering owner, operator, and developer of collaborative Megacampus ecosystems in AAA life science innovation cluster locations, today announced the opening of Lilly Gateway Labs San Diego, powered by Alexandria, on the One Alexandria Square Megacampus in Torrey Pines. First launched by Eli Lilly and Company in 2019 in the Sa ...