礼来(LLY.N)股价周四飙升至历史新高，其重磅减肥注射剂的销售帮助这家制药商季度利润超出预期，并上调了全年营收预测，进一步巩固其在蓬勃发展的肥胖症市场中的领先地位。
Eli Lilly (LLY.N) shares surged to a record high on Thursday, as sales of blockbuster weight-loss injections helped the drugmaker beat quarterly profit expectations and raise its full-year revenue forecast, reinforcing its lead in the booming obesity market.
这家全球市值最高的医疗保健公司股价在早盘交易中触及1,408.34美元的历史高点，最新上涨7.5%，报1,389美元。若涨幅维持，将使礼来约1.2万亿美元的市值增加约800亿美元。以下是华尔街分析师和投资者的部分反应：“礼来一直在做礼来该做的事……这是今年第三次上调指引，所以核心业务仍跑在剧本前面。长期故事完全在正轨上，口服药(Foundayo)的上市是值得关注的重点。”
Shares of the world's most valuable healthcare company hit a record high of $1,408.34 in early trading and were last up 7.5% at $1,389. If those gains hold, it would add roughly $80 billion to Eli Lilly's market capitalization of about $1.2 trillion. Below are some reactions from Wall Street analysts and investors: "Lilly keeps doing what Lilly does... and that's the third guidance raise this year, so the core franchise is still running ahead of the script. The long-term story is right on track, and the oral (Foundayo) launch is the thing to keep an eye on."
“非常出色的一个季度。感觉对礼来而言，一切能顺利的都顺利了，不仅是本季度，年初至今也是如此。”“显然，随着全年营收大幅上调，趋势指向强劲的第四季度。”
"Excellent quarter. It feels like anything that could go right did go right for Eli Lilly, not only in the quarter, but year to date." "Clearly, the trajectory is for a strong fourth quarter with the large full-year revenue raise."
“礼来仍是我们的首选，未来几年华尔街的预测数字还有进一步上修空间(尤其是美国以外市场)。”Schott指出，一系列即将到来的催化剂预计将扩大该公司在规模超过2000亿美元的肥胖症和糖尿病市场中的领先优势。
"Lilly remains our top pick with further upside to Street numbers over the next several years (especially ex-US)." Schott noted a series of upcoming catalysts expected to extend the company's lead in the over $200 billion obesity and diabetes market.
“Foundayo的大幅不及预期，可能会引发外界对当前定价策略和准入拓展努力所能带来的实际提升产生疑问……尽管（GLP-1）产品组合整体价格承压，销量仍在持续显著抵消这些不利因素。”
"A steep miss for Foundayo will likely raise questions around realized lift from ongoing pricing strategy and access expansion efforts... Despite price erosion across the (GLP-1) portfolio, volumes continue to meaningfully offset such headwinds."
“鉴于GLP-1的爆发式增长带来了强劲的现金状况，交易活动的显著升温是对业务的合理多元化。”
"The significant uptick in deal-making is a reasonable diversification of the business given their strong cash position from the explosive growth in GLP-1s."
“Medicare之外的价格似乎具有韧性，近期的处方趋势可能部分反映了季节性因素。”
"Pricing outside Medicare appears resilient, and recent prescription trends may partly reflect seasonality."
“心血管代谢业务继续表现优异，糖尿病药物Mounjaro和Jardiance大幅超出预期。”他补充说，公司的阿尔茨海默病药物Kisunla正缓慢迈向重磅药物地位。
"Cardiometabolic continued to outperform with significant beats in diabetes drugs Mounjaro and Jardiance." The company's Alzheimer's drug Kisunla is slowly moving to blockbuster status, he added.
Kisunla第三季度销售额为1.93亿美元，超过分析师预期的1.752亿美元。
Third-quarter Kisunla sales of $193 million topped analysts' estimates of $175.2 million.