Berenberg 将 LLY 上调至买入，目标价 1,400 美元，理由是其在减肥药市场的领先地位以及关键药物需求的加速。
逐段跳播
今天来看礼来，它获得了上调评级，Diane。确实如此。确实如此。Berenberg 对礼来不再观望。他们在此给出上调评级，从持有上调至买入。他们设定了 1,400 的新目标价，高于此前的 1,220。这意味着超过 20% 的上涨空间。
looking at Eli Lilly today, which got an upgrade, Diane. It did. It did. So, Berenberg moving off the sidelines on Eli Lilly. They're injecting it with an upgrade here, up to a buy from a hold.
They've set a new price target of 1,400. That's up from 1,220. That signals more than 20% upside.
你能看到股价走高，即便是在一个正试图弄清我们身处何地、并等待美联储利率决定的市场中。Berenberg 的观点是，礼来能够保持在减肥药市场的领先地位。相比 Novo（原名 Novo Nordisk），它一直是表现更优的一方。
You are seeing shares move higher, even in a market that's, you know, kind of trying to make heads or tails of where we sit, and waiting for the Fed's decision on rates. The view from Berenberg is Eli Lilly can maintain its leadership in the obesity drug market.
It's been an outperformer compared to Novo, formerly known as Novo Nordisk.
Berenberg 表示，礼来的研发支出带来了强劲回报。在他们看来，礼来在将药物研发转化为管线产品方面有着扎实的过往记录。
Berenberg says Eli Lilly has strong returns on the research spending. They've got a solid track record in their view of turning drug development into pipeline products.
在他们看来，可能为这里这种建设性观点增添砝码的产品之一，作为一个潜在催化剂，会是一款口服 GLP-1。说白了，基本上就是一片药。因此，他们认为这是该领域下一个潜在机会。
One of those products it sees potentially adding to the, you know, kind of constructive view here is, as a potential catalyst, would be an oral GLP-1. Put plainly, a pill, essentially.
So, they see that as the next potential opportunity in this space.
礼来在 Zepbound 和 Mounjaro 上一直表现良好，这两个是减肥和糖尿病治疗领域的领先品牌。他们指出，那里的需求正在加速，并且他们认为那里的需求将帮助礼来超越其年度指引，即其 2026 年全年指引。
Eli Lilly has been doing well with both Zepbound and Mounjaro, which are the leading brands in obesity and diabetes treatment. They point out that demand is accelerating there, and they think that demand there will help Eli Lilly outperform its annual guidance, its 2026 full-year guidance.
他们还谈到礼来的管线，并指出，对于不想打针的患者来说，一片药显然可能更具吸引力。这里医疗保健板块的每一只股票都在上涨。很难找到下跌的，我是说 United Health、AbbVie、Medtronic，到处都是。
Merck、Johnson & Johnson、礼来。所以有很多赢家。
And they talk about essentially the pipeline for Eli Lilly, and they and they point out that a pill could obviously certainly be more appealing for patients who are not interested in injectable.
Every single name in health care here is higher. It's hard to find I mean United Health, AbbVie, Medtronic, it's all across. Merck, Johnson & Johnson, Eli Lilly. So a lot of winners.
这个频道对 $LLY 的历次判断
Schwab Network 在这只股票上只有这一条判断。