LLY 在减重/糖尿病市场占据主导地位且研发管线强劲，是成长型投资的最佳选择，但股息率不高。
逐段跳播
接下来看第二笔买入，我们其实还得留在制药板块，看另一家涨幅更大——如果你相信的话——的公司。这有点疯狂。这家公司就是最近市值达到万亿美元的制药巨头 Eli Lilly，交易代码是“LLY”，沙特本季度将其投资几乎翻倍，向这家公司投入了约 2800 万美元。
moving on to the second purchase, we actually have to stay within the pharmaceutical sector for another name that has achieved, if you believe it, an even greater rise. It's kind of crazy.
This name is the recently trillion-dollar pharmaceutical giant, Eli Lilly, whose trading symbol is “LLY”, in which Saudi Arabia has nearly doubled its investments this quarter, pumping about $28 million into this center.
现在，如果你想理解为什么金融机构愿意在这只股票接近历史高位时追买，对冲基金和其他机构买家也是如此，那就看看减肥和糖尿病治疗市场的巨大爆发吧。
Now, if you want to understand why financial institutions are willing to chase this stock near its record highs, as are hedge funds and other institutional buyers, look no further than the massive explosion in the weight loss and diabetes treatment market .
Lilly 不仅参与这一趋势，而且在现阶段几乎主导了它，凭借其成功的注射类药物 Mongaro 和 Zybound，以及其新的 Orforglibrone 药片——一种新的每日减肥药，限制要少得多，未来几个月和几年里需求很可能会增加。
Lilly is not only participating in this trend, but practically dominating it at this stage with its successful injectable drugs, Mongaro and Zybound, along with its new Orforglibrone pills, a new daily weight loss pill that has far fewer restrictions and is likely to see increased demand in the coming months and years.
事实上，它已经占到了我认为美国新增口服减肥处方的 30% 以上。所以，这有点疯狂。此外，他们还有一款处于研发最后阶段的更强效药物。它叫“Retatrotide”。事实上，这就是所谓的三重激动剂。
因为它针对三种不同的激素来减肥，而不只是一两种。它目前处于第三阶段试验，但结果对他们来说看起来非常有希望，因为它实现了平均体重下降 28% 的惊人效果。我的意思是，这几乎相当于肥胖手术的效果。而这仅仅来自药物。
In fact, it already accounts for what I believe is over 30 % of new oral obesity prescriptions in America. So, it's kind of crazy. Furthermore, they also have a more powerful drug in their final stages of development.
It is called "Retatrotide". This is, in fact, what is called a triple activator. This is because it targets three different hormones, rather than just one or two, for weight loss.
He is currently in the third phase of trials, but the results look very promising for them because he achieved an amazing 28% decrease in average body weight . I mean, this is practically equivalent to the results of obesity surgeries. This came only from medicine.
分析师认为，仅这一项资产未来在峰值时就可能轻松产生数百亿美元的年销售额。由于这一点以及他们未来的计划，分析师预计收入和利润将持续大幅增长，这无疑使该板块相对于其规模处于最前沿。
Analysts believe that this property alone could easily generate tens of billions in annual sales at its peak in the future. As a result of this and their future plans as well, analysts expect continued tremendous growth in revenues and profits, which undoubtedly puts the sector at the forefront in relation to their size .
尽管股价随着这些数字一路飙升，但考虑到所有帮助平衡估值的利润扩张，其估值其实并不像你想象的那么疯狂。事实上，和 AbbVie 一样，如果你能相信的话，他们的 PEG 比率甚至低于行业平均水平。
Although the share price has skyrocketed with those figures, the valuation is not actually as crazy as you might think, given all the expansion in profits that helps balance that valuation .
In fact, like AbbVie, their PEG ratio is even lower than the industry average, if you can believe it.
至于我，唯一让我犹豫的是，我喜欢生物科技公司和制药巨头派发高额股息，比如 Pfizer，它不仅价格和估值更便宜，股息率还超过 6%，而 Eli Lilly 的股息率不到 1%。
As for me, the only thing that puts me off is that I like biotech companies and pharmaceutical giants to pay large dividends, like Pfizer, for example, which is not only cheaper in price and valuation , but also generates more than 6% as a dividend yield, while Eli Lilly generates less than 1%.
她当然没有被遗忘，在这方面"Abfi"也是如此。以当前的价格水平，再加上如此巨大的增长，我实际上认为在我们的排名中，礼来比艾伯维更胜一筹。所以我会把它排在第二位，尽管我自己持有艾伯维的股票。
She is certainly not forgotten, nor is "Abfi" in this regard. At today's levels, and given the tremendous growth, I actually think Eli Lilly is the one I would give the edge to in our rankings over AbbVie.
So I will put it in second place even though I own AbbVie shares myself.
但话说回来，对我来说投资艾伯维的成本远低于今天的交易价格，这就是我持有这只股票的原因；而至于礼来，如果我必须在当前价格水平上选择一只股票，我想我会选择礼来，因为我认为它具有更具爆发力的增长潜力。
But again, the cost of investing in AbbVie for me is much lower than today's trading price, and that's why I own this stock , whereas with Eli Lilly , if I had to choose a stock at today's levels , I think I would choose Lilly because of what I see as its more explosive growth potential .
如果你追求增长，我认为礼来会是最佳选择。但作为整体来看，我认为苹果可能略占优势。也许吧。两者非常相似。在下方评论区告诉我，如果你必须为你的投资组合选择一只股票，你更愿意持有哪一只。
我想你们中很多人可能会说礼来，这我能理解。但如果让我选，我会说苹果。
If you're looking for growth, I think Lily would be the best choice. But as a whole package, I think Apple might have a slight edge. maybe. The two are very similar. Tell me in the comments below which stock you would prefer to own if you had to choose one stock for your portfolio.
I think many of you might say Eli Lilly, which I would understand. But if I had to choose, I'd say Apple.
这个频道对 $LLY 的历次判断
Ale's World of Stocks 在这只股票上共 2 条判断，这里只列相邻的几条。