Ale's World of Stocks 对 $LLY 的判断变化
首先，我们先来看相对更安全的选择，那就是生物技术巨头 Eli Liy，股票代码 LLY，该公司在我们所说的肽类药物方面取得了巨大进展。
Now, kicking things off here with the relatively safer pick first, we have the juggernaut biotech, Eli Liy, ticker symbol LLY, who's been making enormous strides in what we call peptidebased medicines.
C肽是氨基酸短链，本质上是模块化的，这意味着它们几乎就像生物积木，AI 可以更有效地设计和修改它们，精度极高。这几乎就像编辑计算机代码行一样。
C peptides are short chains of amino acid that are inherently modular, meaning that they're almost like biological building blocks that AI can more effectively design and modify with extreme precision. It's almost like editing lines of computer code for it.
正是这一基础科学推动了 GLP1 减肥和糖尿病治疗的最新突破。这些治疗现在在医疗保健领域创造了数百亿美元的收入。
Well, that exact underlying science is what actually powered the recent breakthroughs in GLP1 weight loss and diabetes treatments. They're generating, you know, tens of billions of dollars now across healthcare. um really throughout.
而 Eli Liy 恰好是这场革命的绝对领导者之一，主要通过其 Mound Jarro 和 Zepbound 治疗药物，仅上个季度就共同创造了约 150 亿美元的收入，其中 Mount Jarro 本身同比增长高达 91%。
And Eli Liy uh just happens to be one of the absolute leaders of course of this revolution primarily through their Mound Jarro and Zepbound treatments that together generated about $15 billion of revenue last quarter alone with Mount Jarro uh just itself growing a monstrous 91% year-over-year.
更不用说他们新推出的口服药 Foundo，刚刚上市，今年可能会逐步放量。
Not to mention their new oral pill called Foundo that just barely released too and will likely be ramping up throughout the year.
许多散户投资者完全忽略的是，Lily 还在其整个管线中应用 AI，甚至在必要时建立战略合作伙伴关系以保持领先地位。
And what a lot of retail investors miss altogether is that Lily is actually using AI across the rest of their pipeline too and even forming strategic partnerships wherever necessary to maintain their lead.
事实上，就在今年早些时候，他们完成了全新的超级计算机 Lily Pod，它目前被认为是全球最强大的生物技术超级计算机，由一千多块来自 Nvidia 的下一代 Blackwell GPU 驱动。
In fact, just earlier this year, they completed their brand new supercomput called Lily Pod, which is currently considered the most powerful biotech supercomputer in the entire world and is powered by over a thousand nextG Blackwell GPUs from Nvidia.
正如我所说，Lily 还在进行多项合作，比如与 OpenAI 合作发现新型抗菌药物。与 AI 初创公司 Genetic Leap 达成的 4 亿美元交易，用于开发下一代 RNA 靶向药物。
他们刚刚与 AI 生物技术公司 Encilico Medicine 签署了一项更大的 27.5 亿美元交易，用于端到端生成式 AI 引擎，该引擎基本上将早期药物发现从需要数年时间压缩到仅需几个月。
Like I said, Lily is even forming numerous collaborations, too, like they already have with OpenAI for the discovery of novel antimicrobials. The $400 million deal with AI startup Genetic Leap to develop nextgen RNA targeted medicines. They just signed an even bigger $2.75 billion deal with an AI biotech called Encilico Medicine for an end-to-end generative AI engine that basically compresses like early stage drug discovery from taking, you know, several years to complete down to just a matter of months.
他们甚至使用神经网络筛选数十亿种肽结构，以进一步改进整个流程。说到这个，我们回到减肥话题。这些技术也在帮助他们开发下一代实验性药物，比如 Raida True Tide，这基本上是他们的三重减肥肽，同时靶向三种不同的饥饿激素，在临床试验中推动更大的脂肪减少。它已经显示出非常有希望的结果，并且有很多炒作。
And they're even using neural networks to screen billions of peptide structures to improve their entire process even further, too. Now, speaking of which, going back to weight loss for a second here. Well, these technologies are what's also helping them develop their nextgen experimental drugs like Raida True Tide, which is basically their upcoming triple threat weight loss peptide that targets three separate hunger hormones at the exact same time to drive even greater fat loss in clinical trials. And it's already seen like really promising results and there's a lot of hype behind it.
然而，不仅所有这些 AI 驱动的效率对他们的未来非常有希望，而且结果已经开始在他们的财务报表中显现，他们开始看到一些进展。例如，回到那份收益报告，他们的关键药物组合包括一些最新疗法，同比增长三位数。这发生在免疫学、肿瘤学和神经科学领域。
And yet, not only is all of this AIdriven efficiency super promising for their future, but already the results are starting to show uh in their financial um statements, they're starting to see some traction there. For example, going back to that earnings report, their key drugs portfolio includes some of their newest treatments grew by triple digits yearover-year. That's when within um immunology, oncology, and neuroscience.
换句话说，Lily 不仅仅是对减肥这一热门趋势的投资，尽管他们当然非常适合这一点。实际上，可能是最好的投资。但除此之外，他们还在许多其他领域扩张。这就是为什么分析师预计他们的销售额和利润在未来几年将飙升。
In other words, Lily isn't just a play on the very hyped up trend of weight loss, although they are, you know, of course, perfect for that. Really, the probably the best play on it. But on top of it, they're also expanding in many other areas, too. And it's why analysts project both their sales and profits to skyrocket in the coming years.
结果是，尽管该股目前交易接近历史高位，但 Lily 的 PEG 比率（考虑了所有未来增长）实际上比行业中位数低约 15%。对于一家目前全面发力的公司来说，这相当有吸引力。
The results being that even though the stock is uh currently trading near record highs, a Lily's PEG ratio that factors in all that future growth, it's actually sitting around 15% lower than the sector median. That's pretty attractive for a company that is, you know, firing on all cylinders right now.
而且随着 AI 进一步推动他们的业务，长期来看仍有更多未来前景，尤其是在 AI 肽方面。我认为 Lily 确实是这方面的黄金标准，说实话。
And that still holds lots more future promise long term as AI pushes their business even further, especially for like, you know, AI peptides. um that that market really I think Lily is um I think they're really the gold standard for that to be honest.
至于我，我喜欢我的制药巨头能支付不错的股息，如果我能得到的话。别误会，Lily 的股息增长指标很好，但只有大约 0.5% 的收益率，太小了，不足以让我或其他人真正兴奋或注意到。
As for me though, um I like my pharma giants to uh pay a nice dividend if I can get one, which uh don't get me wrong, Lily has some excellent growth metrics on theirs, but at only around half a percent yield, it's just too small to really get me um very excited or or anyone else to to really notice.