-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：礼来公司（LLY）第一季度业绩表现卓越，非GAAP每股收益为8.55美元（同比增长156%），超出市场预期1.56美元；营收达198亿美元（同比增长56%），超出预期200万美元。GLP-1产品线是业绩增长的主要驱动力，Mounjaro和Zepbound两款产品合计销售额约为128亿美元，占总营收的65%，其中Mounjaro销售额达87亿美元（同比增长125%），Zepbound销售额达42亿美元（同比增长80%）。我们认为，GLP-1产品的持续增长势头、强劲的国际扩张（包括纳入中国国家处方药目录）以及Foundayo口服制剂获得FDA批准，是支撑我们投资逻辑的关键催化剂。 管理层将2026年营收预期上调至820亿至850亿美元，非GAAP每股收益预期为35.50至37.00美元，展现了对公司持续稳健增长的信心。公司加快了战略资本部署，第一季度提出了四项收购计划，其中包括Orna Therapeutics和Kelonia Therapeutics。同时，研发投入增长28%至35亿美元，我们认为这体现了公司致力于在肿瘤学和下一代疗法领域实现产品线多元化的决心。
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