-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们维持对礼来公司(LLY)的目标股价为1225美元，相当于2027年每股收益预期值的29倍，低于该公司过去五年的平均预期市盈率。我们将2026年每股收益预期从34.71美元上调至36.97美元，并维持2027年每股收益预期为42.22美元。礼来公司股价今日上涨超过10%，此前该公司宣布2026年开局强劲，第一季度营收同比增长56%至198亿美元，远超我们的预期和市场预期。强劲的业绩主要得益于其肠促胰素药物Mounjaro和Zepbound，这两款药物合计创造了128亿美元的收入。第一季度财报电话会议的一大亮点是FDA批准了用于体重管理的口服GLP-1受体激动剂Foundayo。鉴于 Foundayo 每日只需服用一次，且无需考虑食物或饮水，因此我们对其在美国及海外拓展肥胖症治疗市场的潜力保持乐观。此外，礼来公司 (LLY) 的研发管线也取得了显著进展，包括 Retatrutide、Jaypirca 和 Ebglyss 等关键资产的积极数据，以及四项战略收购（Orna、Centessa、Kelonia 和 Ajax），进一步增强了其研发能力。
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