$礼来(LLY)$ _老虎社区_美港股上老虎

2025-08-07

$礼来(LLY)$ 财报超预期、展望超预期，特朗普医药关税相关影响较小。

口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意]

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

hiigee
2025-08-07
hiigee
禮來的股價什麼時候跟諾和諾德的口服藥比了？股價是跟未來增長預期比，預期不行，這PE就要往下掉，本身LLY的PE就非常高，腰斬是合理
- 陈为之:
  主要競爭對手就是NVO，不然和誰比…市場預期沒變，單純殺估值，而且禮來的遠期pe挺合理的
完全体进化
2025-08-08
完全体进化
之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。
20元赚500万美元
2025-08-08
20元赚500万美元
我是相信礼来的现在是超卖了等着回调了

发表看法

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