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Eli Lilly (LLY) Каскад отчётности
5 шагов · 3 историч. событий
Поток каскада
Eli Lilly's Mounjaro/Zepbound sales and clinical trial readouts set expectations for the entire GLP-1 obesity market.
Novo Nordisk and Lilly form a GLP-1 duopoly; positive class data lifts both, while competitive data creates relative winners and losers.
Pfizer's oral GLP-1 candidate (danuglipron) is a distant follower; strong Lilly data validates the obesity market while highlighting Pfizer's competitive gap.
Moderna benefits from broader biopharma innovation sentiment but has no direct GLP-1 program; moves are sentiment-driven.
Regeneron's antibody platform may produce GLP-1 alternatives; the company reacts to obesity-market sizing and competitive dynamics.
Исторические случаи
Триггер
Eli Lilly Q1 2024: Mounjaro revenue $1.8B (+219% YoY), Zepbound launched at $500M+ run-rate in first quarter
Движение лидера:
LLY +6.3%Результат каскада
NVO +3% (class validation), PFE -1.5% (competitive pressure on oral GLP-1 timeline). Broader biotech ETF (XBI) +2%.
Триггер
Eli Lilly Phase 3 orforglipron (oral GLP-1) data showed 14.7% weight loss — better than expected
Движение лидера:
LLY +4.5%Результат каскада
NVO -3.2% (oral GLP-1 competitive threat). PFE -2% (danuglipron outlook further dimmed). REGN +1% on obesity market expansion thesis.
Триггер
Eli Lilly retatrutide (triple agonist) Phase 3 results: 26% body weight loss at 48 weeks — best in class
Движение лидера:
LLY +8.1%Результат каскада
NVO -5% (competitive pressure), PFE -2%, REGN +2% (exploring anti-obesity antibodies). Bariatric surgery stocks fell 10-15%.
Текущий статус
Активный каскад не обнаружен. Следующий триггер — отчётность LLY.