Eli Lilly Stock Tumbles As Kennedy Targets Weight Loss Drugs
Eli Lilly Stock Tumbles As Kennedy Targets Weight Loss Drugs
Could the selloff be an overreaction?Eli Lilly and Co. (NYSE:LLY) has seen better days. The stock is up 26.04% for the last year but has struggled recently, falling 17.57% over the last month.
禮來公司（NYSE:LLY）的情況一直不容樂觀。該股去年上漲了26.04%，但最近陷入困境，過去一個月下跌了17.57%。
Chart created using Benzinga Pro
使用Benzinga Pro創建的圖表
Lilly stock is well below its summer highs and is trading at $746.94 at the time of writing. The once red-hot obesity drugmaker is in the crosshairs of bearish technicals and political uncertainty.
禮來股票遠低於其夏季高點，目前交易價格爲746.94美元。曾經備受矚目的肥胖藥製造商正處於看淡技術指標和政治不確定性的交叉點。
Could the selloff be an overreaction?
拋售是否有些過度反應？
Read Also: Eli Lilly, Verge Genomics Opt To Develop ALS Drug Candidate
閱讀更多：禮來、Verge Genomics選擇開發ALS藥物候選
Bearish Signals Galore For LLY Stock
看淡信號頻出 對LLY股票不利
Lilly stock is trading beneath its eight-, 20-, and 50-day exponential moving averages, firmly positioning it in a bearish trend. The Relative Strength Index (RSI) of 33.02 indicates the stock is teetering on oversold territory, while the MACD at negative 37.55 confirms strong downward momentum.
禮來股票交易價格低於其八、20和50日指數移動平均線，堅定地將其定位在看淡趨勢中。相對強弱指數（RSI）爲33.02，表明該股正處於超賣區，而負37.55的MACD證實了強勁的下行動能。
Even the 200-day simple moving average of $835.76 is now a distant memory, amplifying concerns.
即使$835.76的簡單移動平均線已經成爲遙遠的回憶，加劇了擔憂。
Kennedy Sends Drugmakers Tumbling
肯尼迪使製藥公司股價下跌。
The broader selloff in anti-obesity drugmakers like Eli Lilly, Novo Nordisk AS (NYSE:NVO) and Amgen Inc (NASDAQ:AMGN) has been linked to fears over the possible appointment by President-elect Donald Trump of Robert F. Kennedy Jr. as head of the Department of Health and Human Services.
像禮來、諾和諾德AS（紐交所：NVO）和安進公司（納斯達克：AMGN）這樣的抗肥胖藥製造商的更廣泛拋售與擔憂特朗普當選總統可能任命羅伯特·F·肯尼迪（Robert F. Kennedy Jr.）爲衛生和公共服務部長有關。
Investors worry his critical stance on GLP-1 weight-loss treatments could lead to reduced insurance coverage or pricing pressures. While the agency has limited power to enact sweeping changes without Congress, the uncertainty has spooked the market.
投資者擔心他對GLP-1減肥治療的批評立場可能導致保險覆蓋範圍減少或價格壓力增加。儘管該機構在沒有國會的情況下很難實施全面變革，但這種不確定性使市場感到緊張。
Still Room To Run?
仍有運行空間嗎？
For contrarian investors, the fundamentals paint a different picture. Eli Lilly's Zepbound and Mounjaro sales are projected to hit $18 billion by 2026, doubling from 2024 estimates.
對於逆向投資者來說，基本面呈現出不同的圖景。預計禮來的Zepbound和Mounjaro銷售額將在2026年達到180億美元，比2024年的估計翻倍。
Total revenue is expected to climb to $69 billion by 2026, with earnings soaring to $30 per share — more than double the current $13.26.
預計總營業收入將在2026年達到690億美元，盈利飆升至每股30美元，是目前13.26美元的兩倍多。
And at 33.2 times forward earnings (per Benzinga Pro data), the stock's valuation looks far more attractive than its July peak of 57.2 times.
根據彭博Pro數據，以33.2倍的預期盈利，該股的估值比7月的高點57.2倍要吸引得多。
What's Next?
下一步是什麼？
Jim Cramer's take sums up the contrarian sentiment: "This stock is as hated now as it was loved not that long ago. I think it's a buy... enough on the selling."
吉姆·克雷默的看法總結了反向情緒：「這支股票現在被人痛恨，就像不久前被人熱愛一樣。我認爲這是一個買入的機會...足夠的拋售已經足夠了。」
For long-term investors, Eli Lilly's dominance in the burgeoning obesity drug market remains a compelling growth story.
對於長期投資者來說，禮來在不斷增長的肥胖藥物市場上的主導地位仍然是一個引人注目的增長故事。
Whether the selloff is a red flag or a golden opportunity may depend on how much faith investors have in the fundamentals.
拋售是一個警示信號，還是一個黃金機會，可能取決於投資者對基本面有多少信心。
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Photo courtesy of Eli Lilly.
照片由禮來提供。
