周二盘中,美国制药巨头礼来(Eli Lilly)股价大幅下跌5.03%,引发市场关注。这一跌势主要源于美国总统特朗普宣布即将公布降低药品成本的计划,导致整个制药行业股价受到冲击。
据报道,特朗普表示将于下周公布降低药品成本的具体措施。这一消息立即引发了投资者对制药行业未来盈利能力的担忧。除礼来外,其他大型制药公司如艾伯维、默克、吉利德、安进和辉瑞的股价也出现不同程度的下跌,跌幅在1.7%至3%之间。标准普尔500指数医疗保健板块整体下跌1.5%,反映出投资者对整个行业前景的谨慎态度。
尽管面临短期压力,礼来公司的基本面仍然稳健。最新财报显示,公司实现营业收入127.29亿美元,净利润27.59亿美元,每股收益3.07美元。在29家参与评级的机构中,86%给予买入建议,显示分析师对公司长期发展前景仍持乐观态度。礼来作为专注于神经科学、心脏代谢、癌症和免疫学领域的领先制药公司,其核心产品线涵盖了多个重要治疗领域,包括癌症治疗药物Verzenio、心脏代谢疾病药物Mounjaro和Jardiance等。然而,投资者仍需密切关注政府政策变化对制药行业的潜在影响。
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