美国制药巨头礼来（LLY）今日盘前大跌5.32%，引发市场关注。尽管公司第一季度业绩整体表现强劲，但其备受瞩目的减肥药销售未达预期，加之下调全年盈利指引，导致投资者信心受挫。
根据公司最新发布的财报，礼来第一季度总营收达127.3亿美元，同比增长45%，超过市场预期的126.7亿美元。调整后每股收益（EPS）为3.34美元，同比增长29%，同样好于分析师预期的3.02美元。然而，其畅销减肥药Zepbound的季度销售额为23.1亿美元，略低于华尔街预期的23.3亿美元。
更令投资者担忧的是，礼来下调了全年盈利指引。公司预计全财年经调整后每股收益为20.78-22.2美元，低于此前预期的22.5-24美元。这一下调可能暗示公司在未来几个季度可能面临一些挑战。尽管如此，礼来仍维持了全年580亿-610亿美元的营收指引，显示出对整体业务增长的信心。礼来在GLP-1激动剂治疗市场上与丹麦制药商诺和诺德展开激烈竞争，这个市场被视为未来增长的重要驱动力。
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