智通财经APP获悉，摩根士丹利发布研报，给予礼来(LLY.US)“买入”评级，目标价1133美元。该行认为将在2025年第三季度公布SURPASS-CVOT试验的III期数据可能成为股价催化剂。
该试验旨在比较礼来的Mounjaro（替尔泊肽）与Trulicity（度拉糖肽）在2型糖尿病（T2D）患者中的疗效。
近期投资者交流（及礼来既往评论）表明，市场普遍预期两药达到非劣效性，而优效性结果可能成为股价催化剂。由于GLP-1类药物定价动态的不确定性，投资者对该试验的关注度显著上升。
今年早些时候在大摩的“治疗医生日”虚拟会议上，医生专家小组讨论认为，Mounjaro在SURPASS-CVOT试验中可能展现优于Trulicity的心血管获益（风险降低幅度≥10%），其额外的减重效果或是相对优势的主要驱动因素。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.