礼来公司(LLY)内部人士在股价暴跌后大举买入,释放信心信号——尽管市场对近期药物试验结果反应消极。
上周四(8月7日),该公司股价因口服GLP-1候选药物orforglipron三期ATTAIN-1试验的中期数据不及预期而重挫约14%,创二十多年来最大单日跌幅。
但礼来管理层并未袖手旁观。在其股价重挫之后,该公司首席执行官David Ricks以均价644.77美元购入约1600股(价值100万美元),首席科学官Dan Skovronsky以每股634美元增持1000股。董事Gabrielle Sulzberger与Erik Frywald合计买入1700股,推动内部持股比例上升数个百分点。
虽有部分高管减持(如Ilya Yuffa抛售1300股),但整体呈现“逢低买入”态势。
分析师观点分化。部分认为这是长期投资者难得的买入机会,另一派则警告在更明确试验数据出炉前上行空间有限。
当前礼来内部人士正以实际行动押注,意味着他们认为市场对中期数据的抛售反应过度。分析师认为,礼来公司更广阔的增长动能终将稳定市场情绪。
责任编辑:张俊 SF065
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