智通财经APP获悉，周五，礼来(LLY.US)股价逆势走高，盘中上涨逾3%，续刷历史新高，总市值报1.09万亿美元。消息面上，礼来旗下明星减肥药Zepbound近期刚获美国医药福利管理巨头CVS Caremark恢复医保覆盖，同时新获批的口服减肥药Foundayo亦被纳入处方集，GLP-1产品矩阵持续扩容。在当前美股资金从科技股向医疗、金融等价值板块轮动的格局下，礼来凭借强劲的基本面和减肥药赛道领先地位，成为避险资金的核心流入标的。
花旗重申对礼来"买入"评级，目标价1500美元。即将举行的糖尿病会议预计将公布更多retatrutide数据，有望进一步凸显该药与已上市产品的差异化优势并支持其更广泛应用。
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