贝伦贝格上调礼来评级至“买入”,目标价升至1400美元

智通财经
Sep 15
【贝伦贝格上调礼来评级至“买入”,目标价升至1400美元】贝伦贝格将礼来评级由“持有”上调至“买入”,并将目标价从1220美元上调至1400美元,认为公司在肥胖症药物市场的领先地位及研发投资回报将继续支撑增长,对应当前股价仍有约25%的上行空间。该机构指出,礼来旗下Zepbound和Mounjaro已成为肥胖症及糖尿病治疗领域的领先产品,Medicare Bridge项目正进一步推动肥胖症药物需求,同时预计即将获批用于糖尿病治疗的口服GLP-1药物Foundayo有望释放新的市场需求。贝伦贝格还认为,礼来2026财年业绩指引存在上调空间。公司迄今已在超过25项业务拓展交易中累计投入约600亿美元,贝伦贝格称相关新增管线中有多个项目具备数十亿美元级销售潜力,可进一步降低公司对现有核心减重和糖尿病产品的依赖。

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