礼来(LLY)股价在周二盘中大跌5.08%,引起了投资者广泛关注。导致这一大幅下跌的主要原因是公司两大热门产品销售表现不佳以及2025年收入预期的下调。
首先,礼来公布其热销减肥药Zepbound和糖尿病药Mounjaro在第四季度的销售额将低于华尔街预期。公司预计Mounjaro销售额约35亿美元、Zepbound销售额约19亿美元,均大幅不及市场此前的预估值。两款重磅产品的销售疲软无疑给投资者减弱了信心。
另一方面,公司还调整了2025年的收入预期。虽然2025年收入预计将在580至610亿美元之间,相比2024年有所增长,但低于此前市场预估的587.2亿美元。这无疑令投资者对公司长期增长前景感到担忧。
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