$礼来(LLY)$ _老虎社区_美港股上老虎

$礼来(LLY)$ 财报超预期、展望超预期，特朗普医药关税相关影响较小。

口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意]

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hiigee
·08-07
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礼来的股价什么时候跟诺和诺德的口服药比了？股价是跟未来增长预期比，预期不行，这PE就要往下掉，本身LLY的PE就非常高，腰斩是合理
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- 陈为之:
  主要竞争对手就是NVO，不然和谁比…市场预期没变，单纯杀估值，而且礼来的远期pe挺合理的
  08-07
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完全体进化
·08-08
之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。
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20元赚500万美元
·08-08
我是相信礼来的现在是超卖了等着回调了
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