<p>本周，制药公司感到恐慌，因为 <strong>特朗普总统威胁对进口药品征收高达 250% 的关税</strong>。这一消息震动了医疗保健行业，过去五天该行业下跌了 2.74%，加剧了今年的困境，导致其损失达到 5.13%——在标准普尔 500 指数的 11 个行业中表现最差。</p>
<p>在个别层面，一些大型制药公司遭受的痛苦程度不同。诺和诺德（Novo Nordisk）纽约证券交易所代码：NVO，于 8 月 6 日发布了令人失望的财报，过去五天股价下跌了 5.79%，随后因礼来（Eli Lilly）纽约证券交易所代码：LLY 的试验数据不佳而反弹。后者公司的实验性减肥药未能达到预期，导致其股价在同一时期下跌近 11%，同时帮助诺和诺德从不佳的财报和特朗普的关税公告中反弹。</p>
<p>获取 <strong>礼来公司</strong> 的提醒：</p>
<p>但对于那些寻求医疗保健行业投资机会的长期投资者来说，这两只股票——NVO 和 LLY——仍然有望从特朗普政府最近推出的长期利好中获益。</p>
<h2>特朗普的医疗保险和医疗补助计划</h2>
<p>尽管关税威胁是真实存在的，但长期投资者可能希望超越短期波动。特朗普政府最近宣布的一项倡议可能会成为这两家公司的游戏规则改变者。</p>
<p>8 月 1 日，有报道称特朗普政府正在测试一项计划，计划在医疗保险和医疗补助下覆盖昂贵的减肥药，如 Mounjaro 和 Ozempic。该项目由医疗保险和医疗补助创新中心（CMMI）主导——这是医疗保险和医疗补助服务中心（CMS）的一部分——计划于 <strong>2026 年 4 月在医疗补助下启动，2027 年 1 月在医疗保险下启动</strong>。</p>
<p>该计划将大幅扩大美国人对抗肥胖药物的获取，包括那些目前无法承担其价格的人。例如，Wegovy 和 Zepbound 的费用在保险之前大约为每月 1000 美元，且有严格的资格标准。</p>
<p>如果该计划顺利实施，将对礼来和诺和诺德 <strong>带来巨大的好处</strong>。目前，许多健康保险计划以及医疗保险仅覆盖 GLP-1 治疗糖尿病。使用这些药物治疗肥胖是被排除在外的。此外，医疗补助对肥胖药物和治疗的覆盖因州而异。</p>
<p>但根据 CMS 的说法，如果特朗普政府的计划得以实现，将允许医疗保险 D 部分和州医疗补助计划自愿覆盖 Mounjaro、Zepbound、Ozempic 和 Wegovy，不仅用于糖尿病治疗，还用于体重管理。</p>
<h2>NVO 和 LLY：抗肥胖药物的支柱</h2>
<p>尽管礼来最近遭遇困境，但当该公司在 8 月 7 日发布第二季度财报时，投资者清楚地看到它已与诺和诺德并肩，成为全球两大顶尖的 GLP-1 减肥治疗药物制造商。该公司在盈利方面超出预期，同时提高了 2025 年的指引，并宣布其抗肥胖药物 Mounjaro 和 Zepbound 的需求持续强劲。</p>
<p>与此同时，诺和诺德的收入略低于预期，报告为 119.5 亿美元，而分析师预期为 119.7 亿美元，报告每股收益为 93 美分，而分析师预期为 95 美分。但在这些失误中，销售其糖尿病药物 Ozempic 和减肥药物 Wegovy 的 <strong>第二季度销售额同比增长了 16%</strong>。</p>
<p>这两家公司在 GLP-1 领域形成了一个双头垄断，类似于可口可乐（Coca-Cola）纽约证券交易所代码：KO 和百事可乐（PepsiCo）纳斯达克代码：PEP 在饮料行业，或家得宝（Home Depot）纽约证券交易所代码：HD 和 Lowe’s 纽约证券交易所代码：LOW 在家居改善行业。</p>
<p>越来越明显的是，尽管最近面临问题，诺和诺德和礼来已确立自己作为抗肥胖和糖尿病药物行业的两大主要支柱。由于当前政府提议将 GLP-1 纳入医疗保险和医疗补助计划，这两家公司有望从其旗舰药物中获得更多销售增长。</p>
<h2>减肥药市场的未来光明</h2>
<p>放眼未来，抗肥胖行业已经在经历爆炸性增长。根据市场研究和咨询公司 Grand View Research 的报告，全球减肥药市场预计在 2024 年至 2030 年期间将经历 31.66% 的显著复合年增长率。</p>
<p>然而，该市场目前由北美主导，北美目前占据 37.67% 的收入份额。在美国，<strong>抗肥胖药市场规模已经达到 66.2 亿美元</strong>，预计到 2030 年将达到 71.3 亿美元。</p>
<p>尽管礼来和诺和诺德今年分别下跌了 14.49% 和 44.22%，但如果特朗普的医疗保险和医疗补助试点计划扎根，可能会成为逆转这两家大型制药公司今年命运的动力。寻求低买机会的价值投资者明智地将这两只股票列入观察名单。</p>
<h2>你现在应该投资 1000 美元在礼来公司吗？</h2>
<p>在考虑投资礼来公司之前，你需要听听这个。</p>
<p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师及其每日推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而礼来公司并不在名单上。</p>
<p>尽管礼来公司目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得投资。</p>
<p>在这里查看这五只股票</p>

礼来

诺和诺德公司

<p>特朗普提议将减肥药物纳入医疗补助和医疗保险，这可能会显著惠及礼来（Eli Lilly，LLY）和诺和诺德公司（Novo Nordisk，NVO），尽管近期关税威胁对医疗行业产生了影响。该项目计划于 2026 年和 2027 年启动，旨在扩大抗肥胖药物的获取，这可能会导致两家公司销售额的增加。尽管近期股价下跌，但 LLY 和 NVO 的长期前景依然乐观，因为它们在 GLP-1 治疗市场中占据主导地位，该市场预计在未来几年将大幅增长</p>

<p>This week, drugmakers had a scare when <strong>President Trump threatened to levy tariffs of up to 250% on imported pharmaceuticals</strong>. The news jolted the health care sector, which fell by 2.74% over the past five days, compounding its struggles this year, which have resulted in its 5.13% loss—the worst among all 11 sectors in the S&amp;P 500.</p>
<div class="lb-trans"><p>本周，制药公司感到恐慌，因为 <strong>特朗普总统威胁对进口药品征收高达 250% 的关税</strong>。这一消息震动了医疗保健行业，过去五天该行业下跌了 2.74%，加剧了今年的困境，导致其损失达到 5.13%——在标准普尔 500 指数的 11 个行业中表现最差。</p>
</div><p>On an individual level, some Big Pharma companies experienced more pain than others. Novo Nordisk NYSE: NVO, which reported disappointing earnings on Aug. 6, fell 5.79% over the past five days before rebounding on weak trial data from Eli Lilly NYSE: LLY. The latter company’s experimental weight-loss pill fell short of expectations, sending shares down by nearly 11% over the same period while helping Novo Nordisk rebound from subpar earnings and the Trump tariff announcement.</p>
<div class="lb-trans"><p>在个别层面，一些大型制药公司遭受的痛苦程度不同。诺和诺德（Novo Nordisk）纽约证券交易所代码：NVO，于 8 月 6 日发布了令人失望的财报，过去五天股价下跌了 5.79%，随后因礼来（Eli Lilly）纽约证券交易所代码：LLY 的试验数据不佳而反弹。后者公司的实验性减肥药未能达到预期，导致其股价在同一时期下跌近 11%，同时帮助诺和诺德从不佳的财报和特朗普的关税公告中反弹。</p>
</div><p>Get <strong>Eli Lilly and Company</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>礼来公司</strong> 的提醒：</p>
</div><p>But for buy-and-hold investors looking for health care sector exposure, those two stocks—NVO and LLY—are still poised to profit from a long-term tailwind recently introduced by the Trump administration.</p>
<div class="lb-trans"><p>但对于那些寻求医疗保健行业投资机会的长期投资者来说，这两只股票——NVO 和 LLY——仍然有望从特朗普政府最近推出的长期利好中获益。</p>
</div><h2>Trump’s Medicare and Medicaid Plan</h2>
<div class="lb-trans"><h2>特朗普的医疗保险和医疗补助计划</h2>
</div><p>While the tariff threat is real, long-term investors may want to look past the short-term volatility. A recently announced Trump administration initiative could be a game-changer for both companies.</p>
<div class="lb-trans"><p>尽管关税威胁是真实存在的，但长期投资者可能希望超越短期波动。特朗普政府最近宣布的一项倡议可能会成为这两家公司的游戏规则改变者。</p>
</div><p>On Aug. 1, reports surfaced that the Trump administration is testing a plan to cover costly weight loss drugs like Mounjaro and Ozempic under Medicare and Medicaid. The program, led by theCenter for Medicare and Medicaid Innovation (CMMI)—a branch of the Centers for Medicare and Medicaid Services (CMS)—is scheduled to <strong>launch in April 2026 for Medicaid and January 2027 for Medicare</strong>.</p>
<div class="lb-trans"><p>8 月 1 日，有报道称特朗普政府正在测试一项计划，计划在医疗保险和医疗补助下覆盖昂贵的减肥药，如 Mounjaro 和 Ozempic。该项目由医疗保险和医疗补助创新中心（CMMI）主导——这是医疗保险和医疗补助服务中心（CMS）的一部分——计划于 <strong>2026 年 4 月在医疗补助下启动，2027 年 1 月在医疗保险下启动</strong>。</p>
</div><p>That plan would vastly expand Americans’ access to anti-obesity drugs, including those who currently cannot afford their price tags. Wegovy and Zepbound, for example, cost roughly $1,000 per month before insurance, which carries strict eligibility criteria.</p>
<div class="lb-trans"><p>该计划将大幅扩大美国人对抗肥胖药物的获取，包括那些目前无法承担其价格的人。例如，Wegovy 和 Zepbound 的费用在保险之前大约为每月 1000 美元，且有严格的资格标准。</p>
</div><p>If the plan pans out, it would be <strong>an enormous boon to Eli Lilly</strong> and Novo Nordisk. Currently, many health insurance plans, as well Medicare, only cover GLP-1 treatment for diabetes. The use of those drugs for obesity treatment is excluded. Additionally, Medicaid coverage of obesity drugs and treatments varies on a state-by-state basis.</p>
<div class="lb-trans"><p>如果该计划顺利实施，将对礼来和诺和诺德 <strong>带来巨大的好处</strong>。目前，许多健康保险计划以及医疗保险仅覆盖 GLP-1 治疗糖尿病。使用这些药物治疗肥胖是被排除在外的。此外，医疗补助对肥胖药物和治疗的覆盖因州而异。</p>
</div><p>But according to the CMS, if the Trump administration’s plan comes to fruition, it would allow Medicare Part D and state Medicaid programs to voluntarily cover Mounjaro, Zepbound, Ozempic, and Wegovy not just for diabetes treatments, but for weight loss management as well.</p>
<div class="lb-trans"><p>但根据 CMS 的说法，如果特朗普政府的计划得以实现，将允许医疗保险 D 部分和州医疗补助计划自愿覆盖 Mounjaro、Zepbound、Ozempic 和 Wegovy，不仅用于糖尿病治疗，还用于体重管理。</p>
</div><h2>NVO and LLY: The Pillars of Anti-Obesity Medications</h2>
<div class="lb-trans"><h2>NVO 和 LLY：抗肥胖药物的支柱</h2>
</div><p>Despite Eli Lilly’s recent woes, when the company reported Q2 earnings on Aug. 7, it was abundantly clear to investors that it has positioned itself alongside Novo Nordisk as the world’s two premier drugmakers for ​​Glucagon-Like Peptide-1 (GLP-1) weight loss treatments. The company beat on earnings while also hiking its 2025 guidance and announcing ongoing strong demand for its anti-obesity drugs, Mounjaro and Zepbound.</p>
<div class="lb-trans"><p>尽管礼来最近遭遇困境，但当该公司在 8 月 7 日发布第二季度财报时，投资者清楚地看到它已与诺和诺德并肩，成为全球两大顶尖的 GLP-1 减肥治疗药物制造商。该公司在盈利方面超出预期，同时提高了 2025 年的指引，并宣布其抗肥胖药物 Mounjaro 和 Zepbound 的需求持续强劲。</p>
</div><p>Meanwhile, Novo Nordisk just barely missed on revenue, reporting $11.95 billion versus analysts’ expectations of $11.97 billion, while reporting earnings per share of 93 cents versus analysts’ expectations of 95 cents. But lost in those misses was the fact that sales of its diabetes drug Ozempic and its weight loss drug Wegovy saw <strong>second-quarter sales increase by 16%</strong> from the year-prior period.</p>
<div class="lb-trans"><p>与此同时，诺和诺德的收入略低于预期，报告为 119.5 亿美元，而分析师预期为 119.7 亿美元，报告每股收益为 93 美分，而分析师预期为 95 美分。但在这些失误中，销售其糖尿病药物 Ozempic 和减肥药物 Wegovy 的 <strong>第二季度销售额同比增长了 16%</strong>。</p>
</div><p>Together, these companies have formed a duopoly in the GLP-1 space, similar to Coca-Cola NYSE: KO and PepsiCo NASDAQ: PEP in beverages or Home Depot NYSE: HD and Lowe’s NYSE: LOW in home improvement.</p>
<div class="lb-trans"><p>这两家公司在 GLP-1 领域形成了一个双头垄断，类似于可口可乐（Coca-Cola）纽约证券交易所代码：KO 和百事可乐（PepsiCo）纳斯达克代码：PEP 在饮料行业，或家得宝（Home Depot）纽约证券交易所代码：HD 和 Lowe’s 纽约证券交易所代码：LOW 在家居改善行业。</p>
</div><p>It is increasingly evident that, despite their recent issues, Novo Nordisk and Eli Lilly have established themselves as the two principal pillars of the anti-obesity and diabetes drug industry. And thanks to the current administration's proposal to inject GLP-1 into Medicare and Medicaid plans, the two companies are positioned to see more sales gains from their flagship drugs.</p>
<div class="lb-trans"><p>越来越明显的是，尽管最近面临问题，诺和诺德和礼来已确立自己作为抗肥胖和糖尿病药物行业的两大主要支柱。由于当前政府提议将 GLP-1 纳入医疗保险和医疗补助计划，这两家公司有望从其旗舰药物中获得更多销售增长。</p>
</div><h2>The Weight Loss Drug Market’s Future Is Bright</h2>
<div class="lb-trans"><h2>减肥药市场的未来光明</h2>
</div><p>Zooming out, the anti-obesity industry is already undergoing explosive growth. According to market research and consultancy firm Grand View Research, the global weight loss drug market is forecast to undergo a noteworthy compound annual growth rate of 31.66% from 2024 to 2030.</p>
<div class="lb-trans"><p>放眼未来，抗肥胖行业已经在经历爆炸性增长。根据市场研究和咨询公司 Grand View Research 的报告，全球减肥药市场预计在 2024 年至 2030 年期间将经历 31.66% 的显著复合年增长率。</p>
</div><p>However, that market is dominated by North America, which presently accounts for 37.67% of revenue share. In the United States, <strong>the anti-obesity drug market size already stands at $6.62 billion</strong>, and it is projected to reach $7.13 billion by 2030.</p>
<div class="lb-trans"><p>然而，该市场目前由北美主导，北美目前占据 37.67% 的收入份额。在美国，<strong>抗肥胖药市场规模已经达到 66.2 亿美元</strong>，预计到 2030 年将达到 71.3 亿美元。</p>
</div><p>Eli Lilly and Novo Nordisk may be down 14.49% and 44.22%, respectively, this year, but if Trump’s Medicare and Medicaid pilot program takes root, it could serve as the impetus to reverse the two Big Pharma drugmakers’ fortunes this year. Value investors looking for a buy-low opportunity in the health care sector would be wise to keep both stocks on their watchlists.</p>
<div class="lb-trans"><p>尽管礼来和诺和诺德今年分别下跌了 14.49% 和 44.22%，但如果特朗普的医疗保险和医疗补助试点计划扎根，可能会成为逆转这两家大型制药公司今年命运的动力。寻求低买机会的价值投资者明智地将这两只股票列入观察名单。</p>
</div><h2>Should You Invest $1,000 in Eli Lilly and Company Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在礼来公司吗？</h2>
</div><p>Before you consider Eli Lilly and Company, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑投资礼来公司之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Eli Lilly and Company wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师及其每日推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而礼来公司并不在名单上。</p>
</div><p>While Eli Lilly and Company currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>尽管礼来公司目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得投资。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

特朗普的 GLP-1 试点项目可能会促进诺和诺德公司和礼来公司的发展