$LLY · Everything Money · 2026-11-07
暂无中文摘要，仅英文原句可核对。
逐段跳播
礼来（Eli Lilly）这家以热门减肥疗法闻名的制药公司，股价创下近1450美元/股的历史新高。其销售额在上个季度大幅跃升了39%。
Eli Lilly, the pharmaceutical company responsible for popular weight-loss treatments, hit a record high of nearly $1,450 per share. Its sales jumped by a massive 39% in the last quarter.
各位，现在说礼来（Eli Lilly），是的，我说的是通过看某些指标来判断它是否值得。自由现金流倍数是65倍，过去五年是158倍，这意味着它的自由现金流确实大幅跃升了。因此，要赚到并支撑起这个溢价，它必须有比现在大得多的潜在盈利。
情况是这样吗？即便有Ozempic以及所有那些GLP-1药物，这看起来也是一件很难做到的事。它们的资本回报率很棒，但对我来说，我大概率会再等更久才会这么做。就连它的远期市盈率都是39，仍然很贵。
Now, folks, for Eli Lilly, yes, I'm talking about looking at certain metrics to determine whether it's worth it. The free cash flow multiple is 65 times, and 158 times over the past five years, meaning its free cash flows have really jumped.
Therefore , to earn and justify this bonus, they must have much larger potential earnings. Is this the case? Even with drugs like Ozempic and all those GLP-1 drugs, this seems like a difficult endeavor.
They have great returns on capital, but for me, I'd probably wait much longer before doing that. Even their forward price-to-earnings ratio is 39, which is still expensive.