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Mirova减少了在礼来公司$LLY的股份
米罗瓦在第三季度将其在礼来公司(Eli Lilly and Company)的持股大幅减少了23.3%,出售了6,722股,尽管如此,LLY仍然是其第十大持仓。尽管持股减少,华尔街分析师大多仍对该股持“适度买入”共识,目标价约为1221.44美元。这家药品制造商展现出强大的潜力,凭借有前景的第三阶段retatrutide试验结果和大量制造投资,但也面临价格压力和竞争加剧的挑战,尤其是来自诺和诺德(Novo Nordisk)新推出的高剂量Wegovy的竞争。