-- ノバルティス（NVS）は木曜日、同社の230億ドル規模の米国投資計画の一環として、テキサス州デントンに新たな放射性リガンド療法製造施設の建設を開始したと発表した。 同社によると、このテキサス施設は米国で5番目の放射性リガンド療法製造拠点となり、2028年に操業を開始し、個別化がん治療薬の製造を支援する予定だという。 同社は、このプロジェクトは今後5年間で米国における製造・研究拠点を拡大する計画の一環であると述べている。
Price: $145.47, Change: $-2.89, Percent Change: -1.95%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.
Price: $128.97, Change: $-9.01, Percent Change: -6.53%