-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。アッヴィは2026年第1四半期に好調な業績を達成し、調整後EPSは2.65ドル（前年同期比+7.7%）となりました。これは、買収した知的財産権およびマイルストーン費用による0.41ドルのマイナス影響により、市場予想の2.67ドルをわずかに下回りました。純売上高は150億200万ドル（前年同期比+12.4%）となり、主要治療領域における力強い成長を反映し、市場予想を2億8,000万ドル上回りました。ヒュミラから新たな免疫療法薬への移行が成功したことは、アッヴィの戦略的ポジショニングの正しさを改めて証明しています。スカイリジの売上高は44億8,300万ドル（+30.9%）、リンヴォックの売上高は21億1,900万ドル（+23.3%）となり、ヒュミラの売上高6億8,800万ドル（-38.6%）の減少を大幅に相殺しました。同社は、第1四半期のIPR&Dの影響を含め、2026年の調整後EPSガイダンスを13.96～14.16ドルから14.08～14.28ドルに引き上げました。免疫学事業が72億9,000万ドル（+16.4%）、神経科学ポートフォリオが28億7,500万ドル（+26.0%）の売上を達成するなど、多角的な成長プラットフォームは引き続き好調であると当社は考えています。戦略的投資によるパイプライン拡大へのアッヴィの取り組みは、持続的な成長に向けて同社を有利な立場に置くものと当社は見ています。
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Sandisk Seen Benefiting From Better NAND Pricing Setup, Wedbush Says
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