-- 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。目標株価を398ドル（2027年EPS予想の17.1倍）に据え置きます。これは、AMGNの過去10年間の予想平均である14.1倍を上回っており、業績見通しの改善を根拠としています。2026年EPS予想を22.15ドルから22.56ドルに、2027年EPS予想を22.83ドルから23.23ドルにそれぞれ引き上げます。AMGNは第1四半期に好調な業績を上げ、事業全体で著しい成長の勢いを示しました。同社の6つの主要成長ドライバーは、同四半期に56億ドルの売上を計上し、前年同期比24%増となりました。特に好調だったのは、前年同期比34%増のレパーサと、前年同期比188%増の希少疾患治療薬アップリンザです。パイプラインの進展という点では、アムジェンの肥満治療薬候補であるマリタイドの開発状況を引き続き有望視しています。アムジェンは、投与頻度を低くする（8週間ごとまたは12週間ごと）新たな第III相臨床試験を発表しました。これは、当社が考える重要な差別化要因となる可能性があります。マリタイドの投与頻度を月1回、あるいはさらに低くする（四半期ごと）ことで、患者の利便性と長期的な服薬遵守率を向上させる重要な差別化要因となるでしょう。
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