-- 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。NPV分析に基づき、目標株価を75ドルに据え置きます。2026年のEPS予想を5.17ドルから4.96ドルに下方修正します。2027年のEPS予想を5.86ドルから6.69ドルに上方修正します。BMRNは2026年第1四半期に堅調な業績を報告しました。これは、最近完了したAmicus Therapeuticsの買収が主な要因であり、これにより2026年の売上高成長率は前年比20%増と予測されています。この買収により、ファブリー病治療薬Galafoldとポンペ病治療薬Pombiliti + Opfoldaという、高い潜在力を持つ2つの製品がBMRNのポートフォリオに加わり、収益の多様化を促進すると当社は考えています。 BMRNの第1四半期の総売上高は7億6,600万ドル（前年同期比3%増）となり、酵素療法とVoxzogoに対する患者需要の好調に支えられ、予想をわずかに上回りました。しかし、非GAAPベースの1株当たり利益（EPS）は0.76ドルと、主に営業費用の増加により予想を下回りました。今後のBMRNにとって、Amicusの統合、第2四半期に予定されている重要なデータ発表によるパイプラインの推進、そしてポートフォリオの継続的な商業的成功の促進が鍵となります。
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DPM Metals Posts Higher Q1 Adjusted Earnings, Revenue
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