FINWIRES · TerminalLIVE
FINWIRES

加拿大皇家銀行稱，博士倫健康公司第一季處方總量受退出聯邦藥品定價計畫影響。

By

-- 加拿大皇家銀行資本市場（RBC Capital Markets）週一發布的一份報告指出，博士倫健康（Bausch Health，股票代碼：BHC）第一季的處方總量可能受到該公司將於2025年10月退出美國聯邦藥品定價計畫的負面影響。 RBC分析師表示，該公司最暢銷的藥物利福昔明（Xifaxan，用於治療胃腸道疾病）550毫克劑型的處方量在第一季同比下降6.2%，此前第四季度已下降1.1%。他們預計，淨定價的改善將部分抵銷銷售下滑，並將利福昔明的營收預測從4.87億美元下調至4.8億美元。 報告顯示，該公司第一季的營收預計為24.3億美元，高於市場普遍預期的24.1億美元。 投資者可能會關注正在進行的利福昔明專利訴訟。分析師表示，博士倫公司計劃在西法昔單抗（Xifaxan）仿製藥上市後（預計2028年1月），將其旗下博士倫（BLCO）資產變現；此外，其旗下Solta Medical美容業務也將出現成長反彈。 博士倫公司預計將於週三收盤後公佈第一季財報。 加拿大皇家銀行維持對該公司股票的「與產業持平」評級，並將目標股價從10美元下調至9美元。

Price: $5.70, Change: $+0.07, Percent Change: +1.15%

Related Articles

Australia

Nucor Q1 Earnings, Revenue Rise

Nucor (NUE) reported fiscal Q1 earnings late Monday of $3.23 per diluted share, up from $0.67 a year earlier.Analysts polled by FactSet expected $2.82.Revenue for the 13 weeks ended April 4 was $9.5 billion, up from $7.83 billion a year earlier.Analyst surveyed by FactSet expected $8.88 billion.For Q2, the company said it expects higher consolidated earnings compared with its Q1.

$NUE
Research

Research Alert: CFRA Keeps A Hold View On Shares Of Meritage Homes Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target price of $73, calculated using a 11.5x multiple against our 2027 EPS view of $6.37. Our multiple is a premium to the 10-year forward P/E mean of 7.9x, reflecting MTH's 60-day closing strategy that has the potential to move volumes in a normalized environment. We revise our 2026 EPS view to $4.96, down from $6.61 and 2027 revised to $6.37 from $8.08. We expect elevated incentives will keep a lid on MTH's margins, while a competitive landscape limits significant market share gains. MTH's primary growth driver, an aggressive expansion in community count, helps offset slower per-store sales but adds its own pressures in a limited demand environment. However, MTH trades at a 20% discount to book value, reinforced by MTH's share repurchase program, providing downside support for shares. While we expect Q2 to benefit from favorable comps, we would like to see tangible improvement in housing demand in 2H 2026 before becoming more bullish on shares.

$MTH
Mining & Metals

Market Chatter: Rogers Communications Offering Buyouts to Half Its 25k Workforce, Globe and Mail reports

Canadian telecom operator Rogers Communications (RCI-B.TO) is offering voluntary departure packages to half of its 25,000 employees, the Globe and Mail is reporting on Monday.It's the telecom sector's largest round of buyouts in recent years amid slowing growth, the paper says.(Market Chatter news is derived from conversations with market professionals globally, and/or from other media sources. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$RCI$RCI-A.TO$RCI-B.TO