-- 吉利德科學公司 (GILD) 第一季度業績可能超出市場普遍預期，但其愛滋病毒暴露前預防藥物 Yeztugo 的持續用藥率低於預期，這可能對該藥物的長期銷售高峰構成潛在風險。加拿大皇家銀行資本市場 (RBC Capital Markets) 在周三的一份報告中指出。 Yeztugo 上市九個月後，RBC 分析師對第三方處方趨勢進行了分析，以評估其持續用藥率、重複用藥頻率以及更廣泛的暴露前預防市場成長和轉換動態。 分析師表示，考慮到數據波動性和可能的用藥率變化，該藥物的初始持續用藥率似乎等於或低於該公司近期醫生調查中提到的 70% 的數據。 報告指出，吉利德的核心愛滋病業務將繼續為該股估值提供堅實的基礎。 分析師表示，他們預計該公司丙型肝炎業務將持續下滑，但可持續的患者數量在未來十年仍將貢獻超過120億美元的現金流。 加拿大皇家銀行維持對該股的「與行業持平」評級和123美元的目標價。
Price: $138.51, Change: $-1.26, Percent Change: -0.90%
Malaysian palm oil futures slipped on Monday, pulling away from crude oil prices, as weaker exports and a stronger local currency weighed on sentiment.Reversing the previous session's gains, the Bursa Malaysia Derivatives' May crude palm oil contract fell 0.66% to 4,487 Malaysian ringgit ($1,134.94) per metric ton. The June contract dropped by 0.96% to 4,521 ringgit/mt in midday trade.Malaysian shipments for the April 1-25 period reportedly declined 15.7% from a month earlier, according to cargo surveyors cited by Trading Economics.A stronger Malaysian ringgit, which rose against the US dollar by 0.28% on Monday, could further pressure exports as it makes them costlier.The recent drop in Malaysian shipments followed a 29.1% year-over-year rise in Q1 exports, as buyers advanced purchases due to the expected surge in shipping costs and as volumes of rival Indonesian cargoes softened due to higher export levies.Indonesia's move to raise its palm-based biodiesel blending to 50% from 40% beginning July 1 could further lift Malaysian exports going forward.The Malaysia Palm Oil Council said Indonesia's B50 program could absorb an additional 3 million metric tons per year of palm oil. Annual domestic consumption in Thailand could also increase by 350,000 metric tons as the country moves to B7 from B5, while demand in Malaysia could rise by 300,000 mt as the government raises its biodiesel blend to B15 from B10.Rising biofuel demand, elevated crude oil prices, and supply risks from the potential development of an El Nino weather trend will support palm oil prices, with the MPOC projecting them at around 4,500 ringgit/mt in the near term."However, further gains are likely to be capped by softer export demand amid inflation and weaker economic growth in key importing countries, alongside rising stocks as palm oil production gradually enters its seasonal peak," the MPOC said.According to Jim Teh, senior palm oil trader at Interband Group of Co., as cited by Bernama, palm oil prices could trade between 4,200 ringgit/mt and 4,300 ringgit/mt this week due to profit taking.
South Korean shipbuilder Hanwha Systems (KRX:272210) posted first-quarter net loss attributable to shareholders of 55 billion won, swinging from an attributable net income of 27.9 billion won a year earlier, according to a Monday filing with the Korea Exchange.Sales were up 17% year over year to 807.1 billion won from 690.1 billion won.Shares of Hanwha Systems fell over 3% at market close.
SG Micro's (SHE:300661) attributable profit surged 107% to 123.7 million yuan in the first quarter from 59.8 million yuan in the year-ago period, according to a Monday filing with the Shenzhen bourse.Earnings per share at the integrated circuit manufacturer increased to 0.1975 yuan from 0.0965 yuan in the prior-year period.Operating revenue grew 39% year over year to 1.10 billion yuan from 789.6 million yuan.