-- 吉利德科學公司 (GILD) 的 Yeztugo 上市初期表現穩健，但 RBC Capital Markets 在周五的一份報告中指出，其前景尚不明朗。 Yeztugo 是一種處方藥，用於 HIV-1 暴露前預防，以降低感染 HIV-1 的風險。 報告稱，來自小型研討會、關鍵意見領袖和支付方的回饋顯示，整體而言，Yeztugo 的使用體驗較為積極，且可近性正在改善。但報告也指出，在推動整體暴露前預防藥物市場成長方面仍存在挑戰，早期大劑量注射的推廣速度可能會放緩。 報告指出：“總體而言，Yeztugo 的上市初期表現穩健，類似於改良版的 Apretude……但未必能達到我們最初預期的那種面向大眾市場的變革性預防藥物的水平。” 報告補充道，這可能反映在市場普遍預期其峰值銷售額為 70 億美元以及 Yeztugo 的股價。 RBC 維持 Yeztugo 的「與業界持平」評級，目標價為 123 美元。
Price: $137.88, Change: $-0.67, Percent Change: -0.48%
Atlas Arteria (ASX:ALX) has received an unsolicited off-market takeover proposal from IFM to acquire all remaining securities it does not already own at AU$4.75 per share in cash, a roughly 10% premium to the company's last closing price, according to a Monday filing with the Australian bourse.IFM has indicated that the offer price may increase to AU$5.10 per share if it obtains at least a 45% relevant interest before the offer closes, subject to certain "best and final" conditions, per the filing.The offer is subject to several conditions, including required third-party consents and approvals, which may or may not be met, the filing said.The company's board has established an independent board committee to assess the proposal, and shareholders are advised to take no action, the filing added.The company's securities will be temporarily suspended from trading on the Australian Securities Exchange.
Kweichow Moutai (SHA:600519) posted a 1.47% year-over-year increase in attributable net profit in the first quarter of 2026 to 27.2 billion yuan from 26.8 billion yuan, according to a Shanghai Stock Exchange filing over the weekend.Earnings per share edged up to 21.76 yuan from 21.38 yuan.Revenue jumped 6.5% to 53.9 billion yuan from 50.6 billion yuan.
PLS Group (ASX:PLS) delivered a "strong" production quarter relative to Jefferies and market forecasts, with resilient lithium pricing through the current calendar year supporting a positive outlook, said Jefferies in a Friday note.The company on Friday reported March quarter production of 232,400 tonnes and revenue of AU$567 million compared to 125,000 tonnes and revenue of AU$150 million a year ago.The investment firm added that PLS maintains elastic production capability and a clearly defined growth pipeline.The company's "soft" third quarter sales will be unwound into the fourth quarter's resilient price environment and maintain a constructive long-term view, supported by supply demand/dynamics and operational fundamentals, the note added.Jefferies kept a buy rating on PLS and raised its price target to AU$6.70 from AU$6.The company's shares rose 1% in recent Monday trade.