-- 加拿大皇家銀行資本市場（RBC Capital Markets）週二發布的研究報告指出，Cytokinetics公司（股票代號：CYTK）旗下藥物Myqorzo的快速成長以及其在美國治療阻塞性肥厚型心肌病變（HCM）的巨大市場潛力尚未被投資者充分消化。 該券商表示，隨著Cytokinetics從臨床階段過渡到商業化階段，預計Myqorzo的上市執行和潛在的併購選擇將帶來利多。如果該公司持續保持每月新增400至500例患者，則可望在全年實現顯著的商業成長。 報告指出，由於大部分營運障礙已經克服，Myqorzo的庫存貢獻不大，這印證了市場對其存在內生性需求的觀點。 該券商認為，用於治療症狀性非阻塞性肥厚型心肌病變的ACACIA-HCM適應症是一項“顯著的勝利”，有望推動該適應症的註冊。 RBC表示，已將該藥物的成功機率預測上調至90%，並將2035年美國銷售額預期上調至13億美元。 該公司取消了對該股票的投機性風險評級，並將目標股價從每股101美元上調至119美元。
Price: $73.59, Change: $-3.50, Percent Change: -4.54%
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%