-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三發布的一份報告稱，由於用於治療腎癌和神經內分泌腫瘤的抗癌藥物卡博替尼（cabozantinib）持續穩步增長，Exelixis（EXEL）的股價可能與同行持平，而大多數近期利好因素已反映在股價中。 報告指出，Exelixis對2026年的展望是基於卡博替尼持續成長的假設，但該公司仍擔憂其在腎細胞癌領域的市佔率下滑，以及在神經內分泌腫瘤領域進一步成長的可能性有限。 RBC表示，卡博替尼第一季的營收季增約1.5%，年增8%，這得益於迄今為止最高的患者起始治療數量。 RBC也表示，Exelixis正在透過新的研究和聯合治療方案，擴大其下一代抗癌療法贊扎替尼（zanzalintinib）的研發。報告指出，即便今年有望獲準用於晚期大腸直腸癌治療，zanzalintinib 預計也要到 2027 年才能帶來實質的收入貢獻。 加拿大皇家銀行維持對 Exelixis 股票的「與行業持平」評級，目標價為 43 美元。
Price: $47.13, Change: $+2.71, Percent Change: +6.10%
Health care stocks were higher late Wednesday afternoon, with the NYSE Health Care Index increasing 0.3% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 0.2%.The iShares Biotechnology ETF (IBB) climbed 2.1%.In corporate news, DaVita (DVA) shares jumped past 21% after Deutsche Bank upgraded the stock to buy from hold and boosted its price target to $220 from $126, a day after the company reported better-than-expected Q1 results.
New for-sale home listings in the US grew at a faster rate annually than sales for the first time this year as elevated mortgage rates stalled recovery, Zillow Group (Z, ZG) said Wednesday.New listings rose 2.1% year over year to 426,356 units in April, while sales eased 0.4% to 323,631 units, according to the real estate marketplace. Active inventory increased 3.7% last month, putting the total number of for-sale homes at 1.3 million."The spring rebound we anticipated at the start of the year and that produced the stronger sales figures in March was put on pause in April by higher rates," Zillow Chief Economist Mischa Fisher said. "Still, someone who held off in 2025 hoping conditions would improve has seen that improvement."Last week, the average interest rate for 30-year fixed mortgages with conforming loan balances of $832,750 or less increased to 6.45% from 6.37% sequentially, a report by the Mortgage Bankers Association showed Wednesday.The monthly mortgage payment on a typical home in the US dropped 3.4% annually to $1,829 last month, while home values rose 0.7% to $366,712, Zillow said.The share of listings with a price reduction was 23.5% in April, down one percentage point from a year earlier, but up 0.9 percentage point sequentially.Despite the recent rise in mortgage rates, buyers who waited out the market of 2025 are entering on slightly better terms this spring, with more options, improved affordability and a little more decision time, according to Zillow."With more homes to choose from and lower monthly costs than a year ago, the math has shifted in favor of buyers even if the moment may not feel like it," Fisher said. "There's still plenty of reason for optimism that we will see a quick rebound if rates cooperate."On Tuesday, government data showed that new-home sales in the US grew past Wall Street's estimates for March, driven by a demand surge in the Northeast region.Price: $44.82, Change: $+1.28, Percent Change: +2.94%
Consumer stocks were higher late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) up 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 1.9%.In corporate news, Restaurant Brands International's (QSR) Q1 earnings and revenue topped Wall Street's estimates Wednesday, while the restaurant operator's comparable sales growth was in line with consensus. Its shares were down 5.9%.