-- 加拿大皇家銀行資本市場（RBC Capital Markets）週二發布的一份報告指出，Insmed（INSM）的Brinsupri療法獲得了醫生們的正面回饋。醫生們對該藥物的特性表示滿意，並預計在短期和長期內使用量將會增加。 Brinsupri是由Insmed公司研發的一種處方藥，用於治療非囊性纖維化支氣管擴張症。 報告顯示，一項針對50位醫生的調查顯示，受訪者對該藥物持正面態度，並表示潛在的適用患者群體可能會隨著時間的推移而擴大。 RBC表示，調查表明，支氣管擴張症市場主要由中等和高處方量的醫生主導，這可能有助於該藥物的早期上市。 此外，該公司指出，支付方的動態似乎可控，大多數受訪醫師認為拒付並非主要障礙。 RBC預計，Brinsupri在2026年的銷售額將達到約13.5億美元，其中包括第一季約2.013億美元的銷售額。 RBC維持對Insmed的「跑贏大盤」評級，並將目標價從212美元上調至216美元。
Price: $152.47, Change: $+1.33, Percent Change: +0.88%
Australian shares were flat with a negative bias at Monday's close as the critical Strait of Hormuz in the Middle East continued to be blocked.The S&P/ASX 200 Index was little changed to close at 8,766.40.Brent crude oil futures gained 1.2% to reach $106.57 per barrel. US President Donald Trump cancelled a trip to Islamabad, Pakistan, by US envoys for talks with Iran over the weekend. Iran gave the US a new proposal for reaching a deal on reopening the Strait and ending the war, Axios reported.In company news, 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. 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. Its shares jumped 13% on market close.Megaport's (ASX:MP1) wholly-owned unit, Latitude.sh, signed a 36-month contract with a new US-based customer, with a total value of around $25.1 million, representing around $8.4 million in annualized recurring revenue. Its shares closed up 5%.Lastly, Origin Energy (ASX:ORG) reported March quarter production of 164.5 petajoules, down from 167.1 petajoules a year earlier. The company reported commodity revenue of AU$1.86 billion for the quarter, down from AU$ 2.31 billion a year ago. Its shares were down over 5% on market close.
Mahindra & Mahindra Financial Services' (NSE:M&MFIN, BOM:532720) attributable consolidated net profit more than doubled to 9.38 billion Indian rupees in the fiscal fourth quarter from 4.57 billion rupees a year ago, according to a Friday filing with the Indian stock exchanges.Shares of the company jumped over 8% in Monday's trade.Earnings per share during the quarter ended March 31 climbed to 6.75 rupees from 3.59 rupees a year earlier.Total revenue from operations in fiscal Q4 increased to 47.7 billion rupees from 43.2 billion rupees, the filing said.The board recommended a final dividend of 7.50 rupees per share.
Giant Network Group (SHE:002558) posted 2025 attributable net profit of 1.75 billion yuan, up 23% from 1.42 billion yuan the previous year.Earnings per share climbed to 0.94 yuan from 0.78 yuan, according to a filing on the Shenzhen bourse.Operating revenue jumped 73% year over year to 5.05 billion yuan from 2.92 billion yuan.Shares of the game developer rose 2% in recent trade.