-- 摩根士丹利周三发布的一份报告显示，Neurocrine Biosciences (NBIX) 第一季度业绩强劲，主要得益于其治疗不自主肌肉运动的领先药物 Ingrezza 需求不断增长，以及新型激素相关疗法 Crenessity 的早期上市取得令人鼓舞的进展。 报告指出，Ingrezza 的需求量高于公司此前设定的 2026 年预期，这得益于创纪录的新患者数量、持续稳定的用药情况，以及本季度未受库存影响或其他一次性项目的影响。 摩根士丹利表示，Crenessity 是一款“极具潜力的重磅药物”，由于上市尚处于早期阶段，目前的销售额仅反映了其最终潜力的一小部分。 报告称，Neurocrine 对 Soleno Therapeutics (SLNO) 的收购预计将于 7 月 6 日左右完成。 摩根士丹利将 Neurocrine 的目标股价从 185 美元上调至 191 美元，并维持“持有”评级。
Price: $145.19, Change: $+10.13, Percent Change: +7.50%
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%