-- 摩根士丹利週三發布的一份報告顯示，Neurocrine Biosciences (NBIX) 第一季業績強勁，主要得益於其治療不自主肌肉運動的領先藥物 Ingrezza 需求不斷增長，以及新型激素相關療法 Crenessity 的早期上市取得令人鼓舞的進展。 報告指出，Ingrezza 的需求量高於公司先前設定的 2026 年預期，這得益於創紀錄的新患者數量、持續穩定的用藥情況，以及本季未受庫存影響或其他一次性項目的影響。 摩根士丹利表示，Crenessity 是一款“極具潛力的重磅藥物”，由於上市尚處於早期階段，目前的銷售額僅反映了其最終潛力的一小部分。 報導稱，Neurocrine 對 Soleno Therapeutics (SLNO) 的收購預計將於 7 月 6 日左右完成。 摩根士丹利將 Neurocrine 的目標股價從 185 美元上調至 191 美元，並維持「持有」評級。
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%