-- 周二下午晚些时候，医疗保健类股小幅上涨，纽约证券交易所医疗保健指数小幅走高，道富医疗保健精选行业SPDR ETF (XLV)上涨0.2%。 iShares生物技术ETF (IBB)下跌0.6%。 行业新闻方面，据《华尔街日报》周二报道，美国食品药品监督管理局(FDA)计划在今年夏天试点一项利用人工智能加速新药临床试验的方法，该方法将通过自动化数据收集和提交来实现。该报道援引了对FDA首席人工智能官杰里米·沃尔什的采访。 公司新闻方面，Axogen (AXGN)股价上涨超过6%，此前该公司周二公布，由于营收大幅增长，第一季度调整后每股收益由去年同期的亏损扭亏为盈。 辉瑞（PFE）周二表示，已与三家仿制药生产商就其治疗心肌病转甲状腺素蛋白淀粉样变性药物Vyndamax的专利侵权诉讼达成和解协议。这些诉讼已在美国特拉华州地方法院提起。辉瑞股价下跌1.7%。 礼来（LLY）周二宣布，已与Profluent公司达成战略合作，共同开发用于基因药物的人工智能设计的重组酶。礼来股价上涨0.6%。 诺华（NVS）周二公布第一季度核心每股收益为1.99美元，低于去年同期的2.28美元。FactSet调查的分析师此前预期为2.19美元。截至3月31日的第一季度净销售额为131.1亿美元，低于去年同期的132.3亿美元。该公司表示，预计2026年核心营业收入将出现个位数百分比的下降。诺华股价上涨0.3%。
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Research Alert: Equity Residential Delivers Slight Ffo Beat And Revenue Miss In Q1 2026
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EQR delivered Q1 2026 FFO of $0.99, beating consensus by $0.02, though rental revenue of $780M slightly missed expectations. The company's blended lease rate of 1.5% remained flat Y/Y, with new lease rates declining 2.8% due to incentives offset by strong renewal rates of 4.7%. We maintain our Hold rating based on operating expense pressure suppressing cash NOI growth in 2026. Management guides for 2026 same-store revenue growth of 1.2%-3.2%, expense growth of 3.0%-4.0%, and cash NOI growth of 0.5%-2.5%, with strength expected in 2H 2026. EQR's coastal market strategy continues demonstrating value, with San Francisco leading at 6.5% revenue growth and New York at 4.6%, while expansion markets like Denver (-5.9%) and Atlanta (-2.0%) face new supply pressure. EQR has premium coastal markets where limited new supply enables pricing power, though higher operating costs remain a risk. The development pipeline totals $863M for 1,824 units when complete. Planned property acquisitions are $165M in 2026.
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Asia
Rua Bioscience Notes 'Significant Contraction' in Australian Medical Cannabis Prescribing Volumes Amid Regulatory Review
Rua Bioscience (NZE:RUA) said the Australian market has experienced "significant contraction" in medical cannabis prescribing volumes amid a Therapeutic Goods Administration review of the safety of unapproved products, according to a Wednesday filing with the New Zealand bourse.However, medicinal cannabis is showing "strong signs of maturity and growth" in international markets, especially in Europe, in the face of recent international developments and discourse of a global economic slowdown, Rua added.The company recently established RUA genetics in Canada, the second-largest cannabis market in the world after the US, adding to its presence in Germany, Australia, New Zealand, Czechia, and the UK, per the filing.In Australia, the company expects a market reset after the regulatory review is complete, and is working to establish its products in new clinic chains.Elsewhere, Rua plans to bring several products to the New Zealand market in the coming months, and is also working on product launches in Czechia scheduled for May. Additionally, the company is looking to expand in the UK with plans to incorporate its genetics through new channels and clinic chains.In Germany, the company believes there is strong demand for consistent and reliable suppliers as significant regulatory changes seem unlikely following a review during which distributors reduced stock and scaled back imports. The German market remains competitive and continues to show strong signs of growth, Rua said.
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Market Chatter: Nvidia-Linked Data Center Raises $4.6 Billion From Junk Bond Sale
A Nevada data center project tied to Nvidia (NVDA) has raised $4.59 billion through a junk-bond sale, underscoring a rise in deals for AI infrastructure funding, Bloomberg reported on Tuesday, citing a person familiar with the matter.The deal, backed by Tract Capital Management and Fleet Data Centers, priced five-year notes at a 6.74% yield, the report said.The project, a 200-megawatt facility in Nevada, is expected to be leased to Nvidia.The deal was priced during broader volatility in data center-linked stocks and bonds, as concerns grow over whether the rapid expansion in AI-related spending will deliver expected returns, Bloomberg said.Nvidia did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
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