-- 瑞银证券周四发布的报告指出，梯瓦制药（Teva Pharmaceutical Industries，简称TEVA）股价有望进一步上涨，其估值有望重估，这主要得益于“不断扩大的品牌增长”以及第一季度业绩公布后强劲的产品线。 瑞银表示，随着产品线的不断拓展（包括对Emalex Biosciences的收购），以及投资者对风险较低的生物制药公司日益增长的“兴趣”，市场对梯瓦的增长前景信心增强。同时，梯瓦正逐渐成为兼具“合理估值”和品牌增长潜力的罕见公司，此前该公司已表示地缘政治因素不会对其运营造成“重大影响”，这进一步缓解了市场对其的担忧。 瑞银还强调了梯瓦“对股东友好的资本配置”，指出该公司已加快业务发展战略，并正在考虑提前进行股票回购，而非“此前预期”。 报告称，梯瓦管理层已表示对其他交易持开放态度，并计划到2027年将净债务与EBITDA的比率降至2倍以下，并在2026年达到投资级信用评级。 瑞银维持对梯瓦制药的买入评级，并将目标价从 36 美元上调至 42 美元。
Price: $35.15, Change: $-0.23, Percent Change: -0.65%
Financial stocks were higher late Thursday afternoon, with the NYSE Financial Index rising 1.3% and the State Street Financial Select Sector SPDR ETF (XLF) up 0.5%.The Philadelphia Housing Index climbed 1.6%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) added 1.5%.Bitcoin (BTC-USD) rose 0.9% to $76,409, and the yield for 10-year US Treasuries decreased 2.8 basis points to 4.39%.In corporate news, AvalonBay Communities (AVB) and Equity Residential (EQR) have held discussions over a potential merger, which would be one of the biggest real estate deals ever, Bloomberg reported. AvalonBay shares were down 1.1%, and Equity Residential was fractionally lower.
Meta Platforms (META) CEO Mark Zuckerberg and Apple (AAPL) CEO Tim Cook are not pursuing a bid for the National Football League's Seattle Seahawks, Bloomberg reported on Thursday, citing company and industry sources.A Meta spokesperson said Zuckerberg is not making any investment or bid for the team, while a person familiar with Cook's plans denied his involvement, the report said.Meta and Apple did not immediately respond to requests for comment from.(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.)Price: $616.43, Change: $-52.69, Percent Change: -7.87%
Axsome Therapeutics (AXSM) said Thursday the US Food and Drug Administration approved Auvelity for the treatment of agitation associated with Alzheimer's disease dementia.The approval was supported by two phase 3 clinical trials that showed the drug significantly improved agitation symptoms and resulted in a longer time to relapse compared with placebo.The medication acts on N-methyl-D-aspartate and sigma-1 receptors in the brain and is also approved for adults with major depressive disorder, the company added.Shares of Axsome were up more than 12% in Thursday trading.Price: $206.45, Change: $+22.50, Percent Change: +12.23%