-- 週五下午晚些時候，醫療保健類股走低，紐約證券交易所醫療保健指數下跌1.1%，道富醫療保健精選行業SPDR ETF (XLV)下跌1.4%。 iShares生物技術ETF (IBB)下跌1%。 在產業新聞方面，美國食品藥物管理局(FDA)表示，將啟動監管行動，支持開髮用於治療精神疾病的迷幻藥療法。 FDA表示，此舉是基於唐納德·川普總統最近簽署的行政命令，該命令指示衛生與公共服務部加快為嚴重精神疾病患者提供治療。 公司新聞方面，HCA醫療保健公司(HCA)第一季業績超出市場預期，但這家醫院業者表示，由於呼吸系統疾病活動減少，其入院人數並未出現往常的季節性增長。該公司股價下跌9%。 據報道，印度太陽製藥工業公司(Sun Pharmaceutical Industries)計劃以130億美元收購Organon (OGN)，受此消息提振，Organon股價飆升32%。 Compass Pathways (CMPS) 股價上漲 4.8%，此前該公司週五宣布，美國食品藥物管理局 (FDA) 已批准其新藥申請的滾動審查請求，並將 COMP360 納入 FDA 的國家優先券計劃，用於治療難治性抑鬱症。 賽諾菲 (SNY) 完成了其歐元中期票據計劃下 23 億歐元（27 億美元）的票據發行定價。其股價下跌 1.5%。
Related Articles
Research
Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
$URI
Equities
Petro Rabigh Emerges From Loss in Q1; Revenue Grows
Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.
$SASE:2380
Research
Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.
$HIG