-- 白金生命科学(香港証券取引所:1466)傘下の北京白金生物科技は、フォーヤング生物科技と戦略的提携契約を締結した。香港証券取引所への水曜日の提出書類で明らかになった。 両社は臨床細胞治療分野で協力する。 北京白金生物科技は各種製品の研究開発、製造、品質管理、グローバルサプライチェーンサポートを担当し、フォーヤング生物科技は自社の技術力を統合的に提供する。
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Research Alert: Insulet Reports Strong Q1 Led By Omnipod Growth And International Expansion
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Insulet delivered solid Q1 2026 results with revenue of $761.7M (+33.9% Y/Y) exceeding guidance and beating consensus by $32M, while adjusted EPS of $1.42 (+39.2%) surpassed expectations by $0.23. Omnipod revenue grew 36.9% to $758.4M, led by 28.3% U.S. growth and 59.4% international expansion, with adjusted operating margin expanding 110 bps to 17.5% despite gross margin pressure. We view the Type 2 diabetes AID progress positively, with encouraging EVOLUTION 2 trial data showing 68% time in range and first participant enrolled in the pivotal EVOLVE study for 2027 510(k) filing. Management raised its 2026 revenue guidance to 21%-23% Y/Y constant currency growth (from 20%-22% Y/Y previously), while maintaining ~100 bps adjusted operating margin expansion and over 25% adjusted EPS growth outlook. We believe the combination of accelerating international momentum, Type 2 diabetes opportunity, and strong cash generation positions Insulet well for continued growth.