-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：基於16.1倍的2027年每股盈餘預期，我們將目標價從866美元下調至846美元，低於REGN過去10年的平均預期本益比。我們將2026年每股盈餘預期從45.59美元上調至47.92美元，並將2027年每股盈餘預期從46.25美元上調至52.62美元。儘管REGN公佈了2026年強勁的開局，第一季銷售額年增19%，調整後每股收益為3.57美元，超出預期，但其股價至今仍下跌近8%。 REGN承認其愛爾蘭工廠的大宗生產暫時中斷，對GAAP毛利率造成了負面影響，但我們認為市場反應過度，因為產品供應並未受到影響，預計全面生產將於第二季末恢復。我們仍認為2026年可能是關鍵的一年，屆時將有幾項重要藥物獲得批准，並啟動18項第三期臨床試驗。我們也對4月23日與川普政府達成的協議以及REGN在獲得三年藥品進口關稅減免的同時，承諾享受最惠國待遇定價表示正面評價。
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