-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：安進公司公佈了2026財年第一季穩健的業績，營收達86億美元（年成長6%），超出市場預期5,000萬美元；非GAAP每股收益為5.15美元（年成長5%），超出預期0.38美元。該公司持續推進其產品組合多元化策略，16種產品實現了兩位數成長，17種產品年銷售額超過10億美元。我們看好安進在新興治療領域的全面成長，其中Repatha（年成長34%）、TEPEZZA（年成長29%）和TEZSPIRE（年成長20%）表現尤為突出，抵消了面臨生物相似藥競爭的傳統產品預期下滑的影響。管理階層將2026年營收預期上調至371億美元至385億美元，每股盈餘預期上調至21.70美元至23.10美元。研發支出年增16%至17億美元，主要得益於MariTide肥胖症計畫和多項三期臨床試驗的大力投入。我們相信，安進成功的業務組合轉型以及對高成長治療領域的策略性聚焦，使其在實現長期持續成長方面佔據有利地位。
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