-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：禮來公司（LLY）第一季業績表現卓越，非GAAP每股收益為8.55美元（年成長156%），超出市場預期1.56美元；營收達198億美元（年成長56%），超出預期200萬美元。 GLP-1產品線是業績成長的主要驅動力，Mounjaro和Zepbound兩款產品合計銷售額約為128億美元，佔總營收的65%，其中Mounjaro銷售額達87億美元（年增125%），Zepbound銷售額達42億美元（年增80%）。我們認為，GLP-1產品的持續成長動能、強勁的國際擴張（包括納入中國國家處方藥目錄）以及Foundayo口服製劑獲得FDA批准，是支撐我們投資邏輯的關鍵催化劑。 管理階層將2026年營收預期上調至820億至850億美元，非GAAP每股盈餘預期為35.50至37.00美元，展現了對公司持續穩健成長的信心。該公司加快了策略資本部署，第一季提出了四項收購計劃，其中包括Orna Therapeutics和Kelonia Therapeutics。同時，研發投入成長28%至35億美元，我們認為這反映了公司致力於在腫瘤學和下一代療法領域實現產品線多元化的決心。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of Firstenergy Corp.
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 by $1 to $55, 20.0x our next-12-month EPS view of $2.75, a premium to its five-year average of 15.6x. We reduce our 2026 EPS view by $0.02 to $2.72 and 2027 EPS by $0.01 to $2.93. The Q1 core EPS increase (+7.5% Y/Y) breaks a three-quarter streak of declines, and we see continued momentum throughout our forecast horizon. We see positive data center demand trends, with long-term contracted demand (4.3 GW) up 4% since February 2026 (4.1 GW) and up 47% since February 2025 (2.9 GW), while pipeline demand (14.9 GW) is up 15% since February 2026 (12.9 GW) and has more than doubled since February 2025 (6.1 GW). FE has reduced base O&M by over $200M (15%) since 2022, with Q1 2026 showing an additional ~5% YoY decline, while simultaneously improving reliability metrics. We think FE's cost discipline, service quality improvement, and competitive rate positioning should translate into more favorable rate case outcomes, reduced disallowance risk, and potentially higher allowed ROEs.
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Sectors
Sector Update: Consumer
Consumer stocks were higher Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 1.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) increasing 0.4%.In corporate news, Lamb Weston (LW) shares rose 1.6% after shareholder Starboard Value said in a letter to the board Thursday that the company should hold an investor day and reset earnings to a normalized level.
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Australia
Market Chatter: FDA Panel Votes Against Benefits of AstraZeneca's Breast Cancer Drug
The US Food and Drug Administration's Oncology Drugs Advisory Committee rejected the benefits AstraZeneca's (AZN) Camizestrant drug candidate to treat breast cancer, Bloomberg reported Thursday.Six committee members voted against the drug due to disagreement over the trial design and the potential implications in the clinical setting, according to Bloomberg.The drug trial met is primary endpoint of progression-free survival as well as the progression-free survival 2 endpoint, however, FDA does not consider PFS2 a suitable endpoint for regulatory decision making, according to a briefing document.(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: $189.60, Change: $+4.40, Percent Change: +2.37%
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