-- 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：輝瑞（PFE）第一季業績穩健，調整後每股收益為0.75美元，年減18%，但高於市場普遍預期的0.72美元；營收年增5%至145億美元，比市場普遍預期高出7億美元。在剔除新冠肺炎相關產品後，公司基本面實現了強勁的7%營運成長，其中新上市和收購的產品營收年增22%至31億美元。我們認為多角化策略是正面的，腫瘤業務的強勁成長勢頭，包括Padcev（年成長39%至5.91億美元）和Lorbrena（年成長32%至3.05億美元），凸顯了輝瑞不斷增強的產品組合實力。管理層重申了2026年營收預期為595億美元至625億美元，調整後每股收益預期為2.80美元至3.00美元。我們認為，不斷加速的研發管線動能令人鼓舞，多項積極的3期臨床試驗結果已公佈，包括Elrexfio和Padcev的研究，此外，公司還計劃在2026年啟動約20項關鍵性研究。我們認為，公司專注於業務發展而非股票回購，反映了輝瑞在後疫情時代轉型過程中合理的資本配置。
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