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FINWIRES

研究快訊:Alny第一季銷售額創歷史新高,主要得益於TTR特許經營和穩健的銷售管道進展

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-- 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:Alnylam公司公佈了2026年第一季的卓越業績,季度產品收入首次突破10億美元大關,創下公司23年發展歷程中的歷史新高。該公司公佈的非GAAP每股收益為2.05美元,高於去年同期的0.29美元,遠超市場普遍預期的1.47美元。總營收達11.67億美元(年增96%),主要得益於淨產品收入的強勁表現,達到10.36億美元(年增121%)。 TTR產品線持續保持強勁成長勢頭,營收達9.1億美元(年增153%),其中AMVUTTRA貢獻了8.9億美元(年增187%),該療法在美國上市一年後,依然保持著強勁的商業勢頭。 該公司重申了 2026 年財務預期,預計總淨產品收入為 49 億美元至 53 億美元,TTR 淨產品收入為 44 億美元至 47 億美元。管理層強調了研發管線的重大進展,包括 nucresiran 的 TRITON-CM III 期研究的患者招募速度快於預期,預計將在 2026 年下半年公佈多項臨床結果。

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Energy stocks rose Thursday afternoon with the NYSE Energy Sector Index gaining 1% and the State Street Energy Select Sector SPDR ETF (XLE) climbing 0.8%.The Philadelphia Oil Service Sector Index advanced 0.5%, and the Dow Jones US Utilities Index rose 1.3%.West Texas Intermediate crude oil fell 2.4% to $104.37 a barrel, and global benchmark Brent dropped 3.5% to $113.93 a barrel. Henry Hub natural gas futures rose 3.9% to $2.75 per 1 million BTU.In corporate news, Apollo Global Management (APO), Blackstone (BX) and KKR (KKR) are among the final bidders for a major stake in Shell's (SHEL) LNG Canada project in a deal that could top $10 billion and reach as much as $15 billion, Reuters reported. Shell shares rose 1.3%.

$SHEL
Asia Markets

Exchange-Traded Funds Higher as US Equities Advance After Midday

Broad Market IndicatorsBroad-market exchange-traded fund IWM and IVV rose. Actively traded Invesco QQQ Trust (QQQ) edged up 0.4%.US equity indexes were higher after midday Thursday as investors weighed mega-cap corporate earnings and a warning from Iran's new supreme leader that Tehran won't give up its nuclear stockpile.EnergyIShares US Energy ETF (IYE) and the State Street Energy Select Sector SPDR (XLE) each added about 0.8%.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) was down 0.4%; iShares US Technology ETF (IYW) rose 0.6%, and iShares Expanded Tech Sector ETF (IGM) gained 0.5%.The State Street SPDR S&P Semiconductor (XSD) climbed 3.7%, and iShares Semiconductor (SOXX) was up 1.9%.FinancialThe State Street Financial Select Sector SPDR (XLF) added 0.1%. Direxion Daily Financial Bull 3X Shares (FAS) climbed 0.3%, and its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), lost 0.4%.CommoditiesCrude oil fell over 2%, and the United States Oil Fund (USO) lost 3%. Natural gas was up 4%, and the United States Natural Gas Fund (UNG) rose 4.2%.Gold on Comex added 1.4%, and the State Street SPDR Gold Shares (GLD) advanced 1.6%. Silver rose 2.3%, and iShares Silver Trust (SLV) was up 2.6%.ConsumerThe State Street Consumer Staples Select Sector SPDR (XLP) rose 1.4%. The Vanguard Consumer Staples ETF (VDC) added 1.5%, and iShares Dow Jones US Consumer Goods (IYK) was 0.9% higher.The State Street Consumer Discretionary Select Sector SPDR (XLY) rose 0.4%. VanEck Retail ETF (RTH) added 0.5%, and the State Street SPDR S&P Retail (XRT) was up 1.9%.Health CareThe State Street Health Care Select Sector SPDR (XLV) rose 2.3%, iShares US Healthcare (IYH) added 2.3%, and Vanguard Health Care ETF (VHT) was 2.2% higher. IShares Biotechnology ETF (IBB) gained 2%.IndustrialThe State Street Industrial Select Sector SPDR (XLI) added 2.4%. Vanguard Industrials Index Fund (VIS) and iShares US Industrials (IYJ) were also higher.CryptocurrencyIn midday activity, bitcoin (BTC-USD) added 0.8%. Among cryptocurrency ETFs, ProShares Bitcoin ETF (BITO) rose 1%, ProShares Ether ETF (EETH) gained 1.2%, and ProShares Bitcoin & Ether Market Cap Weight ETF (BETH) was flat.

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Australia

Brinker's Guidance Appears Achievable, Led by Chili's Chicken Sandwich Launch, UBS Says

Brinker International's (EAT) top end of full-year 2026 guidance seems achievable with a strong Chili's chicken sandwich launch and continued traction across sales initiatives, UBS Securities said in a note Thursday.The brokerage expects mid-single-digit same-store-sales growth and positive traffic at Chili's as reachable in fiscal Q4, with momentum likely continuing in fiscal 2027, driven by contribution from everyday value, marketing, menu enhancements, operational improvements, and remodel benefits over time, according to the note.Additional future catalysts for Brinker include accelerating unit growth, an eventual Maggiano's turnaround, strong balance sheet, and share repurchases, the brokerage said.UBS maintained a buy rating on Brinker with a price target of $190.Price: $151.10, Change: $+3.30, Percent Change: +2.23%

$EAT