-- 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：百時美施貴寶(BMY)公佈了2026財年第一季穩健的業績，營收達115億美元（年成長3%），超出市場預期5.8億美元。同時，非GAAP每股收益為1.58美元，年減12%，但仍超出市場預期0.16美元。成長型產品組合表現特別強勁，年增12%至62億美元，目前佔總銷售額的大部分，而傳統產品組合的銷售額為53億美元（年減6%）。我們認為，公司的多元化策略正在取得顯著進展，Camzyos（營收3.14億美元，年成長97%）、Breyanzi（營收4.11億美元，年比成長56%）以及Eliquis（營收41億美元，較去年同期成長16%）的持續強勁表現尤為突出。 管理層重申了2026年營收預期為460億至475億美元，非GAAP每股收益預期為6.05至6.35美元，預計業績將向預期上限靠攏。我們認為，儘管傳統產品組合面臨來自仿製藥競爭的不利因素，尤其是在瑞復美（Revlimid）銷售額大幅下滑至3.49億美元（同比下降63%）之後，但增長型產品組合的強勁勢頭仍使百時美施貴寶（BMY）在未來增長方面佔據有利地位。
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