-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：基於淨現值（NPV）分析，我們維持75美元的目標價。我們將2026年每股盈餘（EPS）預期從5.17美元下調至4.96美元，並將2027年每股盈餘預期從5.86美元上調至6.69美元。 BMRN公佈了穩健的2026年第一季業績，其中最引人注目的是近期完成對Amicus Therapeutics的收購，預計這將加速公司2026年營收成長，達到20%的年成長率。我們認為，此次收購將為BMRN的產品組合新增兩款極具商業潛力的產品：用於治療法布瑞氏症的Galafold和用於治療龐貝氏症的Pombiliti + Opfolda，有助於實現多元化。 BMRN第一季總營收成長至7.66億美元（年增3%），略高於預期，這主要得益於酵素療法和Voxzogo的強勁患者需求。然而，由於營運費用增加，非GAAP每股收益為0.76美元，低於預期。展望未來，整合Amicus、推進產品線（預計第二季公佈關鍵數據）以及推動產品組合的持續商業成功，將是BMRN的關鍵所在。
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