-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將目標股價從36美元上調至42美元，相當於2027年每股收益預測值3.09美元的13.6倍，高於TEVA的歷史平均預期市盈率，我們認為，其不斷改善的成長前景是合理的。我們將2026年每股盈餘預期從2.77美元下調至2.11美元，以調整Emalex收購的影響。我們維持2027年每股盈餘預期3.09美元不變。 Teva公佈了穩健的第一季業績，超越預期，這主要得益於其創新成長引擎（AUSTEDO、AJOVY和UZEDY）的持續強勁表現，這三款產品合計增長41%，成功抵消了仿製藥REVLIMID失去獨家銷售權帶來的預期收入下降。我們認為，新宣布的以7億美元收購Emalex的交易（預計將於第三季完成）是一項重要的策略舉措，也是一個重大利好。該交易將把已獲得新藥申請（NDA）資格的、同類首創的先導化合物Ecopipam（用於治療圖雷特綜合徵，該疾病目前存在巨大的未滿足醫療需求）納入梯瓦的神經科學產品線。我們認為，此次收購將加速梯瓦向創新、高利潤產品的轉型。
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