-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：安进公司公布了2026财年第一季度稳健的业绩，营收达86亿美元（同比增长6%），超出市场预期5000万美元；非GAAP每股收益为5.15美元（同比增长5%），超出预期0.38美元。该公司持续推进其产品组合多元化战略，16种产品实现了两位数增长，17种产品年营收超过10亿美元。我们看好安进在新兴治疗领域的全面增长，其中Repatha（同比增长34%）、TEPEZZA（同比增长29%）和TEZSPIRE（同比增长20%）表现尤为突出，抵消了面临生物类似药竞争的传统产品预期下滑的影响。管理层将2026年营收预期上调至371亿美元至385亿美元，每股收益预期上调至21.70美元至23.10美元。研发支出同比增长16%至17亿美元，主要得益于对MariTide肥胖症项目和多项三期临床试验的大力投入。我们相信，安进成功的业务组合转型以及对高增长治疗领域的战略聚焦，使其在实现长期持续增长方面占据有利地位。
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