-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：梯瓦制药2026财年第一季度业绩稳健，营收达39.82亿美元（同比增长2%），非GAAP每股收益为0.53美元，超出市场普遍预期的0.46美元。创新产品组合推动了增长，其中主要品牌营收达8.38亿美元（同比增长41%），主要品牌包括AUSTEDO（5.78亿美元，同比增长41%）、AJOVY（1.96亿美元，同比增长35%）和UZEDY（6300万美元，同比增长62%）。神经科学产品的强劲增长势头表明梯瓦制药“转型增长”战略的成功，有效抵消了来那度胺仿制药竞争带来的不利影响。管理层维持2026年营收预期在164亿美元至168亿美元之间，但由于以7亿美元战略性收购Emalex Biosciences，每股收益预期上调至1.91美元至2.11美元。此次收购Emalex Biosciences将为Teva带来首创的儿童图雷特综合征治疗药物ecopipam，预计将于2026年下半年提交新药申请。我们认为此次收购符合Teva的神经科学战略，并代表着资本效率更高的产品线扩张；但由于预计会产生研发费用，短期内利润率将受到影响。
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