-- 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：百时美施贵宝(BMY)公布了2026财年第一季度稳健的业绩，营收达115亿美元（同比增长3%），超出市场预期5.8亿美元。同时，非GAAP每股收益为1.58美元，同比下降12%，但仍超出市场预期0.16美元。增长型产品组合表现尤为强劲，同比增长12%至62亿美元，目前占总销售额的大部分，而传统产品组合的销售额为53亿美元（同比下降6%）。我们认为，公司的多元化战略正在取得显著进展，Camzyos（营收3.14亿美元，同比增长97%）、Breyanzi（营收4.11亿美元，同比增长56%）以及Eliquis（营收41亿美元，同比增长16%）的持续强劲表现尤为突出。 管理层重申了2026年营收预期为460亿至475亿美元，非GAAP每股收益预期为6.05至6.35美元，预计业绩将向预期上限靠拢。我们认为，尽管传统产品组合面临来自仿制药竞争的不利因素，尤其是在瑞复美（Revlimid）销售额大幅下滑至3.49亿美元（同比下降63%）之后，但增长型产品组合的强劲势头仍使百时美施贵宝（BMY）在未来增长方面占据有利地位。
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