-- 独立研究机构CFRA向提供了以下研究报告。CFRA的分析师总结如下：受GLP-1口服药物Foundayo在4月上市的前两周销量低于预期的影响，礼来公司(LLY)股价今日下跌3.60%。我们认为这一消息不会改变我们的观点，因为我们预期Foundayo将从2027年开始对礼来公司的业绩做出显著贡献。虽然我们承认目前的初步数据低于预期，但我们认为现在下结论还为时过早，Foundayo的销量可能会在未来几个月内赶上预期。周二，亚马逊推出了一项综合体重管理计划，该计划整合了初级保健、药房服务和GLP-1治疗的远程医疗服务，我们认为这将提高Foundayo的可及性。该计划使得口服GLP-1药物（Foundayo和Wegovy）的医保报销价格为每月25美元，现金支付价格为每月149美元。根据美国疾病控制与预防中心（CDC）的数据，美国成年人口中约有40%患有肥胖症。因此，市场潜力巨大，而Foundayo凭借其易用性（每日一次）和良好的耐受性，在我们看来是一款极具竞争力的产品。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
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