-- 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：我们维持目标价255美元，相当于2026年每股收益预期值的15.8倍。这一估值高于ABBV过去10年的平均预期市盈率12.1倍，这主要得益于其不断改善的长期增长前景。我们将2026年每股收益预期从14.02美元上调至14.17美元，以反映第一季度业绩超预期以及对全年业绩的预期上调。我们维持2027年每股收益预期16.13美元不变。ABBV公布了2026年的强劲开局，第一季度业绩超出预期。营收达到150亿美元，同比增长12.4%，这主要得益于免疫学和神经科学业务的持续增长势头。调整后每股收益为 2.65 美元，高于预期中值，尽管收购的知识产权和研发业务带来了不利影响。我们认为，胰淀素类似物 (ABBV-295) 的早期数据显示其具有良好的减重效果和耐受性。由于 II 期临床试验预计将于 2026 年第三季度启动，我们认为应密切关注其最新进展，因为 ABBV-295 有望凭借其潜在的差异化、非肠促胰素机制，使艾伯维在利润丰厚的肥胖症市场占据一席之地。
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