-- 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：基于净现值（NPV）分析，我们维持75美元的目标价。我们将2026年每股收益（EPS）预期从5.17美元下调至4.96美元，并将2027年每股收益预期从5.86美元上调至6.69美元。BMRN公布了稳健的2026年第一季度业绩，其中最引人注目的是近期完成对Amicus Therapeutics的收购，预计这将加速公司2026年营收增长，达到20%的同比增长率。我们认为，此次收购将为BMRN的产品组合新增两款极具商业潜力的产品：用于治疗法布里病的Galafold和用于治疗庞贝病的Pombiliti + Opfolda，从而有助于实现营收多元化。 BMRN第一季度总营收增长至7.66亿美元（同比增长3%），略高于预期，这主要得益于酶疗法和Voxzogo的强劲患者需求。然而，由于运营费用增加，非GAAP每股收益为0.76美元，低于预期。展望未来，整合Amicus、推进产品线（预计将于第二季度公布关键数据）以及推动产品组合的持续商业成功，将是BMRN的关键所在。
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DPM Metals Posts Higher Q1 Adjusted Earnings, Revenue
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