-- 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： Ionis公布了2026年第一季度强劲的业绩，总收入飙升至2.46亿美元（同比增长87%），这主要得益于强劲的商业执行力以及约9500万美元的研发里程碑付款。产品销售额达到4300万美元，而去年同期仅为600万美元，其中TRYNGOLZA贡献了2700万美元（同比增长350%），DAWNZERA贡献了1600万美元（环比增长125%）。我们认为，其独立上市产品组合的加速增长势头表明了其强大的商业执行力。管理层大幅上调了2026年收入预期，从8亿至8.25亿美元上调至8.75亿至9亿美元，并将营业亏损预期从5亿至5.5亿美元上调至4.25亿至4.75亿美元。该公司还将olezarsen的销售峰值预期从20亿美元以上上调至30亿美元以上，反映出其对重度高甘油三酯血症市场机遇的信心日益增强。鉴于多项监管利好因素即将到来，包括olezarsen和zilganersen的潜在获批，我们认为Ionis有望继续保持增长势头。
Related Articles
Sectors
Sector Update: Consumer Stocks Decline Wednesday Afternoon
Consumer stocks traded lower Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) declining 0.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.3%.In corporate news, Starbucks' (SBUX) fiscal Q2 financial results exceeded Wall Street's views, while the coffee giant raised its full-year outlook on the back of momentum in its turnaround efforts. Its shares jumped past 8%.Wingstop (WING) reduced its 2026 domestic same-store sales outlook and reported weaker-than-expected Q1 revenue. Its shares fell 4.4%.Etsy's (ETSY) Q1 revenue rose more than Wall Street's expectations, helping the online marketplace swing to earnings. Etsy shares climbed 8.6%.
$ETSY$SBUX$WING
Sectors
Sector Update: Health Care Stocks Softer in Afternoon Trading
Health care stocks declined Wednesday afternoon, with the NYSE Health Care Index down 0.8% and the State Street Health Care Select Sector SPDR ETF (XLV) shedding 0.9%.The iShares Biotechnology ETF (IBB) fell 2%.In corporate news, AbbVie (ABBV) raised its full-year outlook on Wednesday as the biopharmaceutical company recorded better-than-expected Q1 results, driven by robust revenue growth from its Skyrizi and Rinvoq immunology drugs. Its shares rose 3.4%.AstraZeneca (AZN) will invest 300 million pounds ($404.9 million) in the UK, focusing on its sites in Cambridge and Macclesfield, in a move aimed at boosting the country's life sciences sector, Bloomberg reported. AstraZeneca shares were down 1.2%.KalVista Pharmaceuticals (KALV) and Chiesi Group said Wednesday they have signed an agreement through which Chiesi will buy KalVista for $27 per share in cash, or about $1.9 billion. KalVista shares surged nearly 39%.
$ABBV$AZN$KALV
Oil & Energy
EMEA Oil Update: Crude Rallies as US-Iran Standoff Stokes Supply Fears
EMEA crude futures rallied in after-hours trading on Wednesday as a dual blockade in the Strait of Hormuz, and President Trump's hardening Iranian rhetoric stoked fears of a prolonged global energy supply shock.Brent crude futures climbed 7.13% to $119.19 per barrel, while Murban oil futures gained 2.44% to $109.31/bbl."President Trump has instructed aides to prepare for an extended blockade of Iran, targeting the regime's coffers in a high-risk bid to compel Iran to end its nuclear program," Saxo Bank strategists said in a note on Wednesday.Trump reportedly said he will maintain a naval blockade against Iran until Tehran agrees to a nuclear deal, noting that the blockade is somewhat more effective than the bombing. The US President threatened Iran on Wednesday, saying the country "better get smart soon"."Iran can't get their act together. They don't know how to sign a non-nuclear deal. They'd better get smart soon!" Trump said in a post on Truth Social.The second round of US-Iran talks to end the Middle East conflict has stalled in recent days as the two sides refuse to budge in negotiations and Tehran attempts to separate the Hormuz issue from its nuclear program.Soojin Kim, research analyst at MUFG, said crude prices remained elevated as markets focused on stalled US-Iran peace talks and the continued near-closure of the Hormuz.The US naval blockade appears to be putting pressure on Iran, amid reports that the country is running out of crude storage space, which could accelerate production cuts.US Treasury Secretary Scott Bessent said Iran's Kharg Island, the country's primary oil export terminal, is approaching storage capacity, which will likely force the government to reduce crude production and cause damage to Iran's oil infrastructure."Iran is also facing growing storage constraints that could force deeper production cuts, while the US continues tightening sanctions on Chinese refiners linked to Iranian oil," Kim said.Meanwhile, Kim said the ongoing Middle East conflict has already triggered broader regional shifts, including the UAE's decision to leave OPEC next month."The timing of the exit was planned well," ING strategists said, adding that announcing a departure during a period of significant supply disruption limits the market impact.On the supply side, signs of tightening have begun to appear in the US, with the latest data from the Energy Information Administration showing that US crude stocks fell by 6.2 million barrels to 459.5 million barrels in the week ended Apr. 24.