-- 英國藥品和保健產品監管局（MHRA）週五宣布，葛蘭素史克（GSK）的Linerixibat（商品名為Lynavoy）已獲批准用於治療成人原發性膽汁性膽管炎引起的瘙癢。 MHRA表示，這種口服療法旨在減少與這種罕見肝病相關的膽汁酸積聚，從而緩解持續性搔癢。 MHRA補充道，此次核准基於3期臨床試驗數據，數據顯示Linerixibat與安慰劑相比，能顯著減輕搔癢並改善睡眠障礙。 週五，葛蘭素史克股價下跌1.2%。
Price: $52.01, Change: $-0.30, Percent Change: -0.57%
Roku's (ROKU) Q1 results and guidance reflect the upside to its platform growth strategy, even as the uncertain macro backdrop tightens advertiser budgets, Wedbush Securities said in a note Friday.The company's accelerating monetization of its ad and subscription platform, improving profitability, and favorable tax position place it on Wedbush's best ideas list, the brokerage added.Given Roku's expense discipline, the brokerage said it expects the company to achieve its $1 billion free cash flow guidance well before its 2028 target.Roku's net operating losses will act as a tax shield, allowing pre-tax income to efficiently convert into distributable cash, the firm noted. A clean balance sheet and improving liquidity suggest ongoing share buybacks are likely, according to the note.Wedbush added that Roku is best-positioned within the Connected TV ecosystem, even amid macro headwinds, as it can meet advertisers across the demand curve.Wedbush maintained an outperform rating on Roku and raised the price target to $155 from $140.Price: $122.02, Change: $+5.46, Percent Change: +4.68%
Amphenol (APH) has an average rating of overweight and mean price target of $182.69, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $143.64, Change: $-3.63, Percent Change: -2.46%
Exxon Mobil (XOM) reported stronger-than-expected first-quarter 2026 earnings, driven by better-than-expected downstream performance, TPH Energy Research analyst Jeoffrey Lambujon said in a Friday note.The company reported Q1 adjusted EPS of $1.16, beating the $0.93 TPH estimate and the $0.98 Street estimate, TPH said.The company generated cash flow before working capital of $10.46 billion, slightly below the $10.86 billion TPH estimate and the $10.70 billion consensus.Lower capital spending of $6.19 billion, compared with the $6.61 billion TPH estimate and the $6.71 billion consensus, supported stronger free cash flow conversion.Exxon produced about $4.46 billion in free cash flow pre-working capital, which funded total shareholder returns of roughly $9.2 billion.The company returned about $4.9 billion through share buybacks and $4.3 billion in dividends, keeping it on track for $20 billion in full-year 2026 buybacks.Downstream results significantly outperformed expectations, with combined earnings of about $0.09 billion, versus TPH losses of $0.99 billion and a consensus of $1.17 billion.Energy products reported a narrower loss of $0.56 billion, outperforming the TPH estimate which expected $1.39 billion loss and Street expectations for a $1.61 billion loss.Specialty products delivered $0.65 billion in earnings, beating the $0.40 billion TPH estimate and the $0.43 billion Street estimate, the note added.Upstream earnings came in at $5.74 billion, below the $5.82 billion TPH estimate and below the $6.10 billion Street estimate.Production averaged about 4.59 million barrels of oil equivalent per day, below the 4.68 million boe/d TPH estimate and below the 4.63 million boe/d Street estimate.Operational updates include Golden Pass LNG targeting first production in late March and first cargo in April, the note added.Exxon highlighted Permian output near 1.7 million b/d through 2026, in line with 1.69 b/d million estimates, while Guyana production exceeded 0.9 million b/d and carbon capture capacity reached 10 million tons annually, TPH said.Price: $152.54, Change: $-1.80, Percent Change: -1.16%