-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。アルニラムは2026年第1四半期に目覚ましい業績を達成し、創業23年の歴史で初めて四半期売上高が10億ドルを超えるという歴史的なマイルストーンを記録しました。非GAAPベースの1株当たり利益（EPS）は前年同期の0.29ドルに対し2.05ドルとなり、市場予想の1.47ドルを大きく上回りました。総売上高は11億6,700万ドル（前年同期比96%増）に達し、特に純製品売上高は10億3,600万ドル（前年同期比121%増）と好調でした。TTRフランチャイズは引き続き目覚ましい成長を続け、9億1,000万ドル（前年同期比153%増）の売上高を記録しました。中でもAMVUTTRAは8億9,000万ドル（前年同期比187%増）の売上高に貢献し、ATTR-CM治療薬として米国で発売されてから1年が経過した現在も、優れた販売実績を維持しています。同社は2026年の業績見通しを改めて示し、総製品売上高を49億ドル～53億ドル、TTR（治療開始までの期間）に基づく製品売上高を44億ドル～47億ドルと予測した。経営陣は、ヌクレシランの第3相臨床試験であるTRITON-CM試験への被験者登録が予想よりも早く進んでいることなど、パイプラインの著しい進展を強調し、2026年下半期には複数の臨床試験結果が発表される見込みであると述べた。
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International
US Equity Markets End Higher Amid Gains in Tech, Communication, Industrial Stocks
US equity indexes closed higher on Thursday in a broad-based rally led by technology, communication services, and industrials despite ongoing geopolitical tensions.* US President Donald Trump will hear about updated military options for Iran from Pentagon officials on Thursday, as a possible way of forcing Tehran into an agreement, CNN reported.* Iran's new supreme leader gave a statement Thursday, vowing not to give up the country's nuclear or missile technologies and signaling Tehran would keep control of the Strait of Hormuz, Bloomberg reported.* The US core personal consumption expenditures price index, the Federal Reserve's preferred inflation gauge, rose to 3.2% year-on-year in March from 3%, meeting expectations.* June West Texas Intermediate crude oil fell $1.82 to settle at $105.06 per barrel, while June Brent crude, the global benchmark, was last seen down $3.94 at $114.09.* Qualcomm's (QCOM) shares were up roughly 14%, the biggest gainer on the S&P 500 and the Nasdaq, after the company posted better-than-expected fiscal Q2 adjusted earnings and revenue late Wednesday.* Meta Platforms (META) was down nearly 8% after the company overnight raised its forecast for 2026 capital expenditures, despite a Q1 earnings and revenue beat.
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