-- 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。目標株価を36ドルから42ドルに引き上げます。これは、2027年のEPS予想3.09ドルの13.6倍に相当し、TEVAの過去の予想PER平均を上回っています。これは、TEVAの成長見通しの改善によって正当化されると考えています。Emalex買収の影響を考慮し、2026年のEPS予想を2.77ドルから2.11ドルに引き下げます。2027年のEPS予想は3.09ドルで据え置きます。TEVAは、革新的な成長エンジン（AUSTEDO、AJOVY、UZEDY）の好調な業績が継続し、合計で41%の成長を遂げたことで、予想を上回る堅調な第1四半期決算を発表しました。これらの成長エンジンは、ジェネリック医薬品REVLIMIDの独占販売権喪失による予想収益減少をうまく相殺しています。新たに発表された7億ドル規模のEmalex買収は、第3四半期に完了する見込みであり、重要な戦略的動きであると同時に、当社としては大きなプラス要因だと考えています。この買収により、トゥレット症候群の治療薬として、新薬承認申請（NDA）準備が整ったファーストインクラスの主力製品であるEcopipamが、Tevaの神経科学パイプラインに加わることになります。トゥレット症候群は、治療ニーズが極めて高い疾患です。当社は、この買収がTevaの革新的で高収益な製品へのシフトを加速させると考えています。
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China Shipbuilding Industry's 2025 Profit Slips 7%, Revenue Rises 12%
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Mercuria Files Lawsuit Against Baltic Exchange Over TD3C Shipping Benchmark
Mercuria Energy Group said it has filed a lawsuit in London's High Court against Baltic Exchange Information Services, alleging distortion of a key oil shipping benchmark, Bloomberg reported on Thursday.The dispute centers on the TD3C route, which tracks the cost of shipping crude from the Middle East to China.Mercuria said the rate "no longer accurately or reliably represents the underlying market it is intended to measure," according to the claim form seen by Bloomberg, adding that the impact has led to losses estimated in the "hundreds of millions of US dollars."The Baltic Exchange, owned by Singapore Exchange, publishes freight rates widely used in global oil markets and derivatives trading.