-- 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。NPV分析に基づき、目標株価を340ドルから319ドルに引き下げます。2026年のEPS予想を8.02ドルから9.32ドルに引き上げ、2027年のEPS予想は11.97ドルで据え置きます。アルニラム（ALNY）は、2026年第1四半期に好調な業績を発表し、収益と売上高の両方で予想を上回りました。同社は、四半期売上高が史上初めて10億ドルを突破するという、重要なマイルストーンを達成したと当社は考えています。この好業績は、ATTR-CM治療薬AMVUTTRAの商業販売開始と普及の成功によるところが大きいと言えます。第1四半期の海外TTR売上高は前年同期比35%増となりましたが、前四半期比では700万ドル減少しました。これは主に、ATTR-CM発売後にドイツで実施された価格調整によるものです。 ALNYの収益のかなりの部分がTTRフランチャイズに集中していると考えており、新たな競合他社の出現や予期せぬ課題が生じた場合、これは弱点となる可能性がある。
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Oil & Energy
EMEA Natural Gas Update: Futures Rise Nearly 2% With Markets Skeptical of Trump's Plan
European natural gas futures were up on Monday, despite US President Donald Trump's recent plans to escort ships through the Strait of Hormuz.The front-month Dutch TTF contract was up 1.69% to 46.54 euros ($54.49) per megawatt-hour, while the UK NBP contract was closed due to the Early May Bank Holiday.In a Truth Social post on Saturday, Trump said that US forces would use their "best efforts" to get the ships and crew stranded in the Persian Gulf safely out of the Strait. Referring to it as "Project Freedom," Trump said that this would begin on Monday morning.Yet, European natural gas prices continued to rally, as ING analysts noted that the "market does not seem convinced by the plan," especially since it does little to enable inbound traffic. This would only amount to "temporary relief" the note said, allowing floating storage to leave the Gulf.Meanwhile, Iran has received a response to its latest proposal from the US, with Tehran's 14-point peace plan calling for an end to the hostilities between the two nations within the next 30 days, according to the Tasnim News Agency. The US, however, is yet to officially confirm that it has responded to the proposal.Additionally, supply concerns in global gas markets have also been subdued due to "the current shoulder season," according to Daniel Hynes, a senior commodity strategist at ANZ. He also noted that this lull is giving markets a bit of breathing room to properly assess the impact of ongoing disruptions.The Strait of Hormuz, which accounts for one-fifth of global LNG flows, remained effectively closed for the tenth week running, with just 12 vessels transiting over the past 24 hours, according to the Hormuz Strait Monitor.At the same time, European gas inventories are still depleted going into refilling season, at just 33.42% of capacity, compared to 40.29% during this period last year, according to Gas Infrastructure Europe.
Sectors
Sector Update: Health Care
Health care stocks were flat to lower premarket Monday, with the iShares Biotechnology ETF (IBB) inactive and the State Street Health Care Select Sector SPDR ETF (XLV) down 0.5%.Indivior Pharmaceuticals (INDV) shares were up more than 3% after the company said it has entered into a $175 million accelerated share repurchase agreement with Barclays Bank, to be executed under the company's existing $400 million buyback program.
$INDV
Mining & Metals
Errington Metals Further Defines Errington Zone at Sudbury Project With 2025 Drilling
Errington Metals (EM.V) has better defined the size and shape of the Errington mineralized zone, which is part of its Sudbury Basin Project in Ontario, the company said on Monday.The Errington zone remains open along strike and at depth (down-dip) with priority areas identified for follow-up exploration drilling. Multiple holes also intersected copper- and gold-rich stringer mineralization, and elevated copper values within zinc-rich massive sulphide intervals, a statement added.Key intercepts from the 2025 diamond drilling program include 23.8 m grading 3.98% copper, 5.76% zinc, 2.61 grams per tonne (g/t) gold and and 130.2 g/t silver.Errington said the results improve confidence in the continuity of mineralization and will feed into 3D geological modelling and an updated mineral resource estimate targeted for the second half of this year.Errington shares closed down $0.04, to $2.96, on Friday on the TSX Venture Exchange.
$EM.V