-- 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。LLYは、第1四半期に非GAAPベースのEPSが8.55ドル（前年同期比156%増）、市場予想を1.56ドル上回り、売上高が198億ドル（同56%増）、市場予想を200万ドル上回るという、非常に好調な業績を達成しました。GLP-1フランチャイズが業績を牽引し、MounjaroとZepboundの売上高合計は約128億ドルに達し、総売上高の65%を占めました。Mounjaroは87億ドル（同125%増）、Zepboundは42億ドル（同80%増）の売上を記録しました。GLP-1の継続的な勢い、中国のNRDLへの採用を含む力強い国際展開、そしてFoundayo経口錠のFDA承認は、当社の投資判断を裏付ける重要な要因であると考えています。経営陣は、2026年の売上高見通しを820億ドル～850億ドル、非GAAPベースの1株当たり利益（EPS）を35.50ドル～37.00ドルに引き上げ、堅調な成長が持続するとの自信を示した。同社は、第1四半期にOrna TherapeuticsやKelonia Therapeuticsを含む4件の買収を提案し、戦略的な資本投入を加速させた。また、研究開発投資を28%増の35億ドルに引き上げ、腫瘍領域および次世代治療薬におけるパイプラインの多様化への取り組みを反映していると我々は考えている。
Related Articles
Australia
GUIDANCE: (AMGN) Amgen Expects 2026 Revenue Range $37.1B-$38.5B, vs. FactSet Est of $37.81B
Price: $347.81, Change: $+9.79, Percent Change: +2.89%
$AMGN
Commodities
EU Pushes Consumer Energy Reforms to Tackle Price Volatility
The European Commission issued new energy recommendations Thursday, aiming to shield vulnerable households and boost consumer-driven supply and participation in clean energy, it said.The Commission introduced measures to protect vulnerable households from disconnections and help consumers better manage energy contracts amid ongoing price volatility, it said.The recommendations also encourage households and communities to generate and share their own energy, supporting wider adoption of cleaner power sources, the Commission said.These steps form part of the Citizens' Energy Package and the AccelerateEU plan, which aim to address the ongoing fossil fuel crisis and strengthen energy resilience, the Commission added.The Commission is focusing on building a more inclusive and sustainable system by helping consumers make informed energy choices and limiting risks tied to supplier failures, it said.It is also urging member states to speed up the development of energy communities and expand self-consumption models to support the clean energy transition.Energy Commissioner Dan Jorgensen said rising global tensions continue to drive energy price volatility, reinforcing the need to accelerate Europe's shift toward a secure and sustainable system.The Commission will work with Member States and stakeholders to implement the measures, offering technical support and tracking progress to ensure effective adoption, it said.
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.
$^DJI$^IXIC$^SPX$META$QCOM