-- 诺华制药(NVS)周四宣布,已在德克萨斯州丹顿市启动一座新的放射性配体疗法生产设施的建设,这是该公司230亿美元美国投资计划的一部分。 该公司表示,这座位于德克萨斯州的设施将成为其在美国的第五个放射性配体疗法生产基地,预计将于2028年投产,用于生产个性化癌症疗法。 该公司称,该项目是其未来五年扩大美国生产和研发业务计划的一部分。
Price: $145.47, Change: $-2.89, Percent Change: -1.95%
-- 诺华制药(NVS)周四宣布,已在德克萨斯州丹顿市启动一座新的放射性配体疗法生产设施的建设,这是该公司230亿美元美国投资计划的一部分。 该公司表示,这座位于德克萨斯州的设施将成为其在美国的第五个放射性配体疗法生产基地,预计将于2028年投产,用于生产个性化癌症疗法。 该公司称,该项目是其未来五年扩大美国生产和研发业务计划的一部分。
Price: $145.47, Change: $-2.89, Percent Change: -1.95%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.
Price: $128.97, Change: $-9.01, Percent Change: -6.53%