-- AlphaValue/Baader Europe周五将钢铁制造商蒂森克虏伯（TKA.F）的评级从“买入”下调至“增持”，同时将目标价从12.20欧元上调至12.50欧元。 （报道北美、亚洲和欧洲主要银行及研究机构的股票、大宗商品和经济研究。研究机构可通过以下链接联系我们：https://www..com/contact-us）
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Research
Research Alert: CFRA Retains Hold View On Shares Of Incyte Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:After Q1 earnings, we keep our target at $102, 11.8x our projected 2027 EPS forecast, below its five-year historical forward P/E average of 17.0x. We adjust our 2026 EPS estimate to $7.83 from $7.94 and our 2027 EPS view to $8.64 from $8.36. INCY reported a solid start to 2026, beating expectations on both revenue and earnings, led by robust, double-digit growth across its commercial portfolio. We think the company is going through a strategic transition beyond its cornerstone product, Jakafi, toward a diversified portfolio in hematology, oncology, and immunology, supported by a maturing late-stage pipeline and key management appointments. INCY announced the appointments of Suketu Upadhyay (the current CFO of ZBH) as its new CFO, effective May 4, and a new Head of U.S. Commercial, Mohamed Issa. While we see some execution risks ahead, we believe INCY could be at an inflection point with four new product launches in the next year and the advancement of the 10 Phase 3 studies while filling key leadership roles.
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Australia
GSK's Linerixibat Gets UK Nod for Itch Linked to Biliary Disease
GSK's (GSK) Linerixibat, to be marketed as Lynavoy, has been approved by the UK's Medicines and Healthcare products Regulatory Agency for the treatment of itching in adults with primary biliary cholangitis, the agency said Friday.The oral therapy aims to reduce bile acid buildup linked to the rare liver disease, which can cause persistent itching, the agency said.The approval was supported by phase 3 data showing Linerixibat significantly reduced itching and improved sleep disruption compared with placebo, it added.Shares of GSK were down 1.2% in Friday trading.Price: $52.01, Change: $-0.30, Percent Change: -0.57%
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International
ISM US Manufacturing Index Indicates Steady Expansion in April
The Institute for Supply Management's US manufacturing index was unchanged in April from the 52.7 reading in March, below the expectations for a 53.2 reading in a survey compiled by Bloomberg as of 7:40 am ET.There were gains in the readings for new orders and prices, but declines in production, employment and order backlogs.Other regional manufacturing sector readings have been generally positive, with exception of the Dallas and Chicago regions.The monthly national manufacturing reading from the Institute for Supply Management is reported as a headline index, with readings above 50 indicating expansion and those below 50 indicating contraction. Component indexes measure new orders, production, employment, and prices.An increase in the index further above 50 is considered a sign of a strong US manufacturing sector, generally a positive for manufacturing industry stocks. However, if that strength comes with rising input prices due to shortages, that could be a negative for stocks as well as bonds.