-- Arvinas (ARVN) 及其合作伙伴辉瑞 (PFE) 周五宣布，美国食品药品监督管理局 (FDA) 已批准 Veppanu 用于治疗晚期乳腺癌成人患者。 他们表示，该药物适用于雌激素受体阳性/人表皮生长因子受体 2 阴性、雌激素受体 1 突变的晚期或转移性乳腺癌，且患者在至少接受过一线内分泌治疗后病情进展。 新闻稿指出，这是 FDA 首次批准靶向蛋白水解的嵌合体药物，这是一种异双功能蛋白降解剂疗法。 午后交易中，Arvinas 股价上涨超过 7%，而辉瑞股价下跌约 1%。
Price: $10.64, Change: $+0.74, Percent Change: +7.47%
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 price target by $45 to $235, reflecting a 25.6x multiple of our 2026 EPS estimate (down to $9.17 from $10.15; we cut our 2027 EPS estimate to $9.97 from $10.68), a discount to BIO's three-year historical forward average of 29.5x. Rather than a dramatic cut to National Institutes of Health (NIH) funding, Congress approved a modest increase for 2026 funding, helping reduce research budget concerns that loomed during 2025. However, BIO and peers anticipate that research spending growth from academic and early-stage biotech could remain muted over the near term as academic institutions adjust. The outlook for 2026 anticipates ongoing pressure, with BIO cutting sales and margin expectations during the Q1 earnings report, citing headwinds arising from the U.S.-Iran conflict in the Middle East such as weaker diagnostics sales and higher freight and fuel costs.
Pablo G. Mercado, Director, on April 30, 2026, sold 500 shares in Comfort Systems USA (FIX) for $889,890. Following the Form 4 filing with the SEC, Mercado has control over a total of 3,000 common shares of the company, with 3,000 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1035983/000153524626000004/xslF345X05/form4-05012026_040501.xml
Keith Harvey, Director, President & CEO, on April 29, 2026, sold 3,031 shares in Kaiser Aluminum (KALU) for $524,757. Following the Form 4 filing with the SEC, Harvey has control over a total of 94,308 common shares of the company, with 94,308 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/811596/000119312526201545/xslF345X05/ownership.xml