-- アービナス（ARVN）と提携先のファイザー（PFE）は金曜日、米国食品医薬品局（FDA）が進行性乳がんの成人患者に対する治療薬「ベッパヌ」を承認したと発表した。 両社によると、適応症はエストロゲン受容体陽性／ヒト上皮成長因子受容体2陰性、エストロゲン受容体1変異を有する進行性または転移性乳がんであり、少なくとも1種類の内分泌療法後に病勢進行が認められる場合である。 発表によると、規制当局がプロテオリシス標的キメラ（ヘテロ二機能性タンパク質分解剤療法の一種）を承認したのは今回が初めてである。 午後の取引で、アービナスの株価は7%以上上昇し、ファイザーの株価は約1%下落した。
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:Our 12-month target of $167, up $1, reflects EV/EBITDA and DCF analyses. We apply an 8.2x multiple of EV to est. 2027 EBITDA - above XOM's historical forward average but below peak levels - yielding $125 per share. Our DCF model, using medium-term free cash flow growth of 5.6% per year, terminal growth of 2.5%, discounted at a WACC of 5.9%, yields $209 per share. We cut our 2026 EPS estimate by $1.43 to $9.21 and 2027's by $0.66 to $8.07. XOM's upstream production fell 8.2% sequentially in Q1, notably in Asia, where liquids production was down 21% and natural gas production was down 31%. Some of that decline is due to damage to Qatar LNG installations that have been damaged and are likely to take three to five years to restore to pre-war condition. Absent those issues as well as Winter Storm Fern, XOM noted that its upstream production would have grown 8% in Q1. We see ongoing strength in downstream margins, but the main catalysts should be volume recovery in Asia and crude oil prices.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $235 from $220 following CR's Q1 earnings print, valuing shares at 30x our 2027 EPS outlook of $7.85 (in line with previous forecast; 2026 EPS estimate revised to $6.85 from $6.70). We continue to see upside in shares as OEM sales pick up, along with improving aircraft production rates and as CR leverages its solid balance sheet to acquire and integrate attractive M&A targets (leverage ratio ~1.4x). The Aerospace continued to see strong order flows, with core backlog rising 14% Y/Y as a direct result. Commercial aftermarket sales were a point of concern in Q1 given the spike in oil prices, though we believe growth will eventually reaccelerate in this market given still-elevated utilization rates of aging fleets. Growth in Process Flow Tech was muted in Q1, though organic orders were encouraging as growth markets (pharma, cyro, power generation) support overall demand. We reiterate our Buy opinion on CR shares.
Micha Kaufman, Director, Chief Executive Officer, on April 29, 2026, sold 66,400 shares in Fiverr International (FVRR) for $813,084. Following the Form 4 filing with the SEC, Kaufman has control over a total of 2,607,126 ordinary shares of the company, with 2,607,126 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1762301/000117891326002326/xslF345X05/zk2635168.xml