-- 周二，Erasca (ERAS) 股价暴跌 48%，此前该公司公布了其试验性药物 ERAS-0015 在 RAS 突变型实体瘤（包括结直肠癌、非小细胞肺癌和胰腺腺癌）患者中进行的 1 期剂量递增试验的初步数据。 该公司表示，来自美国和中国正在进行的试验的初步数据显示，ERAS-0015 可能与标准剂量的帕尼单抗联合使用，使其成为未来联合治疗方案的潜在骨干疗法。 声明称，该疗法总体“耐受性良好”，未出现剂量限制性毒性或因不良事件导致的治疗中断。 Erasca 表示，已选择每日一次 24 毫克和 32 毫克作为进一步研究的推荐剂量，并称该药物与帕尼单抗联合使用显示出“令人鼓舞的临床潜力”。 该公司在一份监管文件中表示，一名66岁男性患者死亡，该患者患有转移性胰腺腺癌，此前接受过大量治疗。该公司称，根据患者本人的决定，停止支持治疗后，该患者3级治疗相关不良事件——肺炎——进展为5级。
Price: $9.96, Change: $-9.20, Percent Change: -48.02%
Beach Energy's (ASX:BPT) third-quarter operational results were below market expectations, with a disappointing cut to production guidance, Euroz Hartleys said Tuesday in a note.The results were impacted by a weaker-than-expected ramp-up at its Waitsia project, heavy rainfall in the Cooper Basin, and reduced customer nominations in the Otway Basin.The company produced 4.8 million barrels of oil equivalent in the quarter ended March 31, missing consensus by 6% despite a 7% quarter-on-quarter jump. It also revised its 2026 production guidance to 19.4 million to 20.3 million barrels of oil equivalent, from 19.7 million to 22 million barrels of oil equivalent.The investment firm said some organic growth has been achieved via newly acquired exploration areas in a few east coast basins, giving longer-term growth and diversification. However, significant growth from major resource addition or production increases has yet to be delivered."The market will be anticipating this, or be holding out for more fruitful shareholder returns," it added.Euroz Hartleys maintained a hold rating and price target of AU$1.18, both under review with a downside bias due to the softer production outlook.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FICO delivered exceptional Q2 FY 26 results with revenue of $692M (+39% Y/Y) beating consensus $627M by 10%, while non-GAAP EPS of $12.50 (+60% Y/Y) crushed consensus $10.97 by 14%. The Scores segment drove performance with $475M revenue (+60% Y/Y) as B2B revenue surged 72% from higher mortgage origination pricing and volumes. This validates FICO's pricing strategy and demonstrates its market dominance in credit decisioning. Software showed encouraging progress with platform ARR accelerating 49% Y/Y and platform dollar-based net retention rates reaching 136%, indicating successful cloud migration. Operating margin expanded 900 bps to 58.2%, demonstrating significant leverage, while FCF surged 227% to $214M. Management raised FY 26 guidance with revenue increasing to $2.45B from $2.35B, and EPS guidance lifted to $40.45 from $38.17, both below consensus. We believe management is balancing confidence in near-term mortgage scoring demand and platform software traction against the new competitive dynamics.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Southern Copper delivered record Q1 2026 results, with net income surging 67% Y/Y to $1.58B and EPS of $1.92 beating consensus by $0.11, due to silver prices jumping 158% and copper rising 38% to $5.83/lb. Net sales increased 36% Y/Y to $4.25B, while adjusted EBITDA climbed 55% to $2.71B, with margins expanding to 63.8%. Despite strong financial performance, copper production declined 4% Y/Y to 230,544 tons due to lower ore grades at Peruvian operations, though operating cash costs turned negative at -$0.11/lb versus $0.77 prior year due to higher prices co-products. Management expects ore grade recovery by year-end 2026 and into subsequent years. Operating cash flow surged 135% Y/Y to $1.69B, funding $442M in capex as part of the aggressive $20.5B investment program. The Tia Maria project reached 32.5% completion and remains on track for Q3 2027 startup. Leonardo Contreras Lerdo de Tejada was appointed as CEO, following the passing of former CEO Oscar Gonzalez Rocha, who led the organization for five decades.