-- 週二，Erasca (ERAS) 股價暴跌 48%，此前該公司公佈了其試驗性藥物 ERAS-0015 在 RAS 突變型實體瘤（包括結直腸癌、非小細胞肺癌和胰腺腺癌）患者中進行的 1 期劑量遞增試驗的初步數據。 該公司表示，來自美國和中國正在進行的試驗的初步數據顯示，ERAS-0015 可能與標準劑量的帕尼單抗聯合使用，使其成為未來聯合治療方案的潛在骨幹療法。 聲明稱，該療法總體“耐受性良好”，未出現劑量限制性毒性或因不良事件導致的治療中斷。 Erasca 表示，已選擇每日一次 24 毫克和 32 毫克作為進一步研究的建議劑量，並稱該藥物與帕尼單抗聯合使用顯示出「令人鼓舞的臨床潛力」。 該公司在一份監管文件中表示，一名66歲男性患者死亡，該患者患有轉移性胰腺腺癌，此前接受過大量治療。該公司稱，根據患者本人的決定，停止支持治療後，該患者3級治療相關不良事件——肺炎——進展為5級。
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.