FINWIRES · TerminalLIVE
FINWIRES

FDAはセマグルチド、チルゼパチド、リラグルチドを503Bバルクリストから除外することを提案

By

-- 米国食品医薬品局(FDA)は木曜日、セマグルチド、チルゼパチド、リラグルチドを503Bバルク医薬品リストから除外する案を発表した。バルク原薬からこれらの薬剤を調剤する外部委託施設の必要性は臨床的に認められないとの判断に基づいている。 ノボノルディスク(NVO)は、2型糖尿病治療薬「オゼンピック」および慢性体重管理薬「ウェゴビー」として販売されているセマグルチドと、2型糖尿病治療薬「ビクトーザ」および慢性体重管理薬「サクセンダ」として販売されているリラグルチドを製造している。イーライリリー(LLY)は、2型糖尿病治療薬「ムンジャロ」および慢性体重管理薬「ゼプバウンド」として販売されているチルゼパチドを製造している。 FDAによると、通常、外部委託施設は、バルク原薬が503Bバルク医薬品リストに掲載されている場合、または調剤・流通・調剤時に調剤薬がFDAの医薬品不足リストに掲載されている場合を除き、バルク原薬を使用して薬剤を調剤することはできない。 ノボノルディスクとイーライリリーは、MTニュースワイヤーズからのコメント要請にすぐには応じなかった。

Price: $42.48, Change: $+2.19, Percent Change: +5.44%

Related Articles

Research

Research Alert: CFRA Reiterates Sell Opinion On Shares Of Hilton Worldwide Holdings Inc

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target by $9 to $293, or 32x our 2026 EPS estimate (unchanged) and in line with shares' five-year average forward multiple. We raise our 2026 EPS estimate to $9.16 from $8.88 and lower 2027's to $10.03 from $10.20. Following Q1 results that beat expectations and included raised guidance, we maintain our 2-STARS (Sell) rating. U.S. RevPAR performance broadened from primarily luxury and upper upscale segments to include more meaningful midscale contribution, which management attributes to the return of middle- and low-income consumers. However, we note Q1 results also included ADR deceleration, particularly among luxury hotels, which historically drive significant profit contribution. HLT's Q2 EBITDA guidance of $1,015-$1,035 million being below the $1,081 million consensus suggests luxury pricing power is weakening faster than midscale volume can offset. While the broadening demand trend is positive, we believe slowing luxury tailwinds limit upside at current valuation levels.

$HLT
Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Universal Health Services

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 to $200 from $243, reflecting an 8.7x multiple of our 2026 EPS estimate, below peer multiples and a discount to UHS's five-year historical forward average of 11.9x. We lower our 2026 EPS forecast to $22.95 from $23.39 and cut our 2027 view to $25.48 from $25.67. Q1 inpatient volumes were flat on a same-facility basis, with seasonal headwinds from unfavorable winter weather and a milder flu/respiratory illness period. The recent expiration of ACA EPTCs also posed challenges, as UHS estimates a near 5% drop in ACA adjusted admissions relative to Q1 2025. UHS maintained its prior forecast of a 25%-30% decline in ACA exchange volumes during the full year, which represented around 6% of the acute care business adjusted admissions in 2025 and under 5% of the acute care segment revenues. UHS anticipates a $75M pre-tax earnings hit in 2026 from these developments, unchanged from prior guidance.

$UHS
Asia

Shenghe Resources' Q1 Profit Jumps 94%, Revenue Climbs 13%

Shenghe Resources' (SHA:600392) net profit attributable to shareholders in the first quarter jumped 94% to 327.3 million yuan from 168.3 million yuan a year earlier, according to a Shanghai bourse filing on Thursday.Earnings per share rose year on year to 0.1867 yuan from 0.0960 yuan.The Chinese rare earth miner's operating revenue climbed 13% to 3.38 billion yuan from 2.99 billion yuan in the previous year.

$SHA:600392