-- イムノーム（IMNM）は水曜日、成人デスモイド腫瘍患者を対象とした経口治療薬候補であるバレガセスタットについて、米国食品医薬品局（FDA）に新薬承認申請（NDA）を提出したと発表した。 同社によると、この申請は、プラセボ群と比較して無増悪生存期間が有意に改善し、病勢進行または死亡のリスクが84%減少、客観的奏効率が56%であった第3相RINGSIDE試験の良好な結果に基づいている。 同社はまた、同試験の詳細なデータは2026年の米国臨床腫瘍学会（ASCO）年次総会で発表される予定であると付け加えた。 イムノームの株価は水曜日の取引で2.7%下落した。
Price: $23.18, Change: $-0.53, Percent Change: -2.24%
Apellis Pharmaceuticals (APLS) has an average rating of hold and mean price target of $40.82, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $40.95, Change: $-0.05, Percent Change: -0.11%
Terns Pharmaceuticals (TERN) has an average rating of hold and mean price target of $53, according to analysts polled by FactSet.
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 target price by $8 to $196, 19x our 2026 EPS estimate (unchanged) and a discount to its 23x five-year average forward multiple, reflecting geopolitical risks. We lower our 2026 EPS to $10.33 from $10.74 and 2027's to $11.58 from $12.07, primarily reflecting lower gross bookings growth from the Middle East conflict. We maintain our Buy opinion as shares are undervalued given long-term competitive strengths and temporary geopolitical headwinds. The company's Connected Trip platform and Genius loyalty program are supporting higher-margin direct bookings, suggesting AI initiatives are strengthening consumer engagement rather than disintermediating the platform. Strong free cash flow supports future shareholder returns, including $3.6 billion in Q1 buybacks. While the Middle East conflict will impact Q2 bookings, BKNG has a history of seeing travel rebound following geopolitical or economic disruptions. U.S. room night growth accelerated in Q1 to a low-teens range, providing near-term momentum.