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FINWIRES

RBCによると、ジャズ・ファーマシューティカルズは幅広いポートフォリオの成長により、第1四半期に好調な業績を上げた。

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-- RBCキャピタル・マーケッツは水曜日のレポートで、ジャズ・ファーマシューティカルズ（JAZZ）が「好調な」第1四半期決算を発表した。同社の事業ポートフォリオとパイプライン全体にわたる幅広い成長が、事業の健全性に対する信頼感を高めたとしている。 レポートによると、第1四半期の売上高は約10億7000万ドルで、市場予想の9億7800万ドルを上回った。これは「ほぼすべての主要資産」の好調が要因であり、同社は2026年の売上高見通しを42億5000万ドルから45億ドルに据え置いたものの、実際の業績はこの範囲を超える可能性もあるとしている。 「オキシベート」フランチャイズにおけるジェネリック医薬品との将来的な競争や、腫瘍領域における競争圧力については懸念が残るものの、RBCは同社の堅実な事業遂行能力が潜在的な「市場侵食」に対する緩衝材になると考えている。レポートによると、RBCはXywavの2026年の売上高を約17億3000万ドルと予測しており、その後は「緩やかな減少」が見込まれるとしている。 同レポートはまた、同社の「腫瘍治療薬パイプライン」を重要な焦点として挙げ、Ziiheraの潜在的な事業拡大機会、Modeysoの好調な初期販売実績、予想を上回るZepzelcaの売上高、そしててんかん関連需要の持続と国際展開に牽引されたEpidiolexの売上高が前年比15%増の2億5000万ドルに達したことなどを挙げた。 RBCはJazz Pharmaceuticalsの投資判断を「アウトパフォーム」に据え置き、目標株価を195ドルから258ドルに引き上げた。

Price: $223.80, Change: $+11.54, Percent Change: +5.44%

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