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FINWIRES

RBCは、アルカーメスの第1四半期売上高が予想を上回ったことは「過小評価されていた」中核事業の強みを浮き彫りにしたと述べている。

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-- アルカーメス（ALKS）の第1四半期の売上高が予想を上回ったことは、同社のコアビジネスの「過小評価されている性質」を浮き彫りにしている、とRBCキャピタル・マーケッツのアナリストは火曜日のレポートで述べた。 経営陣は同社の競争力に自信を持っており、特発性過眠症の第2相および第3相臨床試験データ、ADHDの初期段階データなど、複数のカタリストが企業価値の転換点となり得ると、RBCのアナリストは指摘した。 第1四半期のロイヤリティ収入は、Vumerityの好調な四半期業績に支えられ、予想を上回った。RBCは2026年の売上高を18億1000万ドルと予想しており、第2四半期も好調が続けば、同社は投資家に対しガイダンスレンジの上限を示す可能性があるとレポートで述べている。 RBCは、下半期に発表される特発性過眠症に対するアリキソレクストンのデータに期待を寄せており、これにより2035年の売上高がさらに10億ドル増加し、総額30億ドルを超える機会が生まれる可能性があるとしている。 売上高は好調だが、同社は製品別および総売上高のガイダンスを17億3000万ドルから18億4000万ドルに据え置いている、と証券会社は付け加えた。 RBCはアルカーメスの投資判断を「アウトパフォーム」に据え置き、目標株価を44ドルとした。

Price: $35.55, Change: $-0.70, Percent Change: -1.93%

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