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FINWIRES

RBCキャピタルはバウシュ・ヘルス・カンパニーズの目標株価を9.00米ドルに引き下げ、セクター・パフォームの投資判断を維持した。

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-- RBCキャピタル・マーケットは、バウシュ・ヘルス・カンパニーズ(BHC.TO、BHC)の株価目標を1.00ドル引き下げ、9.00ドルとした。投資判断は「セクター・パフォーム」で、同社の第1四半期決算発表を控えている。 アナリストのダグラス・ミーム氏は、売上高を24億3000万ドルと予測しており、市場コンセンサス予想の24億1000万ドルをわずかに上回っている。 ミーム氏によると、目標株価を9.00ドルに引き下げたのは、主要医薬品の処方箋総数の減少と、業績予想の修正を反映したものだ。特に、リファキシミン製剤(Xifaxan 550mg)の処方箋総数は、第4四半期の1.1%減に続き、第1四半期には前年同期比6.2%減となった。しかし、同氏は、販売量の減少は、価格改善によって部分的に相殺されると予想している。 同氏によると、今回の決算発表における主な焦点は、Xifaxanの特許訴訟に関する最新情報、Bausch & Lomb(BLCO.TO)の資産を収益化するための経営陣の戦略的ビジョン、そして低迷した第4四半期を経てSoltaが再び成長軌道に乗ったことなどである。 Bausch Healthは4月29日の市場取引終了後に第1四半期決算を発表する予定だ。

Price: $7.81, Change: $+0.12, Percent Change: +1.56%

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