-- 加拿大皇家銀行資本市場（RBC Capital Markets）週一發布的一份報告指出，CG Oncology（CGON）的Pivot-006研究目前正在評估Cretostimogene Grenadenorepvec在治療中危非肌層浸潤性膀胱癌方面的療效，該研究是一項「複雜的」催化劑。 RBC表示，複雜性源自於缺乏足夠的歷史數據來支撐對研究結果的預期，以及近期股價的上漲和催化劑公佈前更具挑戰性的策略佈局。 RBC預計在6月初獲得該試驗的數據，並預測Cretostimogene可降低近40%的風險，預計將推動股價上漲約20%。 RBC也強調，在中度風險膀胱癌領域，該藥物擁有超過12億美元的市場潛力，進一步鞏固了其在高風險非肌肉層浸潤性膀胱癌領域的既有地位。 RBC表示，其他關鍵催化劑包括其膀胱癌計畫的其他臨床數據公佈，以及可能在下半年提交的生物製品許可申請（BLA）。 該公司對該股票的評級為“跑贏大盤”，屬於投機性風險評級，並將目標價從 73 美元上調至 79 美元。
Price: $68.66, Change: $-0.02, Percent Change: -0.03%
Robert Bessler, Director, on April 23, 2026, sold 69,899 shares in Lifestance Health Group (LFST) for $492,400. Following the Form 4 filing with the SEC, Bessler has control over a total of 1,485,228 common shares of the company, with 57,619 shares held directly and 1,427,609 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1845257/000119312526182153/xslF345X05/ownership.xml
Celestica (CLS) reported Q1 adjusted earnings late Monday of $2.16 per diluted share, up from $1.20 a year earlier.Analysts polled by FactSet expected $2.07.Revenue for the three months ended March 31 was $4.05 billion, up from $2.65 billion a year earlier.Analysts surveyed by FactSet expected $4.04 billion.For Q2, the company expects adjusted EPS of $2.14 to $2.34 on revenue of $4.15 billion to $4.45 billion. Analysts expect EPS of $2.13 on revenue of $4.17 billion.The company now expects 2026 adjusted EPS of $10.15 on revenue of $19 billion, revised from $8.75 and $17 billion, respectively, expected earlier. Analysts expect EPS of $8.93 on revenue of $17.34 billion.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target price of $550, valuing AMP shares at 12.5x our 2026 adjusted EPS estimate of $43.84 (raised by $1.34) and at 11.7x our 2027 EPS estimate of $46.90 (raised by $0.70). This compares to the three-year average forward multiple of 12x and peer average of 15.5x. AMP posted Q1 2026 adjusted operating EPS of $11.26 vs. $9.50, a 19% rise that topped our $10.12 estimate and $10.21 consensus view. Revenue growth of 11% exceeded our forecast and our 6%-10% growth forecast for 2026, while pretax adjusted operating margins expanded 130 bps to 28% on revenue gains and cost containment efforts. We now see revenue growth of 7% to 12% in 2026 and 2027. AMP also continued its substantial capital return program, returning $936M to shareholders in Q1 (70% of adjusted operating earnings) and $3.4B in 2025 (88% of earnings). Currently trading at 10.9x our 2026 EPS estimate, and with some decent revenue and earnings momentum, we view the shares as undervalued versus peer and historical averages.