-- 加拿大皇家银行资本市场（RBC Capital Markets）的分析师在周二的一份报告中指出，Alkermes（ALKS）第一季度营收超出预期，凸显了该公司核心业务“被低估的性质”。 RBC分析师表示，管理层对公司的竞争地位充满信心，多项催化剂可能成为价值拐点，包括特发性嗜睡症的二期和三期临床试验数据以及早期多动症（ADHD）数据。 第一季度特许权使用费收入超出预期，这主要得益于Vumerity的强劲表现。RBC目前预计2026年营收将达到18.1亿美元，并表示如果第二季度业绩持续强劲，该公司可能会向投资者推荐其预期范围的上限。 RBC表示，期待下半年公布的alixorexton在特发性嗜睡症方面的数据，该药物有望在2035年带来10亿美元的额外销售额，使总销售额超过30亿美元。 该券商补充道，尽管营收强劲，但该公司仍维持其产品及总营收预期在17.3亿美元至18.4亿美元之间的目标。 加拿大皇家银行维持对Alkermes的“跑赢大盘”评级，目标价为44美元。
Price: $35.55, Change: $-0.70, Percent Change: -1.93%
Health care stocks were higher late Wednesday afternoon, with the NYSE Health Care Index increasing 0.3% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 0.2%.The iShares Biotechnology ETF (IBB) climbed 2.1%.In corporate news, DaVita (DVA) shares jumped past 21% after Deutsche Bank upgraded the stock to buy from hold and boosted its price target to $220 from $126, a day after the company reported better-than-expected Q1 results.
New for-sale home listings in the US grew at a faster rate annually than sales for the first time this year as elevated mortgage rates stalled recovery, Zillow Group (Z, ZG) said Wednesday.New listings rose 2.1% year over year to 426,356 units in April, while sales eased 0.4% to 323,631 units, according to the real estate marketplace. Active inventory increased 3.7% last month, putting the total number of for-sale homes at 1.3 million."The spring rebound we anticipated at the start of the year and that produced the stronger sales figures in March was put on pause in April by higher rates," Zillow Chief Economist Mischa Fisher said. "Still, someone who held off in 2025 hoping conditions would improve has seen that improvement."Last week, the average interest rate for 30-year fixed mortgages with conforming loan balances of $832,750 or less increased to 6.45% from 6.37% sequentially, a report by the Mortgage Bankers Association showed Wednesday.The monthly mortgage payment on a typical home in the US dropped 3.4% annually to $1,829 last month, while home values rose 0.7% to $366,712, Zillow said.The share of listings with a price reduction was 23.5% in April, down one percentage point from a year earlier, but up 0.9 percentage point sequentially.Despite the recent rise in mortgage rates, buyers who waited out the market of 2025 are entering on slightly better terms this spring, with more options, improved affordability and a little more decision time, according to Zillow."With more homes to choose from and lower monthly costs than a year ago, the math has shifted in favor of buyers even if the moment may not feel like it," Fisher said. "There's still plenty of reason for optimism that we will see a quick rebound if rates cooperate."On Tuesday, government data showed that new-home sales in the US grew past Wall Street's estimates for March, driven by a demand surge in the Northeast region.Price: $44.82, Change: $+1.28, Percent Change: +2.94%
Consumer stocks were higher late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) up 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 1.9%.In corporate news, Restaurant Brands International's (QSR) Q1 earnings and revenue topped Wall Street's estimates Wednesday, while the restaurant operator's comparable sales growth was in line with consensus. Its shares were down 5.9%.