-- 加拿大皇家銀行資本市場（RBC Capital Markets）的分析師在周二的一份報告中指出，Alkermes（ALKS）第一季營收超出預期，凸顯了該公司核心業務「被低估的性質」。 RBC分析師表示，管理階層對公司的競爭地位充滿信心，多項催化劑可能成為價值轉折點，包括特發性嗜睡症的第二期和第三期臨床試驗數據以及早期過動症（ADHD）數據。 第一季特許權使用費收入超出預期，主要得益於Vumerity的強勁表現。 RBC目前預計2026年營收將達到18.1億美元，並表示如果第二季業績持續強勁，該公司可能會向投資者推薦其預期範圍的上限。 RBC表示，期待下半年公佈的alixorexton在特發性嗜睡症方面的數據，該藥物預計在2035年帶來10億美元的額外銷售額，使總銷售額超過30億美元。 該券商補充道，儘管營收強勁，但該公司仍維持其產品及總營收預期在17.3億美元至18.4億美元之間的目標。 加拿大皇家銀行維持對Alkermes的「跑贏大盤」評級，目標價為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%.