FINWIRES · TerminalLIVE
FINWIRES

RBC表示，Damora有望迎来上涨，因为其快速跟进的CALR“应该会取得更大的成就”。

-- 加拿大皇家银行资本市场（RBC Capital）在周五发送的一份电子邮件报告中指出，Damora Therapeutics (DMRA) 正利用突变钙网蛋白靶向疗法在骨髓增生性肿瘤治疗中日益增长的疗效验证，并且可能具有额外的优势，即作为一家快速跟进公司，其监管路径已规划完善，优于Incyte (INCY) 的中期候选药物。 RBC表示，Incyte (INCY) 的CALR抗体项目的数据有助于减少对该机制的不确定性，增强了人们对其治疗原发性血小板增多症和骨髓纤维化等疾病潜力的信心。 报告称，Damora的主要候选药物DMR-001可能具有诸多优势，例如通过YTE技术延长半衰期、提高效力以及在不同突变类型中表现出更一致的活性谱，从而有望解决竞争疗法的局限性。 分析师认为，DMR-001在美国的峰值市场潜力约为17亿美元，这得益于其给药便利性的提升和更广泛的适用性，该药物在原发性血小板增多症中的成功率达60%，在骨髓纤维化中的成功率达35%。 该公司表示，预计该公司股价将上涨至与其长期营收潜力相匹配的水平。 报告补充道，具有竞争力的临床试验数据有助于降低该项目的风险，预计2027年中期的数据将是推动股价上涨的关键催化剂。 加拿大皇家银行(RBC)首次对该公司进行评级，给予“跑赢大盘”评级，目标价为40美元。

Price: $24.02, Change: $-1.40, Percent Change: -5.51%

Related Articles

Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

$OTIS
Asia Markets

Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

$^TASI$SASE:2380$SASE:4012
Research

Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

$URI