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RBC表示,Tyvaso和Ralinepag仍将支撑United Therapeutics的增长前景。

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-- 加拿大皇家银行资本市场(RBC Capital Markets)周四在一份电子邮件报告中指出,尽管第一季度业绩疲软,但联合治疗公司(United Therapeutics,股票代码:UTHR)的长期增长前景依然强劲,这主要得益于Tyvaso的持续增长、特发性肺纤维化(IPF)领域的潜在扩张、TreSMI的上市计划以及ralinepag的未来增长潜力。 该投资公司表示,Tyvaso第一季度的收入低于预期,但预计在天气因素和特药药房延迟发货的影响消退后,该产品线将恢复增长。 RBC表示,IPF可能成为该公司下一个主要的增长动力,该公司计划在今年夏季提交补充申请,并且正在审查其他更快的审批途径。 报告指出,TreSMI有望在年底前向美国食品药品监督管理局(FDA)提交用于治疗肺动脉高压和间质性肺病相关肺动脉高压的上市申请,这可能有助于联合治疗公司巩固其在吸入型曲前列尼尔(treprostinil)领域的地位。 RBC补充道,Ralinepag干粉吸入剂可能带来长期上涨潜力,因为每日一次给药可能有助于该公司在肺动脉高压及相关肺部疾病市场中提升竞争力。 RBC将United Therapeutics的目标股价从707美元下调至701美元,但维持“跑赢大盘”评级。

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