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RBC表示,Tyvaso和Ralinepag仍將支撐United Therapeutics的成長前景。

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-- 加拿大皇家銀行資本市場(RBC Capital Markets)週四在一份電子郵件報告中指出,儘管第一季度業績疲軟,但聯合治療公司(United Therapeutics,股票代碼:UTHR)的長期增長前景依然強勁,這主要得益於Tyvaso的持續增長、特發性肺纖維化(IPF)領域的潛在擴張、TreSMISMI的上市計劃的未來。 該投資公司表示,Tyvaso第一季的營收低於預期,但預計在天氣因素和特藥藥局延遲出貨的影響消退後,該產品線將恢復成長。 RBC表示,IPF可能成為該公司下一個主要的成長動力,該公司計劃在今年夏季提交補充申請,並且正在審查其他更快的審批途徑。 報告指出,TreSMI預計在年底前向美國食品藥物管理局(FDA)提交用於治療肺動脈高壓和間質性肺病相關肺動脈高壓的上市申請,這可能有助於聯合治療公司鞏固其在吸入型曲前列尼爾(treprostinil)領域的地位。 RBC補充道,Ralinepag乾粉吸入劑可能帶來長期上漲潛力,因為每日一次給藥可能有助於該公司在肺動脈高壓及相關肺部疾病市場中提升競爭力。 RBC將United Therapeutics的目標股價從707美元下調至701美元,但維持「跑贏大盤」評級。

Price: $576.22, Change: $-20.55, Percent Change: -3.44%

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