-- Wedbush Securities周二在一份报告中指出，Passage Bio (PASG)面临更加艰难的处境。美国监管机构告知该公司，其实验性疗法PBFT02需要进行一项随机对照试验才能获得批准，此举增加了时间、成本和不确定性。 报告称，尽管额颞叶痴呆症目前尚无获批疗法，但PBFT02的随机对照试验将耗资巨大且耗时漫长。 Wedbush表示，正在进行的研究的生物标志物结果仍然令人鼓舞，新的MRI数据也进一步支持该疗法可能对患者有益。 Wedbush将Passage Bio的股票评级从“跑赢大盘”下调至“中性”，并将目标股价从32美元下调至8美元，原因是其估值中剔除了PBFT02。Wedbush认为，该疗法可能仍然具有潜力，但监管障碍过高，难以支撑更乐观的看法。 报告显示，Passage Bio 截至 2025 年底拥有 4630 万美元现金，Wedbush 的新目标价格反映了该公司在未来几个季度实现两位数运营支出削减后，预计到 2026 年底的每股现金。
Price: $6.01, Change: $-0.24, Percent Change: -3.84%
Resolute Mining (ASX:RSG) received notice that BlackRock Group and its subsidiaries decreased their holdings in the company to 5.08% from 6.2%, according to a Monday filing with the Australian bourse.BlackRock Group now owns 108.7 million shares in the company, the filing said.
Alkane Resources (ASX:ALK) delivered a material production beat in the March quarter, driven mainly by higher-than-modeled head grades across its operations, a small beat on throughput at its Tomingley gold project in New South Wales, as well as higher recoveries at the Bjorkdal gold mine in Sweden, Euroz Hartleys said in an April 24 note.The company reported consolidated production of abut 45,800 ounces of gold equivalent, an early group record, Euroz Hartleys said.The equity research firm noted that Alkane Resources remains debt-free with the exception of AU$20 million in equipment financing, while the execution of an undrawn AU$110 million revolving facility and a AU$40 million contingent instrument facility provides liquidity to act fast on emerging opportunities.The company is on track to surpass the midpoint of fiscal 2026 guidance of 160,000 to 175,000 ounces of gold equivalent production at all-in sustaining costs of AU$2,600 to AU$2,900 per ounce. However, Euroz Hartleys expects softer quarter-over-quarter production in the three months through June due to lower head grades across the group.Euroz Hartleys kept a buy rating on the company while adjusting its price target to AU$2.53 from AU$2.50.
Nextdc (ASX:NXT) opened the retail portion of its fully underwritten 1-for-5.4 accelerated non-renounceable entitlement offer to raise about AU$1.5 billion in total, according to a Monday filing with the Australian bourse.The retail offer, expected to raise around AU$500 million, is priced at AU$12.70 apiece, the same price used in the institutional component, which recently closed and raised about AU$1 billion, per the filing.Eligible retail shareholders who fully exercise their entitlement may also apply for additional new shares up to 100% of their entitlement at the offer price under the top-up facility, the filing added.