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FINWIRES

Wedbush 調整了對 Fennec Pharmaceuticals 第一季財報的預期

-- 在Fennec Pharmaceuticals (FRX.TO)公佈其2026財年第一季業績之前，Wedbush正在調整對該公司的2026年業績預測。 「儘管我們認為潛在的市場需求趨勢仍然穩固，但我們正在調整2026年的預測，以反映預期的季節性因素以及近期商業再投資帶來的短期影響。考慮到新員工入職和產能爬坡的動態，我們預計新員工的貢獻要到2026年下半年才會顯現，並且預計2026年上半年環比增長有限。他維持對該股的「跑贏大盤」評級，目標價為13.00美元。 Nierengarten預測，Fennec Pharmaceuticals第一季Pedmark的營收為1,300萬美元（與上一季基本持平），第二季情況類似，之後隨著銷售團隊效率的提高和青少年及青年（AYA）市場滲透率的提升，下半年成長將再次加速。 （Pedmark 是一種注射劑，用於降低順鉑化療引起的聽力損失風險。） Nierengarten 預計，2026 財年 Pedmark 的營收約為 6,200 萬美元（年增 39%），其中下半年的營收成長主要得益於新聘商業人員的貢獻。 “我們仍然認為 Pedmark 是一項可持續增長的資產，在 2026 年下半年有望再次加速增長。FENC 也有望在 2026 年實現正現金流，這支撐了我們對該公司股價的積極展望。”

Price: $8.75, Change: $+0.10, Percent Change: +1.16%

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