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Wedbush 调整了对 Fennec Pharmaceuticals 第一季度财报的预期

-- 在Fennec Pharmaceuticals (FRX.TO)公布其2026财年第一季度业绩之前，Wedbush正在调整其对该公司的2026年业绩预测。 “尽管我们认为潜在的市场需求趋势依然稳固，但我们正在调整2026年的预测，以反映预期的季节性因素以及近期商业再投资带来的短期影响。考虑到新员工入职和产能爬坡的动态，我们预计新员工的贡献要到2026年下半年才会显现，并且预计2026年上半年环比增长有限。”分析师David Nierengarten写道。他维持对该股的“跑赢大盘”评级，目标价为13.00美元。 Nierengarten预测，Fennec Pharmaceuticals第一季度Pedmark的收入为1300万美元（与上一季度基本持平），第二季度情况类似，之后随着销售团队效率的提高和青少年及青年（AYA）市场渗透率的提升，下半年增长将再次加速。 （Pedmark 是一种注射剂，用于降低顺铂化疗引起的听力损失风险。） Nierengarten 预计，2026 财年 Pedmark 的收入约为 6200 万美元（同比增长 39%），其中下半年的收入增长主要得益于新聘商业人员的贡献。 “我们仍然认为 Pedmark 是一项可持续增长的资产，在 2026 年下半年有望再次加速增长。FENC 也有望在 2026 年实现正现金流，这支撑了我们对该公司股价的积极展望。”

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

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