医疗保健板块动态:市场焦点解读

投资观察
Feb 06

最新一期医疗保健板块市场动态分析。

美东时间16:10——由于Neuren Pharmaceuticals公司治疗雷特综合征的药物trofinetide在欧盟获批遇阻,杰富瑞集团推迟了该药物在欧盟首次实现营收的时间预期。Neuren公司表示,其合作伙伴Acadia Pharmaceuticals近期收到欧洲药品管理局关键委员会的通报,trofinetide的上市许可申请未获支持票。分析师David Stanton指出,这很可能源于监管机构对验证性试验效应规模的担忧。杰富瑞在报告中称:"基于此消息并保持审慎态度,我们现预计trofinetide在欧盟销售的版权收益将于2026财年第四季度初实现。"这一预期较先前预测推迟了六个月。杰富瑞同时将Neuren公司2026财年净利润预测下调17%,从5820万澳元降至4810万澳元,但维持对该股的"买入"评级。

美东时间03:01——杰富瑞分析师在研究报告中指出,西门子医疗在其各业务部门均具备可观的增长与利润提升潜力。得益于影像类产品的强劲需求,这家德国医疗企业的市场份额持续扩大。尽管本财年开局缓慢符合预期,但集团重申的本财年5%至6%可比收入增长指引"在面对重大阻力时仍留有上行空间"。分析师补充道,该公司始终是板块重点推荐标的。

(本文完)

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