消息面上,RBC Capital Markets近期发布报告指出,Illumina正在建立临床测序领域的增长动能,围绕公司的竞争担忧正在消退。RBC认为其临床测序收入可实现持续的中双位数增长,主要受肿瘤学检测量增长及定价逆风缓解驱动,并维持"跑赢大市"评级及230美元目标价。此外,公司Q2业绩超预期(调整后EPS 1.31美元超预期1.23美元,营收11.59亿美元超预期11.30亿美元),叠加SEC文件披露信贷协议中含最高5亿美元扩容选择权,均强化了市场信心。当日生命科学工具和服务板块整体走强,Tempus AI涨13.43%、Repligen涨5.78%,行业共振亦提供支撑。
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