BUZZ-杰富瑞下调药品分销商 McKesson 的评级,上调 Cardinal 的评级

Reuters
Sep 10, 2024

((自动化翻译由路透提供,请见免责声明 ))

9月10日 - ** 券商杰富瑞将药品分销商麦克森 的预测价格从630美元下调至607美元,同时将同行卡地纳健康 的预测价格从105美元上调至110美元。

** 尽管MCK预测 (link),但该公司重申的全年预测给了 "一定程度的信心"。

** 竞争对手Cencora 强调COVID产品的需求下降加剧了MCK的股价压力--杰富瑞(Jefferies

** 经纪公司补充说,投资者显然担心沃尔格林 的挣扎 (link),以及即将进行的门店整合对COR未来业绩的影响 。

** 称大多数 CAH 投资者仍希望看到更持久的执行记录

** 截至上次收盘,MCK上涨了约10%,CAH上涨了约12%,而COR则上涨了约15%。

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