4月30日 - ** 券商Leerink Partners将诊断公司Quanterix QTRX.O的评级从 "跑赢大盘 "下调至 "市场表现",理由是与Akoya AKYA.O的交易已经修正,"仍然分散了核心业务的注意力",并给市场带来了挑战。
** 券商还将该股的目标价从12美元下调至8美元,较上一交易日收盘价上涨32.2%。
** 券商怀疑 QTRX 能否在处理自身供应链和关税问题的同时成功整合 AKYA
** AKYA的空间蛋白质组学业务正处于市场 "疲软期",2024年收入将下降15%,这将给QTRX带来额外的挑战--Leerink。
** 补充说,QTRX 面临的另一个挑战是 "关税风险不大",但仍要求他们在贸易不确定性中重新评估和调整供应链
** 称 QTRX 面临 "核心学术市场的压力 "和 "制药业资金回流"。
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