高盛发表报告指,默沙东次季盈利胜预期,但财务和前景的更新较为复杂。在最受关注的增长动力方面,注意到加卫苗(Gardasil)专营权在中国和美国持续存在不确定性。高盛对其目标价由99美元下调至94美元,以反映模型更新,以及因加卫苗的持续不确定性和近期催化路径而调降的估值倍数,评级“买入”。该行指,好消息是公司主要新产品周期Winrevair的表现仍然完好,且管理层重申乐观预期,来自潜在的适应症扩展以及HYPERION试验的详细数据,两者都预计在今年稍后时间进行。
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