热门话题-受诺华业绩影响,UCB股价下跌
4月28日 - ** 比利时制药公司UCB UCB.BR股价下跌约4.4%,此前诺华 NOVN.S 公布了令人失望的季度业绩 (link),而投资者对UCB近期收购Neurona一事仍持谨慎态度 (link)
** KBC证券的梅卡尔(Jacob Mekhael)表示,诺华的银屑病药物Cosentyx(UCB明星药物Bimzelx的竞争对手)的销售额“并不令人印象深刻”
** Degroof Petercam的塞纳夫(David Seynaevve)指出,Cosentyx的表现“加剧了市场对Bimzelx可能不得不提供更高折扣的担忧,即使需求上升,也会对营收产生负面影响”
** 塞纳夫补充道,“收购Neurona的反响并不理想”,并指出风险在于Neurona的癫痫治疗方案仍处于相当实验性的阶段
** “市场总体上对细胞疗法持负面态度,迄今为止发展之路颇为艰难,”梅卡尔表示,尽管两位分析师仍持乐观态度,并指出该疗法与UCB的癫痫药物组合存在协同效应
** 截至周一收盘,UCB股价4月累计下跌约9.4%,表现逊于同期下跌约3.2%的欧洲医疗保健指数.SXDE
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