TD Cowen预计,2026年第二季度合同研究机构的需求将有所改善

路透中文
Jul 09
BUZZ-TD Cowen预计,2026年第二季度合同研究机构的需求将有所改善

7月9日 - ** TD Cowen 表示,生物技术领域融资状况的改善应能提振对合同研究组织(CRO)的需求,这些机构协助制药企业开展临床前和临床研究

** 该券商在第二季度财报发布前更看好查尔斯河实验室(Charles River Laboratories CRL.N)和IQVIA(IQV.N),理由是需求增强和新合同的赢得可能带来上行空间

** 该机构表示,若药物发现和安全性测试需求改善,CRL的业绩有望超越2026年预期;而IQVIA第二季度赢得合同的预期似乎可实现;并补充道:“其在代理式人工智能(agent-based AI)服务方面的进展也备受关注”

** “尽管我们对ICLR持乐观态度,但承认市场预期较高,”TD Cowen在ICON ICLR.O 发布强劲第一季度合同中标数据后表示;并补充道:“我们预计其对市场及客户细分领域的积极评论也将类似”

** 该券商表示,Fortrea(FTRE.O)具备“极具吸引力”的发展格局,在连续三个季度表现强劲且需求趋势向好的背景下,市场对该公司新签合同的预期显得较为保守

** “鉴于需求前景疲软及对2027年的潜在影响,我们对MEDP持谨慎态度,”TD Cowen在关于Medpace(MEDP.O)的报告中表示

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