券商观点:百时美施贵宝持续推进增长并兑现研发管线承诺

路透中文
Jul 31
BUZZ-券商观点:百时美<a href="https://laohu8.com/S/BMY">施贵宝</a>持续推进增长并兑现研发管线承诺

7月31日 - ** 制药公司百时美施贵宝(BMY.N)周四上调了全年营收和利润预期,因为抗凝血药 (link) 艾乐奇(Eliquis)以及新药的强劲销量推动第二季度业绩远超分析师预期

** 覆盖该股的31家券商给出的目标价中位数为63美元——路孚特(LSEG)汇编数据

研发管线势头强劲

** 摩根大通(维持“增持”评级) 表示,市场焦点仍集中在百时美施贵宝即将公布的研发管线数据上,其中用于预防中风的在研抗凝药米尔维西安被视为关键催化剂

** 杰富瑞(“买入”,目标价:73美元) 表示,BMY上调的营收预期似乎可实现,这得益于上半年强劲的表现以及对下半年前景的信心

** 晨星(Morningstar)(公允价值:70美元) 表示:“百时美施贵宝的新产品持续抵消了老药面临仿制药冲击带来的不利影响,但即将公布的临床数据将有助于判断该战略长期来看能取得多大成效”

** 特鲁伊斯特证券(评级“买入”,目标价:70美元) 表示仍看好BMY,理由是其增长型产品组合预计将保持势头,且预计2026年下半年和2027年上半年将公布关键数据

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