Leerink下调百时美施贵宝评级,指出研发管线存在风险

路透中文
Oct 05
BUZZ-Leerink下调百时美<a href="https://laohu8.com/S/BMY">施贵宝</a>评级,指出研发管线存在风险

10月5日 - ** 百时美施贵宝(BMY.N)盘前股价下跌1.9%,报60美元

** 利林克合伙公司(Leerink Partners)将这家制药公司的股票评级从“跑赢大盘”下调至“与大盘持平”,并将目标价从73美元下调至59美元

** 截至上一交易日收盘,BMY今年以来累计上涨13.4%;新目标价暗示股价仍有约3.5%的下行空间

** 该券商指出,BMY的三个关键项目存在不确定性,且即将面临专利到期

** 称实验性肺病药物阿米帕兰(admilparant)在疗效和安全性方面可能令人失望,包括可能引发的肝脏问题和低血压;将2032年销售额预期下调38%

** 质疑实验性抗凝血药milvexian能否在预防心律不齐患者中风方面与百时美施贵宝的Eliquis相媲美;将2032年销售额预期下调25%

** 指出,即使抗精神病药物Cobenfy获批用于治疗阿尔茨海默病相关精神病,价格更低的仿制抗精神病药物仍可能限制其需求

** 将2032年每股收益(EPS)预期下调11%至4.96美元

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