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10月30日 - ** 辉瑞 首席执行官阿尔伯特-布尔拉(Albert Bourla)在激进分子 (link) 对冲基金Starboard Value的压力下,周二向华尔街证明,由于COVID-19治疗药物Paxlovid销售强劲,辉瑞的扭亏为盈正在取得成功。
专注于产品线
** Leerink Partners("市场表现",目标价:31 美元) 称产品线评论令人鼓舞,但长期前景仍受到十年末专利到期压力的挑战;认为 2024 年财务指导偏保守。
** 巴克莱银行(Barclays)("等权重",预期收益率:32 美元) 表示,投资者需要结合管线获胜、研发基础设施的合理规模以及资本分配的证据,才能对十年后半期的盈利状况有更多的了解。
** 摩根士丹利("等权重",公允价值:31 美元) 预计新产品周期的执行和/或有意义的管线进展仍将是未来关注的焦点。
** Morningstar(公允价值:42 美元) 指出,尽管该公司非 Covid 产品线强劲的运营销售增长令人鼓舞,但现有药物的激烈竞争正在拖累辉瑞的产品线。
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