Daiwa analyst Narumi Nakagiri upgrades $Bristol-Myers Squibb (BMY.US)$ to a buy rating, and adjusts the target price from $54 to $65.
According to TipRanks data, the analyst has a success rate of 75.0% and a total average return of 12.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Bristol-Myers Squibb (BMY.US)$'s main analysts recently are as follows:
The unexpected update on the Phase 2 results of emraclidine by AbbVie has led to revisions in revenue projections. With emraclidine being excluded from projections and an increase in Cobenfy estimates for Bristol Myers, there is a 7% rise in total expected revenue for 2033. This revision, however, does not alter the general trajectory of revenue or earnings per share growth for the companies involved.
Analysts noted that pivotal Phase 2 data for a competing schizophrenia treatment did not meet statistical significance in demonstrating change from baseline in a key symptom scale. This underperformance was unexpected, especially considering the treatment was a major factor in a significant acquisition and was projected to bring in substantial sales while competing with an established product. While the long-term outlook for the established product may improve as a result, there are still immediate concerns regarding patent exclusivity.
The failure of a competing drug, Emraclidine, to demonstrate a statistically significant benefit at the primary endpoint in its Phase 2 studies, places Bristol's Cobenfy in a favorable position. Given the underwhelming results that may send rivals back to the drawing board, it's pivotal for Bristol to capitalize on the opportunity and successfully launch Cobenfy.
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大和證券分析師Narumi Nakagiri上調$施貴寶 (BMY.US)$至買入評級，並將目標價從54美元上調至65美元。
根據TipRanks數據顯示，該分析師近一年總勝率為75.0%，總平均回報率為12.1%。
此外，綜合報道，$施貴寶 (BMY.US)$近期主要分析師觀點如下：
艾伯維公司關於emraclidine的第二階段結果的意外更新導致了營業收入預測的修訂。由於emraclidine被從預測中排除，並且對百時美施貴寶的Cobenfy估計有所增加，預計2033年的總營業收入增長了7%。然而，這一修訂並沒有改變相關公司的營業收入或每股收益增長的總體趨勢。
分析師指出，一種競爭的精神分裂症治療藥物的關鍵第二階段數據在關鍵症狀尺度的基線變化中未達到統計顯著性。這一不佳表現令人意外，特別是考慮到該治療是一次重大收購中的一個重要因素，並預計將帶來可觀的銷售收入，同時又與一種成熟產品競爭。雖然成熟產品的長期前景可能因此改善，但仍存在關於專利獨佔性方面的直接擔憂。
競爭藥物Emraclidine在其第二階段研究中未能在主要終點上顯示出統計學顯著性，這使得百時美施貴寶的Cobenfy處於有利位置。考慮到結果不盡如人意，可能會迫使競爭對手重新考慮，百時美施貴寶必須抓住這一機會，成功推出Cobenfy。
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