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第2階段結果的意外更新導致了營業收入預測的修訂。由於emraclidine被排除在預測之外，以及Bristol Myers的Cobenfy估計增加，2033年預期總營業收入上漲了7%。然而，這一修訂並沒有改變涉及公司的營業收入或每股收益增長的總體軌跡。
分析師們注意到，一項競爭性精神分裂症治療的關鍵第2階段數據未能在關鍵症狀量表中顯示與基線的改變具有統計學意義。這種表現不佳令人意外，特別是考慮到這項治療是一項重大收購的主要因素，並且預計將在與一款已建立產品競爭時帶來可觀的銷售額。雖然隨着結果的長期展望有望改善，但當前仍存在有關專利排他性的即期關注。
一種競爭性藥物emraclidine在其第2階段研究中未能在主要終點顯示出統計學上顯著的益處，這使得Bristol的Cobenfy處於有利位置。考慮到這些令人失望的結果可能會讓競爭對手重返起點，對Bristol而言，抓住機會成功推出Cobenfy至關重要。
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