AQSh fond bozori o'zgarishi | AQShning klinik bosqichdagi biofarmatsevtika kompaniyasi Retension Pharmaceuticals (RTSN.US) AQSh fond bozorida ro'yxatga olindi, ochilishdan keyin aksiyalari 10% dan ortiq pasaydi

9-oktabr — Moderna (MRNA.O) aksiyalar narxi juma kuni taxminan 12% ga oshib, 220 dollar darajasiga yetdi va 2022-yil yanvaridan beri eng yuqori nuqtaga chiqdi. Bu kompaniyaning Nasdaq 100 indeksiga (NDX) qoʻshilishi sababli. Bank of America aksiyaning maqsadli narxini 170 dollardan 200 dollarga koʻtardi. Ushbu aksiyaning payshanba kungi yopilish narxi 197 dollar edi. Bank of America tahlilchilari neytral reytingni saqlab, maqsadli narxning oshirilishi AQSH yangi COVID biznesidan kutilayotgan daromadlardagi kichik qisqartirish bilan bogʻliqligini, lekin bu intismeran narxi prognozini oshirish va kelgusidagi yillarda ushbu dori savdosining oʻsishini kutish bilan toʻliq qoplanishini ta’kidlashdi. Intismeran — Merck (MRK.N) bilan birga ishlab chiqilgan saraton vaksinasidir. Shu bilan birga, ular ESMO (Evropa Onkologiya Jamiyati) konferensiyasi va tez orada eʼlon qilinadigan maʼlumotlardan oldin, intismeranning aksiyalardagi asosiy qiymati allaqachon aks etgani haqida qayd qilishdi. Uchinchi chorak moliyaviy hisobotlari 24-oktabrda ESMO konferensiyasidan soʻng eʼlon qilinadi, shuning uchun Bank of America uchinchi chorak natijalariga unchalik katta ahamiyat bermaydi. Shunga qaramay, bank kompaniyaning 2026-yilda daromad 10% gacha oʻsishi va yil yakunigacha naqd balans 4.7 dan 5.2 billion dollarga yetishi boʻyicha prognozlariga umid qilmoqda. Uchinchi chorak uchun profilaktik vaksina savdosidan 812 million dollar daromad prognozi bozor kutilmalaridan past, umumiy daromad prognozi ham 848 million dollar bilan bozor kutilmalaridan past. 18-avgustdan beri mRNA aksiyalari kuchli o‘smoqda. Bunga intismeran (link) ning klinik sinovlari natijalari ijobiy bo‘lgani va investorlar aksiyani faol sotib olgani sabab bo‘ldi. Moderna Nasdaq 100 indeksiga (link) Warner Bros Discovery kompaniyasining o‘rniga qo‘shildi, chunki u Paramount Skydance bilan birlashmoqda. Moderna aksiyalari yil boshidan beri taxminan 650% ga oshdi va bu tarixiy eng katta yillik oʻsish hisoblanadi, shu bilan uni S&P 500 (SPX) indeksidagi eng koʻp oʻsuvchi kompaniyaga aylantirdi. Taqqoslash uchun, S&P 500 Healthcare indeksidagi (SPXHC) aksiyalar 2026-yildan hozirgacha 10.3% ga osdi. (Quyidagi avtomatik tarjima Reuters tomonidan qulaylik uchun yaratilgan. Avtomatik tarjima kontekst yetishmasligi yoki xatolar tufayli toʻgʻri boʻlmasligi mumkin, shuning uchun Reuters tarjima matnining aniqligini kafolatlamaydi va xizmatdan kelib chiqqan har qanday zarar yoki yoʻqotish uchun masʼuliyatni oʻz zimmasiga olmaydi.)

Xabar berilgan vaqtda, bu aksiya 1.3% dan ko‘proq pasaydi va narxi 13.805 dollarni tashkil etdi.

Latest updates October 9 - Financial Times reported on Thursday that Starbucks (SBUX.O) has explored the potential acquisition of Chipotle (Chipotle CMG.N), which would allow CEO Brian Niccol to return to the Mexican burrito chain brand he once led. Starbucks declined to comment, stating the company remains “fully focused” on business restructuring. Chipotle shares fell about 4% to $31.32 on Friday, after rising 6.2% in the previous trading day. Limited strategic rationality BTIG expressed “high doubts,” stating the deal is “not reasonable” operationally and would cause serious dilution for Starbucks shareholders, disrupting management operations. “Over the years, we've heard many reports about multi-brand acquisitions…but few materialize, and even fewer succeed,” said BTIG. William Blair pointed out that Starbucks' $9.4 billions net debt as of June makes acquisition financing “unsustainable” and may push the merged leverage ratio up to about 6 times, which is considered high in the restaurant industry. D.A. Davidson stated that given significant differences between the brands and minimal apparent synergies, the probability of success for the deal is 20% or less. Raymond James noted that with low menu overlap, supply chain benefits may be limited, and performance of multi-brand restaurant platforms has been mixed. Suzy Davidkhanian of eMarketer said Niccol’s familiarity may reduce execution risks, but investors may still view this deal as a “costly distraction” during Starbucks' transformation. For convenience of non-English speakers, Reuters has automatically translated this report into several languages. Since automated translations may be inaccurate or lack necessary context, Reuters does not guarantee the accuracy of automated translation and provides it only for reader convenience. Reuters assumes no responsibility for any damage or loss caused by the use of the automated translation feature.

9-oktabr — ** Biogen (BIIB.O) farmatsevtika kompaniyasi aksiyalari 2.4% ga ko‘tarilib, 223.71 dollarni tashkil etdi ** UBS narx maqsadini 240 dollardan 270 dollarga oshirdi va “sotib olish” reytingini saqladi ** Uchinchi kvartal daromadi 2.69 billions dollar, aksiyadagi daromad (EPS) esa 2.11 dollar bo‘lishi kutilmoqda, bu bozor konsensusidan biroz yuqori ** Alzheimer kasalligi uchun Leqembi dori mahsulotining uchinchi kvartaldagi savdosi 200 millions dollar atrofida bo‘lishi kutilmoqda, bu bozor konsensusiga mos va yaqinda ishga tushirilgan subkutan dori shakli 2027-yildan boshlab muhim o‘sish omili bo‘lishi mumkinligi bildirildi ** Biogen ning Syfovre oftalmologik dorisidan kutilayotgan natijalar Apellis ni sotib olganda (link) bo‘lganidan ko‘ra optimistik ekani va savdo strategiyasi optimallashtirilayotgani ta’kidlandi ** Yil oxirida lupus dori litifilimab bo‘yicha kechki klinik tadqiqotlar ma’lumotlari va 2027-yilning birinchi yarmida teri lupus bo‘yicha ma’lumotlar asosiy katalizator bo‘ladi ** Bundan tashqari, felzartamab dori bo‘yicha 2027-yilning birinchi yarmida keladigan kechki klinik ma’lumotlar o‘sish imkoniyatini yaratadi va Eli Lilly (LLY.N) kompaniyasining asimptomatik Alzheimer kasalligi bo‘yicha klinik sinovlari pozitiv ta’sir ko‘rsatishi mumkin ** Yil boshidan beri aksiyalar narxi 26.3% ga oshgan (Quyidagi ma’lumot avtomatik tarzda tarjima qilindi. Reuters avtomatik tarjima orqali yetkazilgan ma’lumotlarning aniqligi yoki konteksini kafolatlamaydi, avtomatik tarjima xizmati osonlik uchun taqdim etilgan. Avtomatik tarjima hasiliga ko‘ra yetkazilgan zarar yoki yo‘qotishlar uchun Reuters javobgarlikni olmaydi.)