2023年全國碩士研究生考試考研英語一試題真題（含答案詳解+作文范文）_第1頁
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1、September2018USPharmaceuticalsCantheSummerPharmaHeatWaveContinueIntoFallRESEARCHANALYSTSVamilDivanMD(212)5385394vamil.divan@creditMichaelV.MabitoPh.D.(212)3257298michael.mabito@creditUyEar(212)3251729uy.ear@creditDISCLOS

2、UREAPPENDIXATTHEBACKOFTHISREPTCONTAINSIMPTANTDISCLOSURESANALYSTCERTIFICATIONSLEGALENTITYDISCLOSURETHESTATUSOFNONUSANALYSTS.USDisclosure:CreditSuissedoesseekstodobusinesswithcompaniescoveredinitsresearchrepts.Asaresultinv

3、estsshouldbeawarethattheFirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisrept.Investsshouldconsiderthisreptasonlyasinglefactinmakingtheirinvestmentdii?GroupBackinFavasWeMoveIntotheFall:TheUSPharmagrouphad

4、astrongsummerdrivenbyattractivevaluationssolid2Q18earningsperhapssomemisstepsbylargecapcompaniesinothersects.InadditioncommentaryoutofWashingtonfromourcompaniessuggestagreaterlikelihoodthatdrugpricingrefmmayfocusmeonthec

5、urrentrebatebaseddrugpricingsystemrefmstowhichcouldbeneutraltopositivefmanufacturerscertainlymuchlessonerousthanissuessuchasreimptationofdrugsdirectnegotiationofpriceswiththegovernmentwouldbe.Beyonddrugpricingafavablereg

6、ulatyenvironmentthebenefitsoftheUStaxrefmalongwithstillreasonablevaluationsshouldultimatelyallowfmegeneralistinteresttoreturntothegroup.Ultimatelydeliveringoninnovationremainsparamountfcompaniestocompetedeliverupsideinan

7、increasinglychallengingpayerenvironment.?MRKRemainsOurTopPick:FollowingthereleaseofveryimpressivedataattheAACROoncologymeetingsweseeMRKasourTopPickaswebelievethecompanyhassolidifieditsleadershippositioninthecommerciallyl

8、ucrativelungcancermarket.WeexpectstronguptakeofKeytrudamonotherapyincombinationwithchemotherapyinlungcancerwhilethebroaderimmunooncologyopptunityinothertumtypescontinuestogrow.WeplaceJNJatnumbertwoinouruniversemainlydriv

9、enbythegrowthpotentialofseveralkeypharmaassetssuchasXareltoDarzalexImbruvicawhichholdpotentialfsignificantupsideaswellasthePAHproductsacquiredthroughtheATLNacquisitionthefinancialstrengththatthecompanyhasprovidingoptiona

10、lity.WealsocontinuetoseevalueinAGN’sbasebusinessledbytheirindustryleadingBotoxaestheticsfranchise.WealsoseeAGNhavingapipelinethatwebelieveisunderappreciatedledbydrugsindepression(rapastinel)migraine.?AIMTALNAAmongstOurTo

11、pPicksinSCap:WeseeAIMT(peanutallergy)ALNA(kidneystones)asattractivelongtermScapholdings.IntermsonmeneartermcatalystsweexpectdatafFOMX’sFMX101(3Q)FMX103(early4Q)ALKS3831(3Q)GLPG’sFINCH2dataffilgotinibinthecomingmonthswhil

12、ealsocloselytrackingprogressofthesplitofIRWDtheuptakeoftheCGRP(migraine)classthereadthroughtoALDR’septinezumab.3SectWideChallengesLikelytoRemainMakingStockionKeyInSCapAIMTALNAOfferLongerTermUpsideFOMXNearTermPotentialSou

13、rces:CompanydataCreditSuisseestimatesExecutiveSummaryOutperfm($40TP)“StrongPALISADEDataPositionsAIMTWellHeadingIntoBLAFiling”($26TP)“ExpectFurtherRegulatyClaritySoonWithInitialPhase3Datain2H2019”($9TP)“NewsflowInvestInte

14、resttoPickUpasWeApproachPivotalDatafFMX101FMX103”($51TP)“VivitrolAristadaNeedtoCarryNearTermWhileImptantPipelineCatalystsf54613831Expectedin2H2018”($22TP)“ChoppingWood:IronwoodtoSplitIntoTwoDetailsAroundthatProcesstobeCl

15、oselyWatched”Neutral(€92TP)“PELICANCFDataDisappointingRecoverytoComeFromFilgotinibIPFOtherAssets”($19TP)“EptinezumabProfileBetterThanAppreciatedbutPathtoUpsideDifficult”($34TP)“CommercializationSlowDisappointingMARINERPr

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