Core Viewpoint - Bank of America has raised the price target for Gilead (GILD) to $154 from $144 while maintaining a Buy rating on the shares, indicating confidence in the company's growth potential [1] Summary by Category Price Target Adjustment - The price target for Gilead has been increased to $154 from $144, reflecting a positive outlook on the company's performance [1] Valuation Method Change - The firm has switched its valuation method, which may influence future assessments of the company's stock [1] Growth Drivers - Gilead's "steady" growth in its HIV franchise is considered core to the Buy thesis, with expectations of upside from recent and upcoming product launches [1]

瑞银的一份研究报告显示，DRAM供应短缺预计将持续至2027年第一季度，其中DDR4以及DDR5内存 条的需求程度料在这期间远远超供应增速。瑞银预计，在2025年第四季度，DDR系列热门产品的合约 定价可能环比大幅上涨35%，NAND闪存价格预计上涨20%，涨幅均超出此前预期;瑞银预计2026年第一 季度，DDR系列热门产品的合约定价料将进一步上涨40%，NAND价格料上涨20%。 （原标题：?新一轮流感来袭! 美国多地流感用药告急 奥司他韦紧缺程度堪比DDR内存条） 智通财经APP获悉，根据美国卫生系统药剂师协会(简称ASHP)周三发布的一项重磅统计数据，随着美 国因流感样症状就诊的医院门诊量达到二十多年来的最高水平，流感特效药物达菲(Tamiflu，也被称作 磷酸奥司他韦)目前在美国多个地区处于极度短缺状态。 不止美国，在全球范围，尤其是面临寒冬的地区，奥司他韦短缺程度甚至胜过DDR系列内存条。在北 美与欧洲的部分寒冷地区，患者端的紧迫性、药房端的补货难度和体感焦虑，甚至比买DDR系列 DRAM内存条产品还夸张。相比之下，奥司他韦式全球冬季流感时期的季节性严重短缺，而DDR内存 条则是"结构性供需错配"式 ...

ASHP在一份披露报告中指出，由于这种抗病毒药物突然间出现短缺，负责监测药品供应的ASHP目前 正在紧急评估短缺程度，并补充称历年来流感活动非常频繁的寒冷地区正面临最为严重的供应稀缺。 ASHP药学实践与质量高级总监Michael Ganio在一份声明中表示，由于目前正在全球范围流行的一种比 往年流感更加严重的流感毒株，短缺扩散"只是时间问题"。 不过，总部位于美国的连锁药房运营龙头CVS Health(CVS.US)表示，尽管其门店对磷酸奥司他韦的需求 持续激增，但并不存在全美范围的广泛短缺，某些常年流感严重的地区短缺比其他地区严重得多。其多 年来最强劲的竞争对手Walgreens去年被纽约私募股权公司Sycamore Partners全面私有化，该药房运营商 则表示，其药房的全美网络总体上"需求很高，库存极度紧张"。 智通财经APP获悉，根据美国卫生系统药剂师协会(简称ASHP)周三发布的一项重磅统计数据，随着美 国因流感样症状就诊的医院门诊量达到二十多年来的最高水平，流感特效药物达菲(Tamiflu，也被称作 磷酸奥司他韦)目前在美国多个地区处于极度短缺状态。 不止美国，在全球范围，尤其是面临寒冬的地区 ...

根据美国卫生系统药剂师协会(简称ASHP)周三发布的一项重磅统计数据，随着美国因流感样症状就诊 的医院门诊量达到二十多年来的最高水平，流感特效药物达菲(Tamiflu，也被称作磷酸奥司他韦)目前在 美国多个地区处于极度短缺状态。 CNN援引美国疾控中心(U.S.CDC)数据独家报道称，此次流感治疗药物奥司他韦短缺发生之际，由常见 流感症状(发烧加咳嗽或喉咙痛)导致的全美医院就诊量已达到至少自1997-98流感季以来的最高水平。 由于迄今只有43%的美国人接种了该类抗病毒疫苗，今年创纪录的流感季被归因于常见流感毒株H3N2 的一次重大意义基因突变，该突变导致出现一种新型的快速传播突变体，被称为K亚分支(subclade K)。 在2025年的最后一周，8.2%的医院就诊规模是因流感样症状，而一年前则为6.7%;在2025-2026流感季期 间，出现了9例与流感症状相关的儿童死亡病例，美国疾控中心本周早些时候表示。 不止美国，在全球范围，尤其是面临寒冬的地区，奥司他韦短缺程度甚至胜过DDR系列内存条。在北 美与欧洲的部分寒冷地区，患者端的紧迫性、药房端的补货难度和体感焦虑，甚至比买DDR系列 DRAM内存条产品还 ...

瑞银将吉利德科学的目标价从112美元上调至145美元，评级从"中性"上调至"买入"。(格隆汇) ...

在北京友谊医院顺义院区，患者刘丽（化名）拿到了中国内地开出的第一盒司拉德帕。刘丽已经确诊原 发性胆汁性胆管炎多年，选择目前一线治疗药物后，相关指标没有显著好转，经充分沟通后，决定试用 罕见病创新药司拉德帕。"希望这款创新药能够改善我的情况，同时希望此类药物早日纳入医保，惠及 更多患者。"刘丽说。 原发性胆汁性胆管炎是一种慢性胆汁淤积性肝病，以肝内小胆管的进行性破坏为特征。这类患者疾病进 展风险高，可逐渐进展至肝纤维化、肝硬化，并出现消化道出血、腹水、肝性脑病等并发症。目前，约 30%至40%患者对目前该领域一线用药疗效欠佳，亟需更有效的创新治疗方案。 新京报讯 据"北京顺义"微信公众号消息，1月6日上午，北京友谊医院顺义院区开出罕见病创新药司拉 德帕（Seladelpar）的中国内地首张处方，这款药物专治原发性胆汁性胆管炎。这不仅标志着我国罕见 病治疗领域迈出重要一步，也为更多创新药物的引进提供了可借鉴范式。 在北京市临床急需药品临时进口政策东风以及科园信海（北京）医疗用品贸易有限公司的高效协作下， 司拉德帕仅历时两个多月便快速获批，为罕见病患者带来福音。 2025年9月，48盒司拉德帕已经在天竺综保区内保税 ...

Group 1: Market Performance - The U.S. stock market saw all three major indices rise, with the Dow Jones Industrial Average reaching a new historical high, approaching the 50,000 mark, closing at 49,462.08 points, up 0.99% [3] - The Philadelphia Semiconductor Index increased by 2.75%, setting a new historical high, with notable gains in chip stocks such as Microchip Technology up over 11%, Micron Technology up over 10%, and NXP Semiconductors up over 9% [5][6] Group 2: Federal Reserve Insights - Federal Reserve Governor Milan stated that the Fed should lower interest rates by more than 100 basis points this year, as economic data trends may support further rate cuts [5] - Milan noted that core inflation has returned to around the Fed's 2% target, and he expects strong economic growth in the U.S. this year [5] Group 3: Commodity Prices - Silver prices surged again, with COMEX silver futures breaking the $80 per ounce mark, reflecting a rise of approximately 6% [8] - Gold prices also saw a slight increase, with COMEX gold futures surpassing $4,500 per ounce, up over 1% [8]

DALLAS--(BUSINESS WIRE)--OncoNano Medicine, Inc. ("OncoNano†) today announced a research collaboration with Gilead Sciences, Inc. (Nasdaq: GILD) ("Gilead†) to evaluate OncoNano's ON- BOARDâ"¢ encapsulation technology with Gilead's drug candidate. Under the terms of the agreement, OncoNano and Gilead will collaborate to evaluate the stability, selectivity and efficacy of Gilead's drug candidate encapsulated by OncoNano's ON-BOARD technology. "Partnering with Gilead underscores the broad applicabili. ...

格隆汇1月6日｜花旗：将吉利德科学(GILD.US)目标价从135美元上调至140美元；将默沙东目标价从95 美元上调至110美元。 ...

Investment Rating - The report assigns an "Outperform" rating for the pharmaceutical industry [1]. Core Insights - On December 19, the U.S. government announced agreements with 14 pharmaceutical companies, including major players like Amgen, Gilead, and Novartis, to implement Most-Favored-Nation (MFN) pricing, which includes price reductions for certain medications and increased domestic investment [6][17]. - The agreements entail a commitment of at least $150 billion in domestic production investments from the participating companies [18]. - Price reductions are primarily focused on Medicaid and direct sales channels, which are expected to have a limited impact on overall revenue for the companies involved [19]. Summary by Sections MFN Negotiations - The MFN negotiations are nearing completion, with 14 pharmaceutical companies reaching agreements with the government, covering aspects such as Medicaid price reductions and international pricing alignment for new drugs [6][17]. - The agreements include provisions for lowering costs of chronic disease medications and implementing MFN pricing for all listed innovative drugs [18]. Impact on Tariffs and Market Reaction - The MFN agreements provide a three-year exemption from tariffs, alleviating previous uncertainties regarding trade policies affecting the pharmaceutical industry [14][19]. - Following the announcement, the XBI index rose by 2.85%, indicating a neutral to optimistic market reaction to the agreements [11]. Specific Measures and Commitments - Companies are required to lower costs for chronic disease medications, including those for type 2 diabetes and rheumatoid arthritis, through direct sales channels [6][18]. - The agreements also stipulate that companies will donate active pharmaceutical ingredients to a strategic reserve to reduce reliance on foreign sources [7][18].