BUZZ-莱林克认为礼来和 Sarepta 是动荡市场中的防御性股票

Reuters08-06

((自动化翻译由路透提供，请见免责声明 ))

8月6日 - ** 经纪公司Leerink Partners称，礼来和Sarepta Therapeutics 等股票有望在经济衰退的 "动荡时期 "跑赢大盘。 (link)

** 券商预计减肥和糖尿病药物生产商LLY将在本周三公布财报时表现强劲

** SRPT 是 "在波涛汹涌的市场中寻求下行保护的投资者的潜在避风港"，原因是其杜氏基因疗法 Elevidys 有可能实现大片销售 - Leerink

** 券商还预计阿斯利康、麦可森、Cencora 和赛默飞世尔科技的表现将优于大盘。

** 默克、Vaxcyte 和布鲁克属于 "现在值得重新审视 "的股票，因为目前的抛售是买入这些股票的近期机会，这些股票最近因新闻流或股价表现困难而面临压力--Leerink

** BMO Capital Markets称，SRPT、CRISPR Therapeutics 、Biomarin 和Legend Biotech 等公司因其强劲的产品收入而被 "低估"，这些公司可在大幅下跌时提供保护。

** 由于疲软的经济数据引发了对美国经济衰退的担忧，全球股市在上一交易日下跌 (link)

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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