<p>在周五，<strong>拜玛林制药公司</strong> (NASDAQ: BMRN) 同意以总计约 48 亿美元的股权价值收购 <strong>爱美医疗</strong> (NASDAQ: FOLD)。</p>
<p>“交易完成后，预计将加速拜玛林的收入增长，并增强我们的财务前景，为患者、员工和股东带来显著价值。预计该交易将在完成后的前 12 个月对非公认会计原则稀释每股收益产生积极影响，” 拜玛林的总裁兼首席执行官亚历山大·哈迪表示。</p>
<p><strong><em>另请阅读: PTC Therapeutics 可能会对拜玛林的代谢疾病治疗构成挑战</em></strong></p>
<h2>分析师观点</h2>
<p><strong>Truist Securities</strong> 维持对拜玛林的买入评级，并将 价格预测从 80 美元上调至 100 美元。</p>
<p><strong>威廉·布莱尔</strong> 对此次收购持积极态度，指出拜玛林的产品组合中新增了两种产生收入的罕见疾病疗法。分析师 <strong>萨米·科尔温</strong> 认为这是一种强有力的战略契合，强调与拜玛林在罕见疾病和酶疗法商业化方面的专业知识之间的明显协同效应。</p>
<p>虽然该交易并未完全抵消来自竞争的 Voxzogo 收入压力，但它显著多样化了拜玛林的收入基础，并且没有临床开发风险。</p>
<p>威廉·布莱尔指出，Galafold 是一个更成熟的资产，这可能限制其增长，但相信拜玛林的规模和扩展诊断及推动患者依从性的能力使公司能够捕捉剩余的上行空间。</p>
<p>分析师科尔温指出，庞贝病在全球大约影响每 1.8 万人。管理层认为每个资产在 2030 年代可能产生约 10 亿美元的峰值销售，支持拜玛林更强的长期收入增长。公司还预计运营协同效应将加速增长并提升净利润。</p>
<h2>技术分析</h2>
<p><strong>拜玛林制药公司</strong> (BMRN) 显示出看涨的形态，因为其交易价格显著高于短期移动平均线，表明积极的动能。</p>
<p>该股票目前的交易价格远高于 20 日、50 日和 100 日简单移动平均线，表明短期内的强劲表现。</p>
<p>相对强弱指数（RSI）为 65.54，属于中性但接近超买区域。这个水平表明，尽管股票有上升动能，但交易者在接近超买阈值时应保持谨慎。</p>
<p>MACD 在其信号线之上，表明 BMRN 的看涨动能。这表明当前趋势可能会持续，交易者可能会在短期内寻找进一步的上行空间。</p>
<p>关键支撑位在 52.50 美元，阻力位在 64.00 美元，这些都是需要关注的重要水平。如果股票接近这些水平，从支撑位反弹可能表明上涨趋势的延续，而突破阻力位可能意味着更强的看涨走势。</p>
<p>该股票在长期内一直面临看跌趋势，50 日简单移动平均线低于 200 日简单移动平均线。这个关系显示，尽管短期内有强劲表现，但整体长期趋势仍然承压。</p>
<p>从 12 个月的表现来看，BMRN 下跌了 8.23%，反映出过去一年的挑战。这一下降突显了监测短期收益和更广泛趋势的重要性，以评估股票的未来潜力。</p>
<p>目前，BMRN 的交易价格为其 52 周区间的 44.3%，表明其接近该区间的下限。这一定位表明，尽管有增长空间，但交易者应意识到在突破阻力位时可能出现的波动性。</p>
<p>技术形态表明谨慎乐观，但长期趋势仍然是一个关键考虑因素。</p>
<p><strong>BMRN 价格动态：</strong> 根据 Benzinga Pro 的数据，拜玛林制药的股票在周二出版时上涨了 2.45%，报 59.37 美元。</p>
<p><strong>下一步阅读：</strong></p>
<ul>
<li><strong><em>全球关键矿物依赖国际贸易，研究显示关键脆弱性</em></strong></li>
</ul>
<p><em>图片来源于 Shutterstock</em></p>

拜玛林制药

爱美医疗

<p>BioMarin 制药公司（NASDAQ:BMRN）已同意以 48 亿美元收购 Amicus Therapeutics, Inc.（NASDAQ:FOLD）。此次收购预计将加速 BioMarin 的收入增长，在 12 个月内对非 GAAP 摊薄每股收益产生积极影响，并使其收入基础多样化。分析师对这笔收购持积极态度，指出战略协同效应和每项资产潜在的 10 亿美元峰值销售。BioMarin 的股票显示出看涨势头，交易价格高于关键移动平均线，但面临长期看跌压力。周二，股价上涨 2.45%，至 59.37 美元</p>

<p>On Friday, <strong>BioMarin Pharmaceutical Inc.</strong> (NASDAQ: BMRN) agreed to acquire <strong>Amicus Therapeutics, Inc.</strong> (NASDAQ: FOLD) for a total equity value of about $4.8 billion.</p>
<div class="lb-trans"><p>在周五，<strong>拜玛林制药公司</strong> (NASDAQ: BMRN) 同意以总计约 48 亿美元的股权价值收购 <strong>爱美医疗</strong> (NASDAQ: FOLD)。</p>
</div><p>&#34;Immediately upon close, this transaction is expected to accelerate BioMarin's revenue growth and strengthen our financial outlook, delivering significant value to patients, employees, and stockholders. The transaction is expected to be accretive to Non-GAAP Diluted EPS in the first 12 months following close,&#34; said Alexander Hardy, President and Chief Executive Officer of BioMarin.</p>
<div class="lb-trans"><p>“交易完成后，预计将加速拜玛林的收入增长，并增强我们的财务前景，为患者、员工和股东带来显著价值。预计该交易将在完成后的前 12 个月对非公认会计原则稀释每股收益产生积极影响，” 拜玛林的总裁兼首席执行官亚历山大·哈迪表示。</p>
</div><p><strong><em>Also Read: PTC Therapeutics Could Challenge BioMarin For Metabolic Disorder Treatment</em></strong></p>
<div class="lb-trans"><p><strong><em>另请阅读: PTC Therapeutics 可能会对拜玛林的代谢疾病治疗构成挑战</em></strong></p>
</div><h2>Analyst Take</h2>
<div class="lb-trans"><h2>分析师观点</h2>
</div><p><strong>Truist Securities</strong> maintains BioMarin with a Buy and raises the price forecast from $80 to $100.</p>
<div class="lb-trans"><p><strong>Truist Securities</strong> 维持对拜玛林的买入评级，并将 价格预测从 80 美元上调至 100 美元。</p>
</div><p><strong>William Blair</strong> views the acquisition favorably, citing the addition of two revenue-generating rare disease therapies to BioMarin's portfolio. Analyst <strong>Sami Corwin</strong> sees a strong strategic fit, highlighting clear synergies with BioMarin's expertise in rare disease and enzyme therapy commercialization.</p>
<div class="lb-trans"><p><strong>威廉·布莱尔</strong> 对此次收购持积极态度，指出拜玛林的产品组合中新增了两种产生收入的罕见疾病疗法。分析师 <strong>萨米·科尔温</strong> 认为这是一种强有力的战略契合，强调与拜玛林在罕见疾病和酶疗法商业化方面的专业知识之间的明显协同效应。</p>
</div><p>While the deal does not fully offset potential Voxzogo revenue pressure from competition, it meaningfully diversifies BioMarin's revenue base and carries no clinical development risk.</p>
<div class="lb-trans"><p>虽然该交易并未完全抵消来自竞争的 Voxzogo 收入压力，但它显著多样化了拜玛林的收入基础，并且没有临床开发风险。</p>
</div><p>William Blair notes that Galafold is a more mature asset, which may limit growth, but believes BioMarin's scale and proven ability to expand diagnosis and drive patient adherence position the company to capture the remaining upside.</p>
<div class="lb-trans"><p>威廉·布莱尔指出，Galafold 是一个更成熟的资产，这可能限制其增长，但相信拜玛林的规模和扩展诊断及推动患者依从性的能力使公司能够捕捉剩余的上行空间。</p>
</div><p>Analyst Corwin notes that Pompe disease affects roughly 1 in 18,000 people worldwide. Management believes each asset could generate about $1 billion in peak sales in the 2030s, supporting stronger long-term revenue growth for BioMarin. The company also expects operational synergies to accelerate growth and lift net profits.</p>
<div class="lb-trans"><p>分析师科尔温指出，庞贝病在全球大约影响每 1.8 万人。管理层认为每个资产在 2030 年代可能产生约 10 亿美元的峰值销售，支持拜玛林更强的长期收入增长。公司还预计运营协同效应将加速增长并提升净利润。</p>
</div><h2>Technical Analysis</h2>
<div class="lb-trans"><h2>技术分析</h2>
</div><p><strong>BioMarin Pharmaceuticals Inc.</strong> (BMRN) is showing a bullish setup as it's trading significantly above its short-term moving averages, indicating positive momentum.</p>
<div class="lb-trans"><p><strong>拜玛林制药公司</strong> (BMRN) 显示出看涨的形态，因为其交易价格显著高于短期移动平均线，表明积极的动能。</p>
</div><p>The stock is currently positioned well above the 20-day, 50-day, and 100-day SMAs, suggesting strength in the near term.</p>
<div class="lb-trans"><p>该股票目前的交易价格远高于 20 日、50 日和 100 日简单移动平均线，表明短期内的强劲表现。</p>
</div><p>The RSI is at 65.54, which is considered neutral but close to overbought territory. This level indicates that while the stock has upward momentum, traders should remain cautious as it approaches the overbought threshold.</p>
<div class="lb-trans"><p>相对强弱指数（RSI）为 65.54，属于中性但接近超买区域。这个水平表明，尽管股票有上升动能，但交易者在接近超买阈值时应保持谨慎。</p>
</div><p>MACD is above its signal line, signaling bullish momentum for BMRN. This suggests that the current trend could continue, and traders might look for further upside in the near term.</p>
<div class="lb-trans"><p>MACD 在其信号线之上，表明 BMRN 的看涨动能。这表明当前趋势可能会持续，交易者可能会在短期内寻找进一步的上行空间。</p>
</div><p>Key support is at $52.50, and resistance is at $64.00, which are crucial levels to watch. If the stock approaches these levels, a bounce off support could indicate a continuation of the uptrend, while a break above resistance may signal a stronger bullish move.</p>
<div class="lb-trans"><p>关键支撑位在 52.50 美元，阻力位在 64.00 美元，这些都是需要关注的重要水平。如果股票接近这些水平，从支撑位反弹可能表明上涨趋势的延续，而突破阻力位可能意味着更强的看涨走势。</p>
</div><p>The stock has been struggling with a longer-term bearish trend, as indicated by the 50-day SMA being below the 200-day SMA. This relationship shows that while there is short-term strength, the overall longer-term trend remains under pressure.</p>
<div class="lb-trans"><p>该股票在长期内一直面临看跌趋势，50 日简单移动平均线低于 200 日简单移动平均线。这个关系显示，尽管短期内有强劲表现，但整体长期趋势仍然承压。</p>
</div><p>Looking at the 12-month performance, BMRN is down 8.23%, reflecting challenges over the past year. This decline highlights the importance of monitoring both short-term gains and the broader trend to gauge the stock's future potential.</p>
<div class="lb-trans"><p>从 12 个月的表现来看，BMRN 下跌了 8.23%，反映出过去一年的挑战。这一下降突显了监测短期收益和更广泛趋势的重要性，以评估股票的未来潜力。</p>
</div><p>Currently, BMRN is trading at 44.3% of its 52-week range, indicating it is closer to the lower end of that range. This positioning suggests that while there is room for growth, traders should be aware of the potential for volatility as it attempts to break through resistance levels.</p>
<div class="lb-trans"><p>目前，BMRN 的交易价格为其 52 周区间的 44.3%，表明其接近该区间的下限。这一定位表明，尽管有增长空间，但交易者应意识到在突破阻力位时可能出现的波动性。</p>
</div><p>The technical setup suggests a cautious optimism, but the longer-term trend remains a key consideration.</p>
<div class="lb-trans"><p>技术形态表明谨慎乐观，但长期趋势仍然是一个关键考虑因素。</p>
</div><p><strong>BMRN Price Action:</strong> BioMarin Pharmaceutical shares were up 2.45% at $59.37 at the time of publication on Tuesday, according to Benzinga Pro data.</p>
<div class="lb-trans"><p><strong>BMRN 价格动态：</strong> 根据 Benzinga Pro 的数据，拜玛林制药的股票在周二出版时上涨了 2.45%，报 59.37 美元。</p>
</div><p><strong>Read Next</strong>:</p>
<div class="lb-trans"><p><strong>下一步阅读：</strong></p>
</div><ul>
<li><strong><em>Global Critical Minerals Rely On International Trade, Study Shows Critical Vulnerabilities</em></strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong><em>全球关键矿物依赖国际贸易，研究显示关键脆弱性</em></strong></li>
</ul>
</div><p><em>Photo via Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源于 Shutterstock</em></p>
</div>

周二拜玛林制药的股票发生了什么情况？