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Eskay_Tew

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- Eskay_TewEskay_Tew
  ·2021-12-22
  The trend now
  非常抱歉，此主贴已删除
  3,113 评论
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- Eskay_TewEskay_Tew
  ·2021-12-22
  Wow
  非常抱歉，此主贴已删除
  2,746 评论
  3
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- Eskay_TewEskay_Tew
  ·2021-11-14
  Hi to high
  非常抱歉，此主贴已删除
  2,282 3
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- Eskay_TewEskay_Tew
  ·2021-11-13
  $FSR 20211119 10.0 PUT(FSR)$keep it up~ up~
  3,331 1
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- Eskay_TewEskay_Tew
  ·2021-11-12
  Great
  非常抱歉，此主贴已删除
  3,164 1
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- Eskay_TewEskay_Tew
  ·2021-11-02
  Excellent
  EV stocks rose in Monday morning trading<blockquote>电动汽车股周一早盘上涨</blockquote>
  EV stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fi
  EV stocks rose in Monday morning trading<blockquote>电动汽车股周一早盘上涨</blockquote>
  2,532 1
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- Eskay_TewEskay_Tew
  ·2021-10-30
  Great
  非常抱歉，此主贴已删除
  3,926 1
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- Eskay_TewEskay_Tew
  ·2021-10-28
  Health-care as in evergreen
  AbbVie Takes Another Step Toward Its Post-Humira Future<blockquote>艾伯维(AbbVie)向修美乐(Humira)后的未来又迈出了一步</blockquote>
  Since AbbVie(NYSE:ABBV) began trading in December 2012, it has left the S&P 500 in the dust. AbbVie
  AbbVie Takes Another Step Toward Its Post-Humira Future<blockquote>艾伯维(AbbVie)向修美乐(Humira)后的未来又迈出了一步</blockquote>
  3,551 评论
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- Eskay_TewEskay_Tew
  ·2021-10-24
  Microsoft have lots room to market growth
  The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓不应损害微软的盈利，原因如下</blockquote>
  Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss
  The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓不应损害微软的盈利，原因如下</blockquote>
  3,295 2
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- Eskay_TewEskay_Tew
  ·2021-10-19
  Market reopening.. Border reopening.. Are you ready
  非常抱歉，此主贴已删除
  3,697 1
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stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fisker,Niu Technologies,Nikola&nbsp;and Faraday Future climbed between 1% and 7%.</p><p><blockquote>电动汽车股周一早盘上涨。特斯拉、小鹏汽车、理想汽车、洛兹敦汽车、Lucid、尼古拉、菲斯克、小牛电动、尼古拉和法拉第未来上涨1%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2f3a096b6cadbc583a7bf8a948880616\" tg-width=\"404\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","FSR":"菲斯克","TSLA":"特斯拉","WKHS":"Workhorse Group, Inc.","LCID":"Lucid Group Inc","ARVN":"Arvinas Holding Company LLC","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133870110","content_text":"EV stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fisker,Niu Technologies,Nikola and Faraday Future climbed between 1% 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as in evergreen&nbsp;","listText":"Health-care as in evergreen&nbsp;","text":"Health-care as in evergreen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855519854","repostId":"1139370497","repostType":2,"repost":{"id":"1139370497","kind":"news","pubTimestamp":1635340322,"share":"https://www.laohu8.com/m/news/1139370497?lang=zh_CN&edition=full","pubTime":"2021-10-27 21:12","market":"us","language":"en","title":"AbbVie Takes Another Step Toward Its Post-Humira Future<blockquote>艾伯维(AbbVie)向修美乐(Humira)后的未来又迈出了一步</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139370497","media":"Motley Fool","summary":"Since AbbVie(NYSE:ABBV) began trading in December 2012, it has left the S&P 500 in the dust. AbbVie ","content":"<p>Since&nbsp;<b>AbbVie</b>(NYSE:ABBV)&nbsp;began trading in December 2012, it has left the&nbsp;<b>S&amp;P 500</b>&nbsp;in the dust. AbbVie has outperformed the S&amp;P 500 by nearly 60% in the past nine years. Most of the returns that AbbVie has generated for its shareholders have come from its top-selling drug in the world, Humira, which has grown sales from $9.3 billion in 2012 to just shy of $20 billion last year. But with the U.S. patents on Humira set to expire in 2023, AbbVie has been working diligently for many years to build a promising post-Humira future.</p><p><blockquote>自<b>艾伯维</b>（纽约证券交易所代码：ABBV）于2012年12月开始交易，已离开<b>标普500</b>在尘土中。艾伯维在过去九年中的表现优于标普500近60%。艾伯维为股东创造的大部分回报来自其全球最畅销药物修美乐(Humira)，该药物的销售额已从2012年的93亿美元增长到去年的近200亿美元。但随着Humira的美国专利将于2023年到期，艾伯维多年来一直在努力建设一个充满希望的后Humira未来。</blockquote></p><p> One of AbbVie's successors to Humira is the immunology drug known as Skyrizi. It recently received a recommendation from the European Union (E.U.) Committee for Medicinal Products for Human Use (CHMP) that it should be approved to treat adults with active psoriatic arthritis who have failed at least one other drug.</p><p><blockquote>艾伯维(AbbVie)Humira的继任者之一是名为Skyrizi的免疫学药物。它最近收到了欧盟（E.U.）人用药品委员会（CHMP）的建议，应批准其用于治疗至少一种其他药物治疗失败的活动性银屑病关节炎成人。</blockquote></p><p> Let's take a look at why this is a huge step for AbbVie in helping to move beyond Humira.</p><p><blockquote>让我们来看看为什么这是艾伯维在帮助超越修美乐方面迈出的一大步。</blockquote></p><p> Another treatment option for healthcare providers</p><p><blockquote>医疗服务提供者的另一种治疗选择</blockquote></p><p> Psoriatic arthritis (PsA) is a form of arthritis that leads to a condition known as psoriasis, which results in patches of itchy and scaly skin. PsA often causes symptoms of joint pain, swelling, and redness. Psoriasis is estimated to impact 2% to 3% of the global population. And approximately 30% of psoriasis patients eventually go on to develop psoriatic arthritis. Because 40% of patients with psoriatic arthritis report that their condition causes major problems in their daily life, it is crucial for them to seek treatment from their healthcare providers.</p><p><blockquote>银屑病关节炎（PsA）是一种关节炎，会导致银屑病，导致皮肤发痒和鳞状。PsA通常会导致关节疼痛、肿胀和发红的症状。据估计，银屑病影响2%至3%的全球人口。并且大约30%的银屑病患者最终继续发展为银屑病关节炎。因为40%的银屑病关节炎患者报告说，他们的病情给他们的日常生活带来了重大问题，所以向他们的医疗保健提供者寻求治疗对他们来说至关重要。</blockquote></p><p> Conventional synthetic disease-modifying anti-rheumatic drugs such as methotrexate are often the first-line treatment for patients with PsA. And although they work well for some patients, a recent study found that 71% of PsA patients fail their first-line therapy. This is where Skyrizi could potentially help countless patients.</p><p><blockquote>常规合成的缓解疾病的抗风湿药物如甲氨蝶呤通常是PsA患者的一线治疗药物。尽管它们对一些患者效果良好，但最近的一项研究发现，71%的PsA患者一线治疗失败。这就是Skyrizi可能帮助无数患者的地方。</blockquote></p><p> Based on results announced by AbbVie earlier this year, Skyrizi was demonstrated to be far superior to placebo in treating PsA. In fact, Skyrizi was far more likely to help PsA patients achieve at least a 90% skin clearance improvement as measured by the Psoriasis Area Severity Index (PASI90) at week 24 compared to placebo. And at least 52% of PsA patients receiving injections of Skyrizi across the two Phase 3 clinical trials achieved PASI90 at week 24 against just 10% of PsA patients who were injected with placebo. PsA patients receiving Skyrizi also reported notable improvements in their joint pain more frequently than those receiving placebo injections.</p><p><blockquote>根据艾伯维今年早些时候公布的结果，Skyrizi被证明在治疗PsA方面远远优于安慰剂。事实上，与安慰剂相比，Skyrizi更有可能帮助PsA患者在第24周通过银屑病区域严重程度指数（PASI90）测量实现至少90%的皮肤清除率改善。在两项3期临床试验中，至少有52%接受Skyrizi注射的PsA患者在第24周达到了PASI90，而接受安慰剂注射的PsA患者中只有10%达到了PASI90。接受Skyrizi的PsA患者也比接受安慰剂注射的患者更频繁地报告关节疼痛明显改善。</blockquote></p><p> Based on this data and the news that the CHMP recommended that Skyrizi be approved, Skyrizi could be only months away from hitting the market in the E.U. The PsA indication for Skyrizi would be the second indication for the drug, joining its adult plaque psoriasis indication in the E.U.</p><p><blockquote>根据这些数据以及CHMP建议批准Skyrizi的消息，Skyrizi距离在欧盟上市可能只有几个月的时间了。Skyrizi的PsA适应症将是该药物的第二个适应症，加入其在欧盟的成人斑块型银屑病适应症。</blockquote></p><p> Psoriatic Arthritis would be a major indication for Skyrizi</p><p><blockquote>银屑病关节炎将是Skyrizi的主要适应症</blockquote></p><p> So, Skyrizi appears to be a great treatment option for PsA patients who haven't responded to first-line treatments. But what could a PsA indication in the European Union mean for AbbVie? Factoring in the E.U.'s population of 446 million, the 2% to 3% prevalence of psoriasis, and that 30% of psoriasis patients develop PsA, there are more than 2.7 million PsA patients living in the E.U.</p><p><blockquote>因此，对于一线治疗没有反应的PsA患者来说，Skyrizi似乎是一个很好的治疗选择。但欧盟的PsA适应症对艾伯维意味着什么呢？考虑到欧盟4.46亿人口、2%至3%的银屑病患病率以及30%的银屑病患者发展为PsA，有超过270万PsA患者生活在欧盟。</blockquote></p><p> And assuming that approximately 70% of PsA patients fail first-line therapy, this would indicate that there are at least 2 million PsA patients in the E.U. who have failed or will fail first-line therapy. Conservatively, one could assume that Skyrizi's potential PsA patient pool is 1 million. Since there are a variety of treatments available for PsA in the E.U. like Humira (and itsbiosimilars), I believe that Skyrizi will be able to capture 5% of the total market. This works out to around 50,000 patients.</p><p><blockquote>假设大约70%的PsA患者一线治疗失败，这将表明欧盟至少有200万PsA患者一线治疗失败或将失败。保守地说，人们可以假设Skyrizi的潜在PsA患者池为100万。由于欧盟有多种治疗PsA的方法。如Humira（及其生物仿制药），我相信Skyrizi将能够占据总市场的5%。这适用于大约50,000名患者。</blockquote></p><p> While Skyrizi's annual list price is $68,000 in the United States,&nbsp; drugs in large E.U. countries like Germany and France are anywhere from one-third to one-half of the U.S. list price. And this is before also considering insurance adjustments that lower the annual net price. Noting insurance adjustments, AbbVie will likely receive $20,000 in annual revenue per patient for Skyrizi, which equates to $1 billion in annual sales potential for a PsA indication.</p><p><blockquote>虽然Skyrizi在美国的年标价为68,000美元，但大型欧盟国家的药品。德国和法国等国家的价格是美国标价的三分之一到二分之一。这还是在考虑降低年度净价的保险调整之前。考虑到保险调整，艾伯维可能会为Skyrizi获得每位患者20,000美元的年收入，这相当于PsA适应症的年销售潜力为10亿美元。</blockquote></p><p> Even for apharma stocksuch as AbbVie that analysts expect will generate $56.3 billion in revenue this year, a blockbuster indication like PsA for Skyrizi is a meaningful boost. Another indication for Skyrizi would add more fuel to the fast-growing drug, which has already recorded $1.2 billion in sales in the first half of this year.</p><p><blockquote>即使对于分析师预计今年将产生563亿美元收入的艾伯维(AbbVie)等制药股来说，Skyrizi的PsA等重磅指标也是一个有意义的提振。Skyrizi的另一个适应症将为这种快速增长的药物增添更多动力，该药物今年上半年的销售额已达到12亿美元。</blockquote></p><p> A high yielder that isn't too good to be true</p><p><blockquote>好得令人难以置信的高收益</blockquote></p><p> While AbbVie's&nbsp;4.8% dividend yield&nbsp;may come off as a yield trap at first glance, AbbVie is proof that you can't always judge a book by its cover. This is because the payout ratio is expected to be in the low 40% range this year.</p><p><blockquote>虽然艾伯维4.8%的股息收益率乍一看可能是一个收益率陷阱，但艾伯维证明了你不能总是以貌取人。这是因为今年的派息率预计将在40%的低范围内。</blockquote></p><p></p><p> Since AbbVie was spun off from&nbsp;<b>Abbott Laboratories</b>(NYSE:ABT), AbbVie has raised its dividend each year. Because AbbVie inherited Abbott Laboratories' dividend increase streak and has raised its dividend each year since 2013, the stock is set to become a&nbsp;Dividend King&nbsp;with its next dividend increase, which is likely just days away. This will place it in the exclusive company of less than three dozen other stocks, which have raised their dividends at least 50 years straight. Analysts also expect that AbbVie will grow its adjusted earnings per share at 5% annually over the next five years, which should not only support the current dividend but allow future dividend growth.</p><p><blockquote>自从艾伯维从<b>雅培实验室</b>（纽约证券交易所股票代码：ABT），艾伯维每年都会提高股息。由于艾伯维(AbbVie)继承了雅培实验室(Abbott Laboratories)的股息增长势头，并且自2013年以来每年都提高股息，因此该股将在下一次股息增长中成为股息之王，而下一次股息增长可能只剩下几天了。这将使其成为不到三打其他股票中的独家公司，这些股票至少连续50年提高了股息。分析师还预计，艾伯维未来五年调整后每股收益将以每年5%的速度增长，这不仅应该支持当前的股息，还可以让未来的股息增长。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AbbVie Takes Another Step Toward Its Post-Humira Future<blockquote>艾伯维(AbbVie)向修美乐(Humira)后的未来又迈出了一步</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAbbVie Takes Another Step Toward Its Post-Humira Future<blockquote>艾伯维(AbbVie)向修美乐(Humira)后的未来又迈出了一步</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-27 21:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since&nbsp;<b>AbbVie</b>(NYSE:ABBV)&nbsp;began trading in December 2012, it has left the&nbsp;<b>S&amp;P 500</b>&nbsp;in the dust. AbbVie has outperformed the S&amp;P 500 by nearly 60% in the past nine years. Most of the returns that AbbVie has generated for its shareholders have come from its top-selling drug in the world, Humira, which has grown sales from $9.3 billion in 2012 to just shy of $20 billion last year. But with the U.S. patents on Humira set to expire in 2023, AbbVie has been working diligently for many years to build a promising post-Humira future.</p><p><blockquote>自<b>艾伯维</b>（纽约证券交易所代码：ABBV）于2012年12月开始交易，已离开<b>标普500</b>在尘土中。艾伯维在过去九年中的表现优于标普500近60%。艾伯维为股东创造的大部分回报来自其全球最畅销药物修美乐(Humira)，该药物的销售额已从2012年的93亿美元增长到去年的近200亿美元。但随着Humira的美国专利将于2023年到期，艾伯维多年来一直在努力建设一个充满希望的后Humira未来。</blockquote></p><p> One of AbbVie's successors to Humira is the immunology drug known as Skyrizi. It recently received a recommendation from the European Union (E.U.) Committee for Medicinal Products for Human Use (CHMP) that it should be approved to treat adults with active psoriatic arthritis who have failed at least one other drug.</p><p><blockquote>艾伯维(AbbVie)Humira的继任者之一是名为Skyrizi的免疫学药物。它最近收到了欧盟（E.U.）人用药品委员会（CHMP）的建议，应批准其用于治疗至少一种其他药物治疗失败的活动性银屑病关节炎成人。</blockquote></p><p> Let's take a look at why this is a huge step for AbbVie in helping to move beyond Humira.</p><p><blockquote>让我们来看看为什么这是艾伯维在帮助超越修美乐方面迈出的一大步。</blockquote></p><p> Another treatment option for healthcare providers</p><p><blockquote>医疗服务提供者的另一种治疗选择</blockquote></p><p> Psoriatic arthritis (PsA) is a form of arthritis that leads to a condition known as psoriasis, which results in patches of itchy and scaly skin. PsA often causes symptoms of joint pain, swelling, and redness. Psoriasis is estimated to impact 2% to 3% of the global population. And approximately 30% of psoriasis patients eventually go on to develop psoriatic arthritis. Because 40% of patients with psoriatic arthritis report that their condition causes major problems in their daily life, it is crucial for them to seek treatment from their healthcare providers.</p><p><blockquote>银屑病关节炎（PsA）是一种关节炎，会导致银屑病，导致皮肤发痒和鳞状。PsA通常会导致关节疼痛、肿胀和发红的症状。据估计，银屑病影响2%至3%的全球人口。并且大约30%的银屑病患者最终继续发展为银屑病关节炎。因为40%的银屑病关节炎患者报告说，他们的病情给他们的日常生活带来了重大问题，所以向他们的医疗保健提供者寻求治疗对他们来说至关重要。</blockquote></p><p> Conventional synthetic disease-modifying anti-rheumatic drugs such as methotrexate are often the first-line treatment for patients with PsA. And although they work well for some patients, a recent study found that 71% of PsA patients fail their first-line therapy. This is where Skyrizi could potentially help countless patients.</p><p><blockquote>常规合成的缓解疾病的抗风湿药物如甲氨蝶呤通常是PsA患者的一线治疗药物。尽管它们对一些患者效果良好，但最近的一项研究发现，71%的PsA患者一线治疗失败。这就是Skyrizi可能帮助无数患者的地方。</blockquote></p><p> Based on results announced by AbbVie earlier this year, Skyrizi was demonstrated to be far superior to placebo in treating PsA. In fact, Skyrizi was far more likely to help PsA patients achieve at least a 90% skin clearance improvement as measured by the Psoriasis Area Severity Index (PASI90) at week 24 compared to placebo. And at least 52% of PsA patients receiving injections of Skyrizi across the two Phase 3 clinical trials achieved PASI90 at week 24 against just 10% of PsA patients who were injected with placebo. PsA patients receiving Skyrizi also reported notable improvements in their joint pain more frequently than those receiving placebo injections.</p><p><blockquote>根据艾伯维今年早些时候公布的结果，Skyrizi被证明在治疗PsA方面远远优于安慰剂。事实上，与安慰剂相比，Skyrizi更有可能帮助PsA患者在第24周通过银屑病区域严重程度指数（PASI90）测量实现至少90%的皮肤清除率改善。在两项3期临床试验中，至少有52%接受Skyrizi注射的PsA患者在第24周达到了PASI90，而接受安慰剂注射的PsA患者中只有10%达到了PASI90。接受Skyrizi的PsA患者也比接受安慰剂注射的患者更频繁地报告关节疼痛明显改善。</blockquote></p><p> Based on this data and the news that the CHMP recommended that Skyrizi be approved, Skyrizi could be only months away from hitting the market in the E.U. The PsA indication for Skyrizi would be the second indication for the drug, joining its adult plaque psoriasis indication in the E.U.</p><p><blockquote>根据这些数据以及CHMP建议批准Skyrizi的消息，Skyrizi距离在欧盟上市可能只有几个月的时间了。Skyrizi的PsA适应症将是该药物的第二个适应症，加入其在欧盟的成人斑块型银屑病适应症。</blockquote></p><p> Psoriatic Arthritis would be a major indication for Skyrizi</p><p><blockquote>银屑病关节炎将是Skyrizi的主要适应症</blockquote></p><p> So, Skyrizi appears to be a great treatment option for PsA patients who haven't responded to first-line treatments. But what could a PsA indication in the European Union mean for AbbVie? Factoring in the E.U.'s population of 446 million, the 2% to 3% prevalence of psoriasis, and that 30% of psoriasis patients develop PsA, there are more than 2.7 million PsA patients living in the E.U.</p><p><blockquote>因此，对于一线治疗没有反应的PsA患者来说，Skyrizi似乎是一个很好的治疗选择。但欧盟的PsA适应症对艾伯维意味着什么呢？考虑到欧盟4.46亿人口、2%至3%的银屑病患病率以及30%的银屑病患者发展为PsA，有超过270万PsA患者生活在欧盟。</blockquote></p><p> And assuming that approximately 70% of PsA patients fail first-line therapy, this would indicate that there are at least 2 million PsA patients in the E.U. who have failed or will fail first-line therapy. Conservatively, one could assume that Skyrizi's potential PsA patient pool is 1 million. Since there are a variety of treatments available for PsA in the E.U. like Humira (and itsbiosimilars), I believe that Skyrizi will be able to capture 5% of the total market. This works out to around 50,000 patients.</p><p><blockquote>假设大约70%的PsA患者一线治疗失败，这将表明欧盟至少有200万PsA患者一线治疗失败或将失败。保守地说，人们可以假设Skyrizi的潜在PsA患者池为100万。由于欧盟有多种治疗PsA的方法。如Humira（及其生物仿制药），我相信Skyrizi将能够占据总市场的5%。这适用于大约50,000名患者。</blockquote></p><p> While Skyrizi's annual list price is $68,000 in the United States,&nbsp; drugs in large E.U. countries like Germany and France are anywhere from one-third to one-half of the U.S. list price. And this is before also considering insurance adjustments that lower the annual net price. Noting insurance adjustments, AbbVie will likely receive $20,000 in annual revenue per patient for Skyrizi, which equates to $1 billion in annual sales potential for a PsA indication.</p><p><blockquote>虽然Skyrizi在美国的年标价为68,000美元，但大型欧盟国家的药品。德国和法国等国家的价格是美国标价的三分之一到二分之一。这还是在考虑降低年度净价的保险调整之前。考虑到保险调整，艾伯维可能会为Skyrizi获得每位患者20,000美元的年收入，这相当于PsA适应症的年销售潜力为10亿美元。</blockquote></p><p> Even for apharma stocksuch as AbbVie that analysts expect will generate $56.3 billion in revenue this year, a blockbuster indication like PsA for Skyrizi is a meaningful boost. Another indication for Skyrizi would add more fuel to the fast-growing drug, which has already recorded $1.2 billion in sales in the first half of this year.</p><p><blockquote>即使对于分析师预计今年将产生563亿美元收入的艾伯维(AbbVie)等制药股来说，Skyrizi的PsA等重磅指标也是一个有意义的提振。Skyrizi的另一个适应症将为这种快速增长的药物增添更多动力，该药物今年上半年的销售额已达到12亿美元。</blockquote></p><p> A high yielder that isn't too good to be true</p><p><blockquote>好得令人难以置信的高收益</blockquote></p><p> While AbbVie's&nbsp;4.8% dividend yield&nbsp;may come off as a yield trap at first glance, AbbVie is proof that you can't always judge a book by its cover. This is because the payout ratio is expected to be in the low 40% range this year.</p><p><blockquote>虽然艾伯维4.8%的股息收益率乍一看可能是一个收益率陷阱，但艾伯维证明了你不能总是以貌取人。这是因为今年的派息率预计将在40%的低范围内。</blockquote></p><p></p><p> Since AbbVie was spun off from&nbsp;<b>Abbott Laboratories</b>(NYSE:ABT), AbbVie has raised its dividend each year. Because AbbVie inherited Abbott Laboratories' dividend increase streak and has raised its dividend each year since 2013, the stock is set to become a&nbsp;Dividend King&nbsp;with its next dividend increase, which is likely just days away. This will place it in the exclusive company of less than three dozen other stocks, which have raised their dividends at least 50 years straight. Analysts also expect that AbbVie will grow its adjusted earnings per share at 5% annually over the next five years, which should not only support the current dividend but allow future dividend growth.</p><p><blockquote>自从艾伯维从<b>雅培实验室</b>（纽约证券交易所股票代码：ABT），艾伯维每年都会提高股息。由于艾伯维(AbbVie)继承了雅培实验室(Abbott Laboratories)的股息增长势头，并且自2013年以来每年都提高股息，因此该股将在下一次股息增长中成为股息之王，而下一次股息增长可能只剩下几天了。这将使其成为不到三打其他股票中的独家公司，这些股票至少连续50年提高了股息。分析师还预计，艾伯维未来五年调整后每股收益将以每年5%的速度增长，这不仅应该支持当前的股息，还可以让未来的股息增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/27/abbvie-takes-big-step-toward-post-humira-future/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABBV":"艾伯维公司"},"source_url":"https://www.fool.com/investing/2021/10/27/abbvie-takes-big-step-toward-post-humira-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139370497","content_text":"Since AbbVie(NYSE:ABBV) began trading in December 2012, it has left the S&P 500 in the dust. AbbVie has outperformed the S&P 500 by nearly 60% in the past nine years. Most of the returns that AbbVie has generated for its shareholders have come from its top-selling drug in the world, Humira, which has grown sales from $9.3 billion in 2012 to just shy of $20 billion last year. But with the U.S. patents on Humira set to expire in 2023, AbbVie has been working diligently for many years to build a promising post-Humira future.\nOne of AbbVie's successors to Humira is the immunology drug known as Skyrizi. It recently received a recommendation from the European Union (E.U.) Committee for Medicinal Products for Human Use (CHMP) that it should be approved to treat adults with active psoriatic arthritis who have failed at least one other drug.\nLet's take a look at why this is a huge step for AbbVie in helping to move beyond Humira.\nAnother treatment option for healthcare providers\nPsoriatic arthritis (PsA) is a form of arthritis that leads to a condition known as psoriasis, which results in patches of itchy and scaly skin. PsA often causes symptoms of joint pain, swelling, and redness. Psoriasis is estimated to impact 2% to 3% of the global population. And approximately 30% of psoriasis patients eventually go on to develop psoriatic arthritis. Because 40% of patients with psoriatic arthritis report that their condition causes major problems in their daily life, it is crucial for them to seek treatment from their healthcare providers.\nConventional synthetic disease-modifying anti-rheumatic drugs such as methotrexate are often the first-line treatment for patients with PsA. And although they work well for some patients, a recent study found that 71% of PsA patients fail their first-line therapy. This is where Skyrizi could potentially help countless patients.\nBased on results announced by AbbVie earlier this year, Skyrizi was demonstrated to be far superior to placebo in treating PsA. In fact, Skyrizi was far more likely to help PsA patients achieve at least a 90% skin clearance improvement as measured by the Psoriasis Area Severity Index (PASI90) at week 24 compared to placebo. And at least 52% of PsA patients receiving injections of Skyrizi across the two Phase 3 clinical trials achieved PASI90 at week 24 against just 10% of PsA patients who were injected with placebo. PsA patients receiving Skyrizi also reported notable improvements in their joint pain more frequently than those receiving placebo injections.\nBased on this data and the news that the CHMP recommended that Skyrizi be approved, Skyrizi could be only months away from hitting the market in the E.U. The PsA indication for Skyrizi would be the second indication for the drug, joining its adult plaque psoriasis indication in the E.U.\nPsoriatic Arthritis would be a major indication for Skyrizi\nSo, Skyrizi appears to be a great treatment option for PsA patients who haven't responded to first-line treatments. But what could a PsA indication in the European Union mean for AbbVie? Factoring in the E.U.'s population of 446 million, the 2% to 3% prevalence of psoriasis, and that 30% of psoriasis patients develop PsA, there are more than 2.7 million PsA patients living in the E.U.\nAnd assuming that approximately 70% of PsA patients fail first-line therapy, this would indicate that there are at least 2 million PsA patients in the E.U. who have failed or will fail first-line therapy. Conservatively, one could assume that Skyrizi's potential PsA patient pool is 1 million. Since there are a variety of treatments available for PsA in the E.U. like Humira (and itsbiosimilars), I believe that Skyrizi will be able to capture 5% of the total market. This works out to around 50,000 patients.\nWhile Skyrizi's annual list price is $68,000 in the United States,  drugs in large E.U. countries like Germany and France are anywhere from one-third to one-half of the U.S. list price. And this is before also considering insurance adjustments that lower the annual net price. Noting insurance adjustments, AbbVie will likely receive $20,000 in annual revenue per patient for Skyrizi, which equates to $1 billion in annual sales potential for a PsA indication.\nEven for apharma stocksuch as AbbVie that analysts expect will generate $56.3 billion in revenue this year, a blockbuster indication like PsA for Skyrizi is a meaningful boost. Another indication for Skyrizi would add more fuel to the fast-growing drug, which has already recorded $1.2 billion in sales in the first half of this year.\nA high yielder that isn't too good to be true\nWhile AbbVie's 4.8% dividend yield may come off as a yield trap at first glance, AbbVie is proof that you can't always judge a book by its cover. This is because the payout ratio is expected to be in the low 40% range this year.\nSince AbbVie was spun off from Abbott Laboratories(NYSE:ABT), AbbVie has raised its dividend each year. Because AbbVie inherited Abbott Laboratories' dividend increase streak and has raised its dividend each year since 2013, the stock is set to become a Dividend King with its next dividend increase, which is likely just days away. This will place it in the exclusive company of less than three dozen other stocks, which have raised their dividends at least 50 years straight. Analysts also expect that AbbVie will grow its adjusted earnings per share at 5% annually over the next five years, which should not only support the current dividend but allow future dividend growth.","news_type":1,"symbols_score_info":{"ABBV":0.9}},"isVote":1,"tweetType":1,"viewCount":3551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858515947,"gmtCreate":1635081297951,"gmtModify":1635088493661,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Microsoft have lots room to market growth","listText":"Microsoft have lots room to market growth","text":"Microsoft have lots room to market growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858515947","repostId":"2177489964","repostType":2,"repost":{"id":"2177489964","kind":"highlight","pubTimestamp":1635042148,"share":"https://www.laohu8.com/m/news/2177489964?lang=zh_CN&edition=full","pubTime":"2021-10-24 10:22","market":"us","language":"en","title":"The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓不应损害微软的盈利，原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177489964","media":"MarketWatch","summary":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss","content":"<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p><p><blockquote>Azure和其他云产品的增长应该会掩盖影响PC销售的供应链问题带来的任何失望</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>微软定于周二盘后发布第一财季财报。</span></p></blockquote></p><p> The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p><p><blockquote>近几个月来，由于供应链问题导致的个人电脑销售放缓在过去几年可能会损害微软公司，但该公司转向云计算和云软件应该会使其免受任何盈利影响。</blockquote></p><p> Microsoft&nbsp;is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p><p><blockquote>微软定于周二下午公布第一财季财报，该公司将推出新的Windows 11操作系统，而PC制造商正在努力交付新机器。如果个人电脑出货量受损且新操作系统没有迅速采用，Bill Gates和Steve Ballmer的微软将面临华尔街的大量悲观情绪，但Satya Nadella的微软应该会很好。</blockquote></p><p> That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s&nbsp;Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p><p><blockquote>这是因为分析师和投资者主要关注Azure（微软对亚马逊公司Amazon Web Services的云计算解决方案）以及云软件产品，从而降低了微软PC业务的重要性。</blockquote></p><p> \"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p><p><blockquote>“持续的数字化转型势头应该会抵消IDC和Gartner混合PC出货量估计的影响，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师在报告预览中写道，后来补充道：“虽然我们对Windows OEM的负增长前景给我们对微软的长期盈利预期带来了压力，但我们也注意到，Windows OEM总体上代表着微软整体收入和毛利润的下降。”</blockquote></p><p> Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google&nbsp;(GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p><p><blockquote>Azure已经确保Windows对微软的重要性已经下降。快速增长的云业务是所有有关微软的分析师报告的首要内容，分析师预计收入将增长40%左右。（尽管AWS和谷歌（GOOGL）云为其竞争服务提供了全部收入和营业利润，但微软没有披露Azure的性能，除了百分比增益）。</blockquote></p><p> \"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p><p><blockquote>摩根士丹利分析师写道：“从根本上说，之前签署的长期Azure协议的贡献不断增加、新冠疫情后持续的云迁移、微软对云垂直化的日益关注以及微软365席位的强劲增长可以维持Azure的长期持久增长。”</blockquote></p><p> There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p><p><blockquote>还有一些因素也可能促进微软的增长，尤其是在预测中。对专注于医疗保健的公司Nuance的197亿美元收购预计将在今年年底前完成，微软最近透露，其基于云的收入将与Azure归入同一收入类别。</blockquote></p><p> While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p><p><blockquote>虽然微软没有透露这到底意味着什么，但瑞银分析师在9月份表示，Nuance之前的披露以及他们与该公司投资者关系团队的看涨期权使他们估计Nuance约46%的收入将来自云。他们估计，如果将整个季度包括在内，这意味着微软云部门在第二财季的销售额将增加约9100万美元。</blockquote></p><p> Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p><p><blockquote>微软最受欢迎的云软件产品Office 365的价格上涨可能会在未来带来另一个上涨。微软将该产品的价格全面提高10%以上，该公司称这是“自十年前推出Office 365以来的首次实质性定价更新”，这也让分析师相信微软能够承受任何供应链压力PC市场。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p><p><blockquote><b>收益：</b>分析师平均预计微软每股收益为2.08美元，高于一年前的每股1.82美元。Estimize是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的预测，其贡献者预测每股收益为2.22美元。</blockquote></p><p> <b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p><p><blockquote><b>收入：</b>分析师平均预测销售额为439.3亿美元，比一年前的371.5亿美元有所改善，此前微软预测营收为433亿美元至442亿美元。Estimize贡献者预计销售额为448.8亿美元。</blockquote></p><p> Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p><p><blockquote>分析师预计“智能云”部门的销售额为165.2亿美元，此前微软的预期为164亿至166.5亿美元；以云软件为重点的“生产力和业务解决方案”部门的销售额为146.7亿美元，此前预测为145亿至147.5亿美元；127.2亿美元来自“更多个人计算”，此前销售额指引为124亿至128亿美元。</blockquote></p><p></p><p> <b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&amp;P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p><p><blockquote><b>股票变动：</b>过去五个季度中有四个季度发布财报后，微软股价均出现下跌，但上一次跌幅仅为0.1%。该股在过去三个月上涨了8.1%，在过去一年上涨了45.2%，而标普500指数在此期间分别上涨了4.1%和31.6%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p><p><blockquote>分析师们对微软目前的立场相当一致。根据FactSet的跟踪，36名分析师中有33名分析师将该股评级为买入，而另外3名分析师将其评级为持有。</blockquote></p><p> \"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p><p><blockquote>摩根士丹利分析师写道：“微软目前的交易价格是我们23年GAAP每股收益预期的27倍，代表了软件领域强劲的长期定位和合理估值的罕见组合。”摩根士丹利分析师对跑赢大盘股票的评级为331美元。</blockquote></p><p> The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p><p><blockquote>曾经的担忧似乎是当前增长轨迹的持久性，这就是为什么收购Nuance和提高Office 365的定价被视为该股继续上涨的关键。</blockquote></p><p> \"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p><p><blockquote>Jeffries分析师写道：“整个2022财年，竞争将逐渐变得更加严峻，微软Azure/Security/Teams的持久增长投资组合应该可以满足这一需求。”他们给予跑赢大盘评级，最近将目标价从345美元上调至375美元。“值得关注的关键项目是期望提高（据报道Azure High 40）、与Nuance的集成以及安全投资的增加。”</blockquote></p><p> Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p><p><blockquote>微软从疫情中受益，因为公司依靠云计算能力和软件在远程工作时保持团队联系。但微软牛市和Wedbush分析师Daniel Ives并不认为重返办公室是繁荣将结束的迹象。</blockquote></p><p> \"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p><p><blockquote>Ives在报告预览中写道：“我们认为，华尔街对在家办公周期另一端云增长放缓的看法与微软在该领域看到的交易活动相反。”Ives给予跑赢大盘评级，目标价为375美元。“虽然我们在过去几年中看到了这种背景的势头，但我们相信，进入2022财年，交易流看起来将逐渐强劲（尤其是Office 365/Azure组合交易），因为我们估计微软在渗透其无与伦比的基础上仍仅占35%云过渡的安装基础。”</blockquote></p><p> Stifel analysts, with a buy rating and $325 price target, concurred.</p><p><blockquote>Stifel分析师对此表示赞同，给予买入评级和325美元的目标价。</blockquote></p><p> \"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p><p><blockquote>他们写道：“我们仍然相信，大流行正在迫使组织加快他们的云迁移速度，并且微软仍然是这一现代化支出的主要受益者，特别是在重大新政势头周围，因为它的广泛堆栈使其能够捕获以前无法触及的一级工作负载。”</blockquote></p><p> The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p><p><blockquote>截至周五下午，微软股票的平均目标价为335.47美元，比现行汇率高出约8.5%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓不应损害微软的盈利，原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-24 10:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p><p><blockquote>Azure和其他云产品的增长应该会掩盖影响PC销售的供应链问题带来的任何失望</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>微软定于周二盘后发布第一财季财报。</span></p></blockquote></p><p> The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p><p><blockquote>近几个月来，由于供应链问题导致的个人电脑销售放缓在过去几年可能会损害微软公司，但该公司转向云计算和云软件应该会使其免受任何盈利影响。</blockquote></p><p> Microsoft&nbsp;is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p><p><blockquote>微软定于周二下午公布第一财季财报，该公司将推出新的Windows 11操作系统，而PC制造商正在努力交付新机器。如果个人电脑出货量受损且新操作系统没有迅速采用，Bill Gates和Steve Ballmer的微软将面临华尔街的大量悲观情绪，但Satya Nadella的微软应该会很好。</blockquote></p><p> That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s&nbsp;Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p><p><blockquote>这是因为分析师和投资者主要关注Azure（微软对亚马逊公司Amazon Web Services的云计算解决方案）以及云软件产品，从而降低了微软PC业务的重要性。</blockquote></p><p> \"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p><p><blockquote>“持续的数字化转型势头应该会抵消IDC和Gartner混合PC出货量估计的影响，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师在报告预览中写道，后来补充道：“虽然我们对Windows OEM的负增长前景给我们对微软的长期盈利预期带来了压力，但我们也注意到，Windows OEM总体上代表着微软整体收入和毛利润的下降。”</blockquote></p><p> Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google&nbsp;(GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p><p><blockquote>Azure已经确保Windows对微软的重要性已经下降。快速增长的云业务是所有有关微软的分析师报告的首要内容，分析师预计收入将增长40%左右。（尽管AWS和谷歌（GOOGL）云为其竞争服务提供了全部收入和营业利润，但微软没有披露Azure的性能，除了百分比增益）。</blockquote></p><p> \"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p><p><blockquote>摩根士丹利分析师写道：“从根本上说，之前签署的长期Azure协议的贡献不断增加、新冠疫情后持续的云迁移、微软对云垂直化的日益关注以及微软365席位的强劲增长可以维持Azure的长期持久增长。”</blockquote></p><p> There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p><p><blockquote>还有一些因素也可能促进微软的增长，尤其是在预测中。对专注于医疗保健的公司Nuance的197亿美元收购预计将在今年年底前完成，微软最近透露，其基于云的收入将与Azure归入同一收入类别。</blockquote></p><p> While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p><p><blockquote>虽然微软没有透露这到底意味着什么，但瑞银分析师在9月份表示，Nuance之前的披露以及他们与该公司投资者关系团队的看涨期权使他们估计Nuance约46%的收入将来自云。他们估计，如果将整个季度包括在内，这意味着微软云部门在第二财季的销售额将增加约9100万美元。</blockquote></p><p> Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p><p><blockquote>微软最受欢迎的云软件产品Office 365的价格上涨可能会在未来带来另一个上涨。微软将该产品的价格全面提高10%以上，该公司称这是“自十年前推出Office 365以来的首次实质性定价更新”，这也让分析师相信微软能够承受任何供应链压力PC市场。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p><p><blockquote><b>收益：</b>分析师平均预计微软每股收益为2.08美元，高于一年前的每股1.82美元。Estimize是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的预测，其贡献者预测每股收益为2.22美元。</blockquote></p><p> <b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p><p><blockquote><b>收入：</b>分析师平均预测销售额为439.3亿美元，比一年前的371.5亿美元有所改善，此前微软预测营收为433亿美元至442亿美元。Estimize贡献者预计销售额为448.8亿美元。</blockquote></p><p> Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p><p><blockquote>分析师预计“智能云”部门的销售额为165.2亿美元，此前微软的预期为164亿至166.5亿美元；以云软件为重点的“生产力和业务解决方案”部门的销售额为146.7亿美元，此前预测为145亿至147.5亿美元；127.2亿美元来自“更多个人计算”，此前销售额指引为124亿至128亿美元。</blockquote></p><p></p><p> <b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&amp;P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p><p><blockquote><b>股票变动：</b>过去五个季度中有四个季度发布财报后，微软股价均出现下跌，但上一次跌幅仅为0.1%。该股在过去三个月上涨了8.1%，在过去一年上涨了45.2%，而标普500指数在此期间分别上涨了4.1%和31.6%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p><p><blockquote>分析师们对微软目前的立场相当一致。根据FactSet的跟踪，36名分析师中有33名分析师将该股评级为买入，而另外3名分析师将其评级为持有。</blockquote></p><p> \"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p><p><blockquote>摩根士丹利分析师写道：“微软目前的交易价格是我们23年GAAP每股收益预期的27倍，代表了软件领域强劲的长期定位和合理估值的罕见组合。”摩根士丹利分析师对跑赢大盘股票的评级为331美元。</blockquote></p><p> The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p><p><blockquote>曾经的担忧似乎是当前增长轨迹的持久性，这就是为什么收购Nuance和提高Office 365的定价被视为该股继续上涨的关键。</blockquote></p><p> \"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p><p><blockquote>Jeffries分析师写道：“整个2022财年，竞争将逐渐变得更加严峻，微软Azure/Security/Teams的持久增长投资组合应该可以满足这一需求。”他们给予跑赢大盘评级，最近将目标价从345美元上调至375美元。“值得关注的关键项目是期望提高（据报道Azure High 40）、与Nuance的集成以及安全投资的增加。”</blockquote></p><p> Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p><p><blockquote>微软从疫情中受益，因为公司依靠云计算能力和软件在远程工作时保持团队联系。但微软牛市和Wedbush分析师Daniel Ives并不认为重返办公室是繁荣将结束的迹象。</blockquote></p><p> \"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p><p><blockquote>Ives在报告预览中写道：“我们认为，华尔街对在家办公周期另一端云增长放缓的看法与微软在该领域看到的交易活动相反。”Ives给予跑赢大盘评级，目标价为375美元。“虽然我们在过去几年中看到了这种背景的势头，但我们相信，进入2022财年，交易流看起来将逐渐强劲（尤其是Office 365/Azure组合交易），因为我们估计微软在渗透其无与伦比的基础上仍仅占35%云过渡的安装基础。”</blockquote></p><p> Stifel analysts, with a buy rating and $325 price target, concurred.</p><p><blockquote>Stifel分析师对此表示赞同，给予买入评级和325美元的目标价。</blockquote></p><p> \"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p><p><blockquote>他们写道：“我们仍然相信，大流行正在迫使组织加快他们的云迁移速度，并且微软仍然是这一现代化支出的主要受益者，特别是在重大新政势头周围，因为它的广泛堆栈使其能够捕获以前无法触及的一级工作负载。”</blockquote></p><p> The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p><p><blockquote>截至周五下午，微软股票的平均目标价为335.47美元，比现行汇率高出约8.5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177489964","content_text":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales\nMicrosoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.\nThe slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.\nMicrosoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.\nThat is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.\n\"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" Morgan Stanley analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"\nAzure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).\n\"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.\nThere are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.\nWhile Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.\nAnother bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.\nWhat to expect\nEarnings: Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.\nRevenue: Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.\nAnalyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.\nStock movement: Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.\nWhat analysts are saying\nAnalysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.\n\"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.\nThe once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.\n\"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"\nMicrosoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.\n\"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"\nStifel analysts, with a buy rating and $325 price target, concurred.\n\"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.\nThe average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850541390,"gmtCreate":1634611025835,"gmtModify":1634611229848,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Market reopening.. Border reopening.. Are you ready&nbsp;","listText":"Market reopening.. Border reopening.. Are you ready&nbsp;","text":"Market reopening.. Border reopening.. Are you ready","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850541390","repostId":"2176120817","repostType":4,"isVote":1,"tweetType":1,"viewCount":3697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}