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Vertex Pharmaceuticals Inc. (VRTX): 2Q earnings preview: Facing an eventful2H-20260727
高盛· 2026-07-27 18:04
27 July 2026 | 5:00AM EDT Equity Research Vertex Pharmaceuticals Inc. (VRTX): 2Q earnings preview: Facing an eventful 2H VRTX shares have underperformed the sector and broader market YTD (-5% vs. DRG, vs. -2% vs. S&P 500), as SION's likely August Phase 2 data in cystic fibrosis (CF; evaluating an add-on to VRTX's standard-of-care Trikafta) has served as an overhang. While SION has framed the bar-for-success as a 10mmol/L reduction on key biomarker sweat chloride (SwCl), for VRTX shares the bar is higher and ...
Hannover Re (HNRGn.DE): 2Q’26earnings preview-20260727
高盛· 2026-07-27 10:05
Property & Casualty Reinsurance 27 July 2026 | 12:30AM BST Equity Research Hannover Re (HNRGn.DE): 2Q'26 earnings preview Hannover Re reports its 2Q'26 earnings on August 12th. Overall, our €945mn operating profit estimate is in-line with company collected consensus (€946mn) but with a slightly different mix as a lower reinsurance service result is offset by higher investment income. Within P&C Re, our reinsurance revenue estimate is c.2% below consensus which we assume is driven by a more cautious view on ...