安进公司(AMGN)股价在24日盘后暴跌5.13%,引发市场广泛关注。数据显示,公司生物新药Uplizna用于治疗罕见肌无力疾病在III期临床试验中达到了主要和关键次要终点,但另一款实验性药物rocatinlimab用于治疗特应性皮炎的III期数据则与现有竞品相比有所落后。
Uplizna是一款作用于CD19靶点的单克隆抗体新药。在名为MINT的III期试验中,针对重症肌无力患者,服用Uplizna后疗效评分(MG-ADL)较基线大幅改善,与安慰剂相比差异有统计学意义。试验还达到了次要终点QMG评分改善。
不过,公司另一款实验性单抗rocatinlimab用于特应性皮炎的III期HORIZON试验数据则显示,该药相比已上市产品仍有差距。试验中32.8%的患者达到EASI-75改善,虽然优于安慰剂但仍落后于赛诺菲Dupixent等产品。分析师认为,这一数据不具竞争力,或将影响rocatinlimab的商业化前景。
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