BUZZ-券商观点:对安进减肥药的担忧过于夸张

Reuters
13 Nov 2024

((自动化翻译由路透提供,请见免责声明 ))

11月13日 - ** 安进公司 周三表示,其试验性减肥药与骨密度变化之间没有联系 (link),一天前,一份经纪报告中强调的担忧 使该公司市值减少了120多亿美元。

** Cantor Fitzgerald公司的分析师周二称,他们对安进公司的MariTide早期数据 (link),结果显示该药导致骨矿密度下降。

股票走势源于恐惧

** William Blair("跑赢大盘") 称,考虑到人们普遍预期体重大幅下降后骨矿物质密度会降低,新的担忧是过度的。

** BMO("跑赢大盘",目标价:362美元) 称周二的股票走势 "可能源于恐惧和亢奋,而非基本面"。

** 券商认为担忧被夸大了,因为数据来自三个病人

** Truist Securities("持有",PT:333 美元) 称,鉴于患者人数较少,很难对骨密度效应做出明确判断

** Piper Sandler("增持",交易价:344美元) 称安进公司在该药物方面拥有更多经验,并认为在决定中期研究的剂量水平时已考虑到骨密度问题

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