BUZZ-街景:安进公司的减肥数据引发竞争力质疑

Reuters
27 Nov 2024

((自动化翻译由路透提供,请见免责声明 ))

11月27日 - ** 安进公司的 实验性药物MariTide在一项中期试验中帮助超重或肥胖患者减轻了20%的体重 (link),但结果未能达到投资者的高度预期。

** AMGN股价盘前下跌1.6%,报275.50美元,周二收盘下跌近5%。

数据乏善可陈

** Baird Equity Research 生物技术("表现不佳",PT:215 美元) 在题为 "MariTide 第二阶段数据有点令人失望 "的报告中称,该药物的减肥效果和耐受性令人失望。

*) * 券商称,"MariTide(很可能在几年后上市,其减肥数据不如礼来 的retatrutide和诺和诺德 的CagriSema"。

** BMO Capital Markets("跑赢大盘",目标价:362美元) 称,股价下跌并没有充分评估安进公司药物剂量更易控制的潜力。

** Truist Securities("持有",交易价:333 美元) 称 "肥胖症/糖尿病并非'赢家通吃',安进公司的营销能力不容低估;然而,MariTide 的竞争力大小仍存在不确定性"。

** 杰富瑞("买入",目标价:380 美元) 称,数据看起来 "还行/混杂",体重减轻幅度会逐渐降低,但不认为该药会对礼来构成实质性威胁

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10