3月26日 - ** 癌症药物制造商Exelixis EXEL.O股价下跌2.3%,至36.83美元
** 美国 FDA 批准 (link) EXEL 的抗癌药物 Cabometyx 用于治疗成人和儿童晚期神经内分泌肿瘤患者$(NET)$
** Citizens Bank分析师Silvan Tuerkcan指出,EXEL的股价下跌是因为投资者已经将该药物获批计入了股价。
** Tuerkcan说,投资者现在关注的焦点是针对NET患者的新药上市,以及这一机遇的规模,预计它将在短期内推动公司销售额增长的 "很大一部分"。
** Leerink Partners 分析师安德鲁-贝伦斯(Andrew Berens)预计,Cabometyx 将在 2025 年为 NET 患者带来 7500 万美元的收入,销售峰值将达到 7.5 亿美元,然后从 2030 年开始失去独占影响。
** 股价在过去 12 个月中上涨了约 59
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