Novo Nordisk's Monlunabant Data Drags Stocks Of Smaller Players
Novo Nordisk's Monlunabant Data Drags Stocks Of Smaller Players
In March, Novo Nordisk shared monlunabant update during its Capital Markets Day 2024.Earlier on Friday, Novo Nordisk A/S (NYSE:NVO) announced headline results from a phase 2a clinical trial with monlunabant, a small-molecule oral cannabinoid receptor 1 (CB1) inverse agonist.
紐交所(NYSE:NVO)早些時候宣佈了一項Phase 2a臨床試驗的頭條成果，該試驗使用了一種名爲monlunabant的小分子口服大麻素受體1（CB1）反向激動劑。
After 16 weeks of treatment, people treated with a once-daily 10 mg dose of monlunabant achieved a weight loss of 7.1 kg compared to a reduction of 0.7 kg with a placebo.
經過16周的治療，接受一天一次10毫克劑量的monlunabant治療的人群，其體重減輕了7.1公斤，而安慰劑組體重減輕了0.7公斤。
Probably, the investors are reacting to the limited additional weight loss seen at higher doses.
投資者可能正在對更高劑量下看到的有限額外體重減輕作出反應。
In March, Novo Nordisk shared monlunabant update during its Capital Markets Day 2024.
今年3月，Novo Nordisk在2024年資本市場日上分享了monlunabant的最新進展。
In Phase 1, monlunabant produced a statistically significant mean weight loss of 3.5 kg (3.3%) compared to 0.6 kg (0.5%) with placebo at day 28.
在第1階段，monlunabant在第28天產生了顯著的平均體重減輕，爲3.5公斤（3.3%），而安慰劑爲0.6公斤（0.5%）。
Corbus Pharmaceuticals Holdings Inc. (NASDAQ:CRBP) and Skye Bioscience Inc. (NASDAQ:SKYE) stocks plunged in reaction to the data.
由於數據而導致Corbus Pharmaceuticals Holdings Inc.（納斯達克:CRBP）和Skye Bioscience Inc.（納斯達克:SKYE）的股價下跌。
All three companies are developing weight loss drugs that employ a mechanism of action, peripheral CB1 inhibition.
這三家公司正在開發利用周圍CB1抑制機制的減肥藥物。
Corbus Pharmaceuticals' investigational CRB-913, also a CB1 inverse agonist, is in the preclinical phase. Human trials are expected to start in the first quarter of 2025.
Corbus Pharmaceuticals的研究性CRb-913，也是一種CB1反向激動劑，目前處於臨床前階段。人體試驗預計將於2025年第一季度開始。
Analyst reactions:
分析師反應：
- Wedbush maintains Corbus Pharmaceuticals with an Outperform rating and lowered the price target from $85 to $51.
- B. Riley Securities maintains Corbus with a Buy and lowered the price target from $85 to $40.
- Wedbush維持對corbus pharmaceuticals的表現評級，並將價格目標從85美元降至51美元。
- b. Riley Securities維持對corbus pharmaceuticals的買入評級，並將價格目標從85美元降至40美元。
Skye is conducting a Phase 2 trial in obesity for nimacimab, a negative allosteric modulating antibody that peripherally inhibits CB1.
Skye正在進行nimacimab用於肥胖症的2期試驗，這是一種負向變構抑制抗體，從外周抑制CB1。
This study is also assessing the combination of nimacimab and Novo Nordisk's Wegovy (semaglutide). Skye expects interim and topline data from its Phase 2 study in 2025.
該研究還評估了nimacimab和諾和諾德公司的Wegovy（塞麥格列汀）的組合。Skye預計將於2025年從其2期研究獲得中期和總體數據。
Jefferies analyst notes that while expectations for Corbus' asset have been tempered, key uncertainties persist, making it difficult to draw firm conclusions. This is particularly true as Novo Nordisk advances its obesity candidate. Additional insights from long-term open-label extension data, expected in late October, may provide more clarity.
傑富瑞分析師指出，儘管對Corbus的資產的預期有所降溫，但關鍵的不確定性仍然存在，這使得很難得出明確的結論。尤其由於諾和諾德正推進其治療肥胖症的候選藥。從預計於10月底公佈的長期開放標籤延展數據中可以獲得更多的見解。
Price Action: SKYE stock is down 41% at $3.24, and CRBP stock is down 59.4% at $21.00 at last check Friday.
股價走勢：SKYE股票下跌41%，報3.24美元，CRBP股票最新報價21.00美元，下跌59.4%。
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譯文內容由第三人軟體翻譯。