Absence of Black Box Warning For Bristol Myers' Schizophrenia Treatment Could Enhance Alzheimer's Psychosis Potential
Absence of Black Box Warning For Bristol Myers' Schizophrenia Treatment Could Enhance Alzheimer's Psychosis Potential
BMO projects peak sales of $2.4 billion for Cobenfy in schizophrenia and $3.9 billion in Alzheimer's related-psychosis, raising the price target to $53 from $48, with a Market Perform rating.On Thursday, the FDA approved Bristol Myers Squibb & Co's (NYSE:BMY) Cobenfy (xanomeline and trospium chloride, KarXT), an oral medication for schizophrenia in adults.
上週四，FDA批准了傲石明治（KarXT，karuna therapeutics）口服藥物Cobenfy（艾左氨咪明和曲斯匹克氯化銅，用於成年精神分裂症治療）
BMO Capital analyst notes that the FDA approval without a boxed warning is a significant positive for Bristol Myers shares.
BMO Capital 分析師指出，FDA批准未含裝箱警告對Bristol Myers股價是一個重大利好。
The analyst notes that given that many prior antipsychotic medications received black box warnings due to increased mortality risks, particularly in elderly patients, Cobenfy's absence of such a warning could significantly enhance its potential in treating Alzheimer's related-psychosis, pending further clinical trials.
分析師指出，鑑於許多既往的抗精神病藥物由於增加死亡風險而收到黑框警告，尤其是在老年患者中，Cobenfy缺乏這樣的警告可能會顯著增強其在治療與阿爾茲海默病相關的精神病方面的潛力，待進一步臨床試驗。
BMO projects peak sales of $2.4 billion for Cobenfy in schizophrenia and $3.9 billion in Alzheimer's related-psychosis, raising the price target to $53 from $48, with a Market Perform rating.
BMO預測Cobenfy在精神分裂症的最高銷售額爲24億美元，在與阿爾茲海默病相關的精神病的銷售額則爲39億美元，將價格目標提高至53美元，從48美元，評級爲市場表現。
The analyst notes that Cobenfy will be priced at $1,850 for a 30-day supply or $22,500/year, representing a discount to previous expectations.
分析師指出，Cobenfy的售價爲1850美元，供應量爲30天，或每年22500美元，相對於先前的預期折扣。
Truist Securities highlights that AbbVie Inc (NYSE:ABBV) is also advancing emraclidine as a treatment for schizophrenia and Alzheimer's disease-related psychosis.
Truist Securities強調AbbVie Inc（NYSE:ABBV）也正在推進emraclidine作爲治療精神分裂症和阿爾茲海默病相關精神病的藥物。
According to Truist analysts, emraclidine differs from KarXT in its mechanism of action.
根據Truist分析師，emraclidine在其作用機制上與KarXt有所不同。
Despite emerging competition, Truist points out that KarXT holds a first-mover advantage and is ahead by at least two to three years.
儘管出現了競爭，Truist指出KarXt擁有先發優勢，至少領先了兩到三年。
Truist maintains the Buy rating and a price target of $62.
Truist維持買入評級，並將目標價設定爲62美元。
William Blair projects peak U.S. sales for Cobenfy to reach approximately $2 billion by 2030, driven solely by its use in treating schizophrenia.
William Blair預計，到2030年，Cobenfy在美國的銷售額將達到約200億美元的峯值，這僅僅是由其在治療精神分裂症方面的應用推動的。
However, if the drug is approved for additional indications, such as Alzheimer-related psychosis and adjunctive schizophrenia—both currently in Phase 3 trials—annual sales could rise to around $3 billion to $5 billion, pending positive results.
然而，如果這種藥物獲得額外適應症的批准，比如目前正在進行第三階段試驗的阿爾茨海默症相關精神病和附加精神分裂症，年銷售額可能會增至約300億至500億美元，前提是獲得積極的結果。
The analyst points out that although the label lacks a black box warning, it does include caution for urinary retention, elevated heart rate, reduced gastric motility, and angioedema.
分析師指出，儘管說明書中沒有黑框警告，但卻包含對尿瀦留，心率升高，胃動力減低和血管水腫的警告。
Price Action: BMY stock is up 2.33% at $51.29 at the last check on Friday.
股價走勢：BMY股票在上週五最後一次檢查時上漲了2.33%，報收51.29美元。
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譯文內容由第三人軟體翻譯。