Alumis' Investigational Lead Candidate Supports Superior Profile Than Bristol Myers' Commercialized Drug, Analyst Sees 170% Stock Upside
Alumis' Investigational Lead Candidate Supports Superior Profile Than Bristol Myers' Commercialized Drug, Analyst Sees 170% Stock Upside
According to HC Wainwright, ESK-001 boasts the highest selectivity within the TYK2 inhibitor space, outperforming HC Wainwright has initiated coverage on Alumis Inc. (NASDAQ:ALMS), a clinical-stage biopharmaceutical company developing oral therapies for immune-mediated diseases.
HC Wainwright已經開始對Alumis Inc.（納斯達克：ALMS）展開研究，Alumis是一家臨床階段的生物製藥公司，致力於開發治療免疫介導疾病的口服療法。
Alumis' lead drug candidate, ESK-001, is a Tyrosine Kinase 2 (TYK2) inhibitor currently in Phase 3 trials for moderate-to-severe plaque psoriasis (PsO) and in Phase 2 trials for systemic lupus erythematosus (SLE). HC Wainwright analyst has initiated coverage on Alumis with a Buy rating and a price target of $30.
Alumis的主力藥物候選ESk-001是一種酪氨酸激酶2（TYK2）抑制劑，目前正在進行中度至重度鱗屑狀銀屑病（PsO）的3期試驗，同時也在系統性紅斑狼瘡（SLE）的2期試驗中。HC Wainwright分析師已開始對Alumis進行覆蓋，評級爲買入，目標股價爲30美元。
Also Read: Newly-Listed Psoriasis-Focused Alumis Attracts Analysts' Attention With Promising Lead Program And Modest Valuation.
另請閱讀：新上市的以治療銀屑病爲重點的Alumis吸引分析師的關注，其引人注目的主力項目和適度估值。
According to HC Wainwright, ESK-001 boasts the highest selectivity within the TYK2 inhibitor space, outperforming Bristol Myers Squibb & Co's (NYSE:BMY) approved drug, Sotyktu (deucravacitinib) and Takeda Pharmaceutical Co Ltd's (NYSE:TAK) Phase 3 candidate, TAK-279.
根據HC Wainwright的說法，ESk-001在TYK2抑制劑領域具有最高選擇性，優於百時美施貴寶（紐交所：BMY）已批准的藥物Sotyktu（deucravacitinib）和武田製藥股份有限公司（紐交所：TAK）的3期候選藥TAk-279。
While Sotyktu currently leads the TYK2 market, HC Wainwright emphasizes that clinical data for ESK-001 suggest a significantly superior profile, which could drive substantial growth in the TYK2 class and expand its market share in major indications.
儘管Sotyktu目前領先TYK2市場，但HC Wainwright強調，ESk-001的臨床數據表明具有顯着優越性，這可能推動TYK2類藥物的大幅增長，並擴大其在主要適應症中的市場份額。
The analyst suggests that ESK-001's strong efficacy has the potential to drive significant growth in the TYK2 market, boosting market share for the class in major indications.
分析師表示，ESk-001的強效性有可能推動TYK2市場的顯著增長，提升該類藥物在主要適應症中的市場份額。
ESK-001's mechanism of action (MOA) in psoriasis is de-risked by the approval of Sotyktu, the first-generation oral TYK2 inhibitor already approved for this use.
ESk-001在治療銀屑病中的作用機制被Sotyktu批准確認，Sotyktu是首批獲批用於此用途的口服TYK2抑制劑，因此ESk-001的風險已經減少。
Additionally, the 28-week Phase 2 open-label extension (OLE) data for ESK-001 shows favorable comparisons to Sotyktu.
此外，ESk-001的28周2期開放標籤延伸（OLE）數據顯示出與Sotyktu的有利比較。
HC Wainwright models peak sales of around $1.9 billion for ESK-001 in plaque psoriasis and ~$2.0 billion for ESK-001 in systemic lupus erythematosus.
HC Wainwright模擬顯示，ESk-001在斑塊性銀屑病的銷售峯值約爲19億美元，ESk-001在系統性紅斑狼瘡的峯值銷售額約爲20億美元。
Although Sotyktu's patents start expiring in 2026, it is estimated that generic versions may not hit the market until late 2033. HC Wainwright anticipates that ESK-001 could easily outperform Sotyktu in the market, given its significant advantages against another drug in the same TYK2 inhibitor class.
雖然Sotyktu的專利將在2026年到期，但據估計仿製藥可能要到2033年底才會上市。HC Wainwright預計ESk-001可能輕鬆在市場上超越Sotyktu，因爲ESk-001在同一TYK2抑制劑類別中具有顯著優勢。
Price Action: ALMS stock is down 2.68% at $10.89 at the last check on Thursday.
價格走勢：ALMS股價在上週四的最後一次檢查時下跌了2.68%，報10.89美元。
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譯文內容由第三人軟體翻譯。
