Why Are Amicus, Immunocore, & Immuneering Stocks Trading Lower On Friday?
Why Are Amicus, Immunocore, & Immuneering Stocks Trading Lower On Friday?
Investors have shifted focus to what will provide the company's next leg of growth. The analyst would look to see potential updates to the company's pipeline in 2025 and beyond, as those programs have the greatest potential to unlock further value for Amicus stock.Morgan Stanley downgraded Amicus Therapeutics Inc (NASDAQ:FOLD). Over the last year, the company has executed well commercially, met its goals financially by achieving nonGAAP profitability for 2024, and settled its Galafold patent litigation with Teva Pharmaceutical Industries Ltd.
摩根士丹利將Amicus Therapeutics Inc（納斯達克：FOLD）評級下調。在過去的一年中，該公司在商業上表現良好，實現了2024年非GAAP盈利目標，並解決了與梯瓦製藥的Galafold專利訴訟。
The analyst notes that Amicus is well-positioned, but expectations have increased with the company's progress, which are now largely priced into shares.
分析師指出，Amicus處於良好位置，但隨着公司進展，預期有所提高，這些預期目前在股價中已基本反映。
The analyst downgraded the stock to Equal-weight from Overweight and lowered the price target from $17 to $12.
分析師將該股票的評級從超配下調至等權重，並將目標價格從17美元下調至12美元。
Investors have shifted focus to what will provide the company's next leg of growth. The analyst would look to see potential updates to the company's pipeline in 2025 and beyond, as those programs have the greatest potential to unlock further value for Amicus stock.
投資者已將焦點轉向公司下一階段增長的驅動因素。分析師希望看到2025年及以後公司管道的潛在更新，因爲這些項目具有釋放Amicus股票進一步價值的最大潛力。
Morgan Stanley has also lowered the price target for Immunocore Holdings plc (NASDAQ:IMCR) from $74 to $35 on launch timing and pricing for brenetafusp given disappointing data earlier this year in cutaneous melanoma and ovarian cancer.
摩根士丹利還將Immunocore Holdings plc（納斯達克：IMCR）的目標價格從74美元下調至35美元，原因是由於今年早些時候在皮膚黑色素瘤和卵巢癌方面的數據令人失望，導致推出時機和定價的調整。
The analyst continues to give full credit for Kimmtrak (tebentafusp), which was approved for unresectable or metastatic uveal melanoma.
分析師繼續對Kimmtrak（tebentafusp）給予充分肯定，該藥物已獲批准用於不可手術切除或轉移性葡萄膜黑色素瘤。
Morgan Stanley sees limited upside potential from additional brenetafusp updates as the company continues to detect signals in metastatic NSCLC and combination in earlier-line NSCLC.
摩根士丹利認爲，隨着公司在轉移性非小細胞肺癌和早期非小細胞肺癌組合中繼續檢測信號，額外的brenetafusp更新帶來的上行潛力有限。
The analyst downgraded the stock from Overweight to Equal-Weight rating.
分析師將該股票的評級從超配下調至等權重。
Morgan Stanley downgraded Immuneering Corp (NASDAQ:IMRX) shares to Underweight from Equal-weight and set a base case range of $1 to $5 versus its previous target of $4. While supporting Immuneering's strategy of targeting the MAPK pathway with deep cyclic inhibition, the analyst notes other stronger investment opportunities in the coverage on a relative basis.
摩根士丹利將免疫工程公司（納斯達克：IMRX）的股票評級從持平下調至減持，並設定了1到5美元的基本區間，之前的目標爲4美元。雖然支持免疫工程針對MAPk途徑進行深度循環抑制的策略，但分析師指出在相對基礎上還有其他更強的投資機會。
Early clinical results have been promising, but analysts emphasize the need for more robust data with a larger patient pool to confirm that these outcomes aren't coincidental or limited to specific cases. Additionally, the analyst expressed greater caution regarding the potential of IMM-1-104 in indications outside of pancreatic cancer.
早期臨床結果令人鼓舞，但分析師強調需要更強有力的數據和更大的患者群體來確認這些結果不是偶然的或僅限於特定案例。此外，分析師對IMm-1-104在胰腺癌以外適應症的潛力表示更大的謹慎。
Price Action: IMRX stock is down 18% at $1.615, IMCR stock is down 5.89% at $28.53, and FOLD stock is down 6.70% at $9.47 at last check Friday.
價格行動：IMRX股票在最後檢查時下跌18%，報1.615美元；IMCR股票下跌5.89%，報28.53美元；FOLD股票下跌6.70%，報9.47美元。
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譯文內容由第三人軟體翻譯。