Bullish Outlook On Instil Bio's Investigational Cancer Drug: Jefferies Sees Over 300% Stock Upside
Bullish Outlook On Instil Bio's Investigational Cancer Drug: Jefferies Sees Over 300% Stock Upside
Jefferies estimates the PD-(L)1xVEGF class could reach over $40 billion, similar to the PD-(L)1 class.Jefferies upgraded Instil Bio (NASDAQ:TIL), noting that 2024 was a banner year for the PD-(L)1xVEGF class.
傑富瑞升級了Instil Bio（納斯達克:TIL），指出2024年將是PD-(L)1xVEGF類別的一個輝煌年份。
Summit Therapeutics' (NASDAQ:SMMT) data from the primary analysis of the Phase 3 HARMONi-2 trial of ivonescimab conducted in China demonstrated a statistically significant improvement in progression-free survival compared to monotherapy Merck & Co Inc's (NYSE:MRK) Keytruda (pembrolizumab).
Summit Therapeutics（納斯達克:SMMT）在中國對ivonescimab的3期HARMONi-2試驗的主要分析數據表明，相比單藥默沙東（紐交所:MRK）的Keytruda（pembrolizumab），其無進展生存期有統計學顯著改善。
The trial update sparked industry buzz and drove Summit Therapeutic' stock up around 150%, BioNTech SE (NASDAQ:BNTX) up ~40%, and Instil Bio up ~500%.
該試驗的更新引發了行業的熱議，推動了Summit Therapeutics的股價上漲約150%，BioNTech SE（納斯達克:BNTX）上漲約40%，Instil Bio上漲約500%。
Jefferies estimates the PD-(L)1xVEGF class could reach over $40 billion, similar to the PD-(L)1 class.
傑富瑞估計PD-(L)1xVEGF類別的市場規模可能超過400億，與PD-(L)1類別相似。
Analyst Kelly Shi expects the hype to continue in 2025 with two key upcoming catalysts: Ivonescimab HARMONi-2 overall survival data (expected in YE25/Early26) and first global Phase 3 data (expected in mid-25).
分析師Kelly Shi預計2025年熱度將持續，主要有兩個即將到來的催化劑：Ivonescimab HARMONi-2整體生存數據（預計在2025年底/2026年初）和全球首個3期數據（預計在2025年中期）。
The analyst anticipates positive results from both and continued excitement to attract more deals in the space.
分析師預計這兩個結果將是積極的，並且將持續吸引更多交易在這個領域。
Jefferies analyst sees an encouraging upside for Instil Bio as its SYN2510 is the third US asset with a global trial planned in 2025.
傑富瑞分析師認爲，Instil Bio有鼓舞人心的上行空間，因爲其SYN2510是2025年計劃進行全球試驗的第三個美國資產。
In September, Instil and ImmuneOnco Biopharmaceuticals (Shanghai) announced the global registrational strategy for the PD-L1xVEGF bispecific antibody SYN-2510/IMM2510 in combination with chemotherapy in front-line non-small cell lung cancer and in front-line triple-negative breast cancer.
在9月，Instil和免疫聯合生物製藥（上海）宣佈了PD-L1xVEGF雙特異性抗體SYN-2510/IMM2510與化療聯用在一線非小細胞肺癌和一線三陰性乳腺癌中的全球註冊策略。
Jefferies upgraded Instil Bio from Hold to Buy with a price target of $52, over a 300% jump from a prior target of $11.
傑富瑞將Instil Bio的評級從持有上調至買入，目標價爲52美元，比之前的11美元目標漲幅超過300%。
SYN2510 is a promising contender in its field, with significant potential driven by clinical data updates and business development interest in this drug class.
SYN2510在其領域中是一種有前景的競爭者，臨牀數據更新和對該藥物類別的商業發展興趣使其具有顯著潛力。
In 2024, three deals with a total upfront of $1.4 billion and a deal value of $6.4 billion were announced.
在2024年，宣佈了三項總額爲14億的預付交易，交易總值爲64億。
SYN2510 (PD-L1xVEGF-trap), BioNTech's Biotheus deal for BNT327 and Merck's LM-299 deal mark the first big Pharma joining the fray, adding confidence in its mechanism of action.
SYN2510（PD-L1xVEGF-trap）、BioNTech的BNT327 Biotheus交易和默沙東的Lm-299交易標誌着首家大型製藥企業的加入，增強了對其作用機制的信心。
Price Action: TIL stock is up 22.4% at $24.90 at last check Tuesday.
價格動態：TIL股票在週二最後一次檢查時上漲22.4%，達24.90美元。
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譯文內容由第三人軟體翻譯。
