Dianthus' Monoclonal Antibody On Promising Pathway To Gaining The Upper Hand - Analyst
Dianthus' Monoclonal Antibody On Promising Pathway To Gaining The Upper Hand - Analyst
Raymond James initiated coverage on Dianthus Therapeutics Inc (NASDAQ:DNTH), a recent reverse merger with the old Magenta Therapeutics.
雷蒙德·詹姆 开始覆盖于 石竹疗法公司 纳斯达克股票代码：DNTH），最近与旧的Magenta Therapeutics进行了反向合并。
The analysts initiate with an Outperform rating and a price target of $24.
分析师一开始评级为跑赢大盘，目标股价为24美元。
The lead asset, DNTH103, is an antibody designed to target active C1s, a key component in the classical pathway, and is protected by intellectual property rights until 2043.
主要资产 DNTH103 是一种旨在靶向活性 C1 的抗体，活性 C1 是经典途径中的关键成分，在 2043 年之前受知识产权保护。
This targeting strategy has been de-risked, especially in light of Sanofi SA's (NASDAQ:SNY) approval of Enjaymo, an antibody targeting total C1s for Cold Agglutinin Disease (CAD). However, DNTH103's focus on active C1s offers distinct advantages, such as avoiding the protein sink associated with total C1s.
这种定位策略已经降低了风险，特别是考虑到 赛诺菲股份公司 纳斯达克股票代码：SNY）批准了Enjaymo，这是一种靶向感冒凝集素病（CAD）总C1的抗体。但是，DNTH103 对活性 C1 的关注具有明显的优势，例如避免了与总 C1 相关的蛋白质汇。
Dianthus is initiating a Phase 2 gMG study with a target product profile that will potentially offer dosing advantages and safety advantages over prevailing comps. Phase 2 data are expected by 2H25. With clear data precedents in gMG, it will be easy to know if DNTH103 is an active and promising drug for gMG. Based on disease biology and PK/PD data, analysts expect DNTH103 to be at least as efficacious as AstraZeneca Plc's (NASDAQ:AZN) Soliris/Ultomiris or Ra Pharmaceuticals, a subsidiary of UCB SA (OTC:UCBJY) (OTC:UCBJF) Zilucoplan.
Dianthus正在启动一项2期GmG研究，其目标产品概况有可能比现行复合物具有剂量优势和安全优势。第二阶段的数据预计将在25年下半年公布。有了明确的转基因组数据先例，很容易知道 DNTH103 是否是治疗转基因组的活性且有前途的药物。根据疾病生物学和 PK/PD 数据，分析师预计 DNTH103 的有效性至少与 阿斯利康公司的 （纳斯达克股票代码：AZN）Soliris/Ultomiris 或 Ra 制药公司，的子公司 UCB SA （场外交易代码：UCBJY）（场外交易代码：UCBJF）Zilucoplan。
Dianthus is commencing a Phase 2 study for gMG, with a target product profile with the potential for improved dosing and safety advantages compared to current competitors. Anticipated Phase 2 data results are slated for 2H of 2025. Given the well-established data benchmarks within the gMG field, it will be straightforward to determine if DNTH103 demonstrates active and promising qualities for gMG treatment. Based on our understanding of the disease's biology and pharmacokinetic/pharmacodynamic data, DNTH103 is expected to exhibit efficacy at least on par with AstraZeneca Plc's (NASDAQ: AZN) Soliris/Ultomiris or Zilucoplan from Ra Pharmaceuticals, a subsidiary of UCB SA (OTC:UCBJY) (OTC:UCBJF).
Dianthus正在开始对GmG进行2期研究，其目标产品概况与目前的竞争对手相比，有可能改善剂量并具有安全优势。预期的第二阶段数据结果定于2025年下半年公布。鉴于 gmG 领域既定的数据基准，可以很容易地确定 DNTH103 在 gmG 治疗中是否表现出活跃且有前途的品质。根据我们对该疾病生物学和药代动力学/药效学数据的理解，预计 DNTH103 的疗效至少与之持平 阿斯利康公司的 （纳斯达克股票代码：AZN）Soliris/Ultomiris 或 Zilucoplan 来自 Ra 制药公司，的子公司 UCB SA (OTC: UCBJY) (场外交易代码:UCBJF)。
Price Action: DNTH shares are up 1.80% at $13.55 on the last check Thursday.
价格走势： 在周四的最后一张支票中，DNTH股价上涨1.80％，至13.55美元。
译文内容由第三方软件翻译。