Vigil Neuroscience's Focus On Neurodegenerative Diseases: Analyst Says Pipeline Offers Upside Opportunities To Valuation
Vigil Neuroscience's Focus On Neurodegenerative Diseases: Analyst Says Pipeline Offers Upside Opportunities To Valuation
JMP Securities has initiated coverage on Vigil Neuroscience Inc (NASDAQ:VIGL), noting the company's focus on neurodegenerative diseases.
JMP證券已開始在以下方面投保維吉爾神經科學公司(納斯達克：VIGL)，指出該公司專注於神經退行性疾病。
Vigil's lead development candidate, VGL101, is a fully human monoclonal antibody agonist of TREM2 for axonal spheroids and pigmented glia (ALSP), a rare, genetically defined, and fatal neurodegenerative disease caused by microglial dysfunction.
VIGIL的主要開發候選藥物VGL101是TREM2的全人單抗激動劑，用於治療軸突球體和色素膠質(ALSP)，這是一種罕見的、基因定義的、致命的神經退行性疾病，由小膠質細胞功能障礙引起。
The analysts Jason Butler and Roy Buchanan initiate with a Market Outperform rating and a price target of 23.
分析師賈森·巴特勒(Jason Butler)和囉伊·布坎南(Roy Buchanan)的評級為市場表現優於大盤，目標價為23。
The analysts note that the strategy and the expertise assembled by the company can reduce translational development risk and increase the clinical probability of success.
分析師指出，該公司匯集的戰略和專業知識可以降低翻譯開發風險，增加臨床成功的可能性。
Anticipating the interim results for VGL101 in ALSP, which will cover the initial six patients after six months of treatment, JMP is awaiting clear indications of its impact on MRI-based brain volume assessments, white matter lesions, and pertinent CSF biomarkers.
預計VGL101在ALSP中的中期結果將涵蓋治療6個月後的最初6名患者，JMP正在等待其對基於MRI的腦容量評估、白質損傷和相關腦脊液生物標誌物的影響的明確跡象。
The confidence is driven by robust mechanistic rationale, compelling preclinical data, and the successful target engagement and proof-of-pharmacology results obtained from the Phase 1 trial.
這種信心是由強大的機械原理、令人信服的臨床前數據以及從第一階段試驗中獲得的成功的靶向參與和藥理學驗證結果推動的。
The addressable ALSP opportunity is attractive. The annual incidence in the U.S. is ~1k-2k, with a prevalence of ~10k patients. JMP projects peak sales of around $1.1 billion in 2031 and applies a 45% PoS.
可尋址的ALSP機會很有吸引力。美國的年發病率為~1K-2K，患病率為~10K患者。JMP預計，2031年的銷售額將達到11億美元左右的峰值，並應用45%的訂貨比例。
JMP also writes that additional neurodegenerative diseases linked to microglia dysfunction could be addressed by VGL101 and/or Vigil's small molecule TREM2 platform, representing an upside opportunity to valuation at this time.
JMP還寫道，與小膠質細胞功能障礙有關的其他神經退行性疾病可以通過VGL101和/或Vigil的小分子TREM2平臺來解決，這代表著目前估值的上行機會。
Price Action: VIGL shares are down 2.81% at $6.39 on the last check Wednesday.
價格行動：Vigl股價週三尾盤下跌2.81%，至6.39美元。
譯文內容由第三人軟體翻譯。