Scholar Rock Is A Potential M&A Target, Its Exploration of Obesity Market Garners Interest: Analyst
Scholar Rock Is A Potential M&A Target, Its Exploration of Obesity Market Garners Interest: Analyst
Raymond James has initiated coverage on Scholar Rock Holding (NASDAQ:SRRK), supported by the potential value with a couple of key programs utilizing selective myostatin inhibition to preserve muscle loss.
雷蒙德·詹姆斯已開始對Scholar Rock Holding（納斯達克股票代碼：SRRK）進行報道，這得到了潛在價值的支持，有幾個利用選擇性肌肉生長抑制劑抑制來保持肌肉流失的關鍵項目。
The analysis focuses on the potential of their lead program, apitegromab, for Spinal Muscular Atrophy (SMA), which is currently in a Phase 3 trial (SAPPHIRE) with data expected in Q4 2024.
該分析的重點是他們治療脊髓性肌萎縮症（SMA）的主要項目apitegromab的潛力，該項目目前正在進行3期試驗（SAPPHIRE），預計將於2024年第四季度公佈數據。
Apitegromab benefits from robust Phase 2 data (TOPAZ) and shows promise as an add-on therapy to existing treatments for SMA.
Apitegromab受益於可靠的2期數據（TOPAZ），並有望作爲現有SMA療法的附加療法。
The analyst commences coverage of Scholar Rock with a Strong Buy rating and a price target of $30.
該分析師開始對Scholar Rock進行報道，評級爲強勢買入，目標股價爲30美元。
Additionally, Scholar Rock is exploring opportunities in the obesity market with SRK-439, a next-generation myostatin inhibitor, which has shown positive preclinical data in preserving lean muscle mass alongside GLP-1s for weight loss.
此外，Scholar Rock正在通過下一代肌肉抑制劑 SRK-439 探索肥胖市場的機會，該抑制劑在保持瘦肌肉質量和GLP-1以減肥方面顯示了積極的臨床前數據。
These data showed that SRK-439 maintained lean mass and improved fat mass loss when combined with a GLP-1 receptor agonist (GLP-1 RA; in separate experiments with Novo Nordisk A/S's (NYSE: NVO) semaglutide and liraglutide.
這些數據顯示，在與諾和諾德A/S（紐約證券交易所代碼：NVO）的索瑪魯肽和利拉魯肽的單獨實驗中，與 GLP-1 受體激動劑（GLP-1 RA）聯合使用時，SRK-439 可保持瘦肉質量並改善脂肪質量流失。
SRK-439 treatment also led to incremental lowering of fasting glucose beyond the levels seen with semaglutide alone.
SRK-439 治療還導致空腹血糖逐漸降低，超過單獨使用索瑪魯肽的水平。
A proof-of-concept trial for apitegromab in obesity will start in mid-2024, with results expected in mid-2025, coinciding with the IND filing for SRK-439.
針對肥胖症的阿匹特格羅單抗的概念驗證試驗將於2024年中期開始，預計將在2025年中期得出結果，恰逢IND申請 SRK-439。
The company also has other promising candidates, like SRK-181 targeting latent TGFβ1 in solid tumors, which has shown encouraging results in early trials.
該公司還有其他有前景的候選藥物，例如靶向實體瘤中潛伏的 TGFβ1 的 SRK-181，該藥物在早期試驗中顯示出令人鼓舞的結果。
Scholar Rock's valuation appears attractive, considering its pipeline opportunities and favorable risk/reward profile. Given their relevance in sizable markets, the company's treatments could be appealing for acquisition.
考慮到Scholar Rock的上市機會和良好的風險/回報狀況，其估值似乎很有吸引力。鑑於其在龐大的市場中的重要性，該公司的待遇可能對收購具有吸引力。
The company ended 2023 with approximately $280 million in cash, cash equivalents, and marketable securities, which is expected to fund operations into 2H 2025.
截至2023年，該公司擁有約2.8億美元的現金、現金等價物和有價證券，預計將爲2025年下半年的運營提供資金。
Price Action: SRRK shares are up 15.50% at $17.19 on the last check Thursday.
價格走勢：在週四的最後一次支票中，SRRK股價上漲15.50％，至17.19美元。
Photo via Shutterstock
照片來自 Shutterstock
譯文內容由第三人軟體翻譯。