Avalo Therapeutics' Newly Acquired Ex-Eli Lilly Drug Could Stand Out In Competitive Hidradenitis Suppurativa Market, Analyst Upgrades
Avalo Therapeutics' Newly Acquired Ex-Eli Lilly Drug Could Stand Out In Competitive Hidradenitis Suppurativa Market, Analyst Upgrades
Tuesday, Oppenheimer upgraded Avalo Therapeutics Inc (NASDAQ:AVTX), noting that its AVTX-009 is a promising drug candidate and looks forward to a Phase 2 topline data in 2026 in hidradenitis suppurativa (HS) and additional updates.
週二，奧本海默對Avalo Therapeutics Inc（納斯達克股票代碼：AVTX）進行了升級，指出其 AVTX-009 是一種前景看好的候選藥物，並期待2026年化膿性汗腺炎（HS）的第二階段頭條數據和其他更新。
In March, Avalo Therapeutics announced the acquisition of a Phase 2-ready anti-IL-1β mAb, which it refers to as AVTX-009, originally developed by Eli Lilly And Co (NYSE:LLY).
3月，Avalo Therapeutics宣佈收購一種可用於2期的抗IL-1β單抗體，它稱之爲 AVTX-009，最初由禮來公司（紐約證券交易所代碼：LLY）開發。
Avalo announced a private placement of $185 million in gross proceeds, including an initial gross upfront investment of $115.6 million.
Avalo宣佈私募募總收益爲1.85億美元，其中包括1.156億美元的初始預付投資總額。
Oppenheimer says that the company is preparing to advance '009 for Phase 2 development in hidradenitis suppurativa (HS), showing confidence in its potential. While topline data won't be available until 2026, there's consideration to also evaluate '009 for ulcerative colitis (UC), which could provide interim updates.
奧本海默說，該公司正準備推進化膿性汗腺炎（HS）的第二階段開發'009，這表明了對其潛力的信心。雖然關鍵數據要到2026年才能公佈，但也有考慮對'009年的潰瘍性結腸炎（UC）進行評估，這可能會提供臨時更新。
The analyst has upgraded to Outperform from Perform, setting a $35 price target based on the belief that AVTX-009 could stand out in the competitive HS market.
該分析師已從 “表現優於大盤” 上調至 “跑贏大盤”，設定了35美元的目標股價，理由是他認爲 AVTX-009 可以在競爭激烈的HS市場中脫穎而出。
AVTX-009 attaches to IL-1β, a significant target for HS. Despite IL-1α and IL-18 not being recognized as key factors in the disease, lutikizumab from AbbVie Inc (NYSE:ABBV), which targets both IL-1α and IL-1β, showed substantial benefits in Phase 2 trials for a severe HS group.
AVTX-009 附着在 IL-1β 上，這是 HS 的重要靶標。儘管IL-1α和 IL-18 未被視爲該疾病的關鍵因素，但艾伯維公司（紐約證券交易所代碼：ABBV）同時靶向IL-1α和IL-1β的路替珠單抗在針對嚴重HS組的2期試驗中顯示出實質性的益處。
Additionally, MAS825 from Novartis AG (NYSE:NVS), which targets both IL-1β and IL-18, succeeded in a placebo-controlled trial for HS.
此外，來自諾華股份公司（紐約證券交易所代碼：NVS）的 MAS825 同時靶向 IL-1β 和 IL-18，成功完成了一項針對 HS 的安慰劑對照試驗。
These findings, along with physiological research on HS inflammatory lesions, strongly suggest the involvement of IL-1β in HS.
這些發現以及對HS炎性病變的生理學研究，強烈表明IL-1β參與了HS。
The analyst writes that Phase 2 will likely lead to advancing the development process for registration and integrating a pen autoinjector for commercial use.
該分析師寫道，第二階段可能會推進註冊和集成用於商業用途的筆式自動注射器的開發過程。
Anticipating a peak market penetration of 15% and a launch price of $75,000 in 2029, aligning with other approved biologics. Oppenheimer anticipates an increase in patient identification rates for HS, a condition often overlooked.
預計2029年的峯值市場滲透率爲15％，上市價格爲7.5萬美元，與其他批准的生物製劑持平。奧本海默預計，HS的患者識別率將提高，這種疾病經常被忽視。
Price Action: AVTX shares are up 13.9% at $17.36 on the last check Tuesday.
價格走勢：在週二的最後一次支票中，AVTX股價上漲13.9％，至17.36美元。
Illustration of Phrama lab worker created with MidJourney
使用 MidJourney 創作的 Phrama 實驗室工作人員的插圖
譯文內容由第三人軟體翻譯。