Amgen/AstraZeneca's Asthma Drug Tezspire Vs. Sanofi/Regeneron's Blockbuster Dupixent - Analyst Gives His Pick
Amgen/AstraZeneca's Asthma Drug Tezspire Vs. Sanofi/Regeneron's Blockbuster Dupixent - Analyst Gives His Pick
Tuesday, Amgen Inc (NASDAQ:AMGN) provided an update regarding the results of the Phase 2a COURSE trial for Tezspire (tezepelumab-ekko) in chronic obstructive pulmonary disease (COPD).
週二，安進公司（納斯達克股票代碼：AMGN）提供了有關Tezspire（tezepelumab-ekko）治療慢性阻塞性肺病（COPD）的2a期COURSE試驗的最新結果。
Tezspire is a registered trademark of Amgen and AstraZeneca Plc (NASDAQ:AZN).
Tezspire是安進和阿斯利康公司（納斯達克股票代碼：AZN）的註冊商標。
- Overall, tezepelumab numerically reduced the annualized rate of moderate or severe COPD exacerbations versus placebo by 17%, although the reduction was not statistically significant, with p=0.1042.
- More reductions were observed in a prespecified subgroup of patients with baseline eosinophil count (BEC) ≥150 cells/μL (37%).
- The trend in reduction was greater in a small number of subjects with BEC ≥300 cells/μL.
- 總體而言，與安慰劑相比，tezepelumab以數字方式將中度或重度慢性阻塞性肺病發作的年化發病率降低了17％，儘管下降幅度並不顯著，p=0.1042。
- 在預先規定的基線嗜酸性粒細胞數（BEC）≥150 個細胞/μL（37%）的患者亞組中觀察到更多的減少。
- 在少數BEC≥300個細胞/μL的受試者中，減少的趨勢更大。
Also Read: Amgen's Diversified Portfolio To Drive Long-Term Growth, Though Uncertainties Loom, Analyst Says.
另請閱讀：分析師表示，儘管不確定性迫在眉睫，但安進的多元化投資組合將推動長期增長。
William Blair compared Tezspire's results with Sanofi SA (NASDAQ:SNY) and Regeneron Pharmaceutical Inc's (NASDAQ:REGN) Dupixent, demonstrating a 30% and 34% decrease in annualized moderate or severe acute COPD exacerbations in their Phase 3 studies.
威廉·布萊爾將Tezspire的業績與賽諾菲公司（納斯達克股票代碼：SNY）和Regeneron Pharmaceutical Inc（納斯達克股票代碼：REGN）的Dupixent進行了比較，結果表明，在他們的3期研究中，年化中度或重度慢性阻塞性肺病發作分別下降了30％和34％。
However, Dupixent trials specifically enrolled patients with elevated blood eosinophils (≥300 cells/μL) at baseline, known to be linked with higher COPD exacerbation rates.
但是，Dupixent試驗特別招收了基線時血液中嗜酸性粒細胞（≥300個細胞/μL）升高的患者，已知這與慢性阻塞性肺病惡化率升高有關。
Tezspire's trials indicated at least a 37% reduction in exacerbations for patients with eosinophil counts ≥150 cells/μL and ≥300 cells/μL, potentially offering greater benefits than Dupixent for this subset of patients.
Tezspire的試驗表明，嗜酸性粒細胞計數≥150個/μL、≥300個細胞/μL的患者的病情惡化程度至少減少了37％，這可能爲這部分患者帶來比Dupixent更大的益處。
This positive outcome in COPD could significantly expand Tezspire's market beyond asthma, especially considering its successful commercial launch in 2021.
慢性阻塞性肺病的這一積極結果可能會顯著將Tezspire的市場擴展到哮喘以外，特別是考慮到它在2021年成功商業上市。
Investor interest in targeted therapies for COPD has risen due to Dupixent's success, and Tezspire's efficacy in a broader patient subset (150 cells/μL versus 300 cells/μL baseline eosinophil counts for Dupixent) is promising.
由於Dupixent的成功，投資者對慢性阻塞性肺病靶向療法的興趣有所增加，而Tezspire在更廣泛的患者群體（150個細胞/微升對比Dupixent的300個細胞/微升的基線嗜酸性粒細胞數）中的療效令人鼓舞。
While awaiting the full dataset, the indication of a positive trend across all patients suggests further market opportunities for Tezspire.
在等待完整數據集的同時，所有患者均呈現積極趨勢的跡象，這表明Tezspire還有更多市場機會。
The analyst keeps the Market Perform rating for the stock.
分析師維持該股的市場表現評級。
Price Action: AMGN shares are up 0.06% at $265.80 on the last check Wednesday.
價格走勢：在週三的最後一次支票中，AMGN股價上漲0.06％，至265.80美元。
Photo by Minerva Studio via Shutterstock
照片由 Minerva Studio 通過 Shutterstock 拍攝
譯文內容由第三人軟體翻譯。