Why Is Cancer-Focused Merus Stock Trading Over 30% On Friday?
Why Is Cancer-Focused Merus Stock Trading Over 30% On Friday?
Thursday, Merus N.V. (NASDAQ:MRUS) announced the publication of an abstract regarding petosemtamab in combination with pembrolizumab on the 2024 American Society of Clinical Oncology (ASCO) Annual Meeting website.
週四，梅魯斯公司（納斯達克股票代碼：MRUS）宣佈在2024年美國臨床腫瘤學會（ASCO）年會網站上發佈關於petosemtamab與pembrolizumab聯合使用的摘要。
Keytruda (pembrolizumab) is Merck & Co Inc's (NYSE:MRK) top selling cancer drug.
Keytruda（pembrolizumab）是默沙東公司（紐約證券交易所代碼：MRK）最暢銷的抗癌藥物。
The abstract presents interim clinical data from a cohort of 26 patients enrolled as of the abstract cutoff date, evaluating the combination in first-line (1L) recurrent/metastatic (r/m) head and neck squamous cell carcinoma (HNSCC).
該摘要提供了截至摘要截止日期入組的26名患者的中期臨床數據，評估了一線（1L）復發/轉移（r/m）頭頸部鱗狀細胞癌（HNSCC）中的組合。
As of a November 6, 2023, data cutoff date:
截至 2023 年 11 月 6 日，數據截止日期：
- Ten patients were evaluable for response, and six responses were observed. This included 1 confirmed complete response, 2 confirmed partial responses, and three unconfirmed partial responses (2 confirmed as of the abstract submission and the 3rd also subsequently confirmed).
- The combination was well tolerated, and no significant overlapping toxicities were observed.
- Treatment-emergent adverse events were reported in all patients; most were Grade 1 or 2 in severity.
- Infusion-related reactions (composite term) were reported in 26.9% (all Grades), of which 3.8% were Grade 3. All occurred during the first infusion and were resolved.
- 可以評估十名患者的反應，並觀察到六名患者的反應。這包括1份已確認的完整答覆、2份已確認的部分回覆和3份未經證實的部分答覆（截至摘要提交時有2份已確認，第3份也隨後得到確認）。
- 該組合耐受性良好，未觀察到明顯的重疊毒性。
- 所有患者均報告了治療緊急不良事件；大多數患者的嚴重程度爲1級或2級。
- 26.9%（所有年級）報告了輸液相關反應（綜合術語），其中 3.8% 爲 3 級。所有情況都發生在第一次輸液期間並得到緩解。
The poster concluded that petosemtamab, in combination with pembrolizumab, demonstrates a well-tolerated safety profile and promising preliminary clinical efficacy.
海報得出的結論是，petosemtamab與pembrolizumab聯合使用，具有良好的耐受性，初步臨床療效令人鼓舞。
William Blair writes that overall, the abstract disclosed a response rate of 60% in 10 patients. While this is clearly an early dataset, and we expect at least 26 patients evaluable in the full ASCO presentation, we are highly encouraged to see this level of efficacy, including a complete responder.
威廉·布萊爾寫道，總體而言，摘要顯示10名患者的反應率爲60％。雖然這顯然是一個早期的數據集，而且我們預計至少有26名患者可以在完整的ASCO演示中進行評估，但我們強烈鼓勵我們看到這種療效水平，包括完全的緩解者。
"Overall, this does appear to meet the bar set by many investors going into the release of a 60% response rate, and importantly the press release notes the response rate has further improved."
“總體而言，這似乎確實達到了許多投資者在公佈60％的回應率時設定的標準，重要的是，新聞稿指出回應率進一步提高。”
The analyst reaffirms the Outperform rating.
分析師重申了跑贏大盤的評級。
Price Action: MRUS shares are up 32.80% at $58.41 at the last check on Friday.
價格走勢：在週五的最後一次支票中，MRUS股價上漲32.80％，至58.41美元。
譯文內容由第三人軟體翻譯。