Gilead Sciences Faces Wall Street Speculation About Obesity Drugs Despite Focus On Liver Treatments
Gilead Sciences Faces Wall Street Speculation About Obesity Drugs Despite Focus On Liver Treatments
Gilead Sciences, Inc. (NASDAQ:GILD) witnessed a flurry of Wall Street speculation regarding its potential involvement in the obesity drug market. But, the biotech company, renowned for its cancer and HIV treatments, has not positioned itself as a contender in this lucrative field.
納斯達克(Gilead Sciences, Inc.，GILD)最近在華爾街引起了有關其可能參與肥胖症藥物市場的一系列猜測。然而，這家以其癌症和艾滋病治療而聞名的生物技術公司並沒有將自己定位爲這個利潤豐厚的領域的競爭者。
Most recently, Gilead shared topline results from an interim analysis of its Phase 3 PURPOSE 1 trial indicating its twice-yearly injectable HIV-1 capsid inhibitor, lenacapavir, demonstrated 100% efficacy for the investigational use of HIV prevention in cisgender women.
最近，Gilead公佈了其第三期PURPOSE 1試驗的中期分析結果，表明其每年兩次注射的HIV-1膠囊抑制劑lenacapavir在順性別女性進行研究的過程中表現出100%的有效性。
The Wall Street Journal (WSJ) noted last week, Michael Yee, a Jefferies analyst, published a note that stirred interest by highlighting patents and early-stage data suggesting a possible metabolic program which might evolve into an obesity treatment.
據《華爾街日報》上週指出，Jefferies的分析師Michael Yee發佈了一份備忘錄，引起了人們對可能發展成爲一種肥胖症治療的代謝計劃的專利和早期數據的關注。
The insights spurred a 3.6% surge in Gilead's shares, marking their most significant one-day gain in a year. But, this optimism was short-lived.
這一見解促使Gilead的股價飆升3.6%，標誌着其一年來最顯著的單日漲幅。然而，這種樂觀情緒並未持續多久。
Gilead clarified that its focus remains on liver treatments, specifically targeting nonalcoholic steatohepatitis (NASH), a metabolic disease often linked to obesity.
Gilead澄清，其重點仍然是肝臟治療，具體針對非酒精性脂肪性肝病（NASH），這是一種常與肥胖相關的代謝疾病。
The WSJ cited a company spokesperson and noted Gilead was conducting a mid-stage study on potential combinations with a GLP-1 drug for NASH treatment.
《華爾街日報》引述一位公司發言人並指出，Gilead正在進行一項關於潛在與GLP-1藥物組合治療NASH的中期研究。
While Jefferies analyst maintained this focus on NASH does not preclude an eventual pivot toward obesity, analysts remained skeptical.
儘管Jefferies分析師認爲這種關注NASH的重點並不排除最終轉向肥胖症，但分析師們仍然持懷疑態度。
BMO Capital Markets analyst Evan Seigerman expressed doubts about Gilead's competitiveness in the obesity drug space, emphasizing that Gilead did not intend to enter this market.
BMO資本市場的分析師Evan Seigerman關於Gilead在肥胖症藥物領域的競爭力表示懷疑，強調Gilead並不打算進入這個市場。
The broader health care finance landscape underscores the allure of the obesity drug market. GLP-1 drugs like Zepbound and Wegovy have captivated both the public and investors, with high-profile figures like Oprah Winfrey and Elon Musk among their users.
整個醫療保健金融行業的格局凸顯出肥胖症藥物市場的吸引力。GLP-1藥物如Zepbound和Wegovy已經吸引了公衆和投資者的關注，像奧普拉·溫弗裏和埃隆·馬斯克這樣的知名人物也在使用它們。
Companies like Eli Lilly And Co (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO) are approaching unprecedented market capitalizations driven by the success of their weight-loss medications.
由於減肥藥物的成功，禮來(Eli Lilly And Co., LLY)和Novo Nordisk A/S (NVO)等公司的市場價值不斷攀升，創下前所未有的高峰。
According to Jared Holz, a healthcare equity strategist at Mizuho, the popularity of obesity drugs significantly boosted sector-specific ETFs, such as health care.
根據瑞穗的醫療保健股票策略師Jared Holz的說法，減肥藥物的受歡迎程度極大地提高了特定板塊的ETF，如醫療保健板塊。
In contrast, established pharmaceutical giants like Bristol-Myers Squibb & Co (NYSE:BMY), Pfizer Inc (NYSE:PFE), Johnson & Johnson (NYSE:JNJ), and Merck & Co Inc (NYSE:MRK) faced growth challenges as patents expire on blockbuster drugs.
相比之下，像百時美施貴寶、輝瑞、強生和默克這樣的老牌製藥巨頭面臨着創業板發展的挑戰，因爲他們的明星藥品的專利即將到期。
Many are now eyeing the obesity market, with Roche Holdings AG (OTC:RHHBY), AstraZeneca Plc (NASDAQ:AZN), Amgen Inc (NASDAQ:AMGN), Pfizer Inc. (NYSE:PFE) and Regeneron Pharmaceuticals Inc (NASDAQ:REGN) all developing their own weight-loss drugs.
現在，許多公司正在關注肥胖市場，包括Roche Holdings AG( OTC:RHHBY)，阿斯利康( AstraZeneca Plc，AZN)，安進公司( Amgen Inc，AMGN)，輝瑞公司(PFE)和再生元製藥公司(REGN)等，他們正在開發自己的減肥藥物。
Merck even hinted at pursuing oral obesity treatments during a Goldman Sachs conference.
在高盛（Goldman Sachs）的一個會議上，默沙東（Merck）甚至暗示要追求口服肥胖治療方案。
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