Analyst Sees Keros Therapeutics As Next Acceleron, Set For Major Biotech Growth
Analyst Sees Keros Therapeutics As Next Acceleron, Set For Major Biotech Growth
Oppenheimer initiated coverage on Keros Therapeutics Inc (NASDAQ:KROS), a clinical-stage biopharmaceutical company that develops and commercializes novel therapeutics for disorders linked to dysfunctional signaling of the transforming growth factor-beta family of proteins.
Oppenheimer對Keros Therapeutics Inc (NASDAQ:KROS)進行了覆蓋，該公司是一家臨床階段的生物製藥公司，開發和商業化與轉化生長因子-β蛋白家族信號通路失調相關的新型治療方法。
Oppenheimer writes, "Keros is developing best-in-class therapeutics that regulate TGF-β signaling to treat hematological and cardiopulmonary diseases. We consider its pipeline one of the more attractive in biotech today, given its disease-modifying potential in indications with considerable unmet need."
Oppenheimer寫道：“Keros正在開發最佳型TGF-β信號通路調節治療藥物，用於治療血液學和心肺疾病。考慮到在受到極大需求的指示標的中，其流水線是目前生物技術公司中最具吸引力的之一。”
Keros' lead product candidate, KER-050 (elritercept), is being developed for low blood cell counts or cytopenias, including anemia and thrombocytopenia, in patients with myelodysplastic syndromes (MDS) and myelofibrosis.
Keros的首席候選產品KER-050 (elritercept)正在治療血細胞計數或細胞減少症，包括骨髓增生症(MDS)和骨髓纖維化症(thrombocytopenia)的患者。
- The analyst sees elritercept as the potential preferred 2L treatment in MDS with durable responses and benefits.
- At the EHA update, an overall hematologic response was observed in 56% of the mITT24 patients, with transfusion independence (TI)≥8 weeks achieved in 41%.
- 分析師認爲，艾利利色普替有可能成爲持久效果好的MDS的優選二線治療藥，能夠帶來獲益。
- 在EHA更新中，對mITT24患者的總體血液學反應爲56％，41％的患者達到≥8周的輸血獨立狀態(TI)。
Oppenheimer initiates with an Outperform rating and a price target of $102.
Oppenheimer開出Outperform評級和102美元的目標價。
Keros' second product candidate, KER-012 (cibotercept), is being developed for pulmonary arterial hypertension (PAH) and cardiovascular disorders.
Keros的第二個產品候選KER-012 (cibotercept)正在治療肺動脈高壓和心血管疾病。
- Cibotercept's safety/efficacy profile is potentially better than Merck & Co Inc's (NYSE:MRK) newly approved Winrevair (sotatercept-csrk) for PAH.
- 相較於Merck & Co Inc's (NYSE:MRK) 新上市的Winrevair (sotatercept-csrk) 用於PAH的安全/有效性概況，Cibotercept具有潛在的競爭優勢。
Keros' third product candidate, KER-065, is being developed for obesity and neuromuscular diseases.
Keros的第三個產品候選KER-065正在治療肥胖病和神經肌肉疾病。
- KER-065 might be the dark horse candidate in obesity. Data support inhibition of myostatin and activin A for maximal increases in lean muscle mass and fat loss with clean safety.
- KER-065有望成爲肥胖症的黑馬候選，數據支持通過抑制肌萎縮蛋白和活化素A來實現最大程度的肌肉增長和減脂，具有良好的安全性。
In the near term, the main factors driving value for Keros are MDS and myelofibrosis. Looking ahead, there are significant growth opportunities in pulmonary arterial hypertension (PAH) and obesity, which could yield substantial benefits over the next 12-18 months, the analyst writes.
短期內，推動Keros價值的主要因素是MDS和骨髓纖維化症。未來，肺動脈高壓(PAH)和肥胖症有巨大的增長機遇，這可能會在未來12-18個月內帶來可觀的好處，分析師寫道。
Given management's track record in developing drugs that influence the TGF-β signaling pathway, these initiatives are seen as relatively low-risk. Oppenheimer likens Keros to Acceleron, which achieved considerable success and was acquired by Merck for $11.5 billion in 2021.
考慮到管理層開發干擾TGF-β信號通路的藥物的成功歷史，這些措施被視爲相對低風險的。Oppenheimer把Keros比作Acceleron，後者取得了相當大的成功，並於2021年被Merck以115億美元的價格收購。
Price Action: KROS shares are down 0.82% at $46.10 at last check Tuesday.
股價動態：截至最後一次處理的週二，KROS股價下跌0.82%，至46.10美元。
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Image created using artificial intelligence via Midjourney.
圖像由Midjourney通過人工智能創建。
譯文內容由第三人軟體翻譯。