With Oral Anti-Obesity Candidate Development, Pfizer Seeks Relevant And Competitive Presence - Goldman Sachs
With Oral Anti-Obesity Candidate Development, Pfizer Seeks Relevant And Competitive Presence - Goldman Sachs
Thursday, Pfizer Inc (NYSE:PFE) announced it selected its preferred once-daily modified release formulation for danuglipron, an oral glucagon-like peptide-1 (GLP-1) receptor agonist.
輝瑞公司（NYSE：PFE）週四宣佈，已選擇了其首選的一次日服用的改良緩釋型danuglipron配方，這是一種口服胰高血糖素樣肽-1（GLP-1）受體激動劑。
Pfizer plans to conduct dose optimization studies in the second half of 2024, evaluating multiple doses of the preferred modified release formulation to inform the registration enabling studies.
輝瑞計劃在2024年下半年開展劑量優化研究，評估首選改良釋放口服胰高血糖素樣多肽-1（GLP-1）受體激動劑多種劑量，以指導註冊啓動研究。
In this PK study design, Goldman Sachs notes that it is unlikely to obtain significant tolerability data that could address the main criticisms of the company's Phase 2b BID study. The earlier study had high rates of GI-related adverse events (mostly mild) and a high discontinuation rate, which disappointed both the firm and investors.
高盛在這個Pk研究設計中指出，不太可能獲得能夠解決該公司第20億BID研究主要批評的重要耐受性數據。早期的研究有較高的消化道相關不良事件發生率（主要爲輕度）和高的中斷率，這讓公司和投資者都感到失望。
From an efficacy perspective, the Phase 2b BID study showed a weight loss of up to 11.7% at 32 weeks. This falls within the 9-14% range that investors would find competitive. For comparison, Eli Lilly And Co's (NYSE:LLY) orforglipron achieved approximately 13% weight loss at 26 weeks.
從療效角度來看，第20億BID研究顯示，在32周內體重減輕高達11.7%。這在投資者認爲有競爭力的9-14%的範圍內。相比之下，禮來公司（Eli Lilly And Co，NYSE：LLY）的或肽胰高血糖素類似物在26周內實現了約13%的體重減輕。
Several other companies are progressing through clinical trials with oral therapeutics, and upcoming data updates will continually influence expectations for Pfizer's potential opportunities.
還有其他幾家公司正在進行口服治療的臨床試驗，並且即將公佈的數據更新將不斷影響輝瑞在口服肥胖症治療領域的潛在機會。
However, due to the minimal data disclosed, Goldman Sachs analysts that there isn't enough information to accurately reassess the company's competitive standing.
然而，由於公佈的數據很少，高盛的分析師認爲沒有足夠的信息來準確重新評估公司的競爭地位。
Based on data from over 1,400 patients, Pfizer noted a reassuring safety profile for danuglipron and plans to integrate key insights from the prior Phase 2b study. This supports their decision to continue development and underscores their commitment to establishing a competitive presence in the oral obesity therapeutics market.
根據來自1400多名患者的數據，輝瑞注意到danuglipron具有令人放心的安全記錄，並計劃整合前一期的第20億研究的關鍵見解。這支持了他們繼續開發的決定，並強調了他們在口服肥胖症治療市場上建立競爭地位的承諾。
The analyst says, "Further to debates that investors have been contemplating relating to "pill burden" – PFE expects that the study would involve and ultimately advance a single pill QD dose format – which, assuming positive results overall, would be the objective in terms of presentation to advance into a Phase 3 registrational study."
分析師說：“在投資者一直在思考的‘藥丸負擔’問題上，輝瑞公司預計該研究將涉及並最終推進一種單一藥片每日一次劑量格式，這假定整體結果爲積極的情況下，將是該公司進入第3期註冊研究的目標。”
"This underpins the company's decision for further development and commitment to their goal of seeking a relevant and competitive presence in the oral obesity therapeutics market."
“這支撐了該公司進一步發展並承諾在口服肥胖症治療市場上尋求相關和有競爭力的地位的決心。”
The analyst is Buy rated on PFE shares with a price target of $31.
該分析師在PFE股票上的買入評級爲$31的價格目標。
Price Action: PFE shares are up 1.26% at $29.02 at last check Friday.
價格走勢：上次檢查時，週五智慧康股票上漲1.26％，至29.02美元。
Photo via Shutterstock
圖片來自shutterstock。
譯文內容由第三人軟體翻譯。