Amgen's Rocatinlimab Has Commercial Potential Despite Competitive Landscape, Says Goldman Sachs
Amgen's Rocatinlimab Has Commercial Potential Despite Competitive Landscape, Says Goldman Sachs
Amgen stock is trading lower as the data seemed to be below expectations.In an investor update on Tuesday, Amgen Inc (NASDAQ:AMGN) released data from Phase 3 trials of rocatinlimab and Uplizna (inebilizumab).
週二，安進公司（納斯達克：AMGN）發佈了rocatinlimab和Uplizna（inebilizumab）第3期臨床試驗的數據。
HORIZON Phase 3 trial evaluated rocatinlimab for atopic dermatitis (eczema) in 726 patients.
HORIZON第3期試驗評估了rocatinlimab在726名患者中的特應性皮炎（溼疹）情況。
Amgen reported that rocatinlimab outperformed a placebo regarding the severity and extent of the disease.
安進報告稱，rocatinlimab在疾病的嚴重程度和範圍方面優於安慰劑。
Amgen stock is trading lower as the data seemed to be below expectations.
安進股票交易走低，因爲數據似乎低於預期。
Goldman Sachs notes that although the Phase 3 efficacy data for rocatinlimab is less compelling compared to Dupixent, the analyst still sees strong commercial potential for the drug (if approved).
高盛指出，儘管羥庫胤單抗（rocatinlimab）第三階段療效數據與杜哲新（Dupixent）相比略遜一籌，但分析師仍看好該藥物的商業潛力（如果獲批）。
This is due to its favorable safety and tolerability profile, convenient dosing schedule, and the substantial total addressable market for atopic dermatitis, even with the high level of competition in the space, including Eli Lilly And Co's (NYSE:LLY) Ebglyss (lebrikizumab) and Sanofi SA's (NASDAQ:SNY) amlitelimab.
這是因爲其良好的安全性和耐受性表現、方便的用藥時間表，以及特應性皮炎的巨大潛在市場，即使在這個領域競爭激烈，包括禮來（紐交所:LLY）的Ebglyss（lebrikizumab）和賽諾菲安萬特（納斯達克:SNY）的amlitelimab。
The analysts view the recent updates as encouraging but note that the stock still doesn't fully reflect the potential value of either asset.
分析師們認爲最近的更新令人鼓舞，但指出股票仍未充分反映這兩項資產的潛在價值。
The firm models peak sales for rocatinlimab in atopic dermatitis to reach around $4 billion by 2035 (with a 60% probability of success).
該公司預計羥庫胤單抗在特應性皮炎領域的最高銷售額將在2035年達到約400億美元（成功概率爲60%）。
While not included in the model, the analyst sees a significant opportunity for Uplizna in generalized myasthenia gravis, estimating potential sales of about $2 billion.
雖然模型中沒有包括這一點，但分析師認爲Uplizna在全身性重症肌無力中有重大機會，估計銷售額約爲$20億。
Goldman Sachs maintains the Buy rating and a price target of $370.
高盛維持買入評級，並設定370美元的目標價。
Looking ahead, attention shifts to Amgen's Phase 2 obesity data expected by the end of the year, where positive outcomes could lead to a stock re-rating to account for revenue potential and ease concerns about the upcoming loss of exclusivity in the latter half of the decade.
展望未來，關注重點轉向安進預計將在年底公佈的第2階段肥胖數據，積極的結果可能導致股價重新評級以考慮營業收入潛力，並緩解對本年度後半段獨家權利喪失的擔憂。
Earlier this year, Amgen had the data from animal and early-stage human trials of its experimental obesity drug AMG 133 (maridebart cafraglutide) published in Nature Metabolism.
今年早些時候，安進公佈了其實驗性肥胖藥物AMG 133（馬利德巴特卡法格魯肽）的動物和早期人體試驗數據，該數據已在《自然代謝》上發表。
The Journal confirmed the GIPR antagonist and GLP-1R agonist activities in cell-based systems and reported the ability of AMG 133 to reduce body weight and improve metabolic markers in male obese mice and cynomolgus monkeys.
該期刊證實了GIPR拮抗劑和GLP-1R激動劑在基於細胞的系統中的活性，並報告了AMG 133減輕肥胖老鼠和獼猴的體重，改善代謝指標的能力。
Price Action: AMGN stock is down 4.67% at $315.47 at last check Wednesday.
股價走勢：安進股價在週三最後一次檢查時下跌了4.67%，報315.47美元。
Photo via Shutterstock
圖片來自shutterstock。
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譯文內容由第三人軟體翻譯。