Recently Listed Cancer Firm OnKure's Innovative Approach to Breast Cancer Treatment Sparks Analyst Enthusiasm
Recently Listed Cancer Firm OnKure's Innovative Approach to Breast Cancer Treatment Sparks Analyst Enthusiasm
The analyst initiated coverage with an Outperform rating with a price target of $35 and notes that OKI-219 can become the go-to option for one of the most frequent mutations in breast cancer.Oppenheimer initiated coverage on OnKure Therapeutics Inc (NASDAQ:OKUR). Last week, OnKure Therapeutics completed its merger with Reneo Pharmaceuticals Inc. The combined company started trading on Monday.
Oppenheimer開始對OnKure Therapeutics Inc（納斯達克：OKUR）進行覆蓋。 上週，OnKure Therapeutics與Reneo Pharmaceuticals Inc完成了合併。 合併後的公司於週一開始交易。
Concurrent with the closing of the merger, the company completed a $65 million private placement with a group of new and existing investors.
隨着合併完成，該公司與一組新老投資者完成了6500萬美元的定向增發。
Following the transactions, OnKure is expected to have a cash runway through multiple clinical readouts and into Q4-2026.
在這些交易之後，預計OnKure將通過多次臨床結果發佈，並一直持續到2026年第四季度。
The analyst initiated coverage with an Outperform rating with a price target of $35 and notes that OKI-219 can become the go-to option for one of the most frequent mutations in breast cancer.
分析師以表現優異的評級發起對OnKure的覆蓋，目標價格爲35美元，並指出OKI-219有望成爲乳腺癌中最常見突變之一的首選選擇。
"We believe Onkure can address key limitations of currently approved targeted agents by reducing off-target toxicity with greater selectivity," the analyst writes.
「我們相信Onkure能夠通過降低離靶毒性並提高選擇性，解決當前批准的靶向藥物的關鍵侷限性，」 分析師寫道。
The analyst's investment thesis on OnKure revolves around PI3Kα inhibition demonstrated by alpelisib, though its efficacy is limited by toxicity concerns OKI-219 promise as a third-generation PI3Kα inhibitor.
分析師對OnKure的投資論點集中在由alpelisib展示的PI3Kα抑制作用，儘管其療效受到毒性問題的限制，OKI-219有望成爲第三代PI3Kα抑制劑。
Alpelisib is generic name for Novartis AG's (NYSE:NVS) Piqray.
Alpelisib是諾華製藥（紐交所：NVS）Piqray的通用名稱。
The analyst points out that privately-held Scorpion Therapeutics has established a bar with an approximate 20% objective response rate (ORR). While OKI-219 offers significantly greater selectivity for the H1047R mutation—about eight times more than its nearest rivals—this comes at the cost of lower selectivity for helical mutants.
分析師指出，私人持有的Scorpion Therapeutics已經設立了一個約爲20%的客觀反應率（ORR）標準。 雖然OKI-219爲H1047R突變提供了明顯更高的選擇性——比其最接近的競爭對手高出大約八倍——這是以對螺旋突變體的選擇性降低爲代價的。
OnKure has accepted this tradeoff, and they are actively developing pipeline programs aimed at targeting helical mutations. OKI-219 is being evaluated in a Phase 1 trial in solid tumor patients with PI3KαH1047R mutations, including breast cancer.
OnKure已接受了這種權衡，並正在積極開發旨在針對螺旋突變的管線項目。OKI-219正在進行I期臨床試驗，針對PI3KαH1047R突變的固體腫瘤患者，包括乳腺癌。
Alpelisib has received approval as a second-line treatment for advanced breast cancer that is HR+ and carries PIK3CA mutations.
Alpelisib已獲批作爲晚期HR+乳腺癌的二線治療藥物，該藥適用於攜帶PIK3CA突變的患者。
Currently, its annual sales have stabilized at around $500 million. The analyst notes the market potential could be significantly higher. About 40% of HR+ breast cancer patients have PI3Kα mutations, which accounts for approximately 25,000 new cases in the U.S. each year, suggesting a market opportunity that likely exceeds $1 billion.
目前，其年銷售額已在5萬美元左右的水平穩定。分析師指出，市場潛力可能會大大提高。約40%的HR+乳腺癌患者攜帶PI3Kα突變，這在美國每年約有25,000例新病例，暗示了一個可能超過10億美元的市場機會。
In summary, "we believe that the clinical characteristics of alpelisib may be hindering its ability to achieve greater commercial success," the analyst writes.
總之，「我們認爲alpelisib的臨床特性可能阻礙了它實現更大商業成功的能力，」分析師寫道。
Price Action: OKUR stock is up 2.81% at $19.02 at last check Thursday.
股價走勢：OKUR股票在週四最後查看時上漲2.81%，報價19.02美元。
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Image by PDPics from Pixabay
來自Pixabay的PDPics圖片
譯文內容由第三人軟體翻譯。
