Upstream Bio Is New On NASDAQ, Can Potentially Beat AstraZeneca's Asthma Drug On Efficacy, Analysts Say
Upstream Bio Is New On NASDAQ, Can Potentially Beat AstraZeneca's Asthma Drug On Efficacy, Analysts Say
The TSLP ligand has been de-risked by Just two weeks ago, Upstream Bio, Inc. (NASDAQ:UPB) closed its upsized initial public offering (IPO) of 17.25 million shares at $17 per share, with gross proceeds of approximately $293 million.
僅僅兩週前，Upstream Bio公司（納斯達克:UPB）以每股17美元的價格，共1725萬股的上限估值結束了其首次公開募股（IPO），總收益約爲29300萬美元。
Upstream Bio is a clinical-stage biotechnology company developing treatments for inflammatory diseases with an initial focus on severe respiratory disorders.
Upstream Bio是一家臨床階段的生物技術公司，致力於開發治療炎症性疾病的治療方案，最初專注於嚴重呼吸系統疾病。
- Piper Sandler initiated coverage on Upstream Bio with an Overweight rating and a price target of $75.
- William Blair has also initiated coverage of Upstream Bio with an Outperform rating
- Piper Sandler開始跟蹤覆蓋Upstream Bio，評級爲超額，目標價爲75美元。
- William Blair也開始跟蹤覆蓋Upstream Bio，評級爲表現優異。
Piper Sandler noted the company's lead program, verekitug, has a differentiated mechanism of action that targets the TSLP receptor vs. ligand.
Piper Sandler指出公司的主導項目vere內格有一種獨特的作用機制，針對TSLP受體與配體。
The TSLP ligand has been de-risked by AstraZeneca Plc (NASDAQ:AZN) / Amgen Inc (NASDAQ:AMGN) Tezspire's 2021 approval in severe asthma, the analyst says. It represents a rapidly growing biologic market opportunity of over $7.5 billion.
阿斯利康（AstraZeneca Plc）/ 安進公司（Amgen Inc） Tezspire 在2021年在嚴重哮喘方面獲得批准，分析師表示TSLP配體的風險已經得到排除。這代表一個超過75億美元的市場增長機會。
Piper analyst writes, "verekitug's key advantage is its durability given its high potency, enabling Q12W dosing and potentially up to Q24W dosing, which is significantly lower compared to other biologics such as Tezspire (Q4W dosing) and Regeneron Pharmaceuticals Inc (NASDAQ:REGN) / Sanofi SA's (NASDAQ:SNY) Dupixent (Q2W dosing).
派傑投資的分析師寫道，「vere內格的主要優勢在於其持久性，由於其高效力，實現每12週一次的用藥，可能最多可達每24週一次，與Tezspire（每4週一次）和再生元製藥公司/賽諾菲安萬特的Dupixent（每2週一次）等其他生物製品相比顯著較低。」
William Blair also based its rating on the blockbuster potential of verekitug in large indications, including asthma and chronic obstructive pulmonary disease (COPD).
William Blair還根據vere內格在包括哮喘和慢性阻塞性肺病（COPD）等大適應症中的巨大潛力進行評級。
"The analyst writes that "Verekitug has the potential to deliver differentiated efficacy and longer dosing intervals than currently approved biologics for the treatment of asthma, most notably the TSLP antibody Tezspire, which targets the ligand.
分析師寫道，賽諾菲安萬特有潛力提供與目前批准的生物製品治療哮喘相比有差異的療效和更長的用藥間隔，尤其是針對配體的TSLP抗體Tezspire。
William Blair writes that demonstrating clinical efficacy at least comparable to Tezspire, with dosing intervals of every three to six months, could position the therapy as a blockbuster, aligning with patient preferences for fewer doses.
William Blair寫道，展示出至少與Tezspire可比的臨床療效，每三至六個月一次的用藥間隔，可能使這種療法成爲一種暢銷藥，符合患者對更少劑量的偏好。
However, early preclinical and clinical data for verekitug indicate a potential for even greater efficacy than Tezspire, which could exceed current baseline expectations.
然而，賽諾菲安萬特的早期臨床前和臨床數據表明，它的療效可能比Tezspire甚至更好，這可能超出目前的基線預期。
Price Action: Upstream Bio stock is up 12.5% at $28.30 at last check Tuesday.
股價走勢：週二最後一次檢查時，Upstream Bio股價上漲12.5%，報28.30美元。
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譯文內容由第三人軟體翻譯。
