Aclaris Stock Soars As Analysts See Fresh Momentum After Strategic Review And Encouraging Promising Pipeline Developments
Aclaris Stock Soars As Analysts See Fresh Momentum After Strategic Review And Encouraging Promising Pipeline Developments
Under the terms of the agreement, Biosion shall receive over $40 million cash payment as an upfront license fee and reimbursement for certain development costs & drug product materials.On Monday, Aclaris Therapeutics, Inc. (NASDAQ:ACRS) entered into an exclusive license agreement with Biosion Inc for worldwide rights (excluding Greater China) to BSI-045B and BSI-502, a preclinical-stage, novel bispecific antibody directed against both TSLP and IL4R.
週一，aclaris therapeutics公司（納斯達克股票代碼ACRS）與Biosion公司簽署了一項獨家許可協議，獲得了BSI-450億和BSI-502全球（除了大中華區域）的權利，這是一種指向TSLP和IL4R的前臨床階段新型雙特異性抗體。
In a completed Phase 2a, single-arm, proof-of-concept trial in the United States in 22 patients with moderate to severe atopic dermatitis, BSI-045B was observed to have a pharmacodynamic, safety, and efficacy profile.
在美國進行的一項完成的2a期單臂概念驗證試驗中，對22名中度至重度特應性皮炎患者進行觀察後發現，BSI-450億具有藥效、安全性和有效性概況。
BSI-045B is also being advanced in multiple Phase 2 studies in China by Biosion's regional partner, Chia Tai Tianqing Pharmaceutical Group, Co., Ltd. (CTTQ), targeting severe asthma and chronic rhinosinusitis with nasal polyps, accelerating the potential to show proof-of-concept across additional indications.
BSI-450億也正在由Biosion的區域合作伙伴——中泰天慶製藥集團有限公司（CTTQ），在中國開展多項2期研究，目標是治療嚴重哮喘和伴有鼻竇息肉的慢性鼻竇炎，加快表現出概念驗證的潛力。
Under the terms of the agreement, Biosion shall receive over $40 million cash payment as an upfront license fee and reimbursement for certain development costs & drug product materials.
根據協議條款，Biosion將收到超過4000萬美元的現金支付作爲預付許可費，以及對某些開發成本和藥品材料的報銷。
Biosion shall also receive 19.9% shares of Aclaris Therapeutics.
Biosion還將收到aclaris therapeutics公司19.9%的股份。
Additional regulatory and sales milestone payments exceed $900 million, with tiered low-to-mid single-digit royalty payments based on a percentage of annual net sales.
額外的監管和銷售里程碑支付超過90000萬美元，根據年度淨銷售額的某一百分比，將得到分層低至中等的單位數的佣金支付。
Leerink Partners upgraded Aclaris from Market Perform to Outperform, with a price target of $7, up from $2.
Leerink Partners將aclaris的市場表現從表現市場升級到表現優異，並將價格目標從2美元上調至7美元。
The analyst writes, "Following completion of their strategic review, we expect investor focus to shift to ACRS' newly strengthened immunology-focused pipeline."
這位分析師寫道：「完成戰略複審後，我們預計投資者的關注重點將轉向ACRS的新加強免疫學重點領域的產品管線。」
Leerink writes that these updates mark a fresh start for Aclaris Therapeutics, with a clear strategic direction and promising catalysts in the next 6-12 months. This progress could reduce risks for BSI-045B and significantly enhance its value.
Leerink指出，這些更新標誌着aclaris therapeutics的新起點，具有明確的戰略方向，並在接下來的6-12個月內有前景的催化劑。這一進展可能降低BSI-450億的風險，並顯著增強其價值。
The analyst has updated the model to include BSI-045 B's potential in atopic dermatitis (AD), estimating around $1.3 billion in revenue by 2035 with a 35% probability of success. The analyst also anticipates multiple Phase 2 trial results from China in asthma and chronic rhinosinusitis with nasal polyps, which could provide more insight into BSI-045 B's potential.
分析師已更新模型，包括在特應性皮炎（AD）中BSI-045 B的潛力，預計到2035年營業收入約13億美元，成功概率爲35%。分析師還預計，中國將有多個階段2臨床試驗結果，涉及哮喘和慢性鼻竇炎並鼻息肉，這可能爲BSI-045 B的潛力提供更多見解。
Additionally, Leerink expects further progress in de-risking the company's pipeline in the first half of next year.
此外，Leerink預計公司的流水線在明年上半年進一步減低風險。
BTIG upgrades Aclaris Therapeutics from Neutral to Buy and announces a $8 price target.
BTIG將aclaris therapeutics的評級從中立調升爲買入，並宣佈目標股價爲8美元。
Price Action: ACRS stock is up 55.60% at $4.88 at the last check on Tuesday.
股價走勢：ACRS股價在本週二最新報價爲4.88美元，上漲55.60%。
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譯文內容由第三人軟體翻譯。