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Biogen Gains Momentum With Positive Lupus Drug Results, Analyst Sees Modest Valuation Upside

Biogen Gains Momentum With Positive Lupus Drug Results, Analyst Sees Modest Valuation Upside

渤健公司在狼瘡藥物結果積極的情況下獲得了動能,分析師認爲估值有溫和的上行空間
Benzinga ·  11/21 02:32

On Tuesday, UCB SA (OTC:UCBJY) (OTC:UCBJF) and Biogen Inc. (NASDAQ:BIIB) presented detailed results from the Phase 3 PHOENYCS GO study evaluating dapirolizumab pegol (DZP) for systemic lupus erythematosus.

在星期二,UCb SA (場外交易:UCBJY) (場外交易:UCBJF) 與渤健公司 (納斯達克:BIIB) 提供了評估達皮羅利珠單抗聚乙二醇(DZP)用於全身性紅斑狼瘡的第3期PHOENYCS GO研究的詳細結果。

The drug candidate demonstrated significant clinical improvement in disease activity in patients with moderate-to-severe systemic lupus erythematosus (SLE).

該藥物候選者在中度至重度全身性紅斑狼瘡(SLE)患者的疾病活動性方面表現出顯著的臨床改善。

Also Read: Biogen/UCB Partnered Autoimmune Disease Candidate Hits Primary Goal In Late-Stage Study, Sets Stage Another Pivotal Trial

另請閱讀:渤健公司/UCb聯合的自身免疫疾病候選藥物在後期研究中達到主要目標,爲另一項關鍵試驗奠定基礎。

The results were shared at the American College of Rheumatology's annual meeting. In the 321-subject trial, DZP was administered intravenously every four weeks.

這些結果在美國風溼病學會的年會上分享。在這項包含321名受試者的試驗中,DZP每四周靜脈注射一次。

On the primary endpoint measuring improvement of moderate-to-severe disease activity after 48 weeks, study participants receiving DZP plus standard care had a statistically significant 14.6% higher response rate (49.5%) than those receiving SOC alone (34.6%).

在48周後評估中度至重度疾病活動性改善的主要終點上,接受DZP加標準治療的研究參與者的反應率顯著高出14.6%(49.5%),而單獨接受標準治療的參與者反應率爲34.6%。

On the first secondary endpoint of disease activity response at Week 24, study participants receiving DZP plus SOC had a 7.9% higher response rate (46.6%) than those receiving SOC alone (38.3%). However, the difference did not reach statistical significance.

在第24周評估疾病活動性反應的第一個次要終點上,接受DZP加標準治療的研究參與者的反應率高出7.9%(46.6%),而單獨接受標準治療的反應率爲38.3%。然而,差異未達到統計學意義。

A greater response was observed across multiple clinical endpoints among participants treated with DZP, including 50% less severe disease flares than participants on standard of care alone.

接受DZP治療的參與者在多個臨床終點上展現出更好的反應,包括疾病急性發作減少50%,相比單獨接受標準治療的參與者。

Participants from the PHOENYCS GO study will continue to be followed in a long-term open-label study.

PHOENYCS GO研究的參與者將繼續在一項長期開放標籤研究中進行追蹤。

In 2024, UCB and Biogen will initiate a second Phase 3 trial of dapirolizumab pegol, PHOENYCS FLY.

在2024年,UCB和渤健公司將啓動dapirolizumab pegol的第二次第三階段試驗,名爲PHOENYCS FLY。

From a stock perspective, William Blair writes that dapirolizumab isn't significantly impacting Biogen's valuation, as investors remain focused on Leqembi's commercial rollout, which is still a work in progress.

從股票的角度看,William Blair指出dapirolizumab對渤健公司的估值沒有顯著影響,因爲投資者仍專注於Leqembi的商業推廣,而這仍在進行中。

The success of Biogen's late-stage development programs is crucial for future growth, complementing opportunities from Leqembi, Skyclarys, and potentially zuranolone, especially as its multiple sclerosis business continues to feel pressure from generic competition.

渤健公司的晚期開發項目的成功對於未來增長至關重要,它補充了Leqembi、Skyclarys以及潛在的zuranolone的機會,特別是隨着其多發性硬化症業務持續受到仿製藥競爭的壓力。

Leqembi remains a growth driver, particularly with potential advancements like subcutaneous administration approval, though its progress has been slower than expected. Despite these challenges, Biogen's modest valuation presents an upside, supported by its commercial portfolio and cost-cutting measures. The analyst maintains an Outperform rating on the stock.

Leqembi仍然是一個增長驅動因素,尤其是潛在的進展,如皮下給藥批准,儘管其進展比預期要慢。儘管面臨這些挑戰,渤健公司的適度估值仍提供了上行空間,得益於其商業組合和成本削減措施。分析師對該股票保持跑贏大盤的評級。

Price Action: BIIB stock is down 0.72% at $154.31 at last check Wednesday.

價格走勢:BIIb股票在最後一次檢查時下跌0.72%,報154.31美元。

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譯文內容由第三人軟體翻譯。


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