Bullish Outlook On Instil Bio's Investigational Cancer Drug: Jefferies Sees Over 300% Stock Upside
Bullish Outlook On Instil Bio's Investigational Cancer Drug: Jefferies Sees Over 300% Stock Upside
Jefferies estimates the PD-(L)1xVEGF class could reach over $40 billion, similar to the PD-(L)1 class.Jefferies upgraded Instil Bio (NASDAQ:TIL), noting that 2024 was a banner year for the PD-(L)1xVEGF class.
杰富瑞升级了Instil Bio（纳斯达克:TIL），指出2024年将是PD-(L)1xVEGF类别的一个辉煌年份。
Summit Therapeutics' (NASDAQ:SMMT) data from the primary analysis of the Phase 3 HARMONi-2 trial of ivonescimab conducted in China demonstrated a statistically significant improvement in progression-free survival compared to monotherapy Merck & Co Inc's (NYSE:MRK) Keytruda (pembrolizumab).
Summit Therapeutics（纳斯达克:SMMT）在中国对ivonescimab的3期HARMONi-2试验的主要分析数据表明，相比单药默沙东（纽交所:MRK）的Keytruda（pembrolizumab），其无进展生存期有统计学显著改善。
The trial update sparked industry buzz and drove Summit Therapeutic' stock up around 150%, BioNTech SE (NASDAQ:BNTX) up ~40%, and Instil Bio up ~500%.
该试验的更新引发了行业的热议，推动了Summit Therapeutics的股价上涨约150%，BioNTech SE（纳斯达克:BNTX）上涨约40%，Instil Bio上涨约500%。
Jefferies estimates the PD-(L)1xVEGF class could reach over $40 billion, similar to the PD-(L)1 class.
杰富瑞估计PD-(L)1xVEGF类别的市场规模可能超过400亿，与PD-(L)1类别相似。
Analyst Kelly Shi expects the hype to continue in 2025 with two key upcoming catalysts: Ivonescimab HARMONi-2 overall survival data (expected in YE25/Early26) and first global Phase 3 data (expected in mid-25).
分析师Kelly Shi预计2025年热度将持续，主要有两个即将到来的催化剂：Ivonescimab HARMONi-2整体生存数据（预计在2025年底/2026年初）和全球首个3期数据（预计在2025年中期）。
The analyst anticipates positive results from both and continued excitement to attract more deals in the space.
分析师预计这两个结果将是积极的，并且将持续吸引更多交易在这个领域。
Jefferies analyst sees an encouraging upside for Instil Bio as its SYN2510 is the third US asset with a global trial planned in 2025.
杰富瑞分析师认为，Instil Bio有鼓舞人心的上行空间，因为其SYN2510是2025年计划进行全球试验的第三个美国资产。
In September, Instil and ImmuneOnco Biopharmaceuticals (Shanghai) announced the global registrational strategy for the PD-L1xVEGF bispecific antibody SYN-2510/IMM2510 in combination with chemotherapy in front-line non-small cell lung cancer and in front-line triple-negative breast cancer.
在9月，Instil和免疫联合生物制药（上海）宣布了PD-L1xVEGF双特异性抗体SYN-2510/IMM2510与化疗联用在一线非小细胞肺癌和一线三阴性乳腺癌中的全球注册策略。
Jefferies upgraded Instil Bio from Hold to Buy with a price target of $52, over a 300% jump from a prior target of $11.
杰富瑞将Instil Bio的评级从持有上调至买入，目标价为52美元，比之前的11美元目标涨幅超过300%。
SYN2510 is a promising contender in its field, with significant potential driven by clinical data updates and business development interest in this drug class.
SYN2510在其领域中是一种有前景的竞争者，临床数据更新和对该药物类别的商业发展兴趣使其具有显著潜力。
In 2024, three deals with a total upfront of $1.4 billion and a deal value of $6.4 billion were announced.
在2024年，宣布了三项总额为14亿的预付交易，交易总值为64亿。
SYN2510 (PD-L1xVEGF-trap), BioNTech's Biotheus deal for BNT327 and Merck's LM-299 deal mark the first big Pharma joining the fray, adding confidence in its mechanism of action.
SYN2510（PD-L1xVEGF-trap）、BioNTech的BNT327 Biotheus交易和默沙东的Lm-299交易标志着首家大型制药企业的加入，增强了对其作用机制的信心。
Price Action: TIL stock is up 22.4% at $24.90 at last check Tuesday.
价格动态：TIL股票在周二最后一次检查时上涨22.4%，达24.90美元。
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译文内容由第三方软件翻译。
