异动解读 | MoonLake Immunotherapeutics股价盘中暴跌88.77%，临床试验结果不及预期且遭遇评级下调

异动解读

Sep 29, 2025

生物制药公司MoonLake Immunotherapeutics（MLTX）周一盘中股价暴跌88.77%，创下历史性跌幅。这一罕见的大幅下跌主要源于两个重要因素：公司最新临床试验结果不及预期，以及分析师大幅下调评级。

首先，MoonLake Immunotherapeutics公布了其Vela三期临床项目的第16周试验结果，该项目正在评估纳米抗体Sonelokimab在治疗中重度化脓性汗腺炎（HS）方面的疗效。根据摩根士丹利分析师的报告，Sonelokimab在两项研究中合并计算的安慰剂调整后疗效仅为14%，显著低于竞争对手UCB的Bimzelx药物18%的疗效。摩根大通分析师Richard Vosser直言，Sonelokimab在化脓性汗腺炎中的疗效"无疑劣于"Bimzelx。这一结果严重打击了投资者对MoonLake前景的信心。

其次，加拿大皇家银行（RBC）大幅下调了对MoonLake Immunotherapeutics的评级和目标价。RBC将MLTX的投资评级从"跑赢大盘"下调至"板块表现"，同时将目标价从67美元大幅下调至10美元，降幅高达85%。这一举动进一步加剧了投资者的抛售情绪。TD Cowen分析师Stacy Ku表示："我们预计MoonLake的最新消息将成为投资者的一次重大清算事件。"这两个因素叠加，导致MLTX股价在盘中交易中遭遇近乎腰斩的暴跌，引发市场广泛关注。

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