异动解读 | Altimmune股价暴跌61.61%,肥胖症药物临床试验数据令市场失望

异动解读
26 Jun

生物制药公司Altimmune, Inc.(股票代码:ALT)今日盘中大跌61.61%,引发市场广泛关注。这一剧烈波动与该公司最新公布的临床试验结果密切相关。

Altimmune周四发布了其用于治疗肥胖症的实验性药物培美度肽(pemvidutide)的中期试验结果。该试验主要研究这种药物对代谢功能障碍相关性脂肪性肝炎(MASH)的潜在治疗效果。结果显示,在212名患者参与的试验中,59.1%的参与者的MASH症状有所缓解,且肝脏瘢痕没有恶化。此外,试验中患者的体重平均减轻了6.2%。

然而,尽管达到了部分试验目标,但投资者对结果似乎并不满意。Citizensbank分析师乔纳森·沃勒本指出,虽然总体数据看起来不错,但在改善肝脏瘢痕或纤维化方面缺乏统计学意义,这一点让投资者难以接受。B.Riley的分析师马扬克·马姆塔尼认为市场反应过度,并指出24周的治疗窗口期相对较短,可能是导致纤维化治疗失败的原因之一。尽管如此,他仍然认为培美度肽是"具有最有吸引力的抗MASH临床特征之一"的后期阶段药物。

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