异动解读|葛兰素史克盘中下跌3.02%,止咳新药三期临床失利致20亿美元并购核心管线终止开发

行情直击
Jul 18

7月17日,葛兰素史克盘中下跌3.02%,报51.175美元/股,成交额4.04亿美元。

消息面上,公司宣布终止camlipixant在难治性慢性咳嗽适应症的开发。三期临床CALM-1和CALM-2试验结果不一致:50mg剂量在CALM-1中显著降低24小时咳嗽频率,但在CALM-2中未达统计学显著性;25mg剂量则在两项试验中均未达到主要终点。该药物为高选择性P2X3受体拮抗剂,系GSK于2023年斥资20亿美元全额现金收购Bellus Health的核心资产,原本被市场寄予填补难治性慢性咳嗽临床空白的厚望。公司表示有限的疗效是终止开发的主要原因,但肠易激综合征方向的二期临床试验将继续推进。本次核心呼吸管线失败大幅削弱公司呼吸板块中长期增长预期,市场担忧并购投入回报不及预期。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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