3月6日 - ** 券商H.C. Wainwright开始对癌症疗法生产商 ImmunityBio IBRX.O进行评级,给予 "买入 "评级,目标价为8美元;与该股上次收盘价相比,上涨了161%。
** 券商称该公司的膀胱癌疗法Anktiva有望在2025年迎来 "引人注目的增长机会";预计到2034年销售额将达到43亿美元。
** 认为 Anktiva可以 成为一种应用广泛的 "骨干疗法",但其价值 "被严重低估"。
** Anktiva+卡介苗 的完全应答率最高,达到62%,超过了默克公司MRK.N的Keytruda和Ferring公司的Adstiladrin等竞争对手。
** 上个月,FDA 授权 (link) co 的新版卡介苗用于治疗膀胱癌。
** 2024 年,IBRX 下跌 ~51
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