BUZZ-安进公司数据引发竞争担忧,Viridian公司业绩下滑

路透中文
Apr 06
BUZZ-<a href="https://laohu8.com/S/AMGN">安进</a>公司数据引发竞争担忧,Viridian公司业绩下滑

4月6日 - ** 药物开发商Viridian Therapeutics VRDN.O股价下跌25.5%至14.02美元

** 安进AMGN.O称,晚期研究显示,其甲状腺眼病(TED) 药物Tepezza通过皮下注射给患者用药有效

** 该试验达到了主要目标,在24周时,76.7%的皮下注射Tepezza患者的眼球凸出明显减少,而服用安慰剂的患者只有19.6% - AMGN

** Viridian 公司的实验性 TED 药物在晚期试验中尽管达到了主要终点,但在疗效上却落后于竞争对手,该公司股价上周暴跌了 34% (link)。

** 加拿大皇家银行资本市场(RBC Capital Markets)称,虽然安进似乎在疗效上占据优势,但Viridian的elegrobart仍可在方便性上与之抗衡,该药在24周内总共只需皮下注射四次,而Tepezza的体外注射器则在同一时期内每两周注射一次。

** 如果算上本交易日的走势,VRDN 今年累计下跌 51%,而 AMGN 则上涨 5.9%

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