券商观点:Capricor因审批前景不明而“处境艰难”

路透中文
Jul 30
BUZZ-券商观点:Capricor因审批前景不明而“处境艰难”

7月30日 - ** 美国食品药品监督管理局(FDA)咨询委员会周三以9票对3票的表决结果,否决了Capricor TherapeuticsCAPR.O 疗法“德拉米奥塞尔”(deramiocel),这使得该疗法在治疗杜氏肌营养不良症伴发的心肌病方面的有效性 (link) 受到质疑

** 尽管FDA不受该委员会建议的约束,但预计将于8月22日前就该疗法作出决定

** Capricor股价在开盘前下跌57%,至2.82美元

前路渺茫?

** Cantor Fitzgerald(“中性”评级,目标价:3.50美元)指出,FDA在“整个讨论过程中”的语气“极其消极”,并认为德拉米奥塞尔“前景渺茫”

** 罗斯资本合伙公司(Roth Capital Partners)(“中性”)表示此次投票结果“完全符合FDA过度悲观的基调”,并认为德拉米奥塞尔很可能在8月收到第二份《审查意见书》(CRL)

** 派珀·桑德勒(Piper Sandler)(“中性”评级,目标价:2美元)指出,专家委员会成员受到对数据“脆弱性”的担忧以及统计分析方案争议的影响

** H.C. Wainwright(“中性”)指出,鉴于所需的时间和资金,Capricor 目前处于“相当不稳定的境地”,且“无法预见该公司会开展另一项针对杜氏肌营养不良症(DMD)的研究”

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