Contineum股价暴跌,因布里斯托尔在部分临床试验中获胜引发对剂量的质疑

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BUZZ-Contineum股价暴跌,因布里斯托尔在部分临床试验中获胜引发对剂量的质疑

10月12日 - ** Contineum Therapeutics(CTNM.O)股价盘前下跌25.4%,至9.98美元

** 百时美施贵宝(Bristol Myers)的admilparant在特发性肺纤维化(IPF)晚期临床试验中,60毫克剂量组达到了主要研究目标((link)),但120毫克剂量组未达到统计学显著性

** 若获批,阿米帕兰特将成为首个用于治疗特发性肺纤维化(IPF)的LPA1抑制剂类药物

** Contineum公司正在针对特发性肺纤维化(IPF,一种严重的肺部瘢痕疾病)患者,测试每日一次给药的PIPE-791,该药物与每日两次给药的阿米帕兰特同样靶向LPA1通路

** JonesTrading分析师德班贾纳·查特吉(Debanjana Chatterjee)表示,高剂量试验未达预期结果引发了“关于剂量-反应关系的疑问”

** 斯蒂费尔(Stifel)分析师保罗·马泰斯(Paul Matteis)表示,百时美施贵宝(Bristol)在较高剂量下未达标是一个“奇怪的细节”,而“关于更强效的化合物能否进一步提升疗效,这一争论仍将持续”

** 马泰斯认为,在百时美施贵宝(BMY)公布试验结果后,LPA1理论“得到了更多验证”,但他表示怀疑者“可能仍会质疑LPA1R的风险究竟降低了多少”

** 查特吉表示,缺乏具体数值细节“可能会限制上行空间,因为投资者会假设其效应量竞争力较弱”

** 截至上一交易日收盘,CTNM今年以来累计上涨17%

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