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Usona提交抗抑郁药申请后，迷幻类药物开发商股价下跌

路透中文
Nov 03
BUZZ-Usona提交抗抑郁药申请后，迷幻类药物开发商股价下跌

11月2日 - ** Compass Pathways（CMPS.O）股价在午后交易中下跌29%， 至8.22美元

** 杰富瑞表示，在非营利组织Usona Institute提交了关于将裸盖菇素用于治疗重度抑郁症的上市申请后，迷幻类股票出现下跌

** 该券商表示，此次申请有望推动该疗法于2026年底或2027年初获批，并使Usona成为首款获得FDA批准的迷幻疗法

** 指出Usona和Compass的COMP360均符合CNPV计划 (link) 下的加速审查资格，这使得这两种裸盖菇素疗法的审查时间表趋于一致

** 杰富瑞指出，Usona的申请可能会引发关于定价和监管方面先发优势的质疑，但补充称，上市同行拥有更强大的临床数据集和更雄厚的商业资源

** 报告还指出，目前尚不清楚Usona是否计划将该疗法投入商业化

** 杰富瑞补充道，即使Usona最终推出该疗法，CMPS仍计划“积极”保护其知识产权

** Definium Therapeutics股价 DFTX.O 下跌10.5%，Helus Pharma股价 HELP.NLB, HELP.O 下跌17%，而GH Research股价 GHRS.O 下跌1.8%

** 鉴于DFTX和HELP的项目基于不同的致幻剂化合物，该券商认为此次事件对两家公司影响有限

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