Biogen Stock Explodes siab dua tom qab Alzheimer's Drug ua tiav hauv Kev Xeem Kawg

Biogen Tshuag tau tawg ntau dua hnub Wednesday - nqa cov khoom ntawm lwm yam Alzheimer's plays nrog nws - tom qab nws txoj kev kho mob tau ua tiav hauv qhov kev sim zaum kawg.

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Cov txiaj ntsig tau mob siab rau Biogen (TSHAJ), uas tau tawm tsam ntev los tsom rau cov kab mob neurological. Hauv Phase 3 txoj kev tshawb fawb, cov tshuaj hu ua lecanemab tshem tawm cov quav hniav hauv lub hlwb hu ua beta amyloid. Qhov tseem ceeb, qhov no kuj ua rau muaj txiaj ntsig zoo rau cov neeg mob uas muaj kab mob Alzheimer's thaum ntxov.

"Peb ntseeg tias qhov no yuav tsum txhawb nqa qhov muaj feem cuam tshuam rau kev pom zoo tag nrho, (Lub Chaw rau Medicare thiab Medicaid Services) kev them nyiaj rov qab thiab $ 8 nphom hauv kev muag khoom thoob ntiaj teb cov neeg siv khoom kawg thiab yuav tsum hloov Biogen mus rau hauv zaj dab neeg kev khwv tau nyiaj rov qab pib xyoo 2024," RBC Tus kws tshuaj ntsuam Capital Markets Brian Abrahams tau hais hauv tsab ntawv rau cov neeg siv khoom.

Hauv kev teb, Biogen Tshuag rocketed 39.9% rau 276.61 ntawm hnub no lub khw lag luam. Shares ntawm Eisai (ESALY), Biogen tus khub, nce 57.6% mus rau 62.72.

Xov xwm pab txhawb nqa Eli Lilly (LLY) uas tau nce 7.5% rau 334.38. Roche (RHHBY) Tshuag kuj tau nce 6.9% rau 41.75. Ob lub tuam txhab tseem tab tom sim Alzheimer cov tshuaj uas txo qis beta amyloid qib hauv lub hlwb. Shares ntawm Prothena (PRTA), lwm Alzheimer's amyloid player, skyrocketed 87.5% rau 58.

Biogen Tshuag: Cognitive Benefit Confirmed

Hauv qhov kev sim zaum kawg, lecanemab tsis tsuas yog tshem tawm beta amyloid plaques nyob rau hauv lub hlwb ntawm Alzheimer's cov neeg mob - lub ntsiab lus ntawm tus kab mob - tab sis ua rau cov txiaj ntsig tseem ceeb ntawm kev paub thoob plaws hauv pawg thawj coj, Biogen tau hais hauv xov xwm tshaj tawm.

Nws yog qhov kawg taw tes uas xa Biogen Tshuag skyward. Lub tuam txhab twb tau qhia tias nws cov tshuaj tuaj yeem txo cov amyloid. Biogen tau txais kev pom zoo nrawm dua xyoo tas los rau Aduhelm, cov tshuaj zoo sib xws. Tab sis cov txiaj ntsig ntawm kev paub yog qhov tsis txaus ntseeg nrog ib qho kev ua tiav thiab ib qho ua tsis tiav Theem 3 xeem.

Rau lecanemab, cov txiaj ntsig tau "zoo dua," Mizuho Securities tus kws tshuaj ntsuam Salim Syed tau hais hauv tsab ntawv. Thaum 18 lub hlis, cov neeg mob uas tau txais lecanemab pom 27% qeeb qeeb hauv kev paub txog piv nrog cov neeg tau txais placebo. Qhov no tau ntsuas los ntawm qhov ntsuas hu ua Clinical Dementia Rating-Sum of Boxes.

Lwm qhov kev ntsuas ntawm kev paub txog kuj tau ua qhov zoo.

Kuj tseem ceeb rau Biogen Tshuag, tsuas yog 21.3% ntawm cov neeg mob uas tau txais lecanemab ntsib lub hlwb o hu ua amyloid-related imaging abnormalities, los yog ARIA. ARIA yog ib qho kev mob tshwm sim ntawm amyloid-targeting tshuaj xws li lecanemab thiab Aduhelm. Hauv pawg placebo, 9.3% ntawm cov neeg mob tau ARIA.

Reinvigorating Lub Alzheimer's Space

SVB Securities kws tshuaj ntsuam Marc Goodman hais tias cov txiaj ntsig yuav tsum muaj txiaj ntsig zoo rau cov neeg mob.

"Peb cia siab tias cov txiaj ntsig zoo no yuav txhawb nqa qhov chaw Alzheimer's tus kab mob thiab ua kom muaj kev tsom mus rau cov neeg lag luam hauv zej zog rau ob lub sij hawm ze-amyloid beta (tshuaj yeeb), "nws hais hauv daim ntawv. Hauv pawg ntawd, nws suav Roche's gantenerumab, uas yuav tsum muaj cov txiaj ntsig kev xeem hauv lub quarter thib plaub. Lilly xav kom muaj cov txiaj ntsig ntawm kev tshawb fawb soj ntsuam nws cov tshuaj, donanemab, hauv thawj ib nrab ntawm 2023.

Goodman muaj qhov ua tau zoo tshaj plaws ntawm Biogen Tshuag.

Biogen tus khub Eisai hais tias nws npaj yuav ua ntawv thov kev pom zoo hauv Asmeskas ua ntej Lub Peb Hlis.

Tsis yog txhua tus kws tshuaj ntsuam xyuas yog cov ntseeg, txawm li cas los xij. Needham's Ami Fadia hais tias cov txiaj ntsig tsis yog "slam dunk" xav tau los xyuas kom Medicare cov tub ceev xwm pom zoo los them cov kev kho mob lecanemab. Qhov ntawd yog cov kauj ruam uas tripped Aduhelm. CMS yuav them rau Aduhelm, tab sis tsuas yog rau cov neeg mob uas tau tso npe rau hauv qhov kev tshawb fawb pom zoo yuav tsum tau ua kom pom zoo.

"Peb ntseeg tias nws tseem ntxov dhau los hais kom paub tseeb tias lecanemab yuav yog lub sijhawm ntau txhiab daus las, tab sis qhov muaj feem yuav muaj tseeb dua tam sim no," nws hais hauv daim ntawv. Nws muaj qhov kev yuav khoom thiab 250 tus nqi phiaj ntawm Biogen Tshuag.

Biogen Tshuag: Tus CEO Tshiab?

Cov txiaj ntsig lecanemab nqa ib qho kev pom uas tau haunted Biogen Tshuag txij thaum Lub Rau Hli 2021.

Qhov kev sib cav ntawm Aduhelm tau hnyav heev, Thawj Tswj Hwm Michel Vounatsos tau tshaj tawm nws txoj haujlwm tawm hauv lub Tsib Hlis. Nyob rau tib lub sijhawm, Biogen nthuav tawm txoj kev npaj kom txuag tau $ 500 lab txhua xyoo, hauv ib feem tshem tawm kev muag khoom rau Aduhelm.

"Ntau yam ntawm Biogen cov kev taw qhia yav tom ntej tau so ntawm qhov tshwm sim ntawm Theem 3 txoj kev tshawb fawb ntawm lecanemab hauv Alzheimer's kab mob," RBC's Abrahams tau hais. Tam sim no hais tias cov ntaub ntawv lecanemab tau meej, SVB's Goodman cia siab tias Biogen yuav tshaj tawm tus CEO tshiab "hauv ob peb lub hlis tom ntej."

Hnub Wednesday, Biogen shares tsoo tawm ntawm ib pav ca nrog ib tug muas point ntawm 222.92, as MarketSmith.com. Lilly Tshuag kuj tau nce siab saum lub hauv paus nkag ntawm 335.43.

Dr. Howard Fillit, tus thawj coj saib xyuas kev tshawb fawb ntawm Alzheimer's Drug Discovery Foundation, tau hais tias Biogen cov txiaj ntsig tau zoo, tab sis tsuas yog muab thawj kauj ruam hauv kev kho tus kab mob. Nws sau tseg 75% ntawm Alzheimer's cov tshuaj hauv kev sim niaj hnub no tsom mus rau qhov tsis yog amyloid mus rau tus kab mob.

"Amyloid-clearing tshuaj yuav muab cov txiaj ntsig zoo ntxiv ntawm qhov zoo tshaj plaws thiab tseem muaj qhov xav tau tseem ceeb rau cov tiam tom ntej ntawm cov tshuaj tsom mus rau lwm lub hom phiaj raws li peb txoj kev paub txog biology ntawm kev laus," nws hais hauv email. Peb muaj kev cia siab rau yav tom ntej vim tias ntau cov tshuaj no tab tom txhim kho. "

Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.

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