Biogen (TSHAJ) tuaj yeem nqa tau yooj yim Roche (RHHBY) thiab Eli Lilly (LLY) hauv kev kho Alzheimer, tus kws tshuaj ntsuam tau hais rau hnub Thursday thaum nws hloov kho Biogen Tshuag.
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Hauv kev teb, Biogen Tshuag tau nce 6.4% rau 269.94. Ntawm hnub no lub khw lag luam, Roche thiab Lilly cov khoom lag luam nce siab 0.7% thiab 2.3%, feem.
Stifel kws tshuaj ntsuam Paul Matteis cia siab tias Biogen qhov kev sim tshuaj, lecanemab, thaum kawg ua rau sab qaum teb ntawm $ 7 nphom hauv kev muag khoom txhua xyoo. Qhov ntawd yog los ntawm nws yav dhau los hu rau $ 5 billion.
Matteis tau poob siab rau Roche txoj kev siv zog nrog cov tshuaj hu ua gantenerumab uas muaj lub sijhawm siv tshuaj ntau heev. Nws cia siab tias Lilly thaum kawg yeej tus tsov ntxhuav feem ntawm Alzheimer lub khw.
Tab sis tseem muaj chaw rau Biogen, nws hais.
"Txawm tias cov kws kho mob ceev faj / kev saib xyuas ntau dua xav tias yuav sau cov tshuaj lecanemab muaj txiaj ntsig," nws hais hauv tsab ntawv rau cov neeg siv khoom. "Thiab ib feem me me hauv Alzheimer's tuaj yeem txhais ua ntau lab nyiaj tau los."
Biogen Tshuag: Txiav ntawm Amyloid
Matteis tau hloov kho Biogen Tshuag rau qhov kev yuav khoom los ntawm tuav. Nws kuj tau txhawb nws tus nqi phiaj rau 299 los ntawm 233.
Lecanemab ua haujlwm los ntawm kev txiav cov beta amyloid hauv lub hlwb. Cov quav hniav muaj kev sib raug zoo rau Alzheimer's tus kab mob, tab sis cov kws tshaj lij tseem sib cais ntawm cov txiaj ntsig ntawm kev tshem tawm. Txawm li cas los xij, hauv kev sim theem kawg, Biogen tau hais tias tshem tawm beta amyloid ua rau 27% qeeb qeeb hauv kev paub tom qab 18 lub hlis.
Cov txiaj ntsig tau xa Biogen Tshuag nce yuav luag 40% hauv ib hnub. Tab sis cov shares tau txias me ntsis txij li thaum. Matteis lees paub qhov tsis paub tseeb uas ntsib lecanemab, uas yuav tsum tau muab tso rau hauv cov chaw tshwj xeeb. Lwm qhov teeb meem tuaj yeem yog Medicare them rov qab. Lub Chaw rau Medicare thiab Medicaid Services feem ntau tsis kam them rau Biogen's Aduhelm, ib qho tshuaj Alzheimer uas tau txais kev pom zoo nrawm dua xyoo tas los.
Biogen Tshuag tau tawm tsam tom qab ntawm Aduhelm kev tsis sib haum xeeb. Tus Thawj Coj Michel Vounatsos tam sim no tab tom tawm mus, thiab lub tuam txhab tseem tsis tau sau npe rau CEO tshiab.
Tab sis Matteis tseem bullish ntawm Biogen cov kev hloov pauv nrog lecanemab. Nws pom 90% txoj hauv kev ua tiav.
Rivaling Roche, Lilly Tshuaj
Matteis tsis cia siab tias Roche yuav ua pov thawj kev cuam tshuam rau Biogen. Lub tuam txhab gantenerumab xav tau lub sijhawm "cumbersome cuaj lub hlis". Nyob rau lub hlis ntawd, cov tshuaj noj yuav tsum tau nce qeeb kom tsis txhob muaj peev xwm ua rau amyloid-txog kev kuaj pom txawv txav, lossis ARIA. ARIA yog o nyob rau hauv ib feem ntawm lub hlwb. Nws yog ib qho kev mob tshwm sim ntawm amyloid-targeted kev kho mob.
Tab sis kev tswj hwm qeeb qeeb ntawm gantenerumab yuav txhais tau tias nws tsis tshua muaj txiaj ntsig hauv kev kho Alzheimer's, Matteis tau hais. Nws cia siab tias cov txiaj ntsig ntawm ob qhov kev tshawb fawb Theem 3 yav tom ntej yuav tsis sib haum.
Lub caij no, Lilly's donanemab zoo li zoo li Biogen's lecanemab. Tab sis bullishly rau Biogen Tshuag, lecanemab tuaj yeem yog cov tshuaj muaj kev nyab xeeb dua.
Nws tau hais tias "Thiab nws (Lilly's donanemab) qhov yooj yim dua koob tshuaj profile yog qhov kev hem thawj tiag tiag," nws hais. "Qhov ntawd hais tias, peb cia siab tias donanemab tus nqi ARIA yuav yog ob zaug siab dua lecanemab, uas txhawb kom muaj chaw rau ob qho khoom lag luam."
Nws tau sau tseg ntau ntawm Alzheimer cov pej xeem muaj kev hloov pauv caj ces lossis lwm yam mob uas ua rau muaj kev pheej hmoo ntawm ARIA. Qhov no tuaj yeem ua pov thawj tias kev siv lecanemab dhau donanemab, nws hais.
Biogen Tshuag tawg tawm
Cov ntaub ntawv Alzheimer tau pab Biogen cov khoom tawg tawm ntawm ib qho pav ca nrog ib tug muas point ntawm 222.92, as MarketSmith.com. Shares tam sim no nyob ze ib profit-taking tsam, 20% -25% saum lawv nkag.
Biogen Tshuag kuj tseem muaj zog Ntsuam Xyuas Lub Zog Muaj Zog ntawm 93. Qhov no tso cov khoom lag luam hauv thawj 7% ntawm tag nrho cov khoom lag luam nyob rau hauv cov nqe lus ntawm 12-lub hlis kev ua tau zoo, raws li IB Digital.
Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.
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Tau qhov twg los: https://www.investors.com/news/technology/biogen-stock-flies-on-upgrade-why-alzheimers-is-a-billions-opportunity/?src=A00220&yptr=yahoo