GILD Stock Hits 4-Xyoo Siab Tom Qab Tsis Tau Lwm Tus Cancer Win; RCUS Tshuag Surges

Gilead Sciences (GILD) thiab Arcus Biosciences (RCUS) tau txais lwm qhov yeej rau lawv txoj haujlwm mob qog noj ntshav rau hnub Monday, luv luv thawb GILD Tshuag mus rau plaub xyoos siab vim RCUS cov khoom lag luam tau nce siab dua.

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Cov tuam txhab lag luam tau nthuav tawm plaub qhov kev tshawb fawb ib ntus los ntawm kev kawm txog lawv cov tshuaj, domvanalimab, hauv cov neeg mob uas muaj hom mob ntsws cancer. Lawv tab tom sim ob qhov kev sib txuas ntawm cov tshuaj vs. Ob txoj kev kho mob tau pom muaj txiaj ntsig zoo txhim kho piv nrog cov tshuaj txheem.

Cov kev hloov tshiab dhau los yog "me ntsis tsis meej," RBC Capital Markets kws tshuaj ntsuam Brian Abrahams tau hais hauv tsab ntawv ceeb toom rau cov neeg siv khoom. Tab sis qhov no yog qhov tseeb, nws hais ntxiv.

"Peb ntseeg tias tam sim no (tso tawm), uas suav nrog 133 ntawm 150 tus neeg mob cuv npe nrog ob lossis ntau qhov kev tshuaj ntsuam xyuas, tam sim no muaj peev xwm loj txaus los qhia meej txog kev ua haujlwm," nws hais. Cov tuam txhab tau nce qhov kev nthuav qhia ntawm lawv cov ntaub ntawv mus rau Lub Kaum Ob Hlis 20 los ntawm kev cia siab rau thaum ntxov 2023.

Hauv kev teb, GILD Tshuag pib nce ntau npaum li 2.2%, kov nws qhov siab tshaj plaws txij li Lub Ib Hlis 2018. Tab sis cov khoom lag luam tau kaw 1.2% ntawm 85.21 ntawm hnub no lub khw lag luam. RCUS Tshuag, ntawm qhov tod tes, dhia 7.2% rau 28.63.

GILD Tshuag: Kev sib xyaw ua haujlwm zoo

Cov tuam txhab tab tom sim domvanalimab hauv cov neeg mob uas tsis yog mob qog noj ntshav me me thiab saib 133 tus neeg mob uas tau txais kev kho mob tsawg kawg 13 lub lis piam dhau los. Txhua tus neeg mob tau dhau los tsawg kawg ob qhov kev tshuaj ntsuam xyuas lawv cov qog loj.

Ob qho kev sib xyaw ua ke siv domvanalimab tau ua tiav cov qauv tshuaj, dubbed zimberelimab. Zimberelimab kuj yog tshuaj Arcus. Nws yog ib qho tshuaj tiv thaiv kab mob uas thaiv cov protein uas siv los ntawm cov qog nqaij hlav cancer los camouflage lawv tus kheej los ntawm kev tiv thaiv kab mob.

Domvanalimab siv cov txheej txheem tshiab, khi rau lub receptor hu ua TIGIT uas cov qog nqaij hlav cancer siv los tiv thaiv kev tiv thaiv kab mob. Thaum domvanalimab locks mus rau lub receptor, nws teev lub cev tsis muaj zog los tua cov phiaj hlwb.

Abrahams, tus kws tshuaj ntsuam RBC, khaws nws qhov kev ua tau zoo tshaj plaws thiab 87 tus nqi lub hom phiaj ntawm GILD Tshuag.

Nws tau sau tseg tias muaj peev xwm domvanalimab tuaj yeem sib tw tawm tsam Roche's (RHHBY) TIGIT-targeting drug, tiragolumab. Qhov tseem ceeb, Roche tau hais thaum lub Tsib Hlis tias kev sib xyaw ua ke siv tiragolumab ua tsis tiav lub sijhawm ua ntej cov neeg mob hnyav zuj zus. Txoj kev tshawb no tseem nyob mus ntxiv.

Yuav kom ua tiav, Gilead cia siab tias cov tshuaj yuav tsum tau ua thaum kawg qhia txog 50% tag nrho cov lus teb, uas yog 15% zoo dua li cov qauv kev saib xyuas. Txog tam sim no, cov tshuaj zoo li muaj kev nyab xeeb, Abrahams tau hais.

"Zuag qhia tag nrho, peb ntseeg tias TIGIT tseem yog qhov tseem ceeb tshaj plaws ntxiv rau Gilead, vim tias nws tuaj yeem siv tau ob qho tib si kev koom tes nrog ntau txhiab daus las nrog Arcus nrog rau lawv cov kab mob oncology pivot," nws hais.

RCUS Tshuag Surges

Gilead hloov mus rau hauv oncology tau pab shares rally tsis ntev los no.

GILD Tshuag tau tawg tawm ntawm ib qab zib nrog ib tug muas point ntawm 74.22 ntawm 28. MarketSmith.com qhia. Yuav luag tam sim ntawd, lawv nce tawm ntawm 5% yuav tsam.

Shares kuj muaj ze li zoo meej Ntsuam Xyuas Lub Zog Muaj Zog ntawm 97 tawm ntawm qhov zoo tshaj plaws-muaj peev xwm 99. Qhov no ua rau lawv ua 3% 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.

RCUS Tshuag muaj qhov nruab nrab RS Kev Ntsuas ntawm 61, tab sis cov khoom lag luam tau nce ntau txog 13.5% thaum ntxov hnub Monday.

Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.

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