Cia peb tham txog biotech. Cov khoom lag luam no nthuav tawm cov txheej txheem tshwj xeeb rau cov tub ua lag luam, tshwj xeeb tshaj yog cov tub ua lag luam txaus siab rau lub xub pwg qee qhov kev pheej hmoo ntxiv. Pib nrog, cov tuam txhab biotech muaj lub npe nrov tshaj nyiaj siv ua haujlwm, thiab sib npaug ntev ntev rau kev tsim khoom. Tab sis qhov ntawd yog sib npaug los ntawm lub sijhawm kom tau txais txiaj ntsig loj - kev muag khoom tau txais txiaj ntsig, thiab qhia kev txaus siab - thaum cov tshuaj tshiab qhia tau tias muaj txiaj ntsig zoo hauv kev sim tshuaj, lossis tau txais kev pom zoo rau kev lag luam.
Txhawm rau muab piv txwv, tsuas yog lub lim tiam dhau los Ambrx Biopharma pom nws cov khoom lag luam nce siab los ntawm qhov loj 1007% hauv ib hnub. Qhov kev nce qib no zoo heev tuaj tom qab ntawm cov txiaj ntsig tau zoo los ntawm Kev Tshawb Fawb Phaj 2 hauv kev kho mob qog noj ntshav mis metastatic. Lub tuam txhab tus neeg sib tw tshuaj tau txais kev txhawb nqa - tab sis cov tswv lag luam yog cov yeej tam sim ntawd, vim tias lawv cov khoom lag luam tau nce siab hauv tus nqi.
Tsis yog txhua txhua biotech Tshuag yuav dhia los ntawm 1000%, tab sis nws tsis yog qhov tsis yooj yim rau cov khoom lag luam no ua ob npaug ntawm cov xov xwm zoo. Qhov kev pheej hmoo, tau kawg, yog tias cov khoom lag luam no tuaj yeem poob mus deb npaum li qhov kev sim tshuaj tsis raug lossis tsoomfwv tus tswj hwm tsis pom zoo. Hmoov zoo rau cov tub lag luam biotech, cov qib ntawm Wall Street cov kws tshuaj ntsuam xyuas cov khoom lag luam suav nrog cov kws tshaj lij hauv biotech teb - leej twg paub yuav ua li cas qhia qhov txawv.
Thiab qhov ntawd coj peb mus rau Needham tus kws tshuaj ntsuam Ami Fadia uas tau saib ob lub chaw kho mob-theem biotech cov khoom lag luam uas qhia tau tias muaj peev xwm nce ob npaug, yog tias lawv cov catalysts yav tom ntej qhia tau zoo. Siv TipRanks' database, peb pom tias lwm tus ntawm Txoj Kev tseem nyob hauv lub nkoj, raws li txhua tus khav theeb "Muaj Zog" kev pom zoo.
Theseus Pharmaceuticals, Inc. (THRX)
Peb mam li pib peb saib nrog Theseus Pharmaceuticals, lub tuam txhab kho mob-theem tsom rau kev tshawb fawb mob qog noj ntshav. Tshwj xeeb, Theseus tab tom ua haujlwm rau kev txhim kho tyrosine kinase inhibitors (TKIs), raws li kev kho tshiab nrog lub peev xwm los 'outsmart' kho mob qog noj ntshav.
Theseus's txoj kev loj hlob kav tam sim no muaj peb txoj kev, ob qho hauv kev tshawb pom thiab kev kho mob ua ntej, thiab ib qho, THE-630, tab tom ua rau tib neeg kev sim tshuaj.
THE-630 yog ib qho kev kho mob rau cov qog nqaij hlav plab (GIST) uas muaj pov thawj tiv thaiv rau cov kev kho mob uas twb muaj lawm. Tus neeg sib tw tshuaj tam sim no tab tom tab tom ua ntu 1/2 koob tshuaj nce ntxiv thiab nthuav dav mus sib hais, nrog rau Theem 1 qhov chaw ua kom tiav thaum lub sij hawm 3Q22, thiab cov neeg mob nkag mus tsis tu ncua. Lub tuam txhab cia siab tias yuav tso tawm thawj zaug kev nyab xeeb thiab cov ntaub ntawv tshuaj pharmacokinetic thaum lub sijhawm 2Q23, nrog rau cov ntaub ntawv Phase 1 ntxiv yuav raug tso tawm hauv 4Q23.
Nyob rau theem ua ntej kev kho mob, THE-349 tau ntsib nws txoj kev txhim kho tseem ceeb, thiab Theseus xav kom xa IND rau FDA pom zoo thaum 2H23.
Raws li lub peev xwm ntawm lub tuam txhab cov neeg sib tw tshuaj, Needham's Ami Fadia ntseeg tias tam sim no yog lub sijhawm los nkag rau hauv qhov kev txiav txim.
"Thaum 2L GIST tau yog qhov chaw tsim tshuaj nyuaj, peb ntseeg tias THE-630 muaj peev xwm los yeej [Pfizer's] Sutent hauv kev sim H2H hauv 2L GIST thiab muaj txoj hauv kev rau kev pom zoo hauv 5L, vim nws inhibits tag nrho cov paub ua kom muaj zog thiab tsis kam. mutations pre-clinically. Peb kwv yees ~ $ 1.2B hauv kev muag khoom hauv 2035… THE-349, kuj tau tsim siv PRA, ntaus txhua tus tib, ob npaug thiab triple mutants xav tau rau 4th gen EGFR + NSCLC inhibitor ua ntej kho mob. Peb kwv yees muag ntawm> $ 2Bin 2035, "Fadia xav.
Cov no yog cov kev kwv yees muag khoom muag, thiab Fadia siv lawv los thim nws qhov Kev Yuav Khoom. Nws tus nqi $ 22 lub hom phiaj qhia tias Theseus muaj qhov muaj zog 275% upside ua ntej ntawm nws. (Saib xyuas Fadia cov ntaub ntawv taug qab, nias ntawm no)
Txawm hais tias tsuas muaj 3 qhov kev tshuaj xyuas tsis ntev los no ntawm cov ntaub ntawv rau THRX, lawv txhua tus pom zoo tias nws yog Kev Yuav - ua rau Strong Buy kev pom zoo pom zoo. Cov shares tau ua lag luam rau $ 5.87 thiab lawv cov nqi nruab nrab $ 20.67 lub hom phiaj qhia tau hais tias muaj txiaj ntsig zoo 252% upside muaj peev xwm ntawm lub qab ntug ib xyoos. (Saib THRX Tshuag forecast ntawm TipRanks)
Cogent Biosciences, Inc. (COGT)
Qhov thib ob biotech Tshuag peb yuav saib, Cogent Biosciences, tab tom ua haujlwm ntawm kev kho kom raug rau cov kab mob uas tau tsav los ntawm caj ces, suav nrog ntau yam qog noj ntshav. Lub tuam txhab muaj ib tus neeg sib tw tshuaj, bezuclastinib, tau dhau los ua ntau qhov kev sim tshuaj ntsuam xyuas nyob rau hauv kev kho mob ntawm ob qho tib si qib siab thiab tsis zoo ntawm cov kab mob mastocytosis nrog rau cov qog nqaij hlav hauv plab.
Cogent tsis ntev los no tau pib qhov kev sim tshuaj loj; lub PEAK, theem 3 txoj kev tshawb fawb ntawm bezuclastinib ua ke nrog sunitinib thiab piv rau sunitinib raws li kev kho mob monotherapy, tab tom tawm tsam GIST. Thawj cov ntaub ntawv teev tseg los ntawm PEAK mus sib hais yuav muaj nyob rau lub sijhawm 1H23.
Bezuclastinib tseem tab tom sim mus rau kev kho mob ntawm cov kab mob mastocytosis (AdvSM). Txoj kev tshawb fawb APEX Phase 2 tseem tab tom ua tsis tu ncua, thiab cov ntaub ntawv ntxov los ntawm qhov kev sim no tau siv los txhawb cov txheej txheem rau SUMMIT sim, randomized, ob qhov muag tsis pom kev, placebo-tswj, ntiaj teb, multicenter, Theem 2 kev soj ntsuam ntawm bezuclastinib hauv cov neeg mob uas tsis muaj kev ua haujlwm zoo. mastocytosis (NonAdvSM). Cov ntaub ntawv los ntawm SUMMIT yuav tsum tau npaj rau kev nthuav qhia hauv 2H23.
Needham's Fadia saib lub tuam txhab kev muag khoom muaj peev xwm thiab nyiam qhov nws pom. Kev ceeb toom tias qhov kev sim tshuaj tau tab tom ua tiav thiab vam meej, nws sau tias: "Hauv AdvSM, bezuclastinib tuaj yeem muaj txiaj ntsig zoo sib xws nrog kev nyab xeeb zoo dua li BPMC's Ayvakit, tshwj xeeb ntawm ICH raws li kev txhawb nqa los ntawm APEX cov ntaub ntawv. Hauv cov tsis-AdvSM, bezuclastinib tuaj yeem muaj txiaj ntsig zoo dua li Ayvakit nrog kev nyab xeeb zoo sib xws. Peb qauv 2030 muag ntawm> $ 1.2B. "
"Nyob rau hauv 2L GIST, bezuclasstinib qhov kev hloov pauv hloov pauv tau ntxiv rau SoC Sutent tam sim no, xws li tias lawv cov kev sib txuas yuav tsum txhim kho cov txiaj ntsig zoo dua Sutent, muab kev nyab xeeb yog qhov ua tau. Peb qauv 2030 muag ntawm ~ $ 300M, "tus kws tshuaj ntsuam ntxiv.
Nrog cov peev txheej muag khoom los ntawm qhov kawg ntawm lub xyoo caum mus txog $ 1.5 nphom lossis zoo dua, Fadia tus nqi COGT qhia txog Kev Yuav. Nws teeb tsa nws lub hom phiaj tus nqi ntawm $ 24, hais txog chav rau ~ 100% kev txaus siab rau 12 lub hlis tom ntej.
Tag nrho hauv tag nrho, Cogent's 3 cov kws tshuaj ntsuam xyuas tsis ntev los no yog txhua qhov Kev Yuav, rau qhov kev pom zoo ntawm Strong Buy, thiab tus nqi $ 24 lub hom phiaj sib tw Fadia's. (Saib COGT Tshuag forecast ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau biotech stocks trading ntawm cov txiaj ntsig zoo nkauj, mus saib TipRanks ' Khuv Xim Zoo Dua Yuav, ib lub cuab yeej uas sib sau tag nrho ntawm TipRanks 'kev pom kev ncaj ncees.
Disclaimer: Cov kev xav tawm tswv yim hauv tsab xov xwm no tsuas yog cov ntawm cov kws tshuaj ntsuam tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog ib qho tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua kev nqis peev.
Tau qhov twg los: https://finance.yahoo.com/news/investing-2-biotech-stocks-could-012416401.html