Mirati Kev Kho Mob (MRTX) tau hais tias yuav luag ib nrab ntawm cov neeg mob tau teb rau nws txoj kev kho mob qog noj ntshav, tab sis MRTX Tshuag poob rau hnub Tuesday thaum cov tub ua lag luam nug seb nws puas tuaj yeem siv tshuaj kho mob ib txwm muaj.
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Lub tuam txhab biotech tau sim nws cov tshuaj, adagrasib, ua ke nrog Merck's (MRK) Keytruda nyob rau hauv cov neeg mob uas tsis yog me me-cell ntsws cancer. Hauv txhua tus neeg mob, 49% teb. Hauv kev sib piv, tus qauv combo ntawm Keytruda ntxiv rau chemo ua rau 48% tag nrho cov lus teb tus nqi, SVB Securities kws tshuaj ntsuam Andrew Berens tau hais hauv tsab ntawv ceeb toom rau cov neeg siv khoom.
"Thaum kawg, peb xav tias cov ntaub ntawv tseem yuav ua rau muaj kev cia siab tias (adagrasib) tuaj yeem ua tiav qhov chaw nyob hauv (yav dhau los tsis tau kho) kev kho mob kev lag luam," nws hais.
On hnub no lub khw lag luam, MRTX Tshuag poob 22.9% rau 71.52.
MRTX Tshuag: Thaiv KRAS Protein
Mirati's adagrasib ua haujlwm los ntawm kev thaiv cov ntawv hloov pauv ntawm KRAS protein. Kev hloov pauv yog hu ua G12C. KRAS protein yog qhov tshwj xeeb khi rau lub ntsws, cov hnyuv thiab cov qog nqaij hlav pancreatic. Yog pom zoo, nws yuav sib tw Amgen's (AMGN) Lumakras. Nyuam qhuav pib lub xyoo no, Amgen tau hais tias Lumakras ntxiv rau Keytruda tau pab 29% ntawm cov neeg mob qog noj ntshav, tab sis kev sib xyaw ua ke tuaj nrog cov kev mob tshwm sim hauv daim siab. Amgen hais tias nws tseem tab tom sim kev tswj hwm.
Ntawm 53 tus neeg mob uas muaj tsawg kawg ib qho scan tom qab kho, 49% teb. Lwm rau tus neeg mob tau pom cov lus teb tom qab kuaj thib ob.
Lub tuam txhab kuj tau muab cov ntaub ntawv rau xya tus neeg mob uas tau pib kho qhov nruab nrab ntawm 19.3 lub hlis dhau los. Cov pab pawg ntawd muaj cov lus teb ntawm 57%. Lawv txuas ntxiv teb rau kev tswj hwm rau ntau tshaj cuaj lub hlis. Ntawm cov pab pawg ntawd, ob leeg tseem tau txais kev kho mob thiab tseem teb tom qab 18 lub hlis.
Berens khaws nws qhov kev ua tau zoo tshaj plaws ntawm MRTX Tshuag.
Nws tau sau tseg tias txoj cai tswjfwm zoo li muaj kev nyab xeeb. Cov lus nug ntawd zoo li tsis yooj yim rau kev sib xyaw ua ke thaum ib qho tshuaj yuav cuam tshuam rau lwm tus, ua rau muaj kev mob tshwm sim tsis txaus ntseeg - qhov teeb meem ntsib los ntawm Lumakras / Keytruda regimen. Hauv Mirati txoj kev tshawb fawb, feem ntau ntawm cov kev mob tshwm sim yog me me mus rau nruab nrab. Tsuas yog 4% ntawm cov neeg mob tau muaj kev phiv loj heev.
"Peb xav tias kev sib xyaw ua ke zoo li siv tau nyob rau hauv (yav dhau los tsis kho) teeb tsa los ntawm kev pom kev nyab xeeb / kev zam, txawm hais tias (kev ua tau zoo) tshwm sim me me ntawm qhov sib txuas no," Berens tau hais.
Nws pom kev muag khoom siab tshaj $ 1.7 nphom rau adagrasib hauv cov neeg mob uas tsis tau kho. Qhov no yog khi rau txog 23 ib feem ntawm MRTX Tshuag.
Mirati Tshuag yog qhov ntsuas siab heev
Cov xov xwm xa MRTX Tshuag mus rau hauv qhov tob tob. Shares nyuam qhuav tawg tawm ntawm ib khob base nrog ib tug muas point ntawm 95.79, as MarketSmith.com. Tab sis cov shares twb tau tsim txoj cai muag. Cov neeg lag luam yuav tsum txiav lawv poob thaum lub Tshuag poob 7% -8% hauv qab nws nkag.
Tseem, MRTX Tshuag muaj qhov muaj zog Ntsuam Xyuas Lub Zog Muaj Zog ua 95, IB Digital. Qhov no tso cov khoom lag luam rau saum 5% ntawm tag nrho cov khoom lag luam thaum nws los txog rau 12 lub hlis ua haujlwm.
Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.
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Tau qhov twg los: https://www.investors.com/news/technology/mrtx-stock-crashes-as-amgen-rivalry-heats-up-with-new-lung-cancer-data/?src=A00220&yptr=yahoo