MRTX Tshuag: Yog vim li cas nws poob ib nrab ntawm nws tus nqi lub lim tiam no thiab tso tseg ib tug Buy Point

Mirati Kev Kho Mob'((MRTX) mob txuas ntxiv rau hnub Thursday thaum muaj cov kws tshuaj ntsuam txo qis tom qab MRTX Tshuag poob txog ib nrab ntawm nws cov nqi hauv peb hnub.

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Nyuam qhuav pib lub lim tiam no, Mirati tau hais tias 49% ntawm cov neeg mob uas mob qog noj ntshav siab tau teb rau kev siv tshuaj, adagrasib, thiab Merck's immuno-oncology tshuaj Keytruda. Tab sis qhov ntawd tsis zoo dua li 48% tag nrho cov lus teb rau Keytruda ntxiv rau cov kws khomob, kev kho tus qauv.

"Nyob rau hauv peb qhov kev xav, cov txiaj ntsig no tseem tsis tau lees paub qhov txiaj ntsig ntawm (immuno-oncology) ntxiv rau chemo," SVB Securities tus kws tshuaj ntsuam Andrew Berens tau hais hauv tsab ntawv rau cov neeg siv khoom.

Berens hais tias nws qhov kev ua tau zoo tshaj plaws ntawm MRTX Tshuag yog nyob rau hauv kev tshuaj xyuas. Raws li cov lus ceeb toom, cov kws tshuaj ntsuam nrog Citi, BMO Capital Markets thiab JP Morgan txhua qhov txo qis.

MRTX Tshuag: Nce toj dhia dej rau lub lim tiam no

Nyob rau Tshuag lag luam hnub no, MRTX Tshuag poob 11.6% rau 43.85. Qhov ntawd ua raws li ze li ntawm 23% dhia rau hnub Tuesday thiab poob ntawm yuav luag 31% Hnub Wednesday. Rau lub lim tiam, shares tau poob ntau dua 54%.

Mirati cov adagrasib thaiv cov protein feem ntau khi rau mob qog noj ntshav hu ua KRAS. Tshwj xeeb, nws tsom mus rau kev hloov pauv hu ua G12C. Lub Chaw Tswj Xyuas Khoom Noj thiab Tshuaj tsis ntev los no yuav txiav txim siab seb puas yuav pom zoo rau adagrasib raws li kev kho mob ib leeg rau cov neeg mob uas tsis yog mob qog noj ntshav me me uas ua rau mob qog noj ntshav tsawg kawg ib qho kev kho mob yav dhau los. Amgen (AMGN) yog tib lub tuam txhab nrog cov khoom, txog tam sim no, rau cov neeg mob no.

Cov ntaub ntawv tshaj tawm hnub Tuesday, txawm li cas los xij, yog rau adagrasib thiab Keytruda kev sib xyaw ua ke hauv cov neeg mob uas tsis tau kho tsis tau mob qog noj ntshav me me.

Mirati sib cav cov neeg mob nrog kev hloov pauv G12C tsis teb nrog rau lwm tus neeg mob rau Keytruda ntxiv rau kev siv tshuaj khomob, Berens tau hais. Vim li no, lub tuam txhab ntseeg tias nws yuav tsum muaj qhov qis dua los qhia qhov ua tau zoo ntawm nws txoj kev tswj hwm. Nws kuj tau sib cav tias muaj kev xav tau siab heev ntawm cov neeg mob no.

Thawj Tswj Hwm David Meek cia siab tias cov lus teb yuav nkag siab nrog lub sijhawm. Mirati tab tom npaj los hloov nws txoj kev tshawb fawb tam sim no mus rau qhov kev kawm tseem ceeb. Qhov no txhais tau hais tias cov ntaub ntawv los ntawm txoj kev tshawb no tuaj yeem xa mus rau FDA rau kev tshuaj xyuas ua ntej muaj peev xwm pom zoo.

"Ntawm peb cov kev kho mob monotherapy thiab kev sib xyaw ua ke, peb tau pom kwv yees li 25% ntawm cov neeg mob teb tom qab tsawg kawg peb lub hlis ntawm kev kho," nws hais hauv email rau Investor's Business Daily. "Peb tseem muaj kev ntseeg siab nyob rau hauv peb txoj kev npaj rau adagrasib nyob rau hauv (yav tas los tsis kho) KRAS G12C-mutated non-small cell mob cancer thiab tos ntsoov yuav ua tiav ntawm peb qhov kev pab cuam Theem 3."

Theem 3 Kawm npaj

Tab sis MRTX cov tub ua lag luam tsis tau yuav nws.

"Thaum kawg, lub tuam txhab yuav tsum ua tiav hauv kev ua kom pom qhov zoo tshaj plaws ntawm adagrasib tshaj (immuno-oncology) ntxiv rau chemo hauv ib qho kev sim tshuaj, thiab peb tsis ntseeg tias cov tub ua lag luam pom cov kev ntsuas kev sib tw no yog qhov nyuaj," Berens tau hais.

CEO Meek tau hais txog cov ntaub ntawv thaum ntxov qhia tau tias muaj kev nyab xeeb thiab kev zam rau adagrasib ntxiv rau Keytruda. Amgen tseem tab tom kawm nws cov yeeb tshuaj sib tw, Lumakras, ua ke nrog Keytruda. Thaum ntxov, lub tuam txhab tau sau tseg qee qhov kev txhawj xeeb ntawm daim siab.

Lub caij no, MRTX Tshuag txuas ntxiv nws qhov kev poob qis rau hnub Thursday. Shares twb tso tseg ib khob base nrog ib tug muas point ntawm 95.79 uas pib tsim thaum Lub Yim Hli, raws li MarketSmith.com.

MRTX Tshuag kuj tau poob zoo hauv qab no key txav nruab nrab.

Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.

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