SGEN Tshuag Rockets Raws li Tsis Tau Lwm Tus Pharma Loj Tshaj Tawm Txog Kev Txiav Txim Siab

Pfizer (PFE) yog nyob rau hauv kev sib tham thaum ntxov kom tau tus kws kho mob tshwj xeeb Seagen (SGEN), raws li tsab ntawv ceeb toom uas xa SGEN Tshuag ya rau hnub Monday.

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Yog tias muaj tseeb, nws yuav pab Pfizer ntxiv rau nws cov kab mob qog noj ntshav. Seagen pab pioneer ib chav kawm ntawm cov tshuaj tiv thaiv kab mob hu ua antibody tshuaj conjugates, los yog ADCs. Cov tshuaj no ua haujlwm zoo li lub hom phiaj torpedoes, tso tawm cov tshuaj lom ntawm cov qog nqaij hlav thiab txwv kev puas tsuaj rau cov nqaij mos noj qab haus huv.

Qhov no yog qhov thib ob loj Pharma tshaj tawm hauv kev sib tham kom tau Seagen hauv tsawg dua ib xyoos. Lub caij ntuj sov dhau los, cov lus ceeb toom qhia Merck (MRK) tuaj yeem yuav Seagen rau ntau tshaj $200 rau ib qho. Qhov ntawd ua rau SGEN Tshuag pauv mus rau sab qaum teb ntawm 180. Thaum Lub Kaum Ob Hlis, shares tau swb mus txog 120.

On hnub no lub khw lag luam, Seagen Tshuag tau nce 10.4% kaw ntawm 178.16. Pfizer khoom poob 2.3% thiab kaw ntawm 40.78.

SGEN Tshuag: Antitrust Kev txhawj xeeb?

cov hais lus tseem ntxov thiab tuaj yeem poob sib nrug, raws li Wall Street Journal.

"Ntawm no peb rov mus dua," Needham tus kws tshuaj ntsuam Ami Fadia tau hais hauv tsab ntawv ceeb toom. Txawm li cas los xij, nws tau sau tseg tias nws muaj peev xwm tiv thaiv kev ntseeg siab tuaj yeem thim rov qab ib qho kev pom zoo.

Nws tau hais tias "Ntiaj teb tsab ntawv ceeb toom hais txog lub peev xwm rau kev tshuaj xyuas nruj tsis txaus ntseeg ntawm txhua qhov kev thov uas yog ib qho ntawm ntau yam teeb meem uas yuav tsum tau kov yeej," nws hais. "Txawm li cas los xij, peb taw qhia tias qhov kev sib koom ua ke ncaj qha yog txwv rau kev mob qog noj ntshav hauv qhov no."

Seagen thiab tus khub Astellas Pharma (ALPMY) ua kev kho mob qog noj ntshav hu ua Padcev. Pfizer thiab EMD Sereno muag lwm cov tshuaj kho mob qog noj ntshav hu ua Bavencio. Tshwj xeeb tshaj yog, cov tshuaj muaj ntau yam mechanisms. Padcev yog ADC, thaum Bavencio yog tshuaj tiv thaiv kab mob oncology.

Fadia muaj qhov kev yuav khoom thiab 178 lub hom phiaj ntawm SGEN Tshuag.

Pfizer Patents Kom Tiav

Rau Pfizer, qhov kev pom zoo tuaj yeem pab tiv thaiv ntau lab daus las hauv cov nyiaj tau los poob los ntawm 2030 raws li patents ntawm cov khoom tseem ceeb tas sij hawm. Lub tuam txhab kuj tseem yaug nrog nyiaj ntsuab vim siv dav ntawm nws cov tshuaj tiv thaiv Covid thiab tshuaj tiv thaiv kab mob, Paxlovid. Xyoo tas los, ob cov khoom lag luam tau coj ntau dua $ 56.7 nphom hauv kev muag khoom.

Xyoo tas los, Pfizer muas Ntiaj Teb Ntshav Kho rau ntau tshaj $5 billion thiab cov migraine cov khoom muaj nqis ntawm Biohaven Pharmaceutical rau sab qaum teb ntawm $ 10 billion. Seagen - uas muaj kev muag khoom ntawm $ 1.96 nphom hauv 2022 - muaj lub khw muag khoom uas siab tshaj $ 30 nphom thiab tej zaum yuav hais kom tus nqi them rov qab.

Cov xov xwm xa SGEN Tshuag ze dua rau ib muas point ua 183.10a khob base, Raws li MarketSmith.com.

Cov neeg sawv cev ntawm Pfizer thiab Seagen tsis kam tawm tswv yim hauv email rau Investor's Business Daily.

Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.

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