Vigil Neuroscience's Focus On Neurodegenerative Diseases: Analyst Says Pipeline Offers Upside Opportunities To Valuation
Vigil Neuroscience's Focus On Neurodegenerative Diseases: Analyst Says Pipeline Offers Upside Opportunities To Valuation
JMP Securities has initiated coverage on Vigil Neuroscience Inc (NASDAQ:VIGL), noting the company's focus on neurodegenerative diseases.
JMP证券已开始对Vigil Neuroscience Inc（纳斯达克股票代码：VIGL）进行报道，指出该公司专注于神经退行性疾病。
Vigil's lead development candidate, VGL101, is a fully human monoclonal antibody agonist of TREM2 for axonal spheroids and pigmented glia (ALSP), a rare, genetically defined, and fatal neurodegenerative disease caused by microglial dysfunction.
Vigil 的主要开发候选药物 VGL101 是 TREM2 的全人源单克隆抗体激动剂，用于轴突球体和色素胶质细胞 (ALSP)，这是一种由小胶质细胞功能障碍引起的罕见、基因定义和致命的神经退行性疾病。
The analysts Jason Butler and Roy Buchanan initiate with a Market Outperform rating and a price target of 23.
分析师杰森·巴特勒和罗伊·布坎南首先给出了市场跑赢大盘的评级，目标股价为23。
The analysts note that the strategy and the expertise assembled by the company can reduce translational development risk and increase the clinical probability of success.
分析师指出，该公司制定的战略和专业知识可以降低转化开发风险并增加临床成功的可能性。
Anticipating the interim results for VGL101 in ALSP, which will cover the initial six patients after six months of treatment, JMP is awaiting clear indications of its impact on MRI-based brain volume assessments, white matter lesions, and pertinent CSF biomarkers.
预计 ALSP 中的 VGL101 将涵盖六个月治疗后的前六名患者的中期结果，JMP 正在等待其对基于 MRI 的大脑容量评估、白质病变和相关脑脊液生物标志物影响的明确迹象。
The confidence is driven by robust mechanistic rationale, compelling preclinical data, and the successful target engagement and proof-of-pharmacology results obtained from the Phase 1 trial.
这种信心是由可靠的机制依据、令人信服的临床前数据以及从1期试验中获得的成功靶标参与和药理学证明结果推动的。
The addressable ALSP opportunity is attractive. The annual incidence in the U.S. is ~1k-2k, with a prevalence of ~10k patients. JMP projects peak sales of around $1.1 billion in 2031 and applies a 45% PoS.
可寻址的 ALSP 机会很有吸引力。美国的年发病率约为1k-2k，患病率约为1万人。JMP预计，到2031年，销售额将达到约11亿美元的峰值，并将采用45％的PoS。
JMP also writes that additional neurodegenerative diseases linked to microglia dysfunction could be addressed by VGL101 and/or Vigil's small molecule TREM2 platform, representing an upside opportunity to valuation at this time.
JMP 还写道，其他与小胶质细胞功能障碍相关的神经退行性疾病可以通过 VGL101 和/或 Vigil 的小分子 TREM2 平台来解决，这为目前的估值提供了上行机会。
Price Action: VIGL shares are down 2.81% at $6.39 on the last check Wednesday.
价格走势：在周三的最后一次支票中，VIGL股价下跌2.81％，至6.39美元。