Gilead Sciences Faces Wall Street Speculation About Obesity Drugs Despite Focus On Liver Treatments
Gilead Sciences Faces Wall Street Speculation About Obesity Drugs Despite Focus On Liver Treatments
Gilead Sciences, Inc. (NASDAQ:GILD) witnessed a flurry of Wall Street speculation regarding its potential involvement in the obesity drug market. But, the biotech company, renowned for its cancer and HIV treatments, has not positioned itself as a contender in this lucrative field.
纳斯达克(Gilead Sciences, Inc.，GILD)最近在华尔街引起了有关其可能参与肥胖症药物市场的一系列猜测。然而，这家以其癌症和艾滋病治疗而闻名的生物技术公司并没有将自己定位为这个利润丰厚的领域的竞争者。
Most recently, Gilead shared topline results from an interim analysis of its Phase 3 PURPOSE 1 trial indicating its twice-yearly injectable HIV-1 capsid inhibitor, lenacapavir, demonstrated 100% efficacy for the investigational use of HIV prevention in cisgender women.
最近，Gilead公布了其第三期PURPOSE 1试验的中期分析结果，表明其每年两次注射的HIV-1胶囊抑制剂lenacapavir在顺性别女性进行研究的过程中表现出100%的有效性。
The Wall Street Journal (WSJ) noted last week, Michael Yee, a Jefferies analyst, published a note that stirred interest by highlighting patents and early-stage data suggesting a possible metabolic program which might evolve into an obesity treatment.
据《华尔街日报》上周指出，Jefferies的分析师Michael Yee发布了一份备忘录，引起了人们对可能发展成为一种肥胖症治疗的代谢计划的专利和早期数据的关注。
The insights spurred a 3.6% surge in Gilead's shares, marking their most significant one-day gain in a year. But, this optimism was short-lived.
这一见解促使Gilead的股价飙升3.6%，标志着其一年来最显著的单日涨幅。然而，这种乐观情绪并未持续多久。
Gilead clarified that its focus remains on liver treatments, specifically targeting nonalcoholic steatohepatitis (NASH), a metabolic disease often linked to obesity.
Gilead澄清，其重点仍然是肝脏治疗，具体针对非酒精性脂肪性肝病（NASH），这是一种常与肥胖相关的代谢疾病。
The WSJ cited a company spokesperson and noted Gilead was conducting a mid-stage study on potential combinations with a GLP-1 drug for NASH treatment.
《华尔街日报》引述一位公司发言人并指出，Gilead正在进行一项关于潜在与GLP-1药物组合治疗NASH的中期研究。
While Jefferies analyst maintained this focus on NASH does not preclude an eventual pivot toward obesity, analysts remained skeptical.
尽管Jefferies分析师认为这种关注NASH的重点并不排除最终转向肥胖症，但分析师们仍然持怀疑态度。
BMO Capital Markets analyst Evan Seigerman expressed doubts about Gilead's competitiveness in the obesity drug space, emphasizing that Gilead did not intend to enter this market.
BMO资本市场的分析师Evan Seigerman关于Gilead在肥胖症药物领域的竞争力表示怀疑，强调Gilead并不打算进入这个市场。
The broader health care finance landscape underscores the allure of the obesity drug market. GLP-1 drugs like Zepbound and Wegovy have captivated both the public and investors, with high-profile figures like Oprah Winfrey and Elon Musk among their users.
整个医疗保健金融行业的格局凸显出肥胖症药物市场的吸引力。GLP-1药物如Zepbound和Wegovy已经吸引了公众和投资者的关注，像奥普拉·温弗里和埃隆·马斯克这样的知名人物也在使用它们。
Companies like Eli Lilly And Co (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO) are approaching unprecedented market capitalizations driven by the success of their weight-loss medications.
由于减肥药物的成功，礼来(Eli Lilly And Co., LLY)和Novo Nordisk A/S (NVO)等公司的市场价值不断攀升，创下前所未有的高峰。
According to Jared Holz, a healthcare equity strategist at Mizuho, the popularity of obesity drugs significantly boosted sector-specific ETFs, such as health care.
根据瑞穗的医疗保健股票策略师Jared Holz的说法，减肥药物的受欢迎程度极大地提高了特定板块的ETF，如医疗保健板块。
In contrast, established pharmaceutical giants like Bristol-Myers Squibb & Co (NYSE:BMY), Pfizer Inc (NYSE:PFE), Johnson & Johnson (NYSE:JNJ), and Merck & Co Inc (NYSE:MRK) faced growth challenges as patents expire on blockbuster drugs.
相比之下，像百时美施贵宝、辉瑞、强生和默克这样的老牌制药巨头面临着创业板发展的挑战，因为他们的明星药品的专利即将到期。
Many are now eyeing the obesity market, with Roche Holdings AG (OTC:RHHBY), AstraZeneca Plc (NASDAQ:AZN), Amgen Inc (NASDAQ:AMGN), Pfizer Inc. (NYSE:PFE) and Regeneron Pharmaceuticals Inc (NASDAQ:REGN) all developing their own weight-loss drugs.
现在，许多公司正在关注肥胖市场，包括Roche Holdings AG( OTC:RHHBY)，阿斯利康( AstraZeneca Plc，AZN)，安进公司( Amgen Inc，AMGN)，辉瑞公司(PFE)和再生元制药公司(REGN)等，他们正在开发自己的减肥药物。
Merck even hinted at pursuing oral obesity treatments during a Goldman Sachs conference.
在高盛（Goldman Sachs）的一个会议上，默沙东（Merck）甚至暗示要追求口服肥胖治疗方案。
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Photo: shutterstock