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Gossamer Bio's Clean Safety Profile Differentiates It From Merck, Analyst Says

Gossamer Bio's Clean Safety Profile Differentiates It From Merck, Analyst Says

分析师表示,gossamer bio的干净安全记录使其区别于默沙东。
Benzinga ·  06/25 14:39

Oppenheimer initiated coverage on Gossamer Bio Inc (NASDAQ:GOSS), a clinical-stage biopharmaceutical company, with an Outperform rating and a price target of $9.

Oppenheimer从事临床生物制药的Gossamer Bio Inc(纳斯达克:GOSS)进行覆盖,给予Outperform评级和9美元的目标股价。

Gossamer Bio is focused on developing and commercializing seralutinib for pulmonary arterial hypertension. It stands out with its clean long-term safety profile, Oppenheimer said.

Gossamer Bio专注于开发和商业化seralutinib以用于肺动脉高压。它由于长期良好的安全性而脱颖而出,Oppenheimer表示。

Competitors like Merck & Co Inc's (NYSE:MRK) Winrevair require frequent monitoring for hemoglobin increases, thrombocytopenia, and gastrointestinal bleeding. It may require dose reductions or drug holidays.

像Merck&Co Inc(纽交所:MRK)的Winrevair这样的竞争对手需要经常监测血红蛋白增加,血小板减少和胃肠道出血。它可能需要剂量减少或药物休假。

In May, Gossamer Bio and Italy-based Chiesi Farmaceutici S.p.A entered a global collaboration and license agreement to develop and commercialize seralutinib.

五月份,Gossamer Bio和意大利的Chiesi Farmaceutici S.p.A签署了全球合作和许可协议,以开发和商业化seralutinib。

Following the readout of the Phase 2 TORREY Study in patients with PAH, Gossamer initiated the Phase 3 PROSERA Study in 2023.

在对PAH患者进行第2期TORREY研究的读数后,Gossamer启动了2023年的第3期PROSERA研究。

Gossamer and Chiesi plan to initiate a global Phase 3 registrational study in pulmonary hypertension associated with interstitial lung disease (PH-ILD) in mid-2025 and to evaluate seralutinib in additional indications.

Gossamer和Chiesi计划在2025年中期启动全球第3期可注册的肺动脉高压相关间质性肺病(PH-ILD)研究,并在其他适应症中评估seralutinib。

Oppenheimer says including Japanese trial sites could help seralutinib gain approval in Japan, the world's second-largest PAH market, and attract potential partnerships. Additionally, delays for WInrevair in Europe underscore the importance of opportunities outside the U.S.

Oppenheimer表示,包括日本试验场地可以帮助seralutinib获得日本批准,这是世界第二大PAH市场,并吸引潜在的合作伙伴。此外,Winrevair在欧洲的延迟凸显了美国以外的机遇的重要性。

Seralutinib's safety and efficacy profile are "a preferred choice among severe PAH patients who are not adequately served by currently available therapies (~65% take 2-3 drugs)," analysts noted.

分析师指出,Seralutinib的安全性和有效性已成为“不受当前可用疗法充分服务(约65%服用2-3种药物)的严重PAH患者的首选”。

The analyst adds that Gossamer has strategically positioned seralutinib to enter large, underserved markets such as Japan. "We see shares trading below cash as creating an attractive entry point at current levels."

该分析师补充说,Gossamer已将seralutinib策略地定位为进入日本等大型未开发市场,“我们认为股价低于现金,为当前水平提供了有吸引力的入场点。”

With pro forma cash of $396 million providing sufficient runway into the second quarter of 2026 and shares currently trading below cash, this can be seen as an attractive entry for long-term investors.

由于Gossamer的Pro forma现金为3.96亿美元,足以提供到2026年第二季度的足够时间,并且股票目前低于现金,这可以视为长期投资者的有吸引力的入口。

Price Action: GOSS shares are up 21.1% at $1.00 at last check Tuesday.

价格行动:截至上周二最后一个检查,GOSS股价上涨21.1%,为1.00美元。

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