With Oral Anti-Obesity Candidate Development, Pfizer Seeks Relevant And Competitive Presence - Goldman Sachs
With Oral Anti-Obesity Candidate Development, Pfizer Seeks Relevant And Competitive Presence - Goldman Sachs
Thursday, Pfizer Inc (NYSE:PFE) announced it selected its preferred once-daily modified release formulation for danuglipron, an oral glucagon-like peptide-1 (GLP-1) receptor agonist.
辉瑞公司（NYSE：PFE）周四宣布，已选择了其首选的一次日服用的改良缓释型danuglipron配方，这是一种口服胰高血糖素样肽-1（GLP-1）受体激动剂。
Pfizer plans to conduct dose optimization studies in the second half of 2024, evaluating multiple doses of the preferred modified release formulation to inform the registration enabling studies.
辉瑞计划在2024年下半年开展剂量优化研究，评估首选改良释放口服胰高血糖素样多肽-1（GLP-1）受体激动剂多种剂量，以指导注册启动研究。
In this PK study design, Goldman Sachs notes that it is unlikely to obtain significant tolerability data that could address the main criticisms of the company's Phase 2b BID study. The earlier study had high rates of GI-related adverse events (mostly mild) and a high discontinuation rate, which disappointed both the firm and investors.
高盛在这个Pk研究设计中指出，不太可能获得能够解决该公司第20亿BID研究主要批评的重要耐受性数据。早期的研究有较高的消化道相关不良事件发生率（主要为轻度）和高的中断率，这让公司和投资者都感到失望。
From an efficacy perspective, the Phase 2b BID study showed a weight loss of up to 11.7% at 32 weeks. This falls within the 9-14% range that investors would find competitive. For comparison, Eli Lilly And Co's (NYSE:LLY) orforglipron achieved approximately 13% weight loss at 26 weeks.
从疗效角度来看，第20亿BID研究显示，在32周内体重减轻高达11.7%。这在投资者认为有竞争力的9-14%的范围内。相比之下，礼来公司（Eli Lilly And Co，NYSE：LLY）的或肽胰高血糖素类似物在26周内实现了约13%的体重减轻。
Several other companies are progressing through clinical trials with oral therapeutics, and upcoming data updates will continually influence expectations for Pfizer's potential opportunities.
还有其他几家公司正在进行口服治疗的临床试验，并且即将公布的数据更新将不断影响辉瑞在口服肥胖症治疗领域的潜在机会。
However, due to the minimal data disclosed, Goldman Sachs analysts that there isn't enough information to accurately reassess the company's competitive standing.
然而，由于公布的数据很少，高盛的分析师认为没有足够的信息来准确重新评估公司的竞争地位。
Based on data from over 1,400 patients, Pfizer noted a reassuring safety profile for danuglipron and plans to integrate key insights from the prior Phase 2b study. This supports their decision to continue development and underscores their commitment to establishing a competitive presence in the oral obesity therapeutics market.
根据来自1400多名患者的数据，辉瑞注意到danuglipron具有令人放心的安全记录，并计划整合前一期的第20亿研究的关键见解。这支持了他们继续开发的决定，并强调了他们在口服肥胖症治疗市场上建立竞争地位的承诺。
The analyst says, "Further to debates that investors have been contemplating relating to "pill burden" – PFE expects that the study would involve and ultimately advance a single pill QD dose format – which, assuming positive results overall, would be the objective in terms of presentation to advance into a Phase 3 registrational study."
分析师说：“在投资者一直在思考的‘药丸负担’问题上，辉瑞公司预计该研究将涉及并最终推进一种单一药片每日一次剂量格式，这假定整体结果为积极的情况下，将是该公司进入第3期注册研究的目标。”
"This underpins the company's decision for further development and commitment to their goal of seeking a relevant and competitive presence in the oral obesity therapeutics market."
“这支撑了该公司进一步发展并承诺在口服肥胖症治疗市场上寻求相关和有竞争力的地位的决心。”
The analyst is Buy rated on PFE shares with a price target of $31.
该分析师在PFE股票上的买入评级为$31的价格目标。
Price Action: PFE shares are up 1.26% at $29.02 at last check Friday.
价格走势：上次检查时，周五智慧康股票上涨1.26％，至29.02美元。
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图片来自shutterstock。