AnaptysBio Investigational Arthritis Drug Might Have Better Efficacy Profile Than Eli Lilly's: Analyst
AnaptysBio Investigational Arthritis Drug Might Have Better Efficacy Profile Than Eli Lilly's: Analyst
HC Wainwright analyst initiated coverage on AnaptysBio Inc (NASDAQ:ANAB), a clinical-stage biotechnology company focused on delivering immunology therapeutics.
HC Wainwright 分析师为纳斯达克上市的生物技术公司AnaptysBio Inc (ANAB) 开启覆盖，该公司旨在提供免疫学治疗。
AnaptysBio has a pipeline of checkpoint agonists, including rosnilimab, a PD-1 agonist in development for rheumatoid arthritis (RA) and ulcerative colitis (UC), and ANB032, a B and T cell lymphocyte attenuator (BTLA) agonist in development for atopic dermatitis (AD).
AnaptysBio 有一系列检查点激动剂，包括rosnilimab 在进行类风湿性关节炎（RA）和溃疡性结肠炎（UC）开发的PD-1激动剂，以及ANB032，在进行特应性皮炎（AD）的B和T细胞淋巴细胞减弱剂（BTLA）激动剂开发。
In Phase 1, rosnilimab showed a 90% reduction of T cell proliferation, inflammatory cytokine secretion and PD-1(high) T cells and demonstrated favorable safety.
在1期中，rosnilimab 显示出90% 的T细胞增殖、炎性细胞因子分泌和PD-1（高）T细胞减少，并表现出良好的安全性。
Related: Skin Disease-Focused AnaptysBio Earns Analyst Upgrade On Positive Outlook For Clinical Triggers.
相关：以皮肤病为焦点的AnaptysBio因临床触发器的积极前景获得分析师升级。
HC Wainwright initiated with a Buy rating and a price target of $55.
HC Wainwright 给予买入评级，价格目标为55美元。
Targeting PD-1 high-expressing cells has been clinically derisked as a mechanism of action against rheumatoid arthritis through positive Phase 2 data from Eli Lilly And Co's (NYSE:LLY) peresolimab.
通过礼来公司（LLY）peresolimab的2期实验数据，针对PD-1高表达的细胞作为一种抗类风湿性关节炎的药理作用已经得到临床弱化。
While peresolimab for rheumatoid arthritis has shown encouraging results, there may still be potential for improved agonist potency.
尽管对于类风湿性关节炎的peresolimab表现出鼓舞人心的结果，但可能仍然存在提高激动剂效力的潜力。
HC Wainwright suggests that rosnilimab might have a better efficacy profile than peresolimab.
HC Wainwright 表示，rosnilimab可能具有比peresolimab更好的功效。
They expect that the topline data from the Phase 2b trial of rosnilimab in rheumatoid arthritis, due in mid-2025, could surpass the efficacy results seen in peresolimab's Phase 2a trial.
他们预计，rosnilimab在类风湿性关节炎的2亿阶段试验的头条数据将于2025年中期公布，可能超过peresolimab在2a期试验中的效果结果。
If rosnilimab shows JAK-like efficacy without safety concerns, HC Wainwright believes it could see substantial uptake even in the crowded UC market. They anticipate topline data in the first half of 2026, which could be a major catalyst.
如果rosnilimab显示出JAk般的功效，而没有安全问题，HC Wainwright认为它甚至可以在拥挤的UC市场上获得可观的接受度。他们预计2026年上半年公布头条数据，可能是一个重大的催化剂。
ANB032 is a more high-risk/high-reward asset, given that historical studies with BTLA agonists were not positive, although these assets did not have membrane-proximal epitope binding and had weak agonist activity.
ANB032 是一种更高风险/高回报的资产，因为历史上的BTLA激动剂研究不是积极的，尽管这些资产没有膜近端抗原结合并且激动剂活动较弱。
Gilead Sciences Inc (NASDAQ:GILD) has expanded the GS-0272 (BTLA agonist) Phase 1b study in rheumatoid arthritis (RA) from 48 to 87 patients, suggesting potential activity. This development boosts confidence in ANB032.
吉利德科学公司（GILD）已将GS-0272（BTLA激动剂）类风湿性关节炎（RA）2期实验从48名病人扩大到87名病人，表明可能具有活性。这一发展增强了对ANB032的信心。
The analyst writes that expectations for topline Phase 2 data by the end of 2024 for AD are low, which could lead to significant upside potential, if positive.
分析师写道，对AD的头号2期数据的预期低，如果结果为正面，则可能带来重大的上行潜力。
Price Action: ANAB stock is up 3.26% at $34.80 at the last check on Monday.
股票代号ANAb在周一最后一次检查时上涨3.26%，为34.8美元。