Recently Listed Cancer Firm OnKure's Innovative Approach to Breast Cancer Treatment Sparks Analyst Enthusiasm
Recently Listed Cancer Firm OnKure's Innovative Approach to Breast Cancer Treatment Sparks Analyst Enthusiasm
The analyst initiated coverage with an Outperform rating with a price target of $35 and notes that OKI-219 can become the go-to option for one of the most frequent mutations in breast cancer.Oppenheimer initiated coverage on OnKure Therapeutics Inc (NASDAQ:OKUR). Last week, OnKure Therapeutics completed its merger with Reneo Pharmaceuticals Inc. The combined company started trading on Monday.
Oppenheimer开始对OnKure Therapeutics Inc（纳斯达克：OKUR）进行覆盖。 上周，OnKure Therapeutics与Reneo Pharmaceuticals Inc完成了合并。 合并后的公司于周一开始交易。
Concurrent with the closing of the merger, the company completed a $65 million private placement with a group of new and existing investors.
随着合并完成，该公司与一组新老投资者完成了6500万美元的定向增发。
Following the transactions, OnKure is expected to have a cash runway through multiple clinical readouts and into Q4-2026.
在这些交易之后，预计OnKure将通过多次临床结果发布，并一直持续到2026年第四季度。
The analyst initiated coverage with an Outperform rating with a price target of $35 and notes that OKI-219 can become the go-to option for one of the most frequent mutations in breast cancer.
分析师以表现优异的评级发起对OnKure的覆盖，目标价格为35美元，并指出OKI-219有望成为乳腺癌中最常见突变之一的首选选择。
"We believe Onkure can address key limitations of currently approved targeted agents by reducing off-target toxicity with greater selectivity," the analyst writes.
“我们相信Onkure能够通过降低离靶毒性并提高选择性，解决当前批准的靶向药物的关键局限性，” 分析师写道。
The analyst's investment thesis on OnKure revolves around PI3Kα inhibition demonstrated by alpelisib, though its efficacy is limited by toxicity concerns OKI-219 promise as a third-generation PI3Kα inhibitor.
分析师对OnKure的投资论点集中在由alpelisib展示的PI3Kα抑制作用，尽管其疗效受到毒性问题的限制，OKI-219有望成为第三代PI3Kα抑制剂。
Alpelisib is generic name for Novartis AG's (NYSE:NVS) Piqray.
Alpelisib是诺华制药（纽交所：NVS）Piqray的通用名称。
The analyst points out that privately-held Scorpion Therapeutics has established a bar with an approximate 20% objective response rate (ORR). While OKI-219 offers significantly greater selectivity for the H1047R mutation—about eight times more than its nearest rivals—this comes at the cost of lower selectivity for helical mutants.
分析师指出，私人持有的Scorpion Therapeutics已经设立了一个约为20%的客观反应率（ORR）标准。 虽然OKI-219为H1047R突变提供了明显更高的选择性——比其最接近的竞争对手高出大约八倍——这是以对螺旋突变体的选择性降低为代价的。
OnKure has accepted this tradeoff, and they are actively developing pipeline programs aimed at targeting helical mutations. OKI-219 is being evaluated in a Phase 1 trial in solid tumor patients with PI3KαH1047R mutations, including breast cancer.
OnKure已接受了这种权衡，并正在积极开发旨在针对螺旋突变的管线项目。OKI-219正在进行I期临床试验，针对PI3KαH1047R突变的固体肿瘤患者，包括乳腺癌。
Alpelisib has received approval as a second-line treatment for advanced breast cancer that is HR+ and carries PIK3CA mutations.
Alpelisib已获批作为晚期HR+乳腺癌的二线治疗药物，该药适用于携带PIK3CA突变的患者。
Currently, its annual sales have stabilized at around $500 million. The analyst notes the market potential could be significantly higher. About 40% of HR+ breast cancer patients have PI3Kα mutations, which accounts for approximately 25,000 new cases in the U.S. each year, suggesting a market opportunity that likely exceeds $1 billion.
目前，其年销售额已在5万美元左右的水平稳定。分析师指出，市场潜力可能会大大提高。约40%的HR+乳腺癌患者携带PI3Kα突变，这在美国每年约有25,000例新病例，暗示了一个可能超过10亿美元的市场机会。
In summary, "we believe that the clinical characteristics of alpelisib may be hindering its ability to achieve greater commercial success," the analyst writes.
总之，“我们认为alpelisib的临床特性可能阻碍了它实现更大商业成功的能力，”分析师写道。
Price Action: OKUR stock is up 2.81% at $19.02 at last check Thursday.
股价走势：OKUR股票在周四最后查看时上涨2.81%，报价19.02美元。
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Image by PDPics from Pixabay
来自Pixabay的PDPics图片