Alumis' Investigational Lead Candidate Supports Superior Profile Than Bristol Myers' Commercialized Drug, Analyst Sees 170% Stock Upside
Alumis' Investigational Lead Candidate Supports Superior Profile Than Bristol Myers' Commercialized Drug, Analyst Sees 170% Stock Upside
According to HC Wainwright, ESK-001 boasts the highest selectivity within the TYK2 inhibitor space, outperforming HC Wainwright has initiated coverage on Alumis Inc. (NASDAQ:ALMS), a clinical-stage biopharmaceutical company developing oral therapies for immune-mediated diseases.
HC Wainwright已经开始对Alumis Inc.（纳斯达克：ALMS）展开研究，Alumis是一家临床阶段的生物制药公司，致力于开发治疗免疫介导疾病的口服疗法。
Alumis' lead drug candidate, ESK-001, is a Tyrosine Kinase 2 (TYK2) inhibitor currently in Phase 3 trials for moderate-to-severe plaque psoriasis (PsO) and in Phase 2 trials for systemic lupus erythematosus (SLE). HC Wainwright analyst has initiated coverage on Alumis with a Buy rating and a price target of $30.
Alumis的主力药物候选ESk-001是一种酪氨酸激酶2（TYK2）抑制剂，目前正在进行中度至重度鳞屑状银屑病（PsO）的3期试验，同时也在系统性红斑狼疮（SLE）的2期试验中。HC Wainwright分析师已开始对Alumis进行覆盖，评级为买入，目标股价为30美元。
Also Read: Newly-Listed Psoriasis-Focused Alumis Attracts Analysts' Attention With Promising Lead Program And Modest Valuation.
另请阅读：新上市的以治疗银屑病为重点的Alumis吸引分析师的关注，其引人注目的主力项目和适度估值。
According to HC Wainwright, ESK-001 boasts the highest selectivity within the TYK2 inhibitor space, outperforming Bristol Myers Squibb & Co's (NYSE:BMY) approved drug, Sotyktu (deucravacitinib) and Takeda Pharmaceutical Co Ltd's (NYSE:TAK) Phase 3 candidate, TAK-279.
根据HC Wainwright的说法，ESk-001在TYK2抑制剂领域具有最高选择性，优于百时美施贵宝（纽交所：BMY）已批准的药物Sotyktu（deucravacitinib）和武田制药股份有限公司（纽交所：TAK）的3期候选药TAk-279。
While Sotyktu currently leads the TYK2 market, HC Wainwright emphasizes that clinical data for ESK-001 suggest a significantly superior profile, which could drive substantial growth in the TYK2 class and expand its market share in major indications.
尽管Sotyktu目前领先TYK2市场，但HC Wainwright强调，ESk-001的临床数据表明具有显着优越性，这可能推动TYK2类药物的大幅增长，并扩大其在主要适应症中的市场份额。
The analyst suggests that ESK-001's strong efficacy has the potential to drive significant growth in the TYK2 market, boosting market share for the class in major indications.
分析师表示，ESk-001的强效性有可能推动TYK2市场的显著增长，提升该类药物在主要适应症中的市场份额。
ESK-001's mechanism of action (MOA) in psoriasis is de-risked by the approval of Sotyktu, the first-generation oral TYK2 inhibitor already approved for this use.
ESk-001在治疗银屑病中的作用机制被Sotyktu批准确认，Sotyktu是首批获批用于此用途的口服TYK2抑制剂，因此ESk-001的风险已经减少。
Additionally, the 28-week Phase 2 open-label extension (OLE) data for ESK-001 shows favorable comparisons to Sotyktu.
此外，ESk-001的28周2期开放标签延伸（OLE）数据显示出与Sotyktu的有利比较。
HC Wainwright models peak sales of around $1.9 billion for ESK-001 in plaque psoriasis and ~$2.0 billion for ESK-001 in systemic lupus erythematosus.
HC Wainwright模拟显示，ESk-001在斑块性银屑病的销售峰值约为19亿美元，ESk-001在系统性红斑狼疮的峰值销售额约为20亿美元。
Although Sotyktu's patents start expiring in 2026, it is estimated that generic versions may not hit the market until late 2033. HC Wainwright anticipates that ESK-001 could easily outperform Sotyktu in the market, given its significant advantages against another drug in the same TYK2 inhibitor class.
虽然Sotyktu的专利将在2026年到期，但据估计仿制药可能要到2033年底才会上市。HC Wainwright预计ESk-001可能轻松在市场上超越Sotyktu，因为ESk-001在同一TYK2抑制剂类别中具有显著优势。
Price Action: ALMS stock is down 2.68% at $10.89 at the last check on Thursday.
价格走势：ALMS股价在上周四的最后一次检查时下跌了2.68%，报10.89美元。
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