Bristol-Myers Squibb Leads Biopharma Recovery With Almost 25% Growth In Market Cap, But Novo Nordisk And Lilly Suffer Market Setbacks
Bristol-Myers Squibb Leads Biopharma Recovery With Almost 25% Growth In Market Cap, But Novo Nordisk And Lilly Suffer Market Setbacks
The biopharmaceutical sector showed signs of recovery in the third quarter of 2024, fueled by increased investor optimism following the U.S. Federal Reserve's interest rate cuts in September.
2024年第三季度，生物制药板块因美联储在9月份降息后投资者乐观情绪增加而显示复苏迹象。
According to GlobalData, the top 20 global biopharmaceutical companies saw a 2% rise in their combined market capitalization, reaching $4.3 trillion by the end of September, up from $4.2 trillion in June.
根据GlobalData的数据，全球前20家生物制药公司的综合市值增长了2%，在9月底达到了4.3万亿美元，较6月的4.2万亿美元有所提升。
This rebound highlights the industry's potential for growth despite challenges earlier in the year.
这一反弹突显了行业在年初面临挑战的情况下仍具有增长潜力。
Bristol-Myers Squibb & Co (NYSE:BMY) led the market with the largest increase in capitalization, which surged by 24.6% to $105 billion. This was largely driven by advancements in its pipeline, notably the FDA's approval of its antipsychotic drug, Cobenfy, for treating schizophrenia in September 2024.
施贵宝公司（纽交所股票代码:BMY）在市值上呈现最大增长，增幅达24.6%，达到1050亿美元。这主要是由于其产品线的进展，特别是于2024年9月FDA批准治疗精神分裂症的抗精神病药物Cobenfy。
Gilead Sciences Inc (NASDAQ:GILD) also posted impressive growth, rising 22.1% in market value, thanks to the accelerated FDA approval of Livdelzi, a treatment for primary biliary cholangitis, as well as the approval of its antibody-drug conjugate, Trodelvy, for HR-/HER2- breast cancer in Japan.
吉利德科学公司（纳斯达克股票代码:GILD）也取得了令人瞩目的增长，市值增长了22.1%，这要归功于FDA加速批准治疗原发性胆汁性胆管炎症的Livdelzi和其抗体-药物结合物Trodelvy在日本获批用于HR-/HER2-乳腺癌的进展。
Sanofi SA (NASDAQ:SNY) experienced a 19.2% jump in market capitalization, largely fueled by its flagship drug Dupixent. The drug's strong performance in the treatment of conditions such as asthma and atopic dermatitis, coupled with its recent EMA and FDA approvals for chronic obstructive pulmonary disease (COPD), further boosted Sanofi's standing.
赛诺菲安万特公司（纳斯达克股票代码:SNY）的市值经历了19.2%的增长，这主要得益于其旗舰药物Dupixent。该药物在治疗哮喘和特应性皮炎等疾病方面表现出色，再加上最近获得EMA和FDA对慢性阻塞性肺病（COPD）的批准，进一步提升了赛诺菲的地位。
Similarly, AbbVie Inc (NYSE:ABBV) saw a 15.2% increase in its market cap, driven by the continued success of its immunology drugs—Humira, Skyrizi, and Rinvoq—which together generated nearly $7 billion in Q2 2024 sales.
类似地，艾伯维公司（纽交所股票代码:ABBV）的市值增长了15.2%，这要归功于其免疫药物—Humira、Skyrizi和Rinvoq的持续成功，这3款产品在2024年第二季度共创造了近70亿美元的销售额。
Alnylam Pharmaceuticals Inc (NASDAQ:ALNY) joined the top 20 biopharmaceutical companies with a 14.9% rise in its market value, following its RNAi drug vutrisiran's positive results in treating ATTR amyloidosis with cardiomyopathy.
Alnylam Pharmaceuticals Inc（纳斯达克股票代码:ALNY）以治疗合并心肌病的ATTR淀粉样蛋白病的RNAi药物vutrisiran的积极结果加入了全球前20家生物制药公司，其市值增长了14.9%。
Roche Holdings AG's (OTC:RHHBY) market capitalization grew by 13.8%, spurred by the FDA's approval of two key products, Ocrevus Zunovo for multiple sclerosis and Tecentriq Hybreza for oncology indications, the latter being the only approved subcutaneous PD-L1 inhibitor available.
罗氏控股AG（场外交易：赫比）的市值增长了13.8%，这主要得益于FDA批准了两款关键产品，一种用于多发性硬化症的欧凯瑞单抗和一种用于肿瘤学指标的特倪珠单抗，后者是唯一获批可用的皮下PD-L1抑制剂。
On the downside, Wegovy maker Novo Nordisk A/S (NYSE:NVO) saw an 18.2% drop in its market cap after the FDA rejected its BLA filing for the once-weekly insulin icodec.
另一方面，Wegovy制造商新北极制药A/S（纽交所：NVO）在FDA拒绝其一周一次胰岛素依科考生的BLA申请后，市值下跌了18.2%。
Similarly, Eli Lilly & Co (NYSE:LLY) reported a slight decline of 2.1%, though both companies retained their leadership in diabetes and weight loss drugs.
同样，Eli Lilly & Co（纽交所：LLY）报告了轻微的下降2.1%，尽管这两家公司在糖尿病和减肥药概念方面保持了领先地位。
Merck & Co Inc (NYSE:MRK) also faced a 8.2% fall in market value, largely due to disappointing sales of its HPV vaccine, Gardasil, in China.
默克（纽交所：MRK）的市值也下跌了8.2%，这在很大程度上是由于其在中国的人乳头瘤病毒疫苗Gardasil的销售令人失望所致。
"The biopharmaceutical industry is poised for a recovery, fueled by multiple FDA approvals leading to a rebound in companies that have seen declines in market capitalization in previous quarters, such as Gilead Sciences and Bristol-Myers Squibb," says GlobalData analyst.
“生物制药行业将迎来复苏，这要归功于多项FDA批准，导致之前市值出现下滑的公司，例如吉利德科学和施贵宝，有望反弹，”GlobalData分析师表示。
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