AbbVie's Schizophrenia Failure Disappoints But Analysts Show Confidence In Immunology Portfolio
AbbVie's Schizophrenia Failure Disappoints But Analysts Show Confidence In Immunology Portfolio
The analyst also adds that the update will likely raise questions about strategy in neuroscience for AbbVie, which was highlighted during their third-quarter earnings call.On Monday, AbbVie Inc (NYSE:ABBV) stock plunged after two trials investigating emraclidine as a once-daily, oral monotherapy treatment for adults with schizophrenia failed two Phase 2 trials.
周一，艾伯维公司（纽交所:ABBV）股票暴跌，因为两项调查将emraclidine作为一种每日一次的口服单药治疗成年精神分裂症患者的试验均失败了。
The studies did not meet their primary endpoint of showing a statistically significant improvement in the change from baseline in the Positive and Negative Syndrome Scale (PANSS) total score compared to the placebo group at week 6.
这些研究未达到其主要终点，即在第6周相对于安慰剂组，从基线变化在阳性和阴性综合症量表（PANSS）总分方面呈现出统计学上显著改善。
Truist says due to the failure, Bristol Myers Squibb & Co's (NYSE:BMY) Cobenfy (xanomeline and trospium chloride, KarXT) is poised to have less commercial competition.
由于失败，Truist表示施贵宝（纽交所:BMY）的Cobenfy（xanomeline和trospium chloride，KarXT）将面临更少的商业竞争。
The analyst also adds that the update will likely raise questions about strategy in neuroscience for AbbVie, which was highlighted during their third-quarter earnings call.
分析师还指出，此次更新可能会引发关于艾伯维在神经科学领域战略的疑问，这在他们第三季度业绩会中得到了强调。
The analyst, with a Buy rating and $215 price target, is still positive on AbbVie's growth prospects particularly from their immunology I&I franchise.
这位分析师，评级为买入，目标股价为215美元，仍对艾伯维的增长前景持积极态度，特别是从其免疫学I＆I特许经销商处。
Emraclidine was part of AbbVie's acquisition of Cerevel last year, which also included Tavapadon, which recently reported positive Phase 3 results in Parkinson's disease.
去年emraclidine是艾伯维公司收购Cerevel的一部分，该收购还包括Tavapadon，该药物最近在帕金森病的3期试验中报告了积极的结果。
The trial met its primary endpoint – patients treated with tavapadon in both dose groups experienced a statistically significant reduction (improvement) from baseline compared to placebo (placebo: +1.8; 5 mg: -9.7; 15 mg: -10.2 versus placebo) in the Movement Disorder Society – Unified Parkinson's Disease Rating Scale (MDS-UPDRS) Parts II and III combined score at week 26.
该试验达到了其主要终点-接受tavapadon治疗的患者在两个剂量组中从基线开始与安慰剂组相比经历了MDS-UPDRS第II和第III部分联合评分在第26周时的统计学上显著减少（改善）（安慰剂：+1.8；5毫克：-9.7；15毫克：-10.2相对于安慰剂）。
Also Read: AbbVie's Emraclidine For Schizophrenia 'Surprisingly Disappoints,' Analyst Says Pipeline Is Underappreciated
阅读更多：艾伯维的emraclidine对精神分裂症“令人惊讶地令人失望”，分析师称该管道未受到足够重视
BMO Capital Markets writes, "AbbVie core I&I thesis intact, but this one stings."
BMO资本市场表示，“艾伯维的核心I&I论点保持完整，但这次伤害很大。”
The analyst has lowered the price target from $228 to $208 and maintains the Outperform rating, citing confidence in the immunology portfolio.
分析师将目标价从228美元下调至208美元，并维持跑赢市场评级，认为对免疫学投资组合的信恳智能有信心。
BMO analyst writes that While Neurocrine Biosciences Inc's (NASDAQ:NBIX) mixed phase 2 data from NBI-1117568 showed some efficacy, there was absolutely no benefit in these trials. Bristol's Cobenfy is now poised to dominate the schizophrenia market, the analyst adds.
BMO分析师表示，尽管神经科白生物科学公司(NASDAQ:NBIX)的NBI-1117568混合2期数据显示了些许功效，但在这些试验中绝对没有利益。分析师补充说，施贵宝的Cobenfy现在有望主导精神分裂症市场。
BMO has reduced the probability of success for emraclidine to 0%, which was previously estimated to reach a potential $3.9 billion in global unadjusted peak sales in the Schizophrenia indication.
BMO已将emraclidine成功几率降低到0%，此前预计该药在精神分裂症适应症中的全球未调整峰值销售额可能达到39亿美元。
Price Action: ABBV stock is down 0.84% at $172.96 at last check Tuesday.
股价走势：ABBV股价最新查看时下跌0.84%，报172.96美元。
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