Biogen Gains Momentum With Positive Lupus Drug Results, Analyst Sees Modest Valuation Upside
Biogen Gains Momentum With Positive Lupus Drug Results, Analyst Sees Modest Valuation Upside
The results were shared at the American College of Rheumatology's annual meeting. In the 321-subject trial, DZP was administered intravenously every four weeks.On Tuesday, UCB SA (OTC:UCBJY) (OTC:UCBJF) and Biogen Inc. (NASDAQ:BIIB) presented detailed results from the Phase 3 PHOENYCS GO study evaluating dapirolizumab pegol (DZP) for systemic lupus erythematosus.
在星期二，UCb SA (场外交易:UCBJY) (场外交易:UCBJF) 与渤健公司 (纳斯达克:BIIB) 提供了评估达皮罗利珠单抗聚乙二醇（DZP）用于全身性红斑狼疮的第3期PHOENYCS GO研究的详细结果。
The drug candidate demonstrated significant clinical improvement in disease activity in patients with moderate-to-severe systemic lupus erythematosus (SLE).
该药物候选者在中度至重度全身性红斑狼疮（SLE）患者的疾病活动性方面表现出显著的临床改善。
Also Read: Biogen/UCB Partnered Autoimmune Disease Candidate Hits Primary Goal In Late-Stage Study, Sets Stage Another Pivotal Trial
另请阅读：渤健公司/UCb联合的自身免疫疾病候选药物在后期研究中达到主要目标，为另一项关键试验奠定基础。
The results were shared at the American College of Rheumatology's annual meeting. In the 321-subject trial, DZP was administered intravenously every four weeks.
这些结果在美国风湿病学会的年会上分享。在这项包含321名受试者的试验中，DZP每四周静脉注射一次。
On the primary endpoint measuring improvement of moderate-to-severe disease activity after 48 weeks, study participants receiving DZP plus standard care had a statistically significant 14.6% higher response rate (49.5%) than those receiving SOC alone (34.6%).
在48周后评估中度至重度疾病活动性改善的主要终点上，接受DZP加标准治疗的研究参与者的反应率显著高出14.6%（49.5%），而单独接受标准治疗的参与者反应率为34.6%。
On the first secondary endpoint of disease activity response at Week 24, study participants receiving DZP plus SOC had a 7.9% higher response rate (46.6%) than those receiving SOC alone (38.3%). However, the difference did not reach statistical significance.
在第24周评估疾病活动性反应的第一个次要终点上，接受DZP加标准治疗的研究参与者的反应率高出7.9%（46.6%），而单独接受标准治疗的反应率为38.3%。然而，差异未达到统计学意义。
A greater response was observed across multiple clinical endpoints among participants treated with DZP, including 50% less severe disease flares than participants on standard of care alone.
接受DZP治疗的参与者在多个临床终点上展现出更好的反应，包括疾病急性发作减少50%，相比单独接受标准治疗的参与者。
Participants from the PHOENYCS GO study will continue to be followed in a long-term open-label study.
PHOENYCS GO研究的参与者将继续在一项长期开放标签研究中进行追踪。
In 2024, UCB and Biogen will initiate a second Phase 3 trial of dapirolizumab pegol, PHOENYCS FLY.
在2024年，UCB和渤健公司将启动dapirolizumab pegol的第二次第三阶段试验，名为PHOENYCS FLY。
From a stock perspective, William Blair writes that dapirolizumab isn't significantly impacting Biogen's valuation, as investors remain focused on Leqembi's commercial rollout, which is still a work in progress.
从股票的角度看，William Blair指出dapirolizumab对渤健公司的估值没有显著影响，因为投资者仍专注于Leqembi的商业推广，而这仍在进行中。
The success of Biogen's late-stage development programs is crucial for future growth, complementing opportunities from Leqembi, Skyclarys, and potentially zuranolone, especially as its multiple sclerosis business continues to feel pressure from generic competition.
渤健公司的晚期开发项目的成功对于未来增长至关重要，它补充了Leqembi、Skyclarys以及潜在的zuranolone的机会，特别是随着其多发性硬化症业务持续受到仿制药竞争的压力。
Leqembi remains a growth driver, particularly with potential advancements like subcutaneous administration approval, though its progress has been slower than expected. Despite these challenges, Biogen's modest valuation presents an upside, supported by its commercial portfolio and cost-cutting measures. The analyst maintains an Outperform rating on the stock.
Leqembi仍然是一个增长驱动因素，尤其是潜在的进展，如皮下给药批准，尽管其进展比预期要慢。尽管面临这些挑战，渤健公司的适度估值仍提供了上行空间，得益于其商业组合和成本削减措施。分析师对该股票保持跑赢大盘的评级。
Price Action: BIIB stock is down 0.72% at $154.31 at last check Wednesday.
价格走势：BIIb股票在最后一次检查时下跌0.72%，报154.31美元。
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