Why Are Amicus, Immunocore, & Immuneering Stocks Trading Lower On Friday?
Why Are Amicus, Immunocore, & Immuneering Stocks Trading Lower On Friday?
Investors have shifted focus to what will provide the company's next leg of growth. The analyst would look to see potential updates to the company's pipeline in 2025 and beyond, as those programs have the greatest potential to unlock further value for Amicus stock.Morgan Stanley downgraded Amicus Therapeutics Inc (NASDAQ:FOLD). Over the last year, the company has executed well commercially, met its goals financially by achieving nonGAAP profitability for 2024, and settled its Galafold patent litigation with Teva Pharmaceutical Industries Ltd.
摩根士丹利将Amicus Therapeutics Inc（纳斯达克：FOLD）评级下调。在过去的一年中，该公司在商业上表现良好，实现了2024年非GAAP盈利目标，并解决了与梯瓦制药的Galafold专利诉讼。
The analyst notes that Amicus is well-positioned, but expectations have increased with the company's progress, which are now largely priced into shares.
分析师指出，Amicus处于良好位置，但随着公司进展，预期有所提高，这些预期目前在股价中已基本反映。
The analyst downgraded the stock to Equal-weight from Overweight and lowered the price target from $17 to $12.
分析师将该股票的评级从超配下调至等权重，并将目标价格从17美元下调至12美元。
Investors have shifted focus to what will provide the company's next leg of growth. The analyst would look to see potential updates to the company's pipeline in 2025 and beyond, as those programs have the greatest potential to unlock further value for Amicus stock.
投资者已将焦点转向公司下一阶段增长的驱动因素。分析师希望看到2025年及以后公司管道的潜在更新，因为这些项目具有释放Amicus股票进一步价值的最大潜力。
Morgan Stanley has also lowered the price target for Immunocore Holdings plc (NASDAQ:IMCR) from $74 to $35 on launch timing and pricing for brenetafusp given disappointing data earlier this year in cutaneous melanoma and ovarian cancer.
摩根士丹利还将Immunocore Holdings plc（纳斯达克：IMCR）的目标价格从74美元下调至35美元，原因是由于今年早些时候在皮肤黑色素瘤和卵巢癌方面的数据令人失望，导致推出时机和定价的调整。
The analyst continues to give full credit for Kimmtrak (tebentafusp), which was approved for unresectable or metastatic uveal melanoma.
分析师继续对Kimmtrak（tebentafusp）给予充分肯定，该药物已获批准用于不可手术切除或转移性葡萄膜黑色素瘤。
Morgan Stanley sees limited upside potential from additional brenetafusp updates as the company continues to detect signals in metastatic NSCLC and combination in earlier-line NSCLC.
摩根士丹利认为，随着公司在转移性非小细胞肺癌和早期非小细胞肺癌组合中继续检测信号，额外的brenetafusp更新带来的上行潜力有限。
The analyst downgraded the stock from Overweight to Equal-Weight rating.
分析师将该股票的评级从超配下调至等权重。
Morgan Stanley downgraded Immuneering Corp (NASDAQ:IMRX) shares to Underweight from Equal-weight and set a base case range of $1 to $5 versus its previous target of $4. While supporting Immuneering's strategy of targeting the MAPK pathway with deep cyclic inhibition, the analyst notes other stronger investment opportunities in the coverage on a relative basis.
摩根士丹利将免疫工程公司（纳斯达克：IMRX）的股票评级从持平下调至减持，并设定了1到5美元的基本区间，之前的目标为4美元。虽然支持免疫工程针对MAPk途径进行深度循环抑制的策略，但分析师指出在相对基础上还有其他更强的投资机会。
Early clinical results have been promising, but analysts emphasize the need for more robust data with a larger patient pool to confirm that these outcomes aren't coincidental or limited to specific cases. Additionally, the analyst expressed greater caution regarding the potential of IMM-1-104 in indications outside of pancreatic cancer.
早期临床结果令人鼓舞，但分析师强调需要更强有力的数据和更大的患者群体来确认这些结果不是偶然的或仅限于特定案例。此外，分析师对IMm-1-104在胰腺癌以外适应症的潜力表示更大的谨慎。
Price Action: IMRX stock is down 18% at $1.615, IMCR stock is down 5.89% at $28.53, and FOLD stock is down 6.70% at $9.47 at last check Friday.
价格行动：IMRX股票在最后检查时下跌18%，报1.615美元；IMCR股票下跌5.89%，报28.53美元；FOLD股票下跌6.70%，报9.47美元。
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图片来自shutterstock。
