share_log

Gilead Sciences Faces Wall Street Speculation About Obesity Drugs Despite Focus On Liver Treatments

Gilead Sciences Faces Wall Street Speculation About Obesity Drugs Despite Focus On Liver Treatments

雖然吉利德科學專注於肝臟治療,但華爾街對其肥胖藥物的猜測不斷。
Benzinga ·  06/21 11:42

Gilead Sciences, Inc. (NASDAQ:GILD) witnessed a flurry of Wall Street speculation regarding its potential involvement in the obesity drug market. But, the biotech company, renowned for its cancer and HIV treatments, has not positioned itself as a contender in this lucrative field.

吉利德科學公司(納斯達克股票代碼:GILD)目睹了華爾街對其可能參與肥胖藥物市場的一系列猜測。但是,這家以癌症和HIV治療聞名的生物技術公司並沒有將自己定位爲這個利潤豐厚的領域的競爭者。

Most recently, Gilead shared topline results from an interim analysis of its Phase 3 PURPOSE 1 trial indicating its twice-yearly injectable HIV-1 capsid inhibitor, lenacapavir, demonstrated 100% efficacy for the investigational use of HIV prevention in cisgender women.

最近,吉利德分享了其3期PURPOSE 1試驗的中期分析的主要結果,該研究表明,其每年兩次可注射的 HIV-1 衣殼抑制劑來那卡韋在順性別女性中研究性使用艾滋病毒預防的療效爲100%。

The Wall Street Journal (WSJ) noted last week, Michael Yee, a Jefferies analyst, published a note that stirred interest by highlighting patents and early-stage data suggesting a possible metabolic program which might evolve into an obesity treatment.

《華爾街日報》(WSJ)上週指出,傑富瑞分析師邁克爾·伊發表了一份報告,該報告重點介紹了可能的代謝計劃可能演變爲肥胖治療的專利和早期數據,從而激起了人們的興趣。

The insights spurred a 3.6% surge in Gilead's shares, marking their most significant one-day gain in a year. But, this optimism was short-lived.

這些見解刺激了吉利德的股價上漲了3.6%,這是一年來最顯著的單日漲幅。但是,這種樂觀情緒是短暫的。

Gilead clarified that its focus remains on liver treatments, specifically targeting nonalcoholic steatohepatitis (NASH), a metabolic disease often linked to obesity.

吉利德澄清說,其重點仍然是肝臟治療,特別是針對非酒精性脂肪肝炎(NASH),這是一種通常與肥胖相關的代謝性疾病。

The WSJ cited a company spokesperson and noted Gilead was conducting a mid-stage study on potential combinations with a GLP-1 drug for NASH treatment.

《華爾街日報》援引該公司發言人的話說,吉利德正在進行一項中期研究,研究可能與 GLP-1 藥物聯合治療的 NASH。

While Jefferies analyst maintained this focus on NASH does not preclude an eventual pivot toward obesity, analysts remained skeptical.

儘管傑富瑞分析師堅持對NASH的關注並不妨礙最終轉向肥胖,但分析師仍然持懷疑態度。

BMO Capital Markets analyst Evan Seigerman expressed doubts about Gilead's competitiveness in the obesity drug space, emphasizing that Gilead did not intend to enter this market.

BMO資本市場分析師埃文·塞格曼對吉利德在肥胖藥物領域的競爭力表示懷疑,強調吉利德無意進入該市場。

The broader health care finance landscape underscores the allure of the obesity drug market. GLP-1 drugs like Zepbound and Wegovy have captivated both the public and investors, with high-profile figures like Oprah Winfrey and Elon Musk among their users.

更廣泛的醫療保健融資格局凸顯了肥胖藥物市場的吸引力。像Zepbound和Wegovy這樣的 GLP-1 藥物吸引了公衆和投資者,其使用者包括奧普拉·溫弗瑞和埃隆·馬斯克等知名人物。

Companies like Eli Lilly And Co (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO) are approaching unprecedented market capitalizations driven by the success of their weight-loss medications.

在減肥藥物成功的推動下,禮來公司(紐約證券交易所代碼:LLY)和諾和諾德A/S(紐約證券交易所代碼:NVO)等公司的市值正在接近前所未有的水平。

According to Jared Holz, a healthcare equity strategist at Mizuho, the popularity of obesity drugs significantly boosted sector-specific ETFs, such as health care.

瑞穗醫療保健股票策略師賈裏德·霍爾茲表示,肥胖藥物的普及極大地推動了醫療保健等特定行業的ETF。

In contrast, established pharmaceutical giants like Bristol-Myers Squibb & Co (NYSE:BMY), Pfizer Inc (NYSE:PFE), Johnson & Johnson (NYSE:JNJ), and Merck & Co Inc (NYSE:MRK) faced growth challenges as patents expire on blockbuster drugs.

相比之下,隨着重磅藥物的專利到期,百時美施貴寶公司(紐約證券交易所代碼:BMY)、輝瑞公司(紐約證券交易所代碼:PFE)、強生(紐約證券交易所代碼:JNJ)和默沙東公司(紐約證券交易所代碼:MRK)等知名製藥巨頭面臨增長挑戰。

Many are now eyeing the obesity market, with Roche Holdings AG (OTC:RHHBY), AstraZeneca Plc (NASDAQ:AZN), Amgen Inc (NASDAQ:AMGN), Pfizer Inc. (NYSE:PFE) and Regeneron Pharmaceuticals Inc (NASDAQ:REGN) all developing their own weight-loss drugs.

現在,許多人都在關注肥胖市場,羅氏控股公司(場外交易代碼:RHHBY)、阿斯利康公司(納斯達克股票代碼:AZN)、安進公司(納斯達克股票代碼:AMGN)、輝瑞公司(紐約證券交易所代碼:PFE)和再生元製藥公司(納斯達克股票代碼:REGN)都在開發自己的減肥藥物。

Merck even hinted at pursuing oral obesity treatments during a Goldman Sachs conference.

默沙東甚至在高盛會議上暗示要進行口服肥胖治療。

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免責聲明:此內容部分是在人工智能工具的幫助下製作的,並由Benzinga的編輯審閱和發佈。

Photo: Shutterstock

照片:Shutterstock

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論