AnaptysBio Investigational Arthritis Drug Might Have Better Efficacy Profile Than Eli Lilly's: Analyst
AnaptysBio Investigational Arthritis Drug Might Have Better Efficacy Profile Than Eli Lilly's: Analyst
HC Wainwright analyst initiated coverage on AnaptysBio Inc (NASDAQ:ANAB), a clinical-stage biotechnology company focused on delivering immunology therapeutics.
HC Wainwright 分析師爲納斯達克上市的生物技術公司AnaptysBio Inc (ANAB) 開啓覆蓋，該公司旨在提供免疫學治療。
AnaptysBio has a pipeline of checkpoint agonists, including rosnilimab, a PD-1 agonist in development for rheumatoid arthritis (RA) and ulcerative colitis (UC), and ANB032, a B and T cell lymphocyte attenuator (BTLA) agonist in development for atopic dermatitis (AD).
AnaptysBio 有一系列檢查點激動劑，包括rosnilimab 在進行類風溼性關節炎（RA）和潰瘍性結腸炎（UC）開發的PD-1激動劑，以及ANB032，在進行特應性皮炎（AD）的B和T細胞淋巴細胞減弱劑（BTLA）激動劑開發。
In Phase 1, rosnilimab showed a 90% reduction of T cell proliferation, inflammatory cytokine secretion and PD-1(high) T cells and demonstrated favorable safety.
在1期中，rosnilimab 顯示出90% 的T細胞增殖、炎性細胞因子分泌和PD-1（高）T細胞減少，並表現出良好的安全性。
Related: Skin Disease-Focused AnaptysBio Earns Analyst Upgrade On Positive Outlook For Clinical Triggers.
相關：以皮膚病爲焦點的AnaptysBio因臨床觸發器的積極前景獲得分析師升級。
HC Wainwright initiated with a Buy rating and a price target of $55.
HC Wainwright 給予買入評級，價格目標爲55美元。
Targeting PD-1 high-expressing cells has been clinically derisked as a mechanism of action against rheumatoid arthritis through positive Phase 2 data from Eli Lilly And Co's (NYSE:LLY) peresolimab.
通過禮來公司（LLY）peresolimab的2期實驗數據，針對PD-1高表達的細胞作爲一種抗類風溼性關節炎的藥理作用已經得到臨床弱化。
While peresolimab for rheumatoid arthritis has shown encouraging results, there may still be potential for improved agonist potency.
儘管對於類風溼性關節炎的peresolimab表現出鼓舞人心的結果，但可能仍然存在提高激動劑效力的潛力。
HC Wainwright suggests that rosnilimab might have a better efficacy profile than peresolimab.
HC Wainwright 表示，rosnilimab可能具有比peresolimab更好的功效。
They expect that the topline data from the Phase 2b trial of rosnilimab in rheumatoid arthritis, due in mid-2025, could surpass the efficacy results seen in peresolimab's Phase 2a trial.
他們預計，rosnilimab在類風溼性關節炎的2億階段試驗的頭條數據將於2025年中期公佈，可能超過peresolimab在2a期試驗中的效果結果。
If rosnilimab shows JAK-like efficacy without safety concerns, HC Wainwright believes it could see substantial uptake even in the crowded UC market. They anticipate topline data in the first half of 2026, which could be a major catalyst.
如果rosnilimab顯示出JAk般的功效，而沒有安全問題，HC Wainwright認爲它甚至可以在擁擠的UC市場上獲得可觀的接受度。他們預計2026年上半年公佈頭條數據，可能是一個重大的催化劑。
ANB032 is a more high-risk/high-reward asset, given that historical studies with BTLA agonists were not positive, although these assets did not have membrane-proximal epitope binding and had weak agonist activity.
ANB032 是一種更高風險/高回報的資產，因爲歷史上的BTLA激動劑研究不是積極的，儘管這些資產沒有膜近端抗原結合並且激動劑活動較弱。
Gilead Sciences Inc (NASDAQ:GILD) has expanded the GS-0272 (BTLA agonist) Phase 1b study in rheumatoid arthritis (RA) from 48 to 87 patients, suggesting potential activity. This development boosts confidence in ANB032.
吉利德科學公司（GILD）已將GS-0272（BTLA激動劑）類風溼性關節炎（RA）2期實驗從48名病人擴大到87名病人，表明可能具有活性。這一發展增強了對ANB032的信心。
The analyst writes that expectations for topline Phase 2 data by the end of 2024 for AD are low, which could lead to significant upside potential, if positive.
分析師寫道，對AD的頭號2期數據的預期低，如果結果爲正面，則可能帶來重大的上行潛力。
Price Action: ANAB stock is up 3.26% at $34.80 at the last check on Monday.
股票代號ANAb在週一最後一次檢查時上漲3.26%，爲34.8美元。