Government Contract Win May Improve Investor Sentiment For SIGA Tech After Disappointing Trial Data: Analyst
Government Contract Win May Improve Investor Sentiment For SIGA Tech After Disappointing Trial Data: Analyst
On Wednesday, SIGA Technologies, Inc. (NASDAQ:SIGA) announced a new contract with the U.S. Department of Defense (DOD) to procure approximately $9 million of TPOXX.
週三，SIGA Technologies, Inc. (納斯達克: SIGA) 宣佈與美國國防部（DOD）簽署了一份新合同，採購約900萬美元的TPOXX。
This award is comprised primarily of oral TPOXX, with a small amount of intravenous (IV) TPOXX, and represents the third procurement contract award from the DOD over the past three years.
這項獎勵主要包括口服TPOXX，少量靜脈注射（IV）TPOXX，代表DOD在過去三年內的第三份採購合同獎勵。
The company also received approximately $27 million to develop the post-exposure Prophylaxis indication for oral TPOXX.
公司還獲得了約2700萬美元用於開發口服TPOXX的暴露後預防適應症。
Also Read: Mpox Variant Sparks Global Concern As Europe, China Ramp Up Screening.
另請參閱：M陰毒變種引發全球關注，歐洲、中國加強篩查。
Inclusive of this award, SIGA currently has approximately $154 million of outstanding oral and IV TPOXX orders, more than 85% of which were generated within the past three months.
包括此次獎勵在內，SIGA目前有約1.54億美元的口服和IV TPOXX訂單未完成，其中超過85%是在過去三個月內產生的。
Edison report adds that SIGA continues to advance its growth strategy, with recent contract wins from BARDA and the Department of Defense significantly boosting its order book.
Edison報告還指出，SIGA繼續推進其增長策略，最近從BARDA和國防部獲得的合同獎勵顯著提高了其60檔擺盤。
The company is set to deliver IV TPOXX under orders from July 2023 ($25 million), and August 2022 ($8.4 million, of which $17.8 million from a $26 million order was already delivered in the first half of 2024).
該公司擬在2023年7月（2500萬美元）和2022年8月（840萬美元，其中2600萬美元訂單中的1780萬美元已在2024年上半年交付）交付IV TPOXX。
These are part of approximately $155 million in outstanding TPOXX (oral and IV) orders.
這些是約1.55億美元未完成的TPOXX（口服和IV）訂單的一部分。
SIGA anticipates delivering the remaining August 2022 IV TPOXX order and 80% of the BARDA oral TPOXX order in the second half of 2024.
SIGA預計在2024年下半年交付剩餘的2022年8月IV TPOXX訂單和80%的BARDA口服TPOXX訂單。
While delivery timeline details are yet to be disclosed, Edison Group's report notes that new DoD order to start at least being partially serviced in fiscal year 2025.
儘管交付時間表尚未公佈，Edison Group的報告指出，新的國防部訂單將在2025財年部分啓動服務。
Recently, the National Institutes of Health's National Institute of Allergy and Infectious Diseases (NIAID) announced topline results from a preliminary analysis of the PALM 007 trial of tecovirimat for mpox.
最近，美國國家衛生研究院過敏與傳染病研究所(NIAID)公佈了對tecovirimat治療m病po脊髓膜炎(PALm 007試驗)初步分析的最終結果。
NIAID reported that the study did not meet its primary endpoint of a statistically significant improvement in time to lesion resolution within 28 days post-randomization for patients in the Democratic Republic of the Congo with mpox who were administered SIGA's tecovirimat versus placebo, weighing on the share price.
NIAID報告稱，在剛果民主共和國mpo脊髓膜炎患者中，SIGA的tecovirimat與安慰劑相比，28天隨機治療後，療程內病變恢復時間沒有達到統計學顯著改善，對股價造成了壓力。
Edison analysts expect an improvement in investor sentiment with the recent DoD contract win.
Edison分析師預計，最近的國防部合同獲得將改善投資者情緒。
"We maintain that mpox continues to be an opportunity for SIGA on the heels of the WHO declaration of a global health emergency," the analysts added.
分析師補充道：「我們認爲，在世界衛生組織宣佈全球衛生緊急狀態之後，mpo脊髓膜炎仍然是SIGA的機會。」
Price Action: SIGA stock is up 4.07% at $9.72 at the last check on Friday.
SIGA股票在上週五最後一次查詢時上漲了4.07%，報價爲9.72美元。
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