Analyst Sees Keros Therapeutics As Next Acceleron, Set For Major Biotech Growth
Analyst Sees Keros Therapeutics As Next Acceleron, Set For Major Biotech Growth
Oppenheimer initiated coverage on Keros Therapeutics Inc (NASDAQ:KROS), a clinical-stage biopharmaceutical company that develops and commercializes novel therapeutics for disorders linked to dysfunctional signaling of the transforming growth factor-beta family of proteins.
Oppenheimer对Keros Therapeutics Inc (NASDAQ:KROS)进行了覆盖，该公司是一家临床阶段的生物制药公司，开发和商业化与转化生长因子-β蛋白家族信号通路失调相关的新型治疗方法。
Oppenheimer writes, "Keros is developing best-in-class therapeutics that regulate TGF-β signaling to treat hematological and cardiopulmonary diseases. We consider its pipeline one of the more attractive in biotech today, given its disease-modifying potential in indications with considerable unmet need."
Oppenheimer写道：“Keros正在开发最佳型TGF-β信号通路调节治疗药物，用于治疗血液学和心肺疾病。考虑到在受到极大需求的指示标的中，其流水线是目前生物技术公司中最具吸引力的之一。”
Keros' lead product candidate, KER-050 (elritercept), is being developed for low blood cell counts or cytopenias, including anemia and thrombocytopenia, in patients with myelodysplastic syndromes (MDS) and myelofibrosis.
Keros的首席候选产品KER-050 (elritercept)正在治疗血细胞计数或细胞减少症，包括骨髓增生症(MDS)和骨髓纤维化症(thrombocytopenia)的患者。
- The analyst sees elritercept as the potential preferred 2L treatment in MDS with durable responses and benefits.
- At the EHA update, an overall hematologic response was observed in 56% of the mITT24 patients, with transfusion independence (TI)≥8 weeks achieved in 41%.
- 分析师认为，艾利利色普替有可能成为持久效果好的MDS的优选二线治疗药，能够带来获益。
- 在EHA更新中，对mITT24患者的总体血液学反应为56％，41％的患者达到≥8周的输血独立状态(TI)。
Oppenheimer initiates with an Outperform rating and a price target of $102.
Oppenheimer开出Outperform评级和102美元的目标价。
Keros' second product candidate, KER-012 (cibotercept), is being developed for pulmonary arterial hypertension (PAH) and cardiovascular disorders.
Keros的第二个产品候选KER-012 (cibotercept)正在治疗肺动脉高压和心血管疾病。
- Cibotercept's safety/efficacy profile is potentially better than Merck & Co Inc's (NYSE:MRK) newly approved Winrevair (sotatercept-csrk) for PAH.
- 相较于Merck & Co Inc's (NYSE:MRK) 新上市的Winrevair (sotatercept-csrk) 用于PAH的安全/有效性概况，Cibotercept具有潜在的竞争优势。
Keros' third product candidate, KER-065, is being developed for obesity and neuromuscular diseases.
Keros的第三个产品候选KER-065正在治疗肥胖病和神经肌肉疾病。
- KER-065 might be the dark horse candidate in obesity. Data support inhibition of myostatin and activin A for maximal increases in lean muscle mass and fat loss with clean safety.
- KER-065有望成为肥胖症的黑马候选，数据支持通过抑制肌萎缩蛋白和活化素A来实现最大程度的肌肉增长和减脂，具有良好的安全性。
In the near term, the main factors driving value for Keros are MDS and myelofibrosis. Looking ahead, there are significant growth opportunities in pulmonary arterial hypertension (PAH) and obesity, which could yield substantial benefits over the next 12-18 months, the analyst writes.
短期内，推动Keros价值的主要因素是MDS和骨髓纤维化症。未来，肺动脉高压(PAH)和肥胖症有巨大的增长机遇，这可能会在未来12-18个月内带来可观的好处，分析师写道。
Given management's track record in developing drugs that influence the TGF-β signaling pathway, these initiatives are seen as relatively low-risk. Oppenheimer likens Keros to Acceleron, which achieved considerable success and was acquired by Merck for $11.5 billion in 2021.
考虑到管理层开发干扰TGF-β信号通路的药物的成功历史，这些措施被视为相对低风险的。Oppenheimer把Keros比作Acceleron，后者取得了相当大的成功，并于2021年被Merck以115亿美元的价格收购。
Price Action: KROS shares are down 0.82% at $46.10 at last check Tuesday.
股价动态：截至最后一次处理的周二，KROS股价下跌0.82%，至46.10美元。
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Image created using artificial intelligence via Midjourney.
图像由Midjourney通过人工智能创建。