Enliven Therapeutics' Leukemia Candidate Could Challenge Pfizer, AstraZeneca In Broader Target Market: Analyst
Enliven Therapeutics' Leukemia Candidate Could Challenge Pfizer, AstraZeneca In Broader Target Market: Analyst
HC Wainwright initiated coverage on Enliven Therapeutics, Inc. (NASDAQ:ELVN) and noted the company as an emerging biotech company developing next-gen precision-oriented small molecules for solid and liquid tumor indications.
HC Wainwright開始對Enliven Therapeutics, Inc.（納斯達克股票代碼：ELVN）進行報道，並指出該公司是一家新興的生物技術公司，正在開發用於實體和液體腫瘤適應症的下一代精密小分子。
Enliven's pipeline includes:
Enliven 的管道包括：
- ELVN-001— a tyrosine kinase inhibitor (TKI) targeting mutant BCR::ABL. HC Wainwright highlights that ELVN-001 could meaningfully improve on existing TKI drugs used in chronic myelogenous leukemia, with applicability across multiple lines of therapy.
- In April, the company released proof of concept data from the Phase 1 trial of ELVN-001 in patients with chronic myeloid leukemia (CML) who are relapsed, refractory, or intolerant to available TKIs.
- ELVN-001 achieved a cumulative major molecular response (MMR) rate of 44% (7/16) by 12 weeks and demonstrated responses in patients with prior exposure to asciminib and who were TKI-resistant.
- ELVN-002 is being evaluated in combination with trastuzumab plus chemotherapy or as monotherapy in HER2-driven malignancies within non-small cell lung, colorectal, and metastatic breast cancer, among others.
- ELVN-001— 一種靶向突變體 BCR:: ABL 的酪氨酸激酶抑制劑 (TKI)。HC Wainwright強調，ELVN-001 可以對用於慢性粒細胞白血病的現有 TKI 藥物進行有意義的改進，適用於多種療法。
- 4月，該公司發佈了針對復發、難治性或對可用 TKI 不耐受的慢性髓系白血病 (CML) 患者的 ELVN-001 一期試驗的概念驗證數據。
- ELVN-001 在 12 周內實現了 44%（7/16）的累積主分子反應 (MMR) 率，並且在之前接觸過 asciminib 和 TKI 耐藥的患者中表現出反應。
- ELVN-002 正在評估與曲妥珠單抗聯合化療或作爲單一療法治療非小細胞肺癌、結直腸癌和轉移性乳腺癌等 HER2 驅動的惡性腫瘤。
The analyst initiates with a Buy rating and a price target of $37.
分析師最初的評級爲買入，目標股價爲37美元。
CML is a chronic disease requiring multiple years of continuous treatment. Patients frequently switch therapies due to liabilities of the existing approved drugs, including poor tolerability due to off-target effects and inability to dose to maximal efficacy.
CML 是一種慢性疾病，需要持續多年的治療。由於現有批准藥物的負債，患者經常更換療法，包括由於脫靶效應導致耐受性差以及無法給藥達到最大療效。
Six approved drugs—Novartis AG's (NYSE:NVS) Gleevec (imatinib), Scemblix (asciminib), and Tasigna (nilotinib), Bristol-Myers Squibb & Co's (NYSE:BMY) Sprycel (dasatinib), Pfizer Inc (NYSE:PFE) Bosulif (bosutinib), and Takeda Pharmaceutical Co Ltd (NYSE:TAK) Iclusig (ponatinib)—generate over $6 billion in annual sales, with each drug bringing in around $500 million. Some even achieve peak annual sales of up to $2 billion despite competition from generic versions.
六種獲批准的藥物——諾華股份公司（紐約證券交易所代碼：NVS）Gleevec（伊馬替尼）、Scemblix（asciminib）和塔西尼亞（尼洛替尼）、百時美施貴寶公司（紐約證券交易所代碼：BMY）Sprycel（達沙替尼）、輝瑞公司（紐約證券交易所代碼：PFE）Bosulif（bosutnib））和武田製藥有限公司（紐約證券交易所代碼：TAK）Iclusig（波納替尼）——年銷售額超過60億美元，每種藥物的收入約爲5億美元。儘管有來自仿製藥的競爭，有些甚至實現了高達20億美元的峯值年銷售額。
HC Wainwright analyst projects that positioning ELVN-001 as a third-line treatment could surpass $500 million in peak annual sales.
HC Wainwright分析師預計，將 ELVN-001 定位爲三線療法的峯值年銷售額可能超過5億美元。
ELVN-002 has the potential to address unmet needs in HER2-mutant NSCLC, CRC, and mBC, where current treatments have limitations. It could challenge competitors like Pfizer's Tukysa and tap into the growing post-AstraZeneca Plc (NASDAQ:AZN) Enhertu market, with sales possibly reaching hundreds of millions.
ELVN-002 有可能解決 HER2 突變體 NSCLC、CRC 和 mBC 中未得到滿足的需求，而目前的治療方法存在侷限性。它可能會挑戰輝瑞的Tukysa等競爭對手，進入不斷增長的後阿斯利康公司（納斯達克股票代碼：AZN）Enhertu市場，銷售額可能達到數億美元。
While Enliven focuses on precision oncology, its target market is broader than that of past agents like Bristol-Myers' Augtyro (repotrectinib) and Roche Holdings AG's (OTC:RHHBY) Rozlytrek (entrectinib).
儘管Enliven專注於精準腫瘤學，但其目標市場比百時美的Augtyro（repotrectinib）和羅氏控股公司（場外交易代碼：RHHBY）Rozlytrek（恩曲替尼）等過去的藥物更廣泛。
Price Action: ELVN stock is up 7.32% at $23.01 at the last check on Monday.
價格走勢：週一最後一次支票時，ELVN股價上漲7.32％，至23.01美元。
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