Bristol-Myers Squibb Leads Biopharma Recovery With Almost 25% Growth In Market Cap, But Novo Nordisk And Lilly Suffer Market Setbacks
Bristol-Myers Squibb Leads Biopharma Recovery With Almost 25% Growth In Market Cap, But Novo Nordisk And Lilly Suffer Market Setbacks
The biopharmaceutical sector showed signs of recovery in the third quarter of 2024, fueled by increased investor optimism following the U.S. Federal Reserve's interest rate cuts in September.
2024年第三季度，生物製藥板塊因聯儲局在9月份減息後投資者樂觀情緒增加而顯示覆蘇跡象。
According to GlobalData, the top 20 global biopharmaceutical companies saw a 2% rise in their combined market capitalization, reaching $4.3 trillion by the end of September, up from $4.2 trillion in June.
根據GlobalData的數據，全球前20家生物製藥公司的綜合市值增長了2%，在9月底達到了4.3萬億美元，較6月的4.2萬億美元有所提升。
This rebound highlights the industry's potential for growth despite challenges earlier in the year.
這一反彈突顯了行業在年初面臨挑戰的情況下仍具有增長潛力。
Bristol-Myers Squibb & Co (NYSE:BMY) led the market with the largest increase in capitalization, which surged by 24.6% to $105 billion. This was largely driven by advancements in its pipeline, notably the FDA's approval of its antipsychotic drug, Cobenfy, for treating schizophrenia in September 2024.
施貴寶公司（紐交所股票代碼:BMY）在市值上呈現最大增長，增幅達24.6%，達到1050億美元。這主要是由於其產品線的進展，特別是於2024年9月FDA批准治療精神分裂症的抗精神病藥物Cobenfy。
Gilead Sciences Inc (NASDAQ:GILD) also posted impressive growth, rising 22.1% in market value, thanks to the accelerated FDA approval of Livdelzi, a treatment for primary biliary cholangitis, as well as the approval of its antibody-drug conjugate, Trodelvy, for HR-/HER2- breast cancer in Japan.
吉利德科學公司（納斯達克股票代碼:GILD）也取得了令人矚目的增長，市值增長了22.1%，這要歸功於FDA加速批准治療原發性膽汁性膽管炎症的Livdelzi和其抗體-藥物結合物Trodelvy在日本獲批用於HR-/HER2-乳腺癌的進展。
Sanofi SA (NASDAQ:SNY) experienced a 19.2% jump in market capitalization, largely fueled by its flagship drug Dupixent. The drug's strong performance in the treatment of conditions such as asthma and atopic dermatitis, coupled with its recent EMA and FDA approvals for chronic obstructive pulmonary disease (COPD), further boosted Sanofi's standing.
賽諾菲安萬特公司（納斯達克股票代碼:SNY）的市值經歷了19.2%的增長，這主要得益於其旗艦藥物Dupixent。該藥物在治療哮喘和特應性皮炎等疾病方面表現出色，再加上最近獲得EMA和FDA對慢性阻塞性肺病（COPD）的批准，進一步提升了賽諾菲的地位。
Similarly, AbbVie Inc (NYSE:ABBV) saw a 15.2% increase in its market cap, driven by the continued success of its immunology drugs—Humira, Skyrizi, and Rinvoq—which together generated nearly $7 billion in Q2 2024 sales.
類似地，艾伯維公司（紐交所股票代碼:ABBV）的市值增長了15.2%，這要歸功於其免疫藥物—Humira、Skyrizi和Rinvoq的持續成功，這3款產品在2024年第二季度共創造了近70億美元的銷售額。
Alnylam Pharmaceuticals Inc (NASDAQ:ALNY) joined the top 20 biopharmaceutical companies with a 14.9% rise in its market value, following its RNAi drug vutrisiran's positive results in treating ATTR amyloidosis with cardiomyopathy.
Alnylam Pharmaceuticals Inc（納斯達克股票代碼:ALNY）以治療合併心肌病的ATTR澱粉樣蛋白病的RNAi藥物vutrisiran的積極結果加入了全球前20家生物製藥公司，其市值增長了14.9%。
Roche Holdings AG's (OTC:RHHBY) market capitalization grew by 13.8%, spurred by the FDA's approval of two key products, Ocrevus Zunovo for multiple sclerosis and Tecentriq Hybreza for oncology indications, the latter being the only approved subcutaneous PD-L1 inhibitor available.
羅氏控股AG（場外交易：赫比）的市值增長了13.8%，這主要得益於FDA批准了兩款關鍵產品，一種用於多發性硬化症的歐凱瑞單抗和一種用於腫瘤學指標的特倪珠單抗，後者是唯一獲批可用的皮下PD-L1抑制劑。
On the downside, Wegovy maker Novo Nordisk A/S (NYSE:NVO) saw an 18.2% drop in its market cap after the FDA rejected its BLA filing for the once-weekly insulin icodec.
另一方面，Wegovy製造商新北極製藥A/S（紐交所：NVO）在FDA拒絕其一週一次胰島素依科考生的BLA申請後，市值下跌了18.2%。
Similarly, Eli Lilly & Co (NYSE:LLY) reported a slight decline of 2.1%, though both companies retained their leadership in diabetes and weight loss drugs.
同樣，Eli Lilly & Co（紐交所：LLY）報告了輕微的下降2.1%，儘管這兩家公司在糖尿病和減肥藥概念方面保持了領先地位。
Merck & Co Inc (NYSE:MRK) also faced a 8.2% fall in market value, largely due to disappointing sales of its HPV vaccine, Gardasil, in China.
默克（紐交所：MRK）的市值也下跌了8.2%，這在很大程度上是由於其在中國的人乳頭瘤病毒疫苗Gardasil的銷售令人失望所致。
"The biopharmaceutical industry is poised for a recovery, fueled by multiple FDA approvals leading to a rebound in companies that have seen declines in market capitalization in previous quarters, such as Gilead Sciences and Bristol-Myers Squibb," says GlobalData analyst.
「生物製藥行業將迎來複蘇，這要歸功於多項FDA批准，導致之前市值出現下滑的公司，例如吉利德科學和施貴寶，有望反彈，」GlobalData分析師表示。
- ADC Therapeutics Faces Competitive Oncology Market But Analyst Sees 100% Upside – Here's Why
- adc therapeutics面臨競爭激烈的腫瘤市場，但分析師預計上漲100% - 原因如下
Image Via Shutterstock
圖片來自shutterstock
