AbbVie's Schizophrenia Failure Disappoints But Analysts Show Confidence In Immunology Portfolio
AbbVie's Schizophrenia Failure Disappoints But Analysts Show Confidence In Immunology Portfolio
The analyst also adds that the update will likely raise questions about strategy in neuroscience for AbbVie, which was highlighted during their third-quarter On Monday, AbbVie Inc (NYSE:ABBV) stock plunged after two trials investigating emraclidine as a once-daily, oral monotherapy treatment for adults with schizophrenia failed two Phase 2 trials.
週一，艾伯維公司（紐交所:ABBV）股票暴跌，因爲兩項調查將emraclidine作爲一種每日一次的口服單藥治療成年精神分裂症患者的試驗均失敗了。
The studies did not meet their primary endpoint of showing a statistically significant improvement in the change from baseline in the Positive and Negative Syndrome Scale (PANSS) total score compared to the placebo group at week 6.
這些研究未達到其主要終點，即在第6周相對於安慰劑組，從基線變化在陽性和陰性綜合症量表（PANSS）總分方面呈現出統計學上顯著改善。
Truist says due to the failure, Bristol Myers Squibb & Co's (NYSE:BMY) Cobenfy (xanomeline and trospium chloride, KarXT) is poised to have less commercial competition.
由於失敗，Truist表示施貴寶（紐交所:BMY）的Cobenfy（xanomeline和trospium chloride，KarXT）將面臨更少的商業競爭。
The analyst also adds that the update will likely raise questions about strategy in neuroscience for AbbVie, which was highlighted during their third-quarter earnings call.
分析師還指出，此次更新可能會引發關於艾伯維在神經科學領域戰略的疑問，這在他們第三季度業績會中得到了強調。
The analyst, with a Buy rating and $215 price target, is still positive on AbbVie's growth prospects particularly from their immunology I&I franchise.
這位分析師，評級爲買入，目標股價爲215美元，仍對艾伯維的增長前景持積極態度，特別是從其免疫學I＆I特許經銷商處。
Emraclidine was part of AbbVie's acquisition of Cerevel last year, which also included Tavapadon, which recently reported positive Phase 3 results in Parkinson's disease.
去年emraclidine是艾伯維公司收購Cerevel的一部分，該收購還包括Tavapadon，該藥物最近在帕金森病的3期試驗中報告了積極的結果。
The trial met its primary endpoint – patients treated with tavapadon in both dose groups experienced a statistically significant reduction (improvement) from baseline compared to placebo (placebo: +1.8; 5 mg: -9.7; 15 mg: -10.2 versus placebo) in the Movement Disorder Society – Unified Parkinson's Disease Rating Scale (MDS-UPDRS) Parts II and III combined score at week 26.
該試驗達到了其主要終點-接受tavapadon治療的患者在兩個劑量組中從基線開始與安慰劑組相比經歷了MDS-UPDRS第II和第III部分聯合評分在第26周時的統計學上顯著減少（改善）（安慰劑：+1.8；5毫克：-9.7；15毫克：-10.2相對於安慰劑）。
Also Read: AbbVie's Emraclidine For Schizophrenia 'Surprisingly Disappoints,' Analyst Says Pipeline Is Underappreciated
閱讀更多：艾伯維的emraclidine對精神分裂症「令人驚訝地令人失望」，分析師稱該管道未受到足夠重視
BMO Capital Markets writes, "AbbVie core I&I thesis intact, but this one stings."
BMO資本市場表示，「艾伯維的核心I&I論點保持完整，但這次傷害很大。」
The analyst has lowered the price target from $228 to $208 and maintains the Outperform rating, citing confidence in the immunology portfolio.
分析師將目標價從228美元下調至208美元，並維持跑贏市場評級，認爲對免疫學投資組合的信懇智能有信心。
BMO analyst writes that While Neurocrine Biosciences Inc's (NASDAQ:NBIX) mixed phase 2 data from NBI-1117568 showed some efficacy, there was absolutely no benefit in these trials. Bristol's Cobenfy is now poised to dominate the schizophrenia market, the analyst adds.
BMO分析師表示，儘管神經科白生物科學公司(NASDAQ:NBIX)的NBI-1117568混合2期數據顯示了些許功效，但在這些試驗中絕對沒有利益。分析師補充說，施貴寶的Cobenfy現在有望主導精神分裂症市場。
BMO has reduced the probability of success for emraclidine to 0%, which was previously estimated to reach a potential $3.9 billion in global unadjusted peak sales in the Schizophrenia indication.
BMO已將emraclidine成功幾率降低到0%，此前預計該藥在精神分裂症適應症中的全球未調整峯值銷售額可能達到39億美元。
Price Action: ABBV stock is down 0.84% at $172.96 at last check Tuesday.
股價走勢：ABBV股價最新查看時下跌0.84%，報172.96美元。
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