Amgen Defends Its Investigational Monthly Weight Loss Injection After Analyst Cites MariTide's Impact on Bone Density
Amgen Defends Its Investigational Monthly Weight Loss Injection After Analyst Cites MariTide's Impact on Bone Density
On Tuesday, a Cantor analyst wrote that additional data from Amgen's experimental weight loss injection, MariTide, suggests a new potential safety risk tied to the drug.
周二，一位Cantor分析师写道，来自安进的实验性减肥注射药物MariTide的额外数据表明，该药物存在新的潜在安全风险。
On Wednesday, Amgen Inc (NASDAQ:AMGN) stated the MariTide (maridebart cafraglutide, formerly AMG 133) Phase 1 data, saying, "Amgen does not see an association between the administration of MariTide and bone mineral density (BMD) changes. The Phase 1 study results do not suggest any bone safety concerns or change our conviction in the promise of MariTide. We look forward to sharing the Phase 2 topline data later this year."
周三，安进公司（纳斯达克：AMGN）表示，MariTide（mari-debart cafraglutide，之前为AMG 133）第一阶段数据表明：“安进没有发现MariTide的使用与骨矿密度（BMD）变化之间的关联。第一阶段研究结果并未建议存在骨骼安全隐患，也没有改变我们对MariTide前景的信心。我们期待在今年晚些时候分享第二阶段的初步数据。”
CNBC highlighted that MariTide could be a strong new contender in the weight loss drug market. Unlike current weekly injections from Novo Nordisk A/S (NYSE:NVO) and Eli Lilly And Co (NYSE:LLY), MariTide is taken once a month and works through a different mechanism.
CNBC强调，MariTide可能是减肥药市场上一个强有力的新竞争者。与诺和诺德（纽交所：NVO）和礼来（纽交所：LLY）目前的每周注射不同，MariTide是每月注射一次，并通过不同的机制发挥作用。
Also Read: Jim Cramer Says Eli Lilly's 'Pathetic' Stock Performance Could Get A Breather If Amgen Has Hidden Bone Risk Data After 7% Stock Drop
另请阅读：吉姆·克雷默表示，如果安进有隐藏的骨骼风险数据，礼来的“可怜的”股票表现可能会有所缓解，此前股票下跌了7%。
Analysts referred to new public data from a phase one study, showing that the highest dose of MariTide (420 milligrams) was associated with around 4% decrease in bone mineral density over 12 weeks.
分析师提到第一阶段研究的新公开数据，显示最高剂量的MariTide（420毫克）在12周内与约4%的骨矿密度下降相关。
Goldman Sachs responded that after reviewing the data, they do not believe it shows any safety issues.
高盛回应称，在审查数据后，他们不相信该数据显示任何安全问题。
Goldman Sachs says BMD measurements from DEXA scans and believes concerns about the data are not justified as there is no significant difference between the treatment and placebo, nor any clear dose-dependent effect in the DEXA data.
高盛表示，来自DEXA扫描的BMD测量显示，数据的担忧并不合理，因为治疗组和安慰剂组之间没有显著差异，也没有在DEXA数据中发现明确的剂量依赖效应。
The analyst also says a study by Amgen's deCODE genetics, which included data from 1.2 million people, found no link between obesity-related variants in the GIPR gene and a higher risk of fractures or lower BMD. It's already well-established that rapid weight loss is linked to BMD loss.
分析师还表示，安进的deCODE基因组研究发现，包括120万人的数据没有显示GIPR基因的与肥胖相关的变异与骨折风险增加或BMD下降之间的关联。已经有充分的证据表明，快速减肥与BMD下降有关。
William Blair notes that at lower doses of AMG 133 (140 mg and 280 mg), the reduction in bone mineral density is minimal, around 2% at most, which might not differ significantly from the placebo due to limited data in smaller groups.
威廉·布莱尔指出，在较低剂量的AMG 133（140毫克和280毫克）下，骨矿密度的降低是微乎其微的，最多约为2%，由于在小组中数据有限，这可能与安慰剂没有显著差异。
While the 4% reduction stands out compared to typical reductions of 2% to 2.5%, bariatric surgery has been known to reduce BMD by 3% to 5% after six months.
虽然4%的减幅与典型的2%到2.5%的减幅相比显得突出，但已有研究表明，减肥手术在六个月后会减少骨密度3%到5%。
MariTide, which leads to more significant weight loss over six months than semaglutide or liraglutide, may also result in greater BMD reductions due to this weight change.
MariTide在六个月内比semaglutide或liraglutide带来更显著的体重减轻，可能也会因体重变化而导致更大的骨密度下降。
Price Action: AMGN stock is up 1.39% at $302.98 at last check Wednesday.
价格走势：截至周三最后检查时，AMGN股票上涨1.39%，报价为302.98美元。
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