Incyte's $750 Million Escient Deal Faces Setback With Toxicology Issues In Two Investigational Drugs, Analyst Flags Challenges
Incyte's $750 Million Escient Deal Faces Setback With Toxicology Issues In Two Investigational Drugs, Analyst Flags Challenges
On Monday, Incyte Corporation (NASDAQ:INCY) announced that it will pause enrollment in the ongoing Phase 2 study of MRGPRX2 (INCB000262) in chronic spontaneous urticaria (CSU).
週一，Incyte Corporation（納斯達克股票代碼：INCY）宣佈，它將暫停正在進行的慢性自發性蕁麻疹（科羅拉多州立大學）MRGPRX2（INCB000262）2期研究的註冊。
The decision was made following the observation of certain in vivo preclinical toxicology findings.
該決定是在觀察了某些體內臨床前毒理學發現後做出的。
These data have been shared with the FDA, and Incyte will work closely with the FDA to determine the next steps.
這些數據已與美國食品藥品管理局共享，Incyte將與美國食品藥品管理局密切合作，以確定下一步行動。
Also Read: Incyte's Jakafi Demand Is Strong, Analyst Upgrades Stock
另請閱讀：Incyte對Jakafi的需求強勁，分析師上調股票
Enrollment in the other INCB000262 proof-of-concept studies is complete. Data from all clinical studies will help inform its future development and guide the potential development of backup molecules.
其他 INCB000262 概念驗證研究的註冊已完成。來自所有臨床研究的數據將有助於爲其未來發展提供信息，並指導備用分子的潛在發展。
In addition, data from the Phase 2 study evaluating MRGPRX4 (INCB000547) in cholestatic pruritus (CP) does not support further development.
此外，評估膽汁淤積性瘙癢（CP）中MRGPRX4（INCB000547）的二期研究的數據不支持進一步的發展。
The company added the investigational drugs via the Escient Pharmaceuticals deal for $750 million.
該公司通過Escient Pharmicals的交易增加了研究藥物，價格爲7.5億美元。
William Blair says the 'update is clearly disappointing' as the proof-of-concept data across all three indications was anticipated in the first quarter of 2025.
威廉·布萊爾說，這次 「更新顯然令人失望」，因爲所有三個指標的概念驗證數據預計將在2025年第一季度公佈。
The analyst has not included estimates for the molecule in the model yet. However, William Blair previously projected it could launch in 2029 and bring substantial sales for Incyte in the 2030s, as it's being tested for major market opportunities with the potential to become a blockbuster.
分析師尚未在模型中納入該分子的估計值。但是，威廉·布萊爾此前曾預計，它可能會在2029年推出，並在2030年代爲Incyte帶來可觀的銷量，因爲它正在測試可能成爲重磅的重大市場機會。
"Although '547 was not the focus of the Escient acquisition, it is clearly negative to also see the discontinuation of the other clinical-stage program associated with the acquisition," the analyst adds.
該分析師補充說：「儘管'547不是收購Escient的重點，但看到與收購相關的其他臨床階段項目也終止顯然是負面的。」
William Blair writes that before more information is released about the toxicology findings and next steps for the '262 program, investors are likely to focus on other key pipeline updates expected in 2025.
威廉·布萊爾寫道，在發佈有關毒理學研究結果和'262計劃的下一步措施的更多信息之前，投資者可能會將注意力集中在預計於2025年進行的其他關鍵管道更新上。
These include Phase 3 results for povorcitinib in hidradenitis suppurativa, due in early 2025, and initial data on mutant-specific inhibitors (mCALR and JAK2V617F) for myeloproliferative neoplasms later in the year. These developments could significantly impact Incyte's long-term outlook.
其中包括波沃西替尼治療化膿性汗腺炎的3期結果，該結果將於2025年初發布，以及今年晚些時候的骨髓增生性腫瘤突變特異性抑制劑（mCalR和 JAK2V617F）的初步數據。這些事態發展可能會對Incyte的長期前景產生重大影響。
Price Action: INCY stock fell 11.35% at $68.28 during premarket session at the last check on Tuesday.
價格走勢：在週二的最後一次盤前交易中，INCY股價下跌11.35％，至68.28美元。
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