Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure: I/w ...

Shares of Amgen (AMGN -4.76%) recently ticked lower despite a very positive-sounding press release regarding its weight management candidate. According to the giant drugmaker, treatment with an anti-obesity candidate called MariTide helped patients reduce their weight by up to 20% after 52 weeks.On the surface, 20% weight loss after 52 weeks for a monthly injection is commendable. Unfortunately, the reported benefit probably isn't strong enough to consider the still-experimental treatment a potential market ...

I publish my best ideas and top coverage on the Growth Stock Forum . If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely. To receive e-mail notifications for my public articles and blogs, please click the follow button . And to go deeper, sign up for a free trial to Growth Stock Forum.He leads the investing group Growth Stock Forum which features: a model ...

文章核心观点 - Amgen的实验性减肥药物在二期临床试验中未达到分析师预期，导致股价大幅下跌 [1] 试验结果 - 二期临床试验显示，MariTide药物在一年内使肥胖或超重（无糖尿病）患者平均体重减轻约20% [1] - 试验结果未出现平台期，表明继续使用可能会进一步减轻体重 [1] 分析师反应 - 分析师原本预期体重减轻幅度为23%至25% [1] - 分析师对药物的副作用和患者退出试验的数量表示担忧 [1] - Citi指出，对药物的耐受性和退出率的担忧以及与Eli Lilly和Novo Nordisk的竞争压力导致股价下跌 [1] - Jefferies分析师认为股价下跌可能是过度反应，并视为投资机会 [1] 公司回应 - Amgen首席科学官Jay Bradner表示，试验结果使公司有信心启动MariTide的三期临床试验 [1] - Amgen计划在未来的医学会议上展示二期数据，并提交发表 [1] 股价影响 - 消息导致Amgen股价在最近的交易中下跌近8%，达到自去年春季以来的最低水平 [1]

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

文章核心观点 - Amgen Inc的股票在盘前交易中下跌，原因是其新药MariTide的二期临床试验数据未能达到华尔街的高预期 [1][2][7] 公司研究 - MariTide在肥胖患者中的二期临床试验数据显示，一年内平均体重减轻了约20%，且没有出现体重减轻的平台期，表明在52周后可能会有进一步的体重减轻 [1] - 尽管MariTide的体重减轻效果未达到分析师的预期，但研究显示，在GLP-1疗法中通常体重减轻较少的患者子集中，MariTide使这些患者平均体重减轻了约17%，且平均血红蛋白A1C（HbA1c）降低了2.2个百分点 [2] - MariTide还改善了心血管代谢参数，包括血压、甘油三酯和高敏C反应蛋白（hs-CRP），且没有显著增加游离脂肪酸 [3] - MariTide的给药方式为手持式自动注射器，每月或更少频率的单次注射 [6] - Amgen正在推进其肥胖药物管线，包括口服和注射途径，涉及肠促胰岛素和非肠促胰岛素机制 [6] 行业研究 - 华尔街分析师对MariTide的期望是至少达到20%的体重减轻，有些分析师甚至期望达到25% [2] - 正在进行的一期药代动力学研究中，评估了额外的给药方案，二期研究的第二部分正在调查MariTide在52周后的进一步体重减轻、通过减少或降低剂量维持体重以及停药后体重减轻的持久性 [5] - MariTide的常见副作用是胃肠道问题，包括呕吐、恶心和便秘，剂量递增组的停药率因任何不良事件为约11%，与胃肠道相关的事件少于8%，没有发现额外的安全信号 [4]

文章核心观点 - 安进公司（Amgen）的实验性减肥注射剂MariTide在关键的中期试验中帮助肥胖患者平均减重高达20%，显示出进入蓬勃发展的减肥药物市场的潜力 [1][2] 药物效果 - MariTide在一年内帮助肥胖患者减重高达20%，同时帮助肥胖和2型糖尿病患者减重高达17% [2] - 试验中未观察到减重效果达到平台期，表明在52周后可能继续减重 [2] 市场预期与反应 - 华尔街预期MariTide在中期试验中至少减重20%，部分分析师甚至希望达到25%，因此试验结果在预期低端，导致安进公司股价在盘前交易中下跌约5% [3] - 市场对中期试验结果期待已久，以评估MariTide与诺和诺德（Novo Nordisk）和礼来（Eli Lilly）的畅销减肥注射剂以及其他制药公司正在开发的药物相比的竞争力 [4] 试验设计与未来计划 - 安进公司仅公布了试验第一部分的数据，该部分旨在测试不同剂量、时间和方案的MariTide，公司将利用这些结果来完善后期研究的试验设计 [5] - 安进公司表示MariTide可能提供更快的减重效果、更好的体重维持和比每周注射更少的注射次数，这可能提高公司在减肥药物市场中的竞争力 [6] 市场潜力 - 分析师预测减肥药物市场到2030年代初可能达到每年1500亿美元 [6] 药物机制与竞争优势 - MariTide采用新的减肥方法，是一种所谓的肽抗体偶联物，激活GLP-1受体并阻断GIP受体，与礼来（Eli Lilly）的Zepbound和诺和诺德（Novo Nordisk）的Wegovy不同 [7] - Wegovy在后期研究中导致68周内减重15%，而Zepbound帮助患者在72周内减重超过22% [7] 股价表现 - 安进公司股价在今年因中期试验数据预期而大幅上涨，但最近因分析师对MariTide潜在的骨密度副作用提出质疑而失去动力 [8]

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The world of pharmacenutical stocks has a lot to offer investors. With their resilience in the face of economic issues and frequently in the face of market fluctuations as well, pharma stocks can serve as an anchor for your portfolio.But it's a tricky category to invest in if you aren't sure what to look for, or how to judge whether a given stock is worthy of your money. Let's learn about three things that you should check on before taking the plunge with any pharma investment.1. Capital allocation plansPha ...

Howard Chang, M.D., Ph.D., Joins as Senior Vice President of Research and Chief Scientific OfficerTHOUSAND OAKS, Calif., Nov. 20, 2024 /PRNewswire/ -- Amgen (NASDAQ:AMGN) today announced that Howard Chang, M.D., Ph.D., will join the company as senior vice president of Research, effective Dec. 16, 2024. Chang will also assume the title and responsibility of serving as Amgen's chief scientific officer, reporting to Jay Bradner, M.D., executive vice president of Research and Development."Howard is one of our g ...