文章核心观点 - 生物医药行业中,开发治疗肥胖的公司正在不断增加,除了小型风险较高的生物科技公司外,也有一些大型和相对安全的选择 [1] - 本文将讨论两家这样的公司 - Amgen和AstraZeneca,它们虽然还不是该领域的领导者,但有望在未来取得成功 [1] Amgen - Amgen正在开发一款名为MariTide的肥胖治疗药物,目前处于2期临床试验阶段 [2] - 预计2024年底将有2期试验结果,公司已计划将该候选药物推进到3期开发 [2] - 公司还计划在2025年前启动一项2期临床试验,用于治疗2型糖尿病 [2] - 如果这两项试验成功并获批上市,该药物的潜在市场规模可能与Eli Lilly和Novo Nordisk的同类药物相当,每季度可能带来数十亿美元收入 [2] - MariTide的一个潜在优势是可以持续减重,患者停药后不会完全复胖,在之前的研究中,最高剂量组患者停药150天后仍比基线减重11.2% [3] - 相比之下,大多数患者在停药后会复胖 [3] - 尽管MariTide的早期数据看似强劲,但最终效果仍有待观察,不过即使失败也不会对Amgen整体业务造成太大影响,但成功则可能带来巨大增长 [3] AstraZeneca - AstraZeneca将体重管理药物视为2030年后的一个主要增长动力 [4] - 公司目前正在开发一款名为AZD6234的体重管理药物,处于1期临床试验阶段,预计2025年下半年完成 [4] - AstraZeneca的CEO认为,体重管理和减肥是不同的,体重管理药物可以更温和,适合长期使用,而不必像减肥药那样有严重副作用 [4][5] - 公司还有另一款早期候选药物,正在测试用于代谢相关的脂肪肝(MASH)患者,也将在同一时间框架内完成1期试验,该药物也瞄准了与Eli Lilly和Novo Nordisk同类药物相同的GLP-1受体 [5][6] - 与Amgen一样,AstraZeneca的代谢类项目只是其庞大研发管线的一小部分,这使得其进入市场的道路风险较低,同时公司寻求副作用更少的候选药物也是一个不同于同行的明智策略 [6]

Amgen (AMGN) closed at $319.66 in the latest trading session, marking a +0.69% move from the prior day. The stock lagged the S&P 500's daily gain of 0.9%. Elsewhere, the Dow gained 0.81%, while the tech-heavy Nasdaq added 1.22%.The the stock of world's largest biotech drugmaker has fallen by 2.12% in the past month, leading the Medical sector's loss of 4.05% and undershooting the S&P 500's gain of 3.15%.The investment community will be paying close attention to the earnings performance of Amgen in its upcom ...

文章核心观点 - 公司在过去一年中取得了良好的业绩增长,营收和利润均有大幅提升 [1] - 公司在新兴市场的业务拓展取得了较好的成果,为未来发展奠定了基础 [1] - 公司正在积极推进数字化转型,以提高运营效率和客户体验 [1] 行业概况 - 行业整体保持较快增长,受益于消费需求的持续增长 [1] - 行业竞争格局较为稳定,公司在行业中的地位进一步巩固 [1] - 行业面临的主要挑战包括原材料价格上涨和供应链压力 [1] 公司业务表现 - 公司营业收入同比增长15%,达到120亿美元 [1] - 公司净利润同比增长20%,达到15亿美元 [1] - 公司在新兴市场的销售收入增长30%,占总收入的40% [1] - 公司的数字化转型取得初步成效,线上销售占比提升至30% [1]

文章核心观点 - 公司提供全面的REIT、mREIT、优先股、BDC、MLP、ETF等收益类投资研究 [1] - 研究分析师拥有10年投资银行从业经验,擅长解读新闻、事件、财报等,发现潜在投资机会和风险 [1] 公司概况 - 公司提供免费2周试用的深度研究服务,已有438个5星级评价 [1] - 分析师没有持有相关公司股票,也没有未来72小时内的投资计划,文章为独立观点 [1] Seeking Alpha披露 - 过往业绩不代表未来表现,不对任何投资的适合性做出建议 [2] - Seeking Alpha不是注册的证券交易商或投资顾问,分析师为第三方作者 [2]

Shares of Amgen (AMGN) fell by more than 5% on Wednesday after it reported top-line data on two different drugs in the autoimmune disease space. While the studies did meet their respective primary endpoints, Wall Street termed the results ‘lackluster’ and ‘underwhelming’.At a conference call on Tuesday, Amgen posted top-line data from two late-stage studies — HORIZON and MINT. The HORIZON study evaluated an investigational anti-OX40 therapy rocatinlimab in atopic dermatitis (AD or eczema) indication. In the ...

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.Shares of Amgen (NASDAQ: AMGN ) are down this week despite two positive ...

In an investor update on Tuesday, Amgen Inc AMGN released data from Phase 3 trials of rocatinlimab and Uplizna (inebilizumab).HORIZON Phase 3 trial evaluated rocatinlimab for atopic dermatitis (eczema) in 726 patients.Amgen reported that rocatinlimab outperformed a placebo regarding the severity and extent of the disease.Amgen stock is trading lower as the data seemed to be below expectations.Goldman Sachs notes that although the Phase 3 efficacy data for rocatinlimab is less compelling compared to Dupixent ...

Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN ) is a leading biotechnology company based in Tarrytown, New York. REGN develops therapies for eye diseases, cancer, allergic conditions, and infectious diseases. Its portfolio contains commercial Eylea, Dupixent, and Libtayo that address critical medical needs andMy name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from ...

Shares of Regeneron Pharmaceuticals, Inc. (REGN) were down 4.63% after an unfavorable ruling in its lawsuit against Amgen (AMGN) in the United States District Court for the Northern District of West Virginia.The lawsuit was related to a biosimilar of its lead drug Eylea (aflibercept 2 mg).Regeneron’s shares have rallied 24.3% year to date against the industry’s decline of 1.5%.Image Source: Zacks Investment ResearchREGN’s Lawsuit Against AMGNEylea, REGN’s lead drug, is approved for various retinal condition ...

文章核心观点 1. 新型体重管理药物正在快速发展,预计到2030年将产生超过1000亿美元的年销售额 [1][2] 2. 诺和诺德和安进两家公司即将在2024年前发布新一代体重管理药物的临床试验结果,这可能会推动这些制药股价大涨 [2] 诺和诺德 1. 诺和诺德正在进行Redefine-1临床试验,测试一种新的组合疗法CagriSema(由cagrilintide和semaglutide组成) [3] 2. 在之前的II期试验中,CagriSema组的平均体重下降15.6%,远高于单独使用semaglutide的5.1% [3] 3. 如果Redefine-1试验结果能超过礼来公司tirzepatide的20.9%体重下降,诺和诺德股价可能会大涨 [4] 4. 但诺和诺德目前股价估值较高,市场已经预期CagriSema能取得超过21%的体重下降,这仍然存在不确定性 [4] 安进 1. 安进正在开发一种新的体重管理药物MariTide,它通过抑制GIP受体而非激活来发挥作用 [5][6] 2. 在I期试验中,最高剂量组患者平均体重下降14.5% [5] 3. MariTide还表现出了较长的体重维持效果,患者在最后一次注射150天后仍能保持体重下降 [5][6] 4. 安进正在进行II期试验,预计在2024年底前公布52周结果,如果结果良好,MariTide有望成为一款新的体重管理药物 [6] 5. 即使不考虑MariTide,安进目前的股价估值也不算高,加上其他多个增长迅速的重磅产品,未来发展前景看好 [6]