Key Points Novo Nordisk has several catalysts that could jolt its sluggish stock over the next few years. Regeneron is handling biosimilar competition well while mitigating the threat with new launches. 10 stocks we like better than Novo Nordisk › What's better than investing in a stock with a promising outlook? Investing in a beaten-down stock with a promising outlook. Scooping up shares of great companies after they have experienced setbacks but before they make a strong comeback is a great way t ...

报告行业投资评级 - 行业投资评级：优于大市（维持评级）[1] 报告核心观点 - ASCVD疾病负担沉重，血脂异常是重要的始动因素，LDL-C与ASCVD风险相关性已有充分证据，但他汀治疗后相当比例患者仍未达标，Lp(a)作为独立于LDL-C的"尾部风险"因子通过动脉粥样硬化、促凝及促炎通路影响心血管事件风险[2] - MNC药企在心血管领域密集布局，聚焦PCSK9及Lp(a)两大靶点，预计PCSK9全球市场规模110~190亿美元，Lp(a)抑制剂市场30~70亿美元[2] - 未来几年多个心血管事件终点Ph3临床研究将读出数据，包括VESALIUS-CV、HORIZON、OCEAN(a)-Out_comes等关键催化剂[2] - 相关标的包括恒瑞医药（HRS-5346授权给Merck）和石药集团（YS2302018授权给AstraZeneca）等国内药企通过授权合作参与全球竞争[2] ASCVD疾病负担 - ASCVD是全球首要致死原因，1990与2021年缺血性心脏病均位列全球死因第1位，年龄标准化死亡率从159/10万人下降至109/10万人，但总数仍接近900万人，占全部死亡原因约13%[5] - 美国2022年冠心病死亡37万例、卒中16万例，≥20岁人群中约1870万人至少经历过一次ASCVD事件[5] - 中国2021年缺血性心脏病死亡196万例、卒中约230万例，约7000万人至少有一次ASCVD病史[5] - 动脉粥样硬化形成机制中，含有apoB的脂蛋白胆固醇在动脉壁内沉积是始动环节，LDL-C被巨噬细胞吞噬形成泡沫细胞累积成动脉粥样硬化斑块[6] LDL-C治疗现状与未满足需求 - 美国ASCVD患者中约75%使用他汀治疗，但仅25%患者LDL-C控制在70 mg/dL推荐值以下，1130万未达标人群中仅60万人使用附加疗法[26] - 高风险ASCVD患者CVD事件发生率为非高风险患者的3倍以上，指南推荐他汀基础上使用EZM/PCSK9i附加疗法但渗透率低[26] - PCSK9抑制剂临床数据显示LDL-C降幅显著，Evolocumab在FOURIER研究中使LDL-C从92 mg/dL降至30 mg/dL，3P-MACE风险下降20%[32][53] Lp(a)作为新兴靶点 - Lp(a)是独立于LDL的ASCVD风险因子，水平由基因决定，几乎不受生活方式干预影响，通过致动脉粥样硬化、促凝和促炎作用增加心血管风险[35][37] - 美国人群中Lp(a)中位数14 mg/dL，>50 mg/dL占比14.7%；中国人群中位数11 mg/dL，>50 mg/dL占比8.4%[40] - Lp(a)抑制剂研发进展包括Pelacarsen（ASO）、Olpasiran（siRNA）等，其中siRNA药物可实现90%以上Lp(a)降幅，多项Ph3研究将于2026-2031年读出数据[41][42][47] MNC药企布局与市场空间 - PCSK9药物全球市场规模预计110~190亿美元，Lp(a)抑制剂市场预计30~70亿美元，基于患者分层和渗透率假设（二级预防10%~15%，一级预防5%~10%）[66][68] - PCSK9药物截至2025Q2 LTM销售额约40亿美元，美国市场占比50%，年用药费用约4000美元，远期渗透率提升驱动市场增长[68][69] - MNC药企如Eli Lilly、Novartis、Merck等通过多机制产品矩阵覆盖心血管疾病人群，包括PCSK9靶点（单抗、siRNA、口服药）和Lp(a)靶点（ASO、siRNA、小分子）[72] 临床事件催化剂 - VESALIUS-CV（Amgen，PCSK9 mAb，一级预防）将于2025年11月AHA大会公布完整数据[2][32] - HORIZON（Novartis，Lp(a) ASO，二级预防）topline数据预计2026H1读出[2][41] - OCEAN(a)-Out_comes（Amgen，Lp(a) siRNA，二级预防）topline数据预计2026H2读出[2][41] - ORION-4/VICTORION-2P（Novartis，PCSK9 siRNA，二级预防）数据读出时间2026/2027年[2][32]

Award recognizes the groundbreaking science of Dupixent and its transformational impact on multiple rare and common allergic and atopic conditions First and only therapy to specifically target the IL-4 and IL-13 signaling pathway, a key driver of type 2 inflammation that contributes to multiple conditions TARRYTOWN, N.Y., Oct. 31, 2025 (GLOBE NEWSWIRE) -- Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) today announced that Dupixent® (dupilumab) has been recognized as the “Best Biotechnology Product” of 2025 ...

SHANGHAI, Oct. 31, 2025 /PRNewswire/ -- JW Therapeutics (HKEx: 2126), an independent and innovative biotechnology company focusing on developing, manufacturing and commercializing cell immunotherapy products, announced the execution of an Amendment to its strategic collaboration agreement with Regeneron Pharmaceuticals, Inc. ("Regeneron"), a leading global biotechnology company. This amendment not only signifies a major upgrade in long-term partnership between the two companies, but also marks the beginning ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Regeneron Pharmaceuticals, Inc. ( REGN ), the Tarrytown, New York headquartered Pharma company, reported its Q3 earnings yesterday. Its stock surged as revenues of $3.75bn, and earnings per share of $11.83 on a nor ...

公司业绩表现 - 再生元制药公布第三季度财报 营收达到37.5亿美元 每股收益为11.83美元（标准化基础）和13.62美元（按报告基础）[1] - 财报公布后公司股价出现大幅上涨[1] 作者背景与服务 - 文章作者为生物技术顾问 在生物技术、医疗保健和制药行业拥有超过5年研究经验 并对超过1000家公司完成详细报告[1] - 其投资平台Haggerston BioHealth提供每周通讯订阅服务 内容涵盖行业动态、关键催化剂、买卖评级、产品销售预测、综合财务报表、现金流折现分析和市场分析[1] - 该平台服务对象包括生物科技投资新手和经验丰富的投资者[1]

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Potential assets would target multiple biological pathways in a single molecule Total value of the partnership potentially exceeds $1 billion if multiple assets advance WESTON, Mass., Oct. 29, 2025 (GLOBE NEWSWIRE) -- ModeX Therapeutics Inc., an OPKO Health company (NASDAQ: OPK), today announced that it has entered into a license and collaboration agreement with Regeneron Pharmaceuticals Inc. (NASDAQ: REGN) to discover and develop multispecific antibodies for several therapeutic indications of mutual intere ...

Key Takeaways Regeneron posted Q3 EPS of $11.83, topping estimates but down 5% from last year on higher costs.Revenues rose 1% to $3.7B, driven by Dupixent's 27% surge and Eylea HD's growing demand.Libtayo sales climbed 27%, while new oncology approvals strengthen Regeneron's therapeutic portfolio.Regeneron Pharmaceuticals, Inc. (REGN) reported third-quarter 2025 adjusted earnings per share (EPS) of $11.83, which comfortably beat the Zacks Consensus Estimate of $9.44. However, the bottom line was down 5% fr ...

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