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核心观点 - AnaptysBio公司发布的rosnilimab在类风湿性关节炎(RA)2b期试验数据表现优异 达到JAK抑制剂类似疗效 并在停药后疗效持续至少两个月 [1] - 药物安全性良好 所有剂量组(100mg Q4W 400mg Q4W 600mg Q2W)在第12周均实现DAS-28 CRP和ACR20相对于安慰剂的统计学显著改善 [2] - 分析师因数据积极将评级从中性上调至买入 目标价从22美元提升至38美元 [4] - 与竞争对手相比 rosnilimab在CDAI LDA维持率(53-63%)显著优于礼来已终止的PD-1激动剂peresolimab(37%) [6] 临床试验数据 - 424名患者试验中 45%患者在12周达到CDAI LDA(≤10) 14周时提升至69%(220例) [2] - 截至2025年3月11日 83%患者在第34周仍维持LDA 未达标患者中位CDAI为13 [3] - 第28周时 疼痛视觉模拟量表(VAS)和健康评估问卷(HAQ-DI)等患者报告结局指标持续改善 [4] 研发管线进展 - 计划在2025年第四季度公布rosnilimab治疗溃疡性结肠炎(UC)的2期研究初步数据 [3] - 分析师对即将发布的UC数据持乐观态度 [4] 市场竞争格局 - 艾伯维Rinvoq与百时美施贵宝Orencia在SELECT-CHOICE试验中显示相似效果 与rosnilimab第28周数据具有可比性 [5] - 强生将在EULAR会议上公布PD-1激动剂早期数据 但样本量小于AnaptysBio研究 [6] 市场反应 - 尽管数据积极 公司股价周三下跌12 1%至20 66美元 [6]

NEW YORK and MELBOURNE, Australia, May 15, 2025 (GLOBE NEWSWIRE) -- Incannex Healthcare Inc. (Nasdaq: IXHL), (Incannex), a clinical-stage biopharmaceutical company leading the way in developing oral combination medicines, today reported fiscal second quarter financial results and provided business highlights for the quarter ended March 31, 2025. "The third quarter of 2025 represents a pivotal period of progress for Incannex as we continue to execute on our IHL-42X development program," said Joel Latham, Pre ...