神经科医生看好亨廷顿病将上市疗法瑞银力挺uniQure(QURE.US)、PTC(PTCT.US)潜力

智通财经2025-05-27

智通财经APP获悉，瑞银近日发布生物科技领域研报，神经科医生对uniQure公司(QURE.US)的AMT-130(基因疗法)和PTC Therapeutics(PTCT.US)/诺华制药(NVS.US)公司的PTC-518(口服小分子)在亨廷顿病(HD)治疗中的表现十分乐观，若数据积极且疗法明日即可使用，则计划为25%的患者开具AMT-130处方，为40%的患者开具PTC-518处方。瑞银对 ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2538551614?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-05-27 16:50","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2538551614","market":"hk","top_or_hot":-1,"title":"神经科医生看好亨廷顿病将上市疗法 瑞银力挺uniQure(QURE.US)、PTC(PTCT.US)潜力","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，瑞银近日发布生物科技领域研报，神经科医生对uniQure公司(QURE.US)的AMT-130(基因疗法)和PTC Therapeutics(PTCT.US)/诺华制药(NVS.US)公司的PTC-518(口服小分子)在亨廷顿病(HD)治疗中的表现十分乐观，若数据积极且疗法明日即可使用，则计划为25%的患者开具AMT-130处方，为40%的患者开具PTC-518处方。瑞银对 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1298049.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>神经科医生看好亨廷顿病将上市疗法 瑞银力挺uniQure(QURE.US)、PTC(PTCT.US)潜力</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n神经科医生看好亨廷顿病将上市疗法 瑞银力挺uniQure(QURE.US)、PTC(PTCT.US)潜力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-27 16:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1298049.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，瑞银近日发布生物科技领域研报，神经科医生对uniQure公司(QURE.US)的AMT-130(基因疗法)和PTC Therapeutics(PTCT.US)/诺华制药(NVS.US)公司的PTC-518(口服小分子)在亨廷顿病(HD)治疗中的表现十分乐观，若数据积极且疗法明日即可使用，则计划为25%的患者开具AMT-130处方，为40%的患者开具PTC-518处方。瑞银对 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1298049.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0889565916.HKD","symbol_name":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1298049.html","article_id":"2538551614","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2538551614","pubTimestamp":1748335833,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，瑞银近日发布生物科技领域研报，神经科医生对uniQure公司的AMT-130和PTC Therapeutics/诺华制药公司的PTC-518在亨廷顿病治疗中的表现十分乐观，若数据积极且疗法明日即可使用，则计划为25%的患者开具AMT-130处方，为40%的患者开具PTC-518处方。医生认为PTC和uniQure的数据前景乐观，并期待PTC在第二季度、uniQure在第三季度更新数据时能展示持续疗效。行业机遇与挑战该行强调，亨廷顿病领域患者认知度高、治疗意愿强烈，对PTC和uniQure而言均存在巨大机会。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","PTCT":"PTC Therapeutics Inc.","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2477742899.HKD":"BNP PARIBAS CLIMATE IMPACT \"C\" (HKD) ACC","LU2506952410.USD":"BNP PARIBAS CLIMATE IMPACT \"CRH\" (USDHDG) ACC A","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","BK4588":"碎股","LU0320765992.SGD":"FTIF - Franklin Biotechnology Discovery A Acc SGD","PTC":"PTC Inc.","BK4023":"应用软件","BK4554":"元宇宙及AR概念","LU0109394709.USD":"富兰克林生物科技新领域基金A (acc)","QURE":"uniQure N.V.","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4585":"ETF&股票定投概念","BK4139":"生物科技","BK4576":"AR","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2506952337.HKD":"BNP PARIBAS CLIMATE IMPACT \"CRH\" (HKDHDG) ACC","LU1721428347.USD":"BNP PARIBAS CLIMATE IMPACT \"C\" (USD) ACC"},"translate_title":"Neurologists are optimistic about the launch of Huntington's disease therapy UBS supports the potential of uniQure (QURE.US) and PTC (PTCT.US)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"QURE":1,"PTC":1,"PTCT":1},"content_text":"智通财经APP获悉，瑞银近日发布生物科技领域研报，神经科医生对uniQure公司(QURE.US)的AMT-130(基因疗法)和PTC Therapeutics(PTCT.US)/诺华制药(NVS.US)公司的PTC-518(口服小分子)在亨廷顿病(HD)治疗中的表现十分乐观，若数据积极且疗法明日即可使用，则计划为25%的患者开具AMT-130处方，为40%的患者开具PTC-518处方。瑞银对 PTC Therapeutics Inc(PTCT)和 uniQure NV(QURE)均持乐观态度，给予买入评级。该行于4月28日邀请了一位来自学术医学中心的神经科医生，探讨PTC/诺华制药的PTC-518和uniQure的AMT-130在HD治疗中的应用。该医生治疗约100名HD患者，其中85%已出现症状。医生认为PTC和uniQure的数据前景乐观，并期待PTC在第二季度、uniQure在第三季度更新数据时能展示持续疗效。该行认为这些反馈对PTC和uniQure是积极信号如果AMT-130明天即可上市，医生会建议约25%的患者使用(适用于基因重复数更多、疾病进展风险更高的患者，医生认为约80%的建议手术的患者将接受)，并认为40%的患者适合使用PTC-518(特别是那些早期或病情更为严重的患者)。行业机遇与挑战该行强调，亨廷顿病领域患者认知度高、治疗意愿强烈，对PTC和uniQure而言均存在巨大机会。医生强调需关注PTC在2季度、uniQure在3季度的数据更新及长期疗效，认为HD治疗需早期干预，且两种疗法因给药方式不同(手术vs口服)适用于不同患者群体。PTC：该行认为该领域仍存在大量未满足的医疗需求，疾病修饰疗法具有重要机会。但5月5日公布的数据仍显早期/解读复杂，需要更多长期数据来降低风险。uniQure：该行认为本季度晚些时候的监管动态将是关键催化剂，可能提升投资者对该项目的信心，同时第三季度的数据更新(可能基于与FDA预先约定的统计方法分析3年数据)也至关重要。尽管历史上HD领域研发充满挑战，但uniQure的长期随访数据已显示出一定的支持性。报告还提及行业对突变亨廷顿蛋白降低的阈值(25-30%)及生物标志物(如NFL、脑容积变化)的争议，并提示uniQure的监管进展和PTC的适应症扩展风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2538551614","isCrawlerRequest":true}

神经科医生看好亨廷顿病将上市疗法 瑞银力挺uniQure(QURE.US)、PTC(PTCT.US)潜力

精彩评论

神经科医生看好亨廷顿病将上市疗法瑞银力挺uniQure(QURE.US)、PTC(PTCT.US)潜力