创新药板块的强心剂! 富国银行押注Arcellx(ACLX.US)重塑骨髓瘤治疗格局预言股价将涨超50%

智通财经2025-12-23

智通财经APP获悉，华尔街金融巨头富国银行对于美国生物科技新生代势力Arcellx(ACLX.US)启动评级与目标价覆盖并给予“增持”(overweight)评级，称其用于多发性骨髓瘤的试验性CAR-T疗法“anito-cel”，是这种血液癌症管理系统中的“未来支柱”，未来将彻底重塑骨髓瘤治疗格局。更加重磅的是，富国银行对于Arcellx强劲看涨的目标价堪称对于当前处于回调阶段的全球创新药领域的...

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Wells Fargo bets on Arcellx (ACLX.US) to reshape the myeloma treatment landscape and predict that the stock price will rise by more than 50%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159992":1.5,"06978":1.5,"ACLX":1.5},"content_text":"智通财经APP获悉，华尔街金融巨头富国银行对于美国生物科技新生代势力Arcellx(ACLX.US)启动评级与目标价覆盖并给予“增持”(overweight)评级，称其用于多发性骨髓瘤的试验性CAR-T疗法“anito-cel”，是这种血液癌症管理系统中的“未来支柱”，未来将彻底重塑骨髓瘤治疗格局。更加重磅的是，富国银行对于Arcellx强劲看涨的目标价堪称对于当前处于回调阶段的全球创新药领域的一针重磅强心剂。富国银行对于Arcellx给出的目标价为100美元——意味着在富国银行看来该生物科技新势力股价较周一收盘价的潜在上行空间高达53%。今年以来Arcellx股价表现不佳，年内迄今跌超15%，大幅跑输标普500指数。富国银行资深分析师Yanan Zhu表示，他认为“基于相比同行具有吸引力的疗效与安全性特征，anito-cel能够在4L及以上级别(4L+)的多发性骨髓瘤(MM)的BCMA CAR-T市场中扩大并占据绝大多数份额，相较于目前已正式获批的竞争产品”，并补充称，他预计该治疗方式在2026年正式上市时将迅速放量普及。这位分析师指出，anito-cel有望在2028年于二线获正式批准，且可能更早，这将显著推动销售额迈向更强劲增长曲线。Arcellx正在与Kite Pharma共同开发anito-cel，后者由美国医疗健康领军者吉利德科学(GILD.US)所拥有。分析师Yanan Zhu表示预计其在四线(4L)领域的峰值销售额或将为16亿美元(预计其中约6.9亿美元归Arcellx)，并在获得二线及以上(second-line+)级别批准后达到大约38亿美元(预计其中15亿美元归Arcellx)。尽管美国最大规模制药巨头之一强生(JNJ.US)旗下的Tecvayli(teclistamab)与Darzalex(daratumumab)联合用于多发性骨髓瘤的近期3期临床试验数据表现强劲，但是富国银行分析师Zhu仍指出，在二线级别的治疗场景中大约30%的患者对Darzalex表现出极端耐药，从而使其不符合Tec-Dara联合方案的资格条件。anito-cel——或将颠覆骨髓瘤治疗格局Arcellx(纳斯达克股票代码：ACLX)是一家临床阶段生物科技公司，核心业务是基于其自有的D-Domain(合成结合结构域)技术平台，开发用于癌症(并延伸至部分自身免疫方向)的细胞治疗型创新产品。该公司可谓是细胞治疗赛道的临床后期新锐/重要参与者，不过其商业化扩张前景仍高度依赖“在研的创新药产品线”的潜在批准与上市，比如旗下核心创新药产品anito-cel的正式监管获批与上市放量。anito-cel(anitocabtagene autoleucel，曾用名CART-ddBCMA)是一种靶向BCMA的自体CAR-T细胞疗法，用于复发/难治多发性骨髓瘤;与 Kite Pharma(吉利德旗下)联合开发并商业化。在富国银行等知名卖方机构的分析师们看来，anito-cel有望彻底颠覆现有的多发性骨髓瘤治疗市场格局。anito-cel核心机制仍然是典型 CAR-T 逻辑：将患者T细胞体外改造，使其表达能识别 BCMA(骨髓瘤细胞常见靶点)的嵌合抗原受体;回输后CAR-T 识别并杀伤骨髓瘤细胞。但是，anito-cel 的差异化使得该药物具备较高应答与相对可控的安全性，anito-cel基于Arcellx的新型、紧凑的 D-Domain 结合结构域作为关键组件(属于设计创新)。anito-cel 的差异化设计在于采用 Arcellx 的 D-Domain(小型、稳定的结合结构域)作为“识别头”，Kite/吉利德材料称其可实现较高CAR表达、较少/避免“tonic signaling(无抗原刺激下的自发信号)”，并被设计为与靶点结合后更快释放;其目标是在维持杀伤效力的同时，降低严重免疫毒性(如重度CRS/ICANS)发生概率。例如 iMMagine-1 的公开数据中，CRS 多为低级别、ICANS发生率相对较低。因此，如果Arcellx所推出的anito-cel如卖方市场所预期的那样在2026年获批用于更后线治疗，并凭借“疗效+安全性”优势实现快速渗透，它可能改变BCMA靶向治疗(CAR-T与双抗等)多发性骨髓瘤在后线领域的排序与份额分配;富国银行的最新卖方观点甚至将其称为未来治疗“支柱”之一。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":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":"4.36.2","shortVersion":"4.36.2","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/2593462595","isCrawlerRequest":true}

创新药板块的强心剂!﻿ 富国银行押注Arcellx(ACLX.US)重塑骨髓瘤治疗格局 预言股价将涨超50%

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创新药板块的强心剂! 富国银行押注Arcellx(ACLX.US)重塑骨髓瘤治疗格局预言股价将涨超50%