瑞银看高安进(AMGN.US)至380美元：两款在研药物有望驱动增长至2030年

智通财经01-07

智通财经APP获悉，瑞银将其对美国生物科技巨头安进(AMGN.US)的股票评级由“中性”上调至“买入”，目标价由317美元上调至380美元，称其两款处于研发后期的产品——减肥药MariTide和心血管药物olpasiran——将驱动公司增长至2030年。这一目标价较安进周二美股收盘价有近15%的上行空间。资料显示，MariTide(AMG 133)是一种用于治疗肥胖和2型糖尿病的GLP-1R激动剂...

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133)是一种用于治疗肥胖和2型糖尿病的GLP-1R激动剂/GIPR拮抗剂。数据显示，未合并2型糖尿病的肥胖/超重患者通过该药物治疗52周后，平均减重达20%，且未出现减重平台期;合并2型糖尿病的患者平均减重17%。olpasiran(AMG 890)是一款在研的小干扰RNA(siRNA)疗法，旨在通过靶向脂蛋白(a)(Lp(a))基因转录的mRNA来减少Lp(a)的产生——Lp(a)是一种基因决定的心血管疾病独立危险因素。‌研究结果显示，与安慰剂组相比，每12周皮下注射75mg或更高剂量olpasiran的患者在第36周时Lp(a)降低达95%及以上;在75mg或更高剂量下，超过98%的患者Lp(a)水平在第36周降至125nmol/L或更低。瑞银分析师认为，MariTide的优势在于可能实现每月给药。尽管试验结果中出现了耐受性方面的担忧，但安进倾向于采用一种新的“三步滴定制剂方案”，该方案能显著改善耐受性、降低停药率，支持在第三阶段试验中实现15%-20%的积极减重效果，同时保持每月给药频率以及类似礼来(LLY.US)替尔泊肽的不良反应特征。","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,"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; 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