百健(BIIB.US)押注家用阿尔茨海默病药物称将成对抗礼来(LLY.US)的“制胜筹码”_老虎社区_美港股上老虎

百健(BIIB.US)押注家用阿尔茨海默病药物称将成对抗礼来(LLY.US)的“制胜筹码”

智通财经01-14

智通财经APP获悉，在阿尔茨海默病新药市场竞争白热化之际，百健公司(BIIB.US)首席执行官克里斯·维巴赫近日表示，其与卫材合作开发的Leqembi家用注射剂型将成为公司对抗竞争对手礼来(LLY.US)同类疗法的“关键优势”。尽管礼来的Kisunla比Leqembi晚上市逾一年，但已快速抢占市场，目前两家公司在新患者市场份额上已近乎平分秋色。为巩固领先地位，百健与卫材共同开发了更便于患者自行使用...

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(LLY.US)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LLY":1.91,"BIIB":1.96},"content_text":"智通财经APP获悉，在阿尔茨海默病新药市场竞争白热化之际，百健公司(BIIB.US)首席执行官克里斯·维巴赫近日表示，其与卫材合作开发的Leqembi家用注射剂型将成为公司对抗竞争对手礼来(LLY.US)同类疗法的“关键优势”。尽管礼来的Kisunla比Leqembi晚上市逾一年，但已快速抢占市场，目前两家公司在新患者市场份额上已近乎平分秋色。为巩固领先地位，百健与卫材共同开发了更便于患者自行使用的家用皮下注射剂型。去年，美国监管部门已批准患者在完成前18个月医疗机构输液治疗后，可自行续用该剂型。更大的市场机遇可能于今年年中到来——两家公司预计将获得美国批准，允许患者从一开始就在家中使用Leqembi。维巴赫在旧金山举行的摩根大通医疗健康大会上表示，这“很可能成为未来最重要的增长驱动力”。相比之下，礼来的药物目前尚未提供家用给药选择。“我们认为，与输液相比，皮下注射将更受患者青睐，”维巴赫在谈及家用注射剂时表示。温和增长百健的投资者正密切关注Leqembi的市场推广情况。该药于2023年初获批，其增长势头一直较为温和，部分原因是医疗系统存在瓶颈，包括阿尔茨海默病患者需与癌症患者竞争输液床位。允许患者在家中使用Leqembi可能提高用药便利性并加速其增长。同样，能够加速新患者诊断的新型血液检测技术也可能推动增长。长远来看，百健和礼来都希望通过临床试验证明早期用药的益处，甚至在人们开始出现这种侵蚀心智疾病的症状之前。这将显著扩大市场规模。百健预计将于2028年公布该试验的结果。“如果及早开始治疗，能否保留更多的认知能力?”维巴赫说，“这几乎无疑是阿尔茨海默病治疗的未来方向。”自三年多前担任首席执行官以来，维巴赫已裁减数百个岗位并削减开支。他还达成了一系列交易，以多元化公司的研发和商业管线。其中最大的一笔是百健于2023年以73亿美元收购Reata制药公司，由此获得了Skyclarys——这是首个获批用于治疗罕见神经疾病弗里德赖希共济失调的药物。去年，百健在免疫学领域达成了多项早期研究合作协议，该领域以诞生像艾伯维公司的关节炎治疗药物修美乐这样的重磅产品而闻名。维巴赫表示，百健可能会进行更多收购，尽管他认为交易价值不太可能超过50亿美元。“如果我们能找到另一项符合我们产品线布局、且在财务上具有合理性的近期增长资产，我们很可能会这样做，”他说，“这并不是我们认为必须完成的事情，但我们一直在持续寻找机会。”","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":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}