[新闻] Viking data suggest obesity drug could

楼主: peter98 (新兵)   2024-02-28 09:55:08
原文标题:
Viking data suggest obesity drug could rival Zepbound, Wegovy
原文连结:
http://tinyurl.com/24djp4tr
发布时间:
Tue, Feb 27, 2024, 7:22 AM EST
记者署名:
Jonathan Gardner
原文内容:
(这篇报导太多生物、药学相关的专业用字,我只能把大概意思翻一下)
(Viking Threapeutics股票代号VKTX)
Dive Brief:
An experimental weight loss drug developed by Viking Therapeutics helped
overweight and obese people lose up to 15% of their body weight after 13
weeks of treatment in a mid-stage trial, the company said Tuesday.
由Viking Threapeutics (以下用头一字Viking代替)研发的实验性减重药物帮助肥胖人士
在13周的治疗过程中减重15%。公司星期二说的。
The drug, a potential rival to Eli Lilly’s Zepbound and Novo Nordisk’s
Wegovy, led to greater weight loss over that time period than both of those
medicines did in clinical testing. However, Wall Street analysts cautioned
the effects of Viking’s therapy need to be confirmed in a larger Phase 3
trial.
相比于其对手Eli Lilly的Zepbound和Novo Nordisk的Wegovy药物,此款实验性用药在临
床试验阶段,在同一个周期(13周)之下带来更好的减重效果。
Viking shares nearly doubled Tuesday morning, adding more than $3 billion to
the company’s market value as the data sparked speculation the biotech might
become a buyout target.
Viking在周二早上暴涨近100%,等同多了30多亿的市值,原因来自于上述实验结果激起
一些市场推测,也就是这项生物科技可能成为[被其他公司]买断的对象。
Dive Insight:
Viking’s drug, an injectable therapy called VK2735, activates two
insulin-stimulating hormones known as GLP-1 and GIP. The drug’s mechanism is
similar to Lilly’s tirzepatide, which is approved for obesity and diabetes
under different brand names. Tirzepatide is a big reason why the pharma giant
has become one of the world’s most valuable companies, with a market
capitalization above $700 billion.
Viking的VK2735乃一注射性药物,可以启动两个刺激胰岛素[分泌]的激素LP-1和GIP。此
项药物的机转跟Lily的tirzepatide药物很像,tirzepatide已经被核准且有众多品牌使
用他来做为治疗肥胖或者糖尿病的药物。tirzepatide是让Lilly's成为药商巨擘的重大原
因,该公司(Lilly)市值已经超过7千亿。
Viking’s value is now climbing as well, as study results show its drug may
be competitive with Lilly and Novo’s fast-selling medicines in a market some
estimate will be worth as much as $90 billion annually by 2030.
Viking的市值也正在攀爬中,原因来自于研究结果表明该项药物[VK2735]将会成为Lilly
和Novo两间公司大热卖药物的竞争对手,此类药物的市场估计在2030年时,一年的市场
将能有900亿。
Last year, Viking reported data from a Phase 1 trial of VK2735 that tested
safety and evaluated which dose to use in further testing. At that point,
participants who received the highest tested dose lost about 7.8% of their
body weight over four weeks.
早在去年Viking便发表了VK2735的第一阶段试药结果,该阶段主要测试安全性和评估应
该用多少剂量来做之后的测试。在那个时候,接受最高测试剂量的受试者在四周内减重
7.8%
Data from the Phase 2 trial, called Venture, provide a broader look at the
drug’s potential. The study enrolled 176 people classified as obese or
overweight who had at least one weight-related health condition. They were
randomized to receive either a placebo or one of four doses of VK2735 ranging
from 2.5 to 15 milligrams a week.
被命名为Venture专案的第二阶段试验里的资料为该项药物的发展性提供了更广的样貌。
研究中有176个被归类为肥胖或过重、且至少有一项与肥胖相关疾病的参与者。他们被随
机以安慰剂或者以一周2.5到15毫克间不同剂量分布的VK2735的方式接受投药。
From the study’s start, participants who received the lowest dose lost an
average of 9.1% of their body weight, or about 7.4% more than those who
received a placebo. The weight-loss effects were greater with each higher
dose tested, and the results were statistically significant, the company said.
自研究伊始,接受最低药物剂量的受测者平均减重9.1%,与安慰剂对照组相比多了7.4%。
公司说剂量越高,减重效果越好,此结果在统计学上是很有代表性的。
At all dose levels, study investigators saw a meaningful difference in the
number of people losing at least 10% of their body weight when compared to a
placebo. About 88% of those given the highest dose reached that threshold,
for instance.
研究调查员观察到与安慰剂相比,使用[VK2735]四种不同剂量的使用者在减重差过10%的
数据上有显著的不同,举例来说,使用最高剂量药物中的人之中,大约有88%的人都达到
这个[减重超过10%]的临界值。
Side effects were more frequent at higher dose levels, too. One-fifth of the
35 participants on the highest drug dose quit the study early, Viking
reported. Nausea affected 63% of the people taking that dose, and vomiting
29%, although both are common side effects of drugs like VK2735.
剂量越高,副作用也越常出现。报告! 35位接受最高剂量治疗的人当中约有2成的人中离。
接受最高剂量治疗的人有63%左右出现恶心症状、29%出现呕吐,虽然这两个都是与VK2735
类似的减肥药中本来就很常出现的副作用。
Nonetheless, the data exceeded the expectations of investors, who had
forecast about 8% reductions in body weight, wrote Leerink Partners analyst
Thomas Smith in a note to clients. William Blair analyst Andy Hsieh added the
result “reflects a best-in-class profile among approved and investigational
agents with Phase 2 data.”
不管怎么说,Leerink Partners分析师Thomas Smith先生写道,资料结果超越了投资者的
期待,原本以为只能减重8%而已,William Blair分析师Andy Hsieh先生更指出,[该项研
究]结果所带来的意思是,现在所有第二阶段试验已核准或仍在研究中的药物/媒介里,
就属VK2735最能打。
“We are shifting our stance to believe VK2735 has the potential to exhibit a
potentially better efficacy profile relative to Zepbound,” Hsieh wrote.
Hsieh说我们转换了我们的立场了,我们相信VK2735具有潜力,可能带来比Zepbound药物
更好的[药物]有效性数据。
This story was originally published on BioPharma Dive. To receive daily news
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不重要,不翻了。
心得/评论:
今早起来看到我的portflio勃起,才看到是这一支,我都快忘了我买过了,感谢我波,
看了一下2019年4月的交易纪录,很明显是当初卖掉波音的钱拿来买VKTX的,当时大跌就买
了,今天上班真的舒服。感觉这只有机会再涨~ 但这只我就不作为标的推荐了,老实说
我买的时候根本也不知道这间在干嘛。。。要不是我翻译了这篇真的不知道。。。
作者: observer0117 (ob)   2024-02-28 10:59:00
还在初期临床,短期内对营收不会有什么帮助临床确认后,制造生产能力就很重要了,大厂还是有优势的

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