FINWIRES · TerminalLIVE
FINWIRES

エントロピー・ニューロダイナミクス社、過敏性腸症候群治療薬候補が第2a相臨床試験で75%の奏効率を示したと発表。株価は3%上昇。

By

-- エントロピー・ニューロダイナミクス(ASX:ENP)は、過敏性腸症候群の治療薬候補であるTRP-8802が、第2a相臨床試験において75%の奏効率を示したと、月曜日にオーストラリア証券取引所に提出した書類で発表した。 同社によると、この結果は過敏性腸症候群治療薬開発において「これまで報告された中で最も強力な臨床シグナル」であり、奏効率が17%~44%である既存の治療法と比較して、画期的な治療法となる可能性があるという。 この試験では、複数の標準治療に失敗した12名の患者に対し、TRP-8802経口シロシビンを2種類の用量で投与し、構造化された心理療法を併用した。エントロピー社によると、この治療薬候補は、慢性疾患の症状を単に覆い隠すのではなく、根本的な神経生物学的経路を標的としていることがデータから示唆されたという。 TRP-8802の安全性プロファイルは、幻覚剤を用いた治療法に対する期待と一致しており、記録された唯一の重篤な有害事象は臨床的サポートによって解決された、と提出書類には記載されている。 同社は、提携交渉、大規模臨床試験、助成金獲得の機会において有利な立場にあると述べ、米国市場に焦点を当てた明確な開発計画を策定している。米国では、患者は同疾患の治療に年間600億ドル以上を費やしている。 エントロピー・ニューロダイナミクスの株価は、直近の月曜日の取引で3%上昇した。

Related Articles

US Markets

Taiwan's Manufacturing Activity Expands at Fastest Pace Since December 2021, S&P Global Says

Taiwan's manufacturing sector strengthened in April, with the S&P Global Taiwan Manufacturing Purchasing Managers' Index (PMI) rising to 55.3, the highest level since December 2021.The PMI increased from 53.3 in March, signaling a fifth consecutive month of expansion and a sharper improvement in business conditions.The rise was driven by stronger output and new business, with firms citing higher demand as well as efforts to build inventories ahead of expected supply disruptions and price increases linked to the Middle East conflict."The war contributed to the greatest disruption to supply chains since the COVID-19 pandemic and a substantial rise in input costs at the start of Q2," said Annabel Fiddes, Economics Associate Director at S&P Global Market Intelligence.Taiwanese manufacturers reported a sharp increase in new orders, including export demand from the U.S., Europe, mainland China, Japan, and Southeast Asia, with stockpiling activity supporting growth.Purchasing activity rose at one of the fastest rates in nearly four-and-a-half years, although supplier delivery times lengthened at the quickest pace in just over four years, reflecting heightened supply chain strain.Input prices increased at one of the fastest rates since the survey began in 2004, driven by higher raw material and energy costs, while output charges rose at the steepest pace since late 2021 as firms passed on cost pressures."Expenses rose at one of the fastest rates since the survey began 22 years ago amid widespread reports of supplier price hikes, with rising oil prices a key driver of inflation. These higher costs were often passed on to clients, with selling prices also rising at a substantial pace," Fiddes added.Employment declined slightly as firms chose not to replace voluntary leavers, while backlogs of work increased at one of the quickest rates since late 2021.Business confidence remained positive but eased to a three-month low, with firms citing uncertainty linked to the Middle East conflict, according to S&P Global.The strength in manufacturing aligns with broader economic momentum, as Taiwan's gross domestic product expanded 13.7% year-on-year in the first quarter, driven by strong external demand tied to artificial intelligence, according to the Directorate General of Budget, Accounting and Statistics.

$^TWII
Asia

Australia, Japan Elevate Critical Minerals as Core Pillar of Economic Security Cooperation

The Prime Ministers of Australia and Japan elevated critical minerals as a core pillar of their economic security relationship as part of the Australia-Japan Joint Declaration on Economic Security Cooperation, according to a Monday statement.The countries are committed to strengthening collaboration on investment and diversification of critical mineral supply chains.The Australian government will provide support of up to AU$1.3 billion through the Critical Minerals Facility and Export Finance Australia, including non-binding letters of support, to critical minerals projects involving Japan. The Japanese government provided around AU$370 million in investments and grants to certain projects.The key projects identified by the governments include Lynas Rare Earths' (ASX:LYC) project, Tivan's (ASX:TVN) Speewah fluorite project in Western Australia, Ardea Resources' (ASX:ARL) Kalgoorlie nickel project in Western Australia, as well as a project in which Alcoa (ASX:AII) is working with Japan Australia Gallium Associates to develop gallium recovery at one of Alcoa's operating alumina refineries in Western Australia.

$ASX:AAI$ASX:ARL$ASX:LYC$ASX:TVN
Research

Research Alert: CFRA Keeps Hold Rating On Shares Of C.h. Robinson Worldwide, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Following Q1 results, we lower our 12-month target to $195 from $198, 25.8x our 2027 EPS estimate, in line with CHRW's three-year historical forward P/E average of 24.7x. We decrease our 2026 EPS view by $0.41 to $6.20 and 2027's by $0.26 to $7.56. Our respective revenue forecasts are $16.87B (+4%) and $17.95B (+6%). In our view, CHRW demonstrates strong operational execution with AI-driven productivity gains and sustained market share capture, but faces near-term working capital pressures from rising truckload costs that reduced Q1 2026 operating cash flow by 36% despite 15% EPS growth. The company's aggressive share repurchase program ($280.7M in Q1 2026) while operating cash flow declined raises questions about capital allocation sustainability, though leverage remains manageable at 1.32x net debt/EBITDA. Overall, concerns are moderate, reflecting a company in transformation with strong underlying fundamentals but near-term cash conversion challenges that warrant monitoring.

$CHRW