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奥本海默公司称，尽管Passage Bio在FDA遭遇挫折，但仍被低估。

-- 奥本海默周二在一份报告中指出，鉴于PBFT02的独特优势，Passage Bio (PASG) 的股价被“低估”，而美国食品药品监督管理局 (FDA) 的反馈意见延长了其获批之路。 分析师表示，该公司周一公布了其upliFT-D研究的数据以及FDA的反馈意见。此次更新喜忧参半。积极的一面是，临床数据表明，PBFT02可能仍然值得继续研发，尤其是在病情较轻的患者中。然而，FDA的反馈意见却是一个挫折。FDA指出，单臂关键性研究不足以获得批准。 分析师表示，他们看到了前粒蛋白靶点在某些神经退行性疾病中的应用前景。尽管该领域的其他项目在额颞叶痴呆 (FTD) 的治疗中难以展现出明显的疗效，但PBFT02凭借其作用机制、给药方式以及目前已获得的数据脱颖而出。作为一种一次性非手术疗法，如果获得批准，它可能具有强大的商业优势。 分析师补充道：“鉴于PBFT02相对于其他FTD在研药物的优势，我们认为Passage Bio的估值偏低，而FTD目前仍是高度未被满足的医疗需求领域。” 奥本海默将Passage Bio的目标股价从30美元下调至15美元，同时维持其“跑赢大盘”的评级。

Price: $5.96, Change: $-0.30, Percent Change: -4.72%

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