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奧本海默公司稱，儘管Passage Bio在FDA遭遇挫折，但仍被低估。

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-- 奧本海默週二在一份報告中指出，鑑於PBFT02的獨特優勢，Passage Bio (PASG) 的股價被“低估”，而美國食品藥品監督管理局 (FDA) 的反饋意見延長了其獲批之路。 分析師表示，該公司週一公佈了其upliFT-D研究的數據以及FDA的回饋。此次更新喜憂參半。積極的一面是，臨床數據表明，PBFT02可能仍然值得繼續研發，尤其是在病情較輕的患者中。然而，FDA的回饋意見卻是一個挫折。 FDA指出，單臂關鍵性研究不足以獲得批准。 分析師表示，他們看到了前粒蛋白標靶在某些神經退化性疾病的應用前景。儘管該領域的其他項目在額顳葉失智症 (FTD) 的治療中難以展現出明顯的療效，但PBFT02憑藉其作用機制、給藥方式以及目前已獲得的數據脫穎而出。作為一種一次性非手術療法，如果獲得批准，它可能具有強大的商業優勢。 分析師補充說：“鑑於PBFT02相對於其他FTD在研藥物的優勢，我們認為Passage Bio的估值偏低，而FTD目前仍是高度未被滿足的醫療需求領域。” 奧本海默將Passage Bio的目標價從30美元下調至15美元，同時維持其「跑贏大盤」的評級。

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

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