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FINWIRES

RBCは、6月初旬に発表されるCG Oncology Pivot-006試験のデータは「複雑な」起爆剤になるとの見解を示した。

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-- RBCキャピタル・マーケッツは月曜日のレポートで、CGオンコロジー（CGON）が現在、中リスク非筋層浸潤性膀胱がん患者を対象にクレトスチモゲン・グレナデノレプベックを評価しているPivot-006試験は「複雑な」株価上昇要因であると指摘した。 同社によると、複雑な要因は、結果予測の根拠となる過去のデータが限られていることに加え、最近の株価上昇と、この試験結果を控えた戦略的な準備がより困難になっていることにあるという。 RBCは、6月初旬に試験結果が発表されると予想しており、クレトスチモゲンが約40%のリスク低減効果をもたらすと予測している。これにより、株価は約20%上昇する可能性があると見込んでいる。また、中リスク膀胱がんにおける12億ドルを超える米国市場規模の可能性にも注目しており、これは高リスク非筋層浸潤性膀胱がんにおける同薬の実績をさらに高めるものとなる。 RBCは、その他の重要な株価上昇要因として、膀胱がんプログラム全体における追加の臨床試験結果と、下半期における生物製剤承認申請（BLA）の可能性を挙げている。同社は当該銘柄に対し「アウトパフォーム（投機的）」の投資判断を下し、目標株価を73ドルから79ドルに引き上げた。

Price: $68.66, Change: $-0.02, Percent Change: -0.03%

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