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FINWIRES

RBCは、Ideaya Biosciencesの株価は転移性ぶどう膜黒色腫の第2/3相臨床試験データを十分に反映していないと指摘した。

-- RBCキャピタル・マーケッツは月曜日のレポートで、イデアヤ・バイオサイエンス（IDYA）の株価は、転移性ぶどう膜黒色腫に対するダロバセルチブとクリゾチニブの併用療法を評価する同社の第2/3相臨床試験データの強さを十分に反映していないと指摘した。 アナリストらは、データの意義、今年下半期に予定されている新薬承認申請に向けた規制戦略、そして2027年の発売に向けたイデアヤの商業戦略について「ポジティブ」な見方を示した。 RBCによると、同社との電話会議に招かれた主要オピニオンリーダーらは、この薬剤が患者に高い奏効率と有意な無増悪生存期間をもたらす可能性に期待を寄せていたという。 アナリストらは、このプログラムの次の重要な触媒となるのは、全生存期間データと術前補助療法の結果であり、これらは2027年に発表される可能性があると述べた。最終的な全生存期間の結果も良好なものになる可能性が高いと彼らは付け加えた。 RBCは同社株に対し「アウトパフォーム」のレーティングを付与している。目標株価を49ドルから53ドルに引き上げた。

Price: $31.24, Change: $-1.58, Percent Change: -4.81%

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