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RBC称,CG Oncology Pivot-006 数据将于6月初公布,被视为“复杂”的催化剂。

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-- 加拿大皇家银行资本市场(RBC Capital Markets)周一发布的一份报告指出,CG Oncology(CGON)的Pivot-006研究目前正在评估Cretostimogene Grenadenorepvec在治疗中危非肌层浸润性膀胱癌方面的疗效,该研究是一项“复杂的”催化剂。 RBC表示,复杂性源于缺乏足够的历史数据来支撑对研究结果的预期,以及近期股价的上涨和催化剂公布前更具挑战性的策略布局。 RBC预计将于6月初获得该试验的数据,并预测Cretostimogene可降低近40%的风险,预计这将推动股价上涨约20%。RBC还强调,在中危膀胱癌领域,该药物拥有超过12亿美元的市场潜力,进一步巩固了其在高危非肌层浸润性膀胱癌领域的既有地位。 RBC表示,其他关键催化剂包括其膀胱癌项目的其他临床数据公布,以及可能在下半年提交的生物制品许可申请(BLA)。 该公司对该股票的评级为“跑赢大盘”,属于投机性风险评级,并将目标价从 73 美元上调至 79 美元。

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