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RBC称,Ideaya Biosciences的股价尚未完全反映其转移性葡萄膜黑色素瘤研究的2/3期数据。

-- 加拿大皇家银行资本市场(RBC Capital Markets)周一在一份报告中指出,Ideaya Biosciences (IDYA) 的股价尚未充分反映该公司评估达罗伐塞替尼联合克唑替尼治疗转移性葡萄膜黑色素瘤的2/3期临床试验数据的强劲表现。 分析师表示,他们对该数据的意义、今年下半年新药申请的监管策略以及Ideaya在2027年上市前的商业定位持“积极”态度。 RBC表示,受邀参加公司电话会议的关键意见领袖对该药物能够为患者带来高缓解率和显著的无进展生存期感到兴奋。 分析师表示,该项目的下一个关键催化剂包括总生存期数据和新辅助治疗结果,这些结果可能在2027年公布。他们还表示,最终的总生存期结果也可能是积极的。 RBC维持对该股的“跑赢大盘”评级,并将目标价从49美元上调至53美元。

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

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