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RBC稱,Ideaya Biosciences的股價尚未完全反映其轉移性葡萄膜黑色素瘤研究的2/3期數據。

-- 加拿大皇家銀行資本市場(RBC Capital Markets)週一在一份報告中指出,Ideaya Biosciences (IDYA) 的股價尚未充分反映該公司評估達羅伐塞替尼聯合克唑替尼治療轉移性葡萄膜黑色素瘤的2/3期臨床試驗數據的強勁表現。 分析師表示,他們對該數據的意義、今年下半年新藥申請的監管策略以及Ideaya在2027年上市前的商業定位持「積極」態度。 RBC表示,受邀參加公司電話會議的關鍵意見領袖對該藥物能夠為患者帶來高緩解率和顯著的無進展生存期感到興奮。 分析師表示,該計畫的下一個關鍵催化劑包括總存活期數據和新輔助治療結果,這些結果可能會在2027年公佈。他們也表示,最終的總生存期結果也可能是正面的。 RBC維持對該股的「跑贏大盤」評級,並將目標價從49美元上調至53美元。

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

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