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RBC表示，Damora有望成為快速跟進者，CALR「有望取得更大成就」。

-- 加拿大皇家銀行資本市場（RBC Capital）在周五發送的電子郵件報告中指出，Damora Therapeutics (DMRA) 正利用突變鈣網蛋白靶向療法在骨髓增生性腫瘤治療中日益增長的療效驗證，並且可能具有額外的優勢，即作為一家快速跟進公司，其監管路徑已規劃完善，優於Incyte (INCY) 的中期藥物。 RBC表示，Incyte (INCY) 的CALR抗體計畫的數據有助於減少對該機制的不確定性，增強了人們對其治療原發性血小板增多症和骨髓纖維化等疾病潛力的信心。 報告稱，Damora的主要候選藥物DMR-001可能具有諸多優勢，例如透過YTE技術延長半衰期、提高效力以及在不同突變類型中表現出更一致的活性譜，從而有望解決競爭療法的局限性。 分析師認為，DMR-001在美國的高峰市場潛力約為17億美元，這得益於其給藥便利性的提升和更廣泛的適用性，該藥物在原發性血小板增多症中的成功率達60%，在骨髓纖維化中的成功率達35%。 該公司表示，預計該公司股價將上漲至與其長期營收潛力相符的水平。 報告補充道，具有競爭力的臨床試驗數據有助於降低該計畫的風險，預計2027年中期的數據將是推動股價上漲的關鍵催化劑。 加拿大皇家銀行(RBC)首次對該公司進行評級，給予「跑贏大盤」評級，目標價為40美元。

Price: $24.02, Change: $-1.40, Percent Change: -5.51%

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