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FINWIRES

Wedbush称，Nuvation Bio旗下的Ibtrozi在关键的第一季度纸质报告发布前获得了市场认可。

-- Wedbush Securities周四发布的一份报告指出，Nuvation Bio (NUVB)即将公布的第一季度财报是其ROS1抑制剂Ibtrozi商业化进程中的一个重要节点，早期迹象表明该药物的市场接受度正在加速提升，并有可能拓展至更早期的治疗领域。 报告显示，Ibtrozi在2025年第四季度创造了1570万美元的收入，新增患者216例，自上市以来累计新增患者432例。 Wedbush表示，这些新增患者中有相当一部分来自后期治疗，而后期治疗的停药率较高，这可能会导致未来一到两个季度的收入增长出现暂时性下滑。 Wedbush还指出，医生调查数据显示，Ibtrozi有望成为一线治疗领域增长最快的ROS1抑制剂，其市场份额预计将在未来六个月内从约12%增长至约20%。 该公司表示，尽管迄今为止商业合作有限，但处方意向在各种治疗场景中仍然十分广泛，这凸显了扩大销售覆盖面的机会。 该券商表示，IQVIA的零售销售和处方数据显示，该药物的环比持续增长，但由于数据限制，无法进行精确推断。 该公司补充说，早期使用预计将降低停药率，并使收入增长能够随着时间的推移更紧密地跟踪新患者的用药情况。 Wedbush维持对该股的“跑赢大盘”评级，目标价为11美元。 Nuvation Bio的股价在周四的交易中下跌了2.8%。

Price: $4.69, Change: $-0.13, Percent Change: -2.70%

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