发布于: 雪球转发:0回复:0喜欢:0
转发留存。//@张小丰: 回复@oldtong: 不得不服。也是我投资再生元根本的逻辑。

比如强生的IL-6靶点单抗Sirukumab因为安全性问题治疗RA失败了。 再生元的IL-6 Sarilumab则成功了而且效果显著强于阿达木单抗。

比如安进的IL-4靶点单抗治疗哮喘失败了,罗氏的IL-13靶点物Lebrikizumab治疗湿疹失败了但是再生元的IL-4/IL-13双靶点Dupilumab则是超级突破性药物,其效果秒杀现在所有药物。而且耐受性还好的出奇,居然出现了极为罕见的大型3期实验中安慰剂组有更多的人因为“副作用太大”而终止治疗的情况。。。

那么回到无数人在做的PD1。再生元能创造奇迹么?在这个史上竞争最激烈的领域出一个药物比所有人的药物都更好?我感觉不能排除这个可能性啊。最新的1期数据治疗一种皮肤癌ORR 46.2% DCR 69.2%//@oldtong:回复@Stevevai1983:Over and over again, we've made the right decisions about which targets, about picking and selecting the right – out of many candidates, the right candidates to bring forward. And over and over again, we more likely than not have been proven right.
引用:
2017-08-11 23:53
$再生元制药(REGN)$ 再生元Q2电话会议里面最霸气的一个问答。
Hey. Thanks. I've got a question on the pipeline. So, Len, I heard you say in a recent meeting – I heard you highlight REGN2810, your PD-1, when you were asked to talk about which pipeline program excites you ...