Loxo 、Insmed和Sage成摩根健康产业大会上3支最佳生物技术股

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礼来宣布以80亿美元现金收购Loxo后,该公司股价暴涨。Insmed宣布其在美国发布的 Arikayce 进展顺利,在投资者中掀起巨大波澜。另外在会议上, Sage公布了 SAGE-217的积极结果。$礼来(LLY)$ $Loxo Oncology(LOXO)$ $Insmed(INSM)$ 

Hundreds of leading healthcare companies gave their latest insights to thousands of industry watchers at J.P. Morgan's annual healthcare conference in San Francisco this week. Many companies offered up promising outlooks that moved their shares higher, but Loxo Oncology (NASDAQ: LOXO), Insmed Inc. (NASDAQ: INSM), and Sage Therapeutics (NASDAQ: SAGE) were the biggest winners at this year's event.

本周,在摩根大通( J.P . Morgan )在旧金山召开的年度医疗会议上,数百家领先的医疗保健公司向数千名行业观察人士发表了最新见解。许多公司提出了有希望的前景,使他们的股票更高,但 Loxo 肿瘤学(纳斯达克: LOXO ), Insmed 公司(纳斯达克: INSM ),和 Sage Therapeutics (纳斯达克: SAGE )是最大的赢家今年的活动。

No. 1: Loxo Oncology -- Up 66.3%

Shares in the precision-medicine drug company skyrocketed over the past five days after biopharma giant Eli Lilly & Co. (NYSE: LLY) announced it would acquire the company for $8 billion in cash, or $235 per share.

在生物制药巨头礼来公司( NYSE : LLY )宣布将以80亿美元现金(合每股235美元)收购该公司后,该公司的股价在过去五天里暴涨。

IMAGE SOURCE: GETTY IMAGES.

The deal pushes the company deeper into next-generation cancer treatments targeting genetic mutations, rather than the cancer's origin. Precision medicine, like the ones developed by Loxo Oncology, may reshape how doctors treat their patients, allowing them to better target therapies to patients most likely to respond to them.

该协议推动该公司深入研究针对基因突变的下一代癌症治疗,而不是癌症的起源。与 Loxo 肿瘤学开发的精准医疗一样,精准医疗可能会重塑医生对待患者的方式,使他们能够更好地针对最有可能对患者做出反应的患者进行治疗。

Loxo Oncology won Food and Drug Administration (FDA) approval of its first drug, Vitrakvi, in November. An inhibitor of TRK-mutations that help fuel cancer growth, Vitrakvi could help thousands of patients with solid tumor cancer. In the U.S., Eli Lilly will split sales of Vitrakvi with Bayer AG, and outside the U.S, it will collect a double-digit royalty on sales from Bayer.

Loxo 肿瘤于11月获得食品和药物管理局(食品药品监督管理局(FDA))批准其第一个药物 Vitrakvi 。Vitrakvi 是一种帮助促进癌症生长的 TRK 突变抑制剂,它可以帮助成千上万的实体瘤患者。在美国, Eli Lilly 将把 Vitrakvi 的销售业务与 Bayer AG 分拆出去。它将从拜耳公司收取两位数的销售提成。

The acquisition also nets Eli Lilly LOXO-292, a RET-inhibitor that could help thousands of patients with lung and thyroid cancer if it wins approval someday, as well as LOXO-305, a therapy that may overcome resistance to BTK-inhibiting therapies, such as the multibillion-dollar blockbuster Imbruvica.

这次收购还使 Eli Lilly LOXO-292和 LOXO-305受益,后者是一种 RET 抑制剂,如果某天获得批准,可以帮助数以千计的肺癌和甲状腺癌患者。 LOXO-305是一种治疗方法,可以克服 BTK 抑制疗法的耐药性,如数十亿美元的重磅炸弹 Imbruvica 。

Insmed made big waves with investors when it reported that its U.S. commercial launch of Arikayce is going smoothly. Arikayce won FDA approval in September for use in refractory patients with mycobacterium avium complex (MAC) lung disease, a rare, tough-to-treat condition. In the fourth quarter, over 500 patients initiated treatment, resulting in sales of approximately $9.8 million.

当该公司宣布其在美国的广告发布 Arikayce 进展顺利时,该公司在投资者中掀起了巨大的波澜。Arikayce 于9月获得食品药品监督管理局(FDA)的批准,用于治疗一种罕见且难以治疗的肺部疾病——分枝杆菌复合体( MAC )肺部疾病。在第四季度,超过500名患者开始治疗,导致销售约980万美元。

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