Skin Disease Focused MoonLake Immunotherapeutics Poised To Outshine Rivals, Analyst Asserts
Skin Disease Focused MoonLake Immunotherapeutics Poised To Outshine Rivals, Analyst Asserts
Needham initiated coverage on MoonLake Immunotherapeutics (NASDAQ:MLTX) with a Buy rating and a price target of $76.
尼德姆 开始覆盖于 MoonLake 免疫疗法 纳斯达克股票代码：MLTX），评级为买入，目标股价为76美元。
The analysts Serge Belanger and Rohit Bhasin note the company's lead product developing sonelokimab (SLK), a dual IL-17A/-17F inhibitor nanobody for chronic dermatological ailments like hidradenitis suppurativa (HS) and psoriasis (PsO), outshining established biologics in terms of efficacy.
分析师 塞尔吉·贝兰格 罗希特·巴辛指出，该公司开发的首要产品索内洛基单抗（SLK），这是一种用于化脓性汗腺炎（HS）和牛皮癣（psO）等慢性皮肤病的双IL-17A/-17F抑制剂纳米体，在疗效方面超过了成熟的生物制剂。
The analysts expound that SLK has positioned itself as a potential best-in-class treatment, boasting remarkable efficacy that surpasses that of well-known biologics.
分析师指出，SLK已将自己定位为潜在的同类最佳疗法，其显著疗效超过了知名生物制剂。
The differentiation comes through its innovative approach of concurrently inhibiting both IL-17A and IL-17F, promising a robust and holistic mode of action.
这种差异化来自于其同时抑制 IL-17A 和 IL-17F 的创新方法，有望形成强大而全面的行动模式。
What further adds to SLK's allure is its applicability to various indications, offering a collective market opportunity estimated at a substantial $30 billion.
进一步增加SLK吸引力的是它适用于各种迹象，提供了估计为300亿美元的集体市场机会。
Anticipated growth projections propel this figure even higher, with the market value expected to swell to a noteworthy $40 billion-$50 billion by the mid-2030s.
预期的增长预测进一步推动了这一数字，预计到2030年代中期，市值将激增至值得注意的400亿至500亿美元。
The analysts emphasize that the upcoming six months hold significant promise for MoonLake Immunotherapeutics. They anticipate a flurry of catalysts and news releases that could drive additional value.
分析师强调，未来六个月为MoonLake Immunotherapeutics带来了巨大的希望。他们预计，一系列催化剂和新闻发布可能会带来额外的价值。
Furthermore, this could amplify the company's desirability as an acquisition target for major pharmaceutical players deeply invested in these chronic indications, armed with a biologics portfolio.
此外，对于在这些慢性适应症上进行大量投资并拥有生物制剂组合的主要制药公司来说，这可能会扩大该公司作为收购目标的吸引力。
Needham sees UCB SA's (OTC:UCBJY) (OTC:UCBJF) bimekizumab and izokibep by Acelyrin Inc (NASDAQ: SLRN) as the main competitors to SLK.
尼德姆看见 UCB SA's （场外交易代码：UCBJY）（场外交易代码：UCBJF）bimekizumab 和 izokibep by Acelyrin Inc 纳斯达克股票代码：SLRN）是SLK的主要竞争对手。
In late June, SLK demonstrated efficacy results in HS that appear superior to those of bimekizumab, and izokibep has yet to demonstrate placebo-controlled efficacy results that rival those of SLK or bimekizumab.
6月下旬，SLK在HS中显示的疗效结果似乎优于bimekizumab的疗效，而izokibep尚未显示出可与SLK或bimekizumab媲美的安慰剂对照疗效结果。
Price Action: MLTX shares are down 0.11% at $56.13 on the last check Thursday.
价格走势： 在周四的最后一张支票中，MLTX股价下跌0.11％，至56.13美元。