Dianthus' Monoclonal Antibody On Promising Pathway To Gaining The Upper Hand - Analyst
Dianthus' Monoclonal Antibody On Promising Pathway To Gaining The Upper Hand - Analyst
Raymond James initiated coverage on Dianthus Therapeutics Inc (NASDAQ:DNTH), a recent reverse merger with the old Magenta Therapeutics.
雷蒙德·詹姆斯在以下日期开始覆盖石竹治疗公司(纳斯达克股票代码：DNTH)，最近与旧的洋红色治疗公司反向合并。
The analysts initiate with an Outperform rating and a price target of $24.
分析师给出的评级为跑赢大盘，目标价为24美元。
The lead asset, DNTH103, is an antibody designed to target active C1s, a key component in the classical pathway, and is protected by intellectual property rights until 2043.
先导资产DNTH103是一种抗体，旨在针对活性C1s，这是经典途径中的关键成分，在2043年之前受知识产权保护。
This targeting strategy has been de-risked, especially in light of Sanofi SA's (NASDAQ:SNY) approval of Enjaymo, an antibody targeting total C1s for Cold Agglutinin Disease (CAD). However, DNTH103's focus on active C1s offers distinct advantages, such as avoiding the protein sink associated with total C1s.
这一目标战略已降低风险，特别是考虑到赛诺菲安万特(纳斯达克代码：SNY)批准Enjaymo，一种针对感冒凝集素疾病(CAD)的总C1的抗体。然而，DNTH103的S专注于活性C1s具有明显的优势，例如避免了与总C1s相关的蛋白质下沉。
Dianthus is initiating a Phase 2 gMG study with a target product profile that will potentially offer dosing advantages and safety advantages over prevailing comps. Phase 2 data are expected by 2H25. With clear data precedents in gMG, it will be easy to know if DNTH103 is an active and promising drug for gMG. Based on disease biology and PK/PD data, analysts expect DNTH103 to be at least as efficacious as AstraZeneca Plc's (NASDAQ:AZN) Soliris/Ultomiris or Ra Pharmaceuticals, a subsidiary of UCB SA (OTC:UCBJY) (OTC:UCBJF) Zilucoplan.
迪兰瑟斯公司正在启动一项第二阶段的GMG研究，目标产品概况将可能提供比主流比较更好的剂量优势和安全性优势。第二阶段数据预计将在2h25之前发布。有了GMG的明确数据先例，就很容易知道DNTH103是否是治疗GMG的有效和有前途的药物。根据疾病生物学和PK/PD数据，分析师预计DNTH103的疗效至少与阿斯利康(纳斯达克：azn)索利斯/乌托米里斯或RA制药公司，一家子公司UCB SA(场外交易：UCBJY)(场外交易：UCBJF)Zilucoplan。
Dianthus is commencing a Phase 2 study for gMG, with a target product profile with the potential for improved dosing and safety advantages compared to current competitors. Anticipated Phase 2 data results are slated for 2H of 2025. Given the well-established data benchmarks within the gMG field, it will be straightforward to determine if DNTH103 demonstrates active and promising qualities for gMG treatment. Based on our understanding of the disease's biology and pharmacokinetic/pharmacodynamic data, DNTH103 is expected to exhibit efficacy at least on par with AstraZeneca Plc's (NASDAQ: AZN) Soliris/Ultomiris or Zilucoplan from Ra Pharmaceuticals, a subsidiary of UCB SA (OTC:UCBJY) (OTC:UCBJF).
迪兰瑟斯公司正在为GMG公司开始第二阶段研究，与目前的竞争对手相比，目标产品概况具有改进剂量和安全优势的潜力。预期的第二阶段数据结果定于2025年下半年公布。鉴于GMG领域内建立了良好的数据基准，很容易确定DNTH103是否显示出用于GMG治疗的积极和有希望的品质。基于我们对疾病生物学和药代动力学/药效学数据的了解，DNTH103有望表现出至少与阿斯利康(纳斯达克：azn)Soliris/Ultomiris或ZilucoplanRA制药公司，一家子公司UCB SA(场外交易：UCBJY)(场外交易：UCBJF)
Price Action: DNTH shares are up 1.80% at $13.55 on the last check Thursday.
价格行动：DNTH股价周四尾盘上涨1.80%，至13.55美元。