This Biotech Stock Is Poised For 80% Upside With Breakthrough In Obesity Drug Market, Says JPMorgan
This Biotech Stock Is Poised For 80% Upside With Breakthrough In Obesity Drug Market, Says JPMorgan
The $Structure Therapeutics (GPCR.US)$ stock has been identified as a potential winner in the obesity drug market. JPMorgan has given the stock a significant upside potential.
這個 $碩迪生物 (GPCR.US)$ 股票已被確定爲肥胖藥物市場的潛在贏家。摩根大通爲該股提供了巨大的上行潛力。
What Happened: JPMorgan has initiated coverage of Structure Therapeutics, a biotech company, with an "Overweight" rating and a price target of $65, indicating an 80% potential upside from the current levels. The bank has identified Structure Therapeutics as a key player in the rapidly growing market for GLP-1 weight loss drugs, reported Business Insider.
發生了什麼：摩根大通已開始對生物技術公司Structure Therapeutics進行報道，其評級爲 “增持”，目標股價爲65美元，表明可能比當前水平上漲80％。據《商業內幕》報道，該銀行已將Structure Therapeutics確定爲快速增長的 GLP-1 減肥藥物市場的關鍵參與者。
Structure Therapeutics is developing a drug candidate called "1290," which is an oral pill designed for the GLP-1 weight loss market. This drug is based on a small molecule formulation that could potentially hit the market one to two years ahead of competitors.
Structure Therapeutics正在開發一種名爲 “1290” 的候選藥物，這是一種專爲 GLP-1 減肥市場設計的口服藥丸。這種藥物基於一種小分子配方，有可能比競爭對手提前一到兩年上市。
The drug is expected to offer significant weight loss results for patients with no major safety concerns, setting it apart from other oral weight-loss drug candidates.
該藥物有望爲沒有重大安全問題的患者提供顯著的減肥效果，使其與其他口服減肥候選藥物區分開來。
"We think GPCR's market share in the oral market can approach 5% over time in an unprecedentedly large market. All-in, we think 1290/Structure could be an attractive partnership opportunity for larger biopharma companies looking to participate in the T2D/Obesity market," JPMorgan said.
“我們認爲，在一個空前龐大的市場中，隨着時間的推移，GPCR在口服市場的市場份額可能接近5％。總而言之，我們認爲，對於希望參與T2D/肥胖市場的大型生物製藥公司來說，1290/Structure可能是一個有吸引力的合作機會，” 摩根大通說。
JPMorgan believes that Structure Therapeutics' oral GLP-1 weight loss drug candidate could generate peak sales of over $1 billion by 2035. The company went public in February 2023.
摩根大通認爲，到2035年，Structure Therapeutics的口服 GLP-1 減肥候選藥物的峯值銷售額可能超過10億美元。該公司於 2023 年 2 月上市。
Why It Matters: The obesity drug market has been witnessing significant developments. Recently, $ROCHE HOLDING AG (RHHBY.US)$ released promising results from the Phase 1b trial of its dual GLP-1/GIP receptor agonist CT-388, indicating a significant potential in the obesity treatment market.
爲何重要：肥胖藥物市場經歷了重大發展。最近， $羅氏(ADR) (RHHBY.US)$ 公佈了其雙GLP-1/GIP受體激動劑 CT-388 的1b期試驗的令人鼓舞的結果，這表明肥胖治療市場具有巨大潛力。
Additionally, $Eli Lilly and Co (LLY.US)$ secured approval for its diabetes drug tirzepatide in China, setting the stage for heightened competition with $Novo-Nordisk A/S (NVO.US)$ in the crucial Asian market.
此外， $禮來 (LLY.US)$ 其糖尿病藥物曲西帕肽在中國獲得批准，爲加劇競爭奠定了基礎 $諾和諾德 (NVO.US)$ 在關鍵的亞洲市場。
Earlier, Biohaven (NYSE:BHVN) highlighted a different approach to the obesity drug market with its experimental drug, taldefgrobep alfa (BHVN-2000), which could prevent muscle loss while aiding weight loss.
早些時候，Biohaven（紐約證券交易所代碼：BHVN）通過其實驗藥物taldefgrobep alfa（BHVN-2000）強調了肥胖藥物市場的另一種方法，該藥物可以在幫助減肥的同時防止肌肉流失。