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·詹姆斯在以下日期開始覆蓋石竹治療公司(納斯達克股票代碼：DNTH)，最近與舊的洋紅色治療公司反向合併。
The analysts initiate with an Outperform rating and a price target of $24.
分析師給出的評級為跑贏大盤，目標價為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.
先導資產DNTH103是一種抗體，旨在針對活性C1s，這是經典途徑中的關鍵成分，在2043年之前受知識產權保護。
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.
這一目標戰略已降低風險，特別是考慮到賽諾菲安萬特(納斯達克代碼：SNY)批准Enjaymo，一種針對感冒凝集素疾病(CAD)的總C1的抗體。然而，DNTH103的S專注於活性C1s具有明顯的優勢，例如避免了與總C1s相關的蛋白質下沉。
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.
迪蘭瑟斯公司正在啟動一項第二階段的GMG研究，目標產品概況將可能提供比主流比較更好的劑量優勢和安全性優勢。第二階段數據預計將在2h25之前發佈。有了GMG的明確數據先例，就很容易知道DNTH103是否是治療GMG的有效和有前途的藥物。根據疾病生物學和PK/PD數據，分析師預計DNTH103的療效至少與阿斯利康(納斯達克：azn)索利斯/烏托米裡斯或RA製藥公司，一家子公司UCB SA(場外交易：UCBJY)(場外交易：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).
迪蘭瑟斯公司正在為GMG公司開始第二階段研究，與目前的競爭對手相比，目標產品概況具有改進劑量和安全優勢的潛力。預期的第二階段數據結果定於2025年下半年公佈。鑑於GMG領域內建立了良好的數據基準，很容易確定DNTH103是否顯示出用於GMG治療的積極和有希望的品質。基於我們對疾病生物學和藥代動力學/藥效學數據的瞭解，DNTH103有望表現出至少與阿斯利康(納斯達克：azn)Soliris/Ultomiris或ZilucoplanRA製藥公司，一家子公司UCB SA(場外交易：UCBJY)(場外交易：UCBJF)
Price Action: DNTH shares are up 1.80% at $13.55 on the last check Thursday.
價格行動：DNTH股價週四尾盤上漲1.80%，至13.55美元。