Johnson & Johnson's TARIS Platform - Goldman Sachs Outlines Potential For The Bladder Cancer Therapy
Johnson & Johnson's TARIS Platform - Goldman Sachs Outlines Potential For The Bladder Cancer Therapy
Over the weekend, Johnson & Johnson (NYSE:JNJ) shared data from its TARIS platform assets (TAR-210 and TAR-200) in patients with different types of bladder cancer.
上周末，强生公司（纽约证券交易所代码：JNJ）分享了其TARIS平台资产（TAR-210 和 TAR-200）中不同类型膀胱癌患者的数据。
Goldman Sachs notes that the company has framed the platform as having a peak revenue potential of over $5 billion.
高盛指出，该公司认为该平台的峰值收入潜力超过50亿美元。
The analyst states that Johnson & Johnson emphasized the ease of administering their TARIS platform device-based therapy from a clinical management perspective.
该分析师指出，强生公司强调从临床管理的角度来看，其TARIS平台基于设备的疗法易于管理。
The process resembles placing a catheter in the bladder or cystoscopy, requiring no general anesthesia and only minutes to perform, with no need for patient monitoring.
该过程类似于在膀胱或膀胱镜检查中放置导管，无需全身麻醉，只需几分钟即可完成，无需对患者进行监测。
Johnson & Johnson anticipates reimbursement similar to catheter placement.
强生公司预计报销额与导管置放置类似。
The company plans to submit data from their study in early 2025, targeting high-risk non–muscle-invasive bladder cancer (NMIBC) patients and those unresponsive to Bacillus Calmette-Guérin (BCG).
该公司计划在2025年初提交研究数据，目标是高风险的非肌肉浸润性膀胱癌（NMIBC）患者和对卡氏芽孢杆菌（BCG）无反应的患者。
The broader market potential lies with BCG-naive patients, with ongoing Phase 3 studies expected to conclude in 2029.
更广泛的市场潜力在于纯BCG患者，正在进行的3期研究预计将于2029年结束。
The Goldman analyst writes that the program's ongoing progress suggests it could effectively tackle unmet clinical needs in treating NMIBC, potentially replacing the longstanding BCG treatment.
高盛分析师写道，该计划的持续进展表明，它可以有效地解决治疗NMIBC方面未得到满足的临床需求，有可能取代长期存在的卡介苗治疗。
The model estimates a peak sales potential of around $3 billion for TAR-200 alone, risk-adjusted at a 60% probability of success.
该模型估计，仅 TAR-200 的峰值销售潜力就约为30亿美元，经风险调整后，成功概率为60％。
Price Action: JNJ shares are up 0.22% at $148.90 at last check Tuesday.
价格走势：在周二的最后一次检查中，JNJ股价上涨0.22％，至148.90美元。
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