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 開始覆蓋於 MoonLake 免疫療法 納斯達克股票代碼：MLTX），評級爲買入，目標股價爲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.
分析師 塞爾吉·貝蘭格 羅希特·巴辛指出，該公司開發的首要產品索內洛基單抗（SLK），這是一種用於化膿性汗腺炎（HS）和牛皮癬（psO）等慢性皮膚病的雙IL-17A/-17F抑制劑納米體，在療效方面超過了成熟的生物製劑。
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.
分析師指出，SLK已將自己定位爲潛在的同類最佳療法，其顯著療效超過了知名生物製劑。
The differentiation comes through its innovative approach of concurrently inhibiting both IL-17A and IL-17F, promising a robust and holistic mode of action.
這種差異化來自於其同時抑制 IL-17A 和 IL-17F 的創新方法，有望形成強大而全面的行動模式。
What further adds to SLK's allure is its applicability to various indications, offering a collective market opportunity estimated at a substantial $30 billion.
進一步增加SLK吸引力的是它適用於各種跡象，提供了估計爲300億美元的集體市場機會。
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.
預期的增長預測進一步推動了這一數字，預計到2030年代中期，市值將激增至值得注意的400億至500億美元。
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.
分析師強調，未來六個月爲MoonLake Immunotherapeutics帶來了巨大的希望。他們預計，一系列催化劑和新聞發佈可能會帶來額外的價值。
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，對於在這些慢性適應症上進行大量投資並擁有生物製劑組合的主要製藥公司來說，這可能會擴大該公司作爲收購目標的吸引力。
Needham sees UCB SA's (OTC:UCBJY) (OTC:UCBJF) bimekizumab and izokibep by Acelyrin Inc (NASDAQ: SLRN) as the main competitors to SLK.
尼德姆看見 UCB SA's （場外交易代碼：UCBJY）（場外交易代碼：UCBJF）bimekizumab 和 izokibep by Acelyrin Inc 納斯達克股票代碼：SLRN）是SLK的主要競爭對手。
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中顯示的療效結果似乎優於bimekizumab的療效，而izokibep尚未顯示出可與SLK或bimekizumab媲美的安慰劑對照療效結果。
Price Action: MLTX shares are down 0.11% at $56.13 on the last check Thursday.
價格走勢： 在週四的最後一張支票中，MLTX股價下跌0.11％，至56.13美元。