Neuromuscular Focused-Avidity Biosciences Has 'Complete Package' - Analyst Predicts Stellar 142% Stock Surge
Neuromuscular Focused-Avidity Biosciences Has 'Complete Package' - Analyst Predicts Stellar 142% Stock Surge
Cantor Fitzgerald has initiated coverage on Avidity Biosciences Inc (NASDAQ:RNA), noting the company has the complete package, including a strong management team, a proven platform, a robust pipeline, and a blockbuster product in deldesiran (formerly AOC 1001) for Myotonic dystrophy type 1 (DM1).
坎托·菲茨杰拉德已开始对Avidity Biosciences Inc（纳斯达克股票代码：RNA）进行报道，并指出该公司拥有完整的一揽子计划，包括强大的管理团队、久经考验的平台、强大的产品线，以及一款针对1型肌强直性营养不良症（DM1）的deldesiran（前身为AOC 1001）的重磅产品。
The analyst reports that Avidity has accumulated extensive biomarker and clinical data, significantly reducing the risks associated with their upcoming Phase 3 study.
该分析师报告说，Avidity已经积累了大量的生物标志物和临床数据，显著降低了与即将进行的3期研究相关的风险。
Additionally, Dyne Therapeutics Inc (NASDAQ:DYN), a competitor trailing by approximately 12 months, is also generating similar data using a comparable approach, thereby offering further validation.
此外，落后约12个月的竞争对手达因疗法公司（纳斯达克股票代码：DYN）也在使用类似的方法生成类似的数据，从而提供进一步的验证。
Also Read: Avidity Biosciences Says Lead Program Shows Reversal Of Disease Progression In Neuromuscular Disease.
另请阅读： Avidity Biosciences表示，主要项目显示神经肌肉疾病的疾病进展出现逆转。
Despite the potential variability in biomarker data obtained from muscle biopsies, Avidity's findings offer mechanistic support by demonstrating that del-desiran reduces DMPK RNA levels by 40-50% across various tested doses and has a dose-dependent effect on splicing mRNA.
尽管从肌肉活检中获得的生物标志物数据可能存在差异，但Avidity的发现提供了机制支持，它证明del-desiran在各种测试剂量下将DMPK RNA水平降低了40-50％，并且对剪接mRNA具有剂量依赖性作用。
Cantor analyst notes that Del-desiran focuses on addressing the core issue of disease progression, specifically targeting the toxic accumulation of the DMPK transcript.
坎托分析师指出，Del-Desiran专注于解决疾病进展的核心问题，特别是针对DMPK转录本的毒性积累。
Phase 2 trials have demonstrated promising results, paving the way for a Phase 3 trial to commence in the second quarter of 2024.
2期试验显示出令人鼓舞的结果，为2024年第二季度开始的3期试验铺平了道路。
Based on these advancements, projections anticipate U.S. sales reaching $1.3 billion by 2031.
基于这些进步，预计到2031年美国的销售额将达到13亿美元。
Cantor initiates with an Overweight rating and a price target of $60.
Cantor最初的增持评级和60美元的目标股价。
Avidity has two new clinical programs in Phase 1 development. One, AOC 1044, focuses on Duchenne Muscular Dystrophy that can be treated by skipping Exon 44, while the other, AOC 1020, targets facioscapulohumeral muscular dystrophy (FSHD).
Avidity 有两个新的临床项目处于第一阶段开发阶段。一种是AOC 1044，侧重于杜兴氏肌肉萎缩症，可通过跳过外显子44进行治疗，而另一个是AOC 1020，则针对面肩肱肌营养不良症（FSHD）。
Cantor notes that both programs utilize the same delivery mechanism as del-desiran, aim to tackle well-understood biological pathways, and hold the promise of becoming the first approved therapies for currently underserved patient groups.
坎托指出，这两个项目都使用与del-desiran相同的给药机制，旨在解决众所周知的生物学途径，并有望成为目前服务不足的患者群体的首批获批准的疗法。
Price Action: RNA shares are down 3.54% at $23.95 on the last check Thursday.
价格走势：在周四的最后一次支票中，RNA股价下跌3.54％，至23.95美元。
Illustration of Phrama lab worker created with MidJourney.
使用 MidJourney 创作的 Phrama 实验室工作人员的插图。