DeZwarteRidder schreef op 25 september 2024 09:06:
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Uplizna - if approved for myasthenia gravis - will also compete with another treatment, Soliris by AstraZeneca (AZN.L)
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Shares of the drugmaker fell over 2% to $323.64 in extended trading as it reported data from another experimental drug, rocatinlimab, that succeeded in a late-stage study in patients with atopic dermatitis or eczema.
About 33% of patients in the study showed a 75% or more improvement on an eczema severity index.
Results from this trial "appear to fall short" of already approved drugs like Eli Lilly's (LLY.N)
, opens new tab Ebglyss and Sanofi (SASY.PA), opens new tab-Regeneron's (REGN.O)
, opens new tab blockbuster drug Dupixent, said BMO Capital Markets analyst Evan Seigerman.
Seigerman added that while a direct comparison was difficult, full data from Amgen's drug will be closely watched to assess its "competitive positioning."