AbCellera Biologics WKN: A2QKXS ISIN: CA00288U1066 Kürzel: ABCL Forum: Aktien Thema: Hauptdiskussion

Trotz sehr guter Nachrichten für Regeneron fiel der Preis um etwa 2 - 3 %. Aktionäre, die erkennen, dass das Obesitas-Medikament von Abcellera stammt und wechseln?

Ich denke, Abcellera spielte eine Rolle bei der Entdeckung dieser Medikamente. Siehe Vertrag zwischen beiden Unternehmen im Jahr 2022: Buy Rating on Regeneron: Promising Obesity Treatment Prospects Amid Phase 2 Trials Carrie Williams Jun 26, 2024, 09:37 AM David Risinger has given his Buy rating due to a combination of factors surrounding Regeneron’s innovative approach in the obesity treatment space. The recent Phase 1 study of trevogrumab and garetosmab, presented at a prestigious medical conference, indicated potential improvements in body composition and a slight decrease in body weight among participants. Although there were some safety concerns with muscle spasms reported, Regeneron has strategically designed a Phase 2 trial to mitigate side effects, particularly focusing on the use of garetosmab. The anticipation of significant Phase 2 outcomes, including the effects on body weight, fat, and muscle mass, set to be released in the second half of 2025, provides a promising outlook for the stock’s future performance. Furthermore, Risinger’s optimistic stance is reinforced by the observed increases in muscle mass and reductions in fat mass from the multiple dose data of the study. These positive trends, along with the meticulous study design that seeks to enhance efficacy while minimizing adverse effects, contribute to the favorable evaluation of Regeneron’s shares. The company’s cautious approach in not including any obesity revenues in its financial model due to the early stage of the program suggests a conservative and potentially upside-biased financial projection. This prudence, paired with the potential for a breakthrough in a challenging therapeutic area like obesity, underscores the rationale behind the Buy rating for Regeneron. According to TipRanks, Risinger is a 5-star analyst with an average return of 12.5% and a 59.24% success rate. Risinger covers the Healthcare sector, focusing on stocks such as Eli Lilly & Co, Johnson & Johnson, and Sanofi. https://www.tipranks.com/news/blurbs/buy-rating-on-regeneron-promising-obesity-treatment-prospects-amid-phase-2-trials?mod=mw_quote_news

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