Gilead Sciences 大跌 10%,原因是最有前途的靶向药抗癌试验效果不佳。

Wallstreetcn
2024.01.22 16:21
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Gilead Sciences announced that its targeted drug, Trodelvy, did not significantly improve survival rates in trials for advanced lung cancer patients, leading to a 10% drop in the company's stock price on Monday. Analysts believe that the trial failure may undermine investors' confidence in Gilead Sciences' cancer drug revenue.

Gilead Sciences announced on Monday that one of its most promising targeted drugs, Trodelvy, failed to significantly improve survival rates in patients with advanced lung cancer, causing the company's stock price to plummet by 10% on Monday.

In a statement, Gilead Sciences stated that the survival period of patients treated with Trodelvy did not significantly extend compared to patients receiving chemotherapy alone. The company plans to discuss the trial results with regulatory authorities and will strive to determine if there are certain lung cancer patients who can still benefit from the drug.

This news led to a maximum 10% drop in Gilead Sciences' stock price on Monday, the largest single-day decline since February 2017. The stock price of competitor AstraZeneca soared after the announcement, rising by a maximum of 3.8% in London stock market trading, the largest increase in two months.

Trodelvy is an antibody-drug conjugate (ADC) that has been approved for the treatment of certain types of breast and bladder cancer. It is a drug that directly delivers potent anti-tumor doses while minimizing damage to surrounding tissues. The market has high expectations for ADCs, and some large pharmaceutical companies are engaged in acquisition deals. However, another ADC drug similar to Trodelvy, developed by AstraZeneca and Daiichi Sankyo last year, did not meet expectations in lung and breast cancer patients.

Analysts say that the failure of the Trodelvy trial is not entirely surprising, as other similar drugs have had mixed results in early-stage studies and limited efficacy. This trial failure is another blow to the drug's development plan, and if the lung cancer treatment is not effective, it may reduce investors' confidence in Gilead Sciences' cancer drug revenue. Analysts also said that AstraZeneca is still seeking regulatory approval for its lung cancer drug that improves progression-free survival.

Gilead Sciences' trial included 603 patients with advanced non-small cell lung cancer who did not respond to other treatments such as chemotherapy or checkpoint inhibitors. The company stated that in the common subtype of non-small cell lung cancer patients treated with Trodelvy, there was a numerical improvement in overall survival, and the safety of the drug was consistent with previous studies. In the subgroup of patients who did not respond to immunotherapy, Trodelvy showed a difference of more than three months in overall survival, and Gilead Sciences plans to conduct further research. The pharmaceutical company will present the research data at an upcoming medical conference.