尽管试验结果呈阳性, 但巴克莱对Ultragenyx的使用仍保持谨慎,
Barclays stays cautious on Ultragenyx despite positive trial results due to risks in efficacy, regulation, and market competition.
Barclays对Ultragenyx药品(RARE)持谨慎的看法,尽管第2阶段的试验结果大有希望,显示其对稀有基因紊乱的复合体治疗反应积极率为70%。
Barclays maintains a cautious outlook on Ultragenyx Pharmaceutical (RARE) despite promising Phase 2 trial results showing a 70% positive response to its setrusumab treatment for a rare genetic disorder.
银行强调对研究的设计、不确定的长期效能和安全、监管审批风险和竞争性市场的关切。
The bank highlights concerns over the study’s design, uncertain long-term efficacy and safety, regulatory approval risks, and a competitive market.
报告还指出了病人入学率、制造业和定价方面的挑战,并警告说,随着新数据的出现和期望的转变,股票波动可能持续存在。
It also notes challenges in patient enrollment, manufacturing, and pricing, warning that stock volatility may persist as new data emerges and expectations shift.