Maridebart Cafraglutide

2024年5月2日，安进发布一季度财报，营收74.47亿美元，同比增长22%。收购Horizon带来新产品，其中IGF-R抗体Tepezza一季度销售额4.24亿美元。 更为业界所关注的是GLP-1管线的进展，AMG 133二期临床数据以及今年底前读出，正在筹备三期临床。后续的小分子减肥药AMG 786一期临床已经完成。 受此消息影响，安进股价盘后大涨13%，市值增加200亿美元到1700亿美元。 AMG133为一款GIPR抗体偶联GLP-1，可以同时发挥抑制GIPR、激活GLP-1R的效应。 AMG 133的氨基酸序列如下，GLP-1类似物通过18肽linker偶联到GIPR抗体上，GLP-1（7-35）第8位为甲基丙氨酸，15位V突变为Y，22位G突变为E。 礼来、诺和诺德为GLP-1领域的双雄，地位至今无人撼动，随着GLP-1销售节节攀升，适应症扩展日益加入，越来越多的MNC加入这一领域。辉瑞小分子GLP-1临床失败，罗氏31亿美元收购Carmot，阿斯利康手握初代的艾塞那肽又引进诚益生物的小分子GLP-1受体激动剂，勃林格殷格翰重点推进GLP-1R/GCGR双靶点激动剂BI456906，默沙东同样布局GLP-1R/GCGR双靶点激动剂。从前的代谢巨头赛诺菲也曾重金引进韩美的GLP-1，但如今已经彻底退出糖尿病新药研发。二级市场上，Viking、硕迪生物等不断取得临床进展，一级市场上融资也异常火热，Metsera刚刚完成2.9亿美元融资。 内容来源于网络，如有侵权，请联系删除。

Amgen has shelved obesity treatment AMG 786 and will continue forward with MariTide. Credits: Grand Warszawski /Shutterstock.com Amgen ’s total revenues grew in Q1 2024 to $7.4bn, displaying a 22% increase from earnings reported in the first quarter of last year. The company reported an operating income of $3.1bn, on a non-GAAP [generally accepted accounting principles] basis. The non-GAAP earnings per share (EPS) dipped 1% to $3.96, with the decrease attributed to higher operating and interest expenses that resulted from the acquisition of Horizon Therapeutics . Amgen acquired Horizon for $27.8bn (£22.76bn) following approval from the US Federal Trade Commission (FTC) in October 2023. The revenue growth was driven by a 22% increase in product sales and a 25% volume growth, with ten products achieving double-digit volume growth. Key performers included hyperlipidemia immunotherapy Repatha (evolocumab) and osteoporosis treatment in postmenopausal women Evenity (romosozumab-aqqg), which grew 33% year-over-year (YoY) and 35% YoY respectively in Q1. Amgen also reported an 80% YoY growth for the severe asthma medication Tezspire (tezepelumab-ekko), and a 122% increase in sales of Tavneos (avacopan), a treatment for rare disease anti-neutrophil cytoplasmic autoantibody-associated vasculitis. Revenue from Amgen’s biggest moneymaker, osteoporosis treatment Prolia, increased by 8%, raking in $999m. See Also: ESCMID 2024: Advances in drug resistance testing Moderna reports $1.2bn net loss in Q1 2024 Looking to gain a share of the obesity treatment market, which is dominated by leaders such as Novo Nordisk and Eli Lilly, Amgen has made several pipeline moves. Amgen shared that it had positive interim results for its multispecific gastric inhibitory polypeptide receptor (GIPR) inhibitor MariTide (maridebart cafraglutide, AMG 133), which is being evaluated in a Phase II study (NCT05669599) for the treatment of adults who are overweight or obese, with or without type 2 diabetes mellitus. In a 2 May investor call, CSO James Bradner said the company was “very encouraged” by the results demonstrated by MariTide. Topline data for this study is expected in late 2024. At the same time, while the company has completed a Phase I study of AMG-786 for the treatment of obesity, Bradner announced in the investor call that the candidate would be shelved. According to GlobalData analysts, the pharma industry will continue to focus on obesity as there is a need for therapies with stronger efficacy that result in more significant weight loss and maintenance of the benefits of the shed weight. As per GlobalData’s patient-based forecast, the obesity market is anticipated to reach a value of $27.6bn in the US by 2031.