Enzalutamide

-- Ms. Jarrett brings nearly three decades of executive leadership in biotech, tech and finance -- -- Biotech leaders Dr. Cameron Turtle and Mike Landsittel appointed to Board of Directors -- -- Peter Harwin named Chairman of the Board of Directors -- BOSTON, March 23, 2026 (GLOBE NEWSWIRE) -- Damora Therapeutics, Inc. (NASDAQ: DMRA), a biotechnology company working to fundamentally redefine care for patients with blood disorders, today announced that its Board of Directors has appointed Jennifer Jarrett as President and Chief Executive Officer, effective March 30, 2026. Ms. Jarrett will also serve on the company’s Board of Directors. “We are excited to welcome Jen to Damora as we accelerate our efforts to bring innovative medicines to patients with mutant calreticulin (mutCALR)-driven myeloproliferative neoplasm (MPNs),” said Peter Harwin, Chairman of the Board of Directors of Damora Therapeutics. “With a track record of success in oncology drug development and building and leading high-growth companies, Jen brings a unique set of strategic and operational experience that will be invaluable as we unlock Damora’s potential.” “I am thrilled to join Damora, and I look forward to working alongside the company’s talented and purpose-driven employees to realize our mission of redefining care for people with blood disorders,” said Jennifer Jarrett, President and Chief Executive Officer of Damora Therapeutics. “With a portfolio of potential best-in-class therapies, a strong balance sheet, and experienced board and executive leadership, Damora is exceptionally well positioned to rapidly develop our lead program, DMR-001, while also strategically advancing additional pipeline assets to treat the full spectrum of patients with mutCALR-driven MPNs.” Ms. Jarrett is a seasoned executive with nearly three decades of experience in corporate strategy, finance and investor relations, drug development, and organizational leadership. Most recently, she served as Chief Operating Officer of Arcus Biosciences, a development-stage oncology company. During her tenure, she also served as Chief Financial Officer and a member of the company’s Board of Directors. Prior to Arcus, Ms. Jarrett served as Vice President of Corporate Development and Capital Markets at Uber Technologies, Inc. Previously, she was Chief Financial Officer of Medivation, a commercial oncology company that developed the blockbuster medicine XTANDI ® (enzalutamide) for prostate cancer, through the company’s acquisition by Pfizer. Ms. Jarrett spent 20 years in investment banking, including at Citigroup, where she ran the firm’s west coast life sciences investment banking practice, and prior to that at Credit Suisse and Donaldson, Lufkin & Jenrette. Ms. Jarrett received a B.A. in Economics from Dartmouth College and an M.B.A. from Stanford University Graduate School of Business. She serves on the boards of Sagimet Biosciences, Syndax Pharmaceuticals and Zura Bio. Two Biotech Leaders Appointed to Board of Directors Damora Therapeutics also announced today the appointment of Cameron Turtle, D.Phil., Chief Executive Officer of Spyre Therapeutics, and Mike Landsittel, former Chief Financial Officer of Blueprint Medicines, to the company’s Board of Directors. In addition, Peter Harwin, Founding Partner at Fairmount Funds Management, LLC, and a current member of Damora’s Board of Directors, has been named Chairman. “Cameron and Mike bring to Damora incredible experience building and leading successful companies from development to commercialization across global markets, with a deep understanding of the biotech landscape and capital markets. We welcome their complementary expertise and perspective to our board,” said Mr. Harwin. Mr. Harwin added, “The Board of Directors also extends our gratitude to departing directors Dr. Carl Goldfischer, Dr. Jayson Dallas and Amit Munshi for their vision and leadership, which enabled the recent Damora-Galecto transaction and our strategy to deliver value to patients and shareholders.” Dr. Turtle is an experienced leader in building, financing, and shaping biopharma organizations from preclinical development to late-stage clinical trials and commercialization. Dr. Turtle currently serves as the Chief Executive Officer of Spyre Therapeutics. Previously, he served as Venture Partner at Foresite Labs, Chief Strategy Officer of BridgeBio Pharma and Chief Business Officer of Eidos Therapeutics. Prior to joining Eidos, he was a consultant at McKinsey & Company. Dr. Turtle received a B.S. with honors in bioengineering from the University of Washington and a D.Phil. in cardiovascular medicine from the University of Oxford, St. John’s College, where he was a Rhodes Scholar. Mr. Landsittel has broad biotech experience spanning strategic finance, corporate and business development, investor relations and organizational leadership. For more than a decade, Mr. Landsittel led strategic finance and operations functions at Blueprint Medicines, most recently as Chief Financial Officer, through the company’s acquisition by Sanofi. While at Blueprint, he led efforts to raise approximately $4 billion in capital through a variety of transactions and helped lead the company’s transition to a commercial immunology company with the launch of AYVAKIT ® (avapritinib). Prior to joining Blueprint, he served as Senior Director of Finance at Algeta ASA, through the company’s acquisition by Bayer, and held financial planning, business development and corporate strategy roles at Infinity Pharmaceuticals and Genzyme Corporation. Mr. Landsittel received a B.B.A. from the University of Michigan and an M.B.A. from the Tuck School of Business at Dartmouth College. About Damora Therapeutics Damora Therapeutics is an innovative biotechnology company that aims to fundamentally redefine care for people with hematologic disorders. We are advancing a new generation of biologics to treat mutant calreticulin-driven myeloproliferative neoplasms, including essential thrombocythemia and myelofibrosis, where there is significant medical need for disease-modifying treatments. With multiple programs with best-in-class potential on track to enter clinical development in 2026, our goal is to rapidly bring forward optimized therapies with broad mutation coverage and exceptional convenience to dramatically improve patient outcomes. For more information, visit or follow us on LinkedIn. Forward-Looking Statements Certain statements in this press release, other than purely historical information, may constitute “forward-looking statements” within the meaning of the federal securities laws, including for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, express or implied statements relating to the Company’s expectations, hopes, beliefs, intentions or strategies regarding the future of its assets, pipeline and business. In addition, any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking statements. These forward-looking statements are based on current expectations and beliefs concerning future developments and their potential effects. There can be no assurance that future developments affecting the Company will be those that have been anticipated. These forward-looking statements involve a number of risks, uncertainties (some of which are beyond the Company’s control) or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to, those uncertainties and factors described under the headings “Risk Factors,” “Cautionary Information Regarding Forward-Looking Statements” or “Cautionary Statement Regarding Forward-Looking Statements” in the Company’s most recent filings with the SEC. Should one or more of these risks or uncertainties materialize, or should any of the Company’s assumptions prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. Nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth therein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements in this press release, which speak only as of the date they are made and are qualified in their entirety by reference to the cautionary statements herein. The Company does not undertake or accept any duty to make any updates or revisions to any forward-looking statements. Media Contact: Lia Dangelico Deerfield Group lia.dangelico@deerfieldgroup.com Investor Contact: Brian Ritchie LifeSci Advisors britchie@lifesciadvisors.com

氨基观察-创新药组原创出品 作者 | 沙晓威 下一个减肥药巨头会是辉瑞吗？ 疫情红利退潮之后，曾一度登顶全球制药收入榜首的辉瑞，如今被迫重建增长曲线。无论是填补因疫苗下滑和专利悬崖带来的收入缺口，还是提升长期价值，辉瑞都需要一个足够确定、且庞大的增长引擎。 现在看，辉瑞给出的答案越来越清晰——减重市场。 围绕这一方向，辉瑞正在快速补课。无论是通过并购Metsera切入月度给药，还是与先为达等药企合作引入新型GLP-1分子，辉瑞正通过激进的商业交易构建自身减重产品体系。 然后，减重市场空间足够大，竞争却已十分拥挤。前有诺和诺德、礼来完成了市场渗透；后方则是大量创新药企在口服制剂、新靶点与长效化方向上的快速推进，多项产品已进入大规模临床阶段。 对于辉瑞而言，减肥是一项艰难而又必须拿下的战役。 / 01 / 基本盘乏力 用两个字形容辉瑞2025年的业绩，那就是“乏力”。 曾经的业绩支柱新冠疫苗Comirnaty在2025年依然贡献了全球43.67亿美元的收入，连续三年下跌，与巅峰时期（2022年的378亿美元）更不可同日而语。另一款抗病毒药物Paxlovid同样大幅下滑，全年收入23.6亿美元，同比下降59%。 虽然剔除Comirnaty、Paxlovid新冠药物产品的销量波动，公司实现了6%的增长，但这微弱的涨幅，显然无法抵消核心产品销售额下跌带来的冲击。财报显示，辉瑞2025年的整体销售额同比下滑了2%，降至626亿美元。 更焦虑的是，辉瑞正面临着一系列重磅产品的专利悬崖。 当前收入排名首位的是抗凝血药物Eliquis，年销售额为79.61亿美元。但该药的美国专利在今年到期。事实上，最新财报中辉瑞已经提到仿制药以及国际价格波动，抵消了一部分销售增长。 还有前列腺癌基石药物Xtandi，以及治疗HR+/HER2-乳腺癌Ibrance也将在这两年相继迎来专利到期，其中Ibrance在竞争药物Abemaciclib的挤压下，销售额已经缩水。 同样的下跌也发生在JAK抑制剂Xeljanz身上，虽然没有受到专利影响，但FDA给予JAK抑制剂黑框警告后，其销售额在四年内从24.5亿美元跌落至10.87亿美元。 增长失速之际，复杂的政策环境也让辉瑞承受了额外的压力。 众所周知，疫苗是辉瑞占比较大的收入业务，但这如今也是其最受政策阻力影响的业务。这种压力在美国卫生部长Robert F. Kennedy上任后愈演愈烈。 其有争议的反疫苗言论和政策也被辉瑞CEO Albert Bourla打上“宗教信仰”的标签。在最新的TD Cowen会议上，Albert Bourla更是直言“We have a problem with the leadership of CBER”，直接表明对当前疫苗监管者的不满。 尽管近日Kennedy对儿童疫苗政策的改革被推翻，但影响已经存在，公众对疫苗的信任度不如以往，疫苗接种率急剧下降。 面对疫情红利消退、专利逼近、核心产品增长乏力以及政策环境波动多重夹击下，辉瑞的基本盘已经乏力，迫切需要新的增长曲线。 / 02 / “All in GLP-1” 在疫情红利退潮之后，辉瑞始终在寻找新的增长曲线，Pfizer Ignite就是辉瑞内部孵化平台用于推进早期创新项目。 但近日，公司宣布终止该项目，一方面该业务投入产出比严重失衡，2025年仅贡献4100万美元的收入，同比下跌50%。另一方面，该业务下的创新研发项目对于辉瑞当前的窘境而言进度太慢，且几款管线的市场空间也较小。 相比之下，减重市场无疑是当前全球医药市场环境中最具商业化潜力的，也是最有希望改变辉瑞现状的。 过去几年来，GLP-1减重药物几乎成为全球医药产业最火热的领域。以诺和诺德和礼来为代表的企业，已经凭借GLP-1类药物在资本市场取得巨大成功。代表产品Wegovy、Zepbound不仅改变了肥胖症治疗标准，也重塑了慢病市场的格局。礼来更是凭此成为第一家万亿市值的制药公司。 面对这一趋势，辉瑞显然不愿缺席。事实上，辉瑞早期曾尝试自主推进GLP-1药物Lotiglipron、danuglipron，但由于安全性问题最终被迫终止。这并没有改变辉瑞进入减重市场的决心，反而转向更为激进的外部合作与BD来扩充管线。 2025年底，辉瑞击败多家竞争者，以100亿美元收购生物技术公司Metsera，获得其核心减重资产MET-097i（PF’3944）。该管线最大的特点是能实现月度给药，在依从性上形成差异化竞争力。 在辉瑞看来，减重市场远未被满足，除了患者人群庞大外，疗效、给药频次以及安全性问题上仍有优化空间。而MET-097i的月度给药满足了部分患者对长效治疗的需求。安进也有同类管线在推进（AMG133），但是辉瑞有信心在速度上取胜。 公司也积极布局该药物的临床试验，预计2026年开展针对MET-097i的10项3期临床试验，其中包括每周一次和每月一次的单药疗法，以及与各种肽类药物联合使用，包括胰淀素类似物PF'3945（MET-233i）和GIPR激动剂PF-08654696（MET-034i），后两者同样来源于Metsera。 与此同时，辉瑞也在加速全球市场卡位。2026年2月，辉瑞与中国药企先为达达成总金额4.95亿美元的合作，获得了ecnoglutide（埃诺格鲁肽）在中国大陆的独家商业化权益。 48周平均减重15.4%虽不是当前减重药物疗效天花板，但0.6%胃肠道不良事件停药率显然更满足寻求长期体重管理治疗的患者。近日，该药正式获得NMPA批准用于成人体重管理，成为全球首个cAMP偏向型长效GLP-1减重药物。通过这笔合作，辉瑞在中国代谢药物市场提前占据有利位置。 除上述产品，辉瑞还布局了口服GLP-1药物MET-224o、PF-08642534，以及有望实现季度给药的超长效GLP-1受体激动剂MET-815i，还有此前辉瑞的自研管线PF-07999415、PF-07976016（GIPR拮抗剂）。 辉瑞的战略意图非常明确：在对手先发优势难以撼动的前提下，不再执着于单一产品突破，而是通过“ALL IN”布局多路径、差异化管线以及组合疗法突围。 正如Albert Bourla在近期TD Cowen回应所说：“公司正在构建一个覆盖月度、季度给药、口服制剂以及多机制组合的“完整产品组合”，以在疗效、耐受性与依从性之间实现优化。” 尽管通过并购代价很高，但对于当下的辉瑞而言，时间成本更高。 / 03 / 下一个十年的卡位 当然，“All in”不等同于胜算。 首先，诺和诺德与礼来的管线已上市多年，而随着产能扩张后进一步完成了市场覆盖，近期还通过医保、价格调整继续渗透。对于后发者而言，窗口期正在快速收窄。而随着司美格鲁肽专利到期后，生物类似物、仿制药的涌入也将进一步蚕食市场份额。 辉瑞的潜在对手远不止这些。当前减重药物的竞争已经进入管线“爆发期”。数据显示，截至2025年，全球肥胖症在研项目已超过270个，仅GLP-1相关管线就超过100项，来自50多家公司。其中约18个项目已进入3期临床阶段，未来几年这些产品都会相继上市。 而辉瑞自身的研发端，仍然存在不确定。2月3日，辉瑞公布了MET-097i的最新减重结果。28周时12.3%的减重效果很有竞争力，但不是最佳。而且分析师在致投资者的报告中指出：“关于安慰剂的潜在益处以及研究终止率等问题，仍需进一步分析。” 但风险的另一面，恰恰是机会。 在回答关于辉瑞在减重市场定位时，Albert Bourla引出万艾可（伟哥）的商业路径作类比。他表示：当前减重市场在仿制与配制药冲击、自费为主、医保覆盖不足等方面，与万艾可早期高度相似。但后者依旧凭借品牌与渠道能力，建立了长期壁垒。 这表明减重药物在某种程度上已经具备类似消费医疗的属性，且由消费者的需求驱动，减重市场仍有十分巨大的空间待挖掘。 公司此前预计，MET-097i有望2028年获批上市，如果能够顺利兑现，那么辉瑞仍有机会掌握代谢领域的话语权。  值得一提的是，Albert Bourla在TD Cowen采访中提到“中国速度”，他表示中国创新药研发效率已达到三倍，而成本却只有二分之已，这种效率也在迫使辉瑞调整其研发体系。与此同时，AI也是关键变量，辉瑞正试图通过AI推进研发，提升生产效率。 在这场竞争中，辉瑞押上的，不只是一个减重管线，而是其在下一个十年中的位置。 PS：欢迎扫描下方二维码，添加氨基君微信号交流。