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Skye在Evercore因肥胖资产nimacimab而发起超重
2025-08-15 21:43
- Evercore ISI is bullish on the prospects for Skye Bioscience (NASDAQ:SKYE) due to its development of the CB1 inhibitor nimacimab for obesity.
- The firm has a $10 price target (~206% upside based on Thursday's close).
- Analyst Michael DiFiore believes that as a CB1 inhibitor, nimacimab would differentiate itself from the GLP-1s from Novo Nordisk (NVO) and Eli Lilly (LLY) that are dominating the market.
- He noted that the candidate could fill gaps in obesity care in several ways: as a GLP-1 off-ramp/maintenance option; as a combo therapy in severe obesity; and as a non-incretin monotherapy for some patients.
- DiFiore added that the newest generation of CB1 inhibitors appears to avoid the central nervous issues that plagued earlier generations.
- Looking ahead, he sees the next major catalyst for nimacimab coming in late Q3 or early Q4 with phase 2a data.
More on Skye Bioscience
- Skye Bioscience, Inc. (SKYE) Q2 2025 Earnings Call Transcript
- Skye Bioscience Partners With Arecor: Potentially Enhanced Nimacimab Dosing
- Skye Bioscience signals late Q3/early Q4 top-line Phase IIa results as nimacimab advances obesity treatment platform
- Skye Bioscience GAAP EPS of -$0.44 misses by $0.13
- Seeking Alpha’s Quant Rating on Skye Bioscience
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