热门资讯> 正文
Regeneron Eylea更新后学者岩跳跃
2025-08-21 02:27
- An update from Regeneron Pharmaceuticals (NASDAQ:REGN) earlier Wednesday regarding the manufacturing of a new pre-filled syringe version of Eylea HD had the unintended effect of giving Scholar Rock Holding Company (NASDAQ:SRRK).
- Both companies utilize contract drug manufacturer Catalent, which was acquired by Novo Nordisk (NVO) in 2024.
- Regeneron said that the U.S. FDA is delaying until December a decision on two regulatory applications regarding Eylea HD. The reason is to review additional information following an inspection of a Catalent facility in Indiana, which had previously attracted the agency's attention.
- BMO Capital Markets Evan Seigerman said the timing of an FDA decision is a positive for Regeneron. It's "likely earlier than many investors anticipated following the acknowledgment of a potential upcoming delay."
- And Scholar Rock will also benefit, he added, with its lead candidate, apitegromab, in spinal muscular atrophy. It has a Sept. 22 FDA action date and would be manufactured by Catalent.
- Scholar Rock is up ~12% in afternoon trading; Regeneron is ~3% higher.
More on Scholar Rock, Regeneron Pharmaceuticals
- Scholar Rock Holding: Upcoming Milestone Approaches
- Regeneron: EYLEA's Decline Is Masking A Deep Value Opportunity
- Scholar Rock Holding Corporation (SRRK) Q2 2025 Earnings Call Transcript
- Regeneron's Eylea injection review dates delayed by FDA
- Michael Burry's Scion starts new position in UnitedHealth, lululemon and Regeneron among top Q2 moves
推荐文章
风险及免责提示：以上内容仅代表作者的个人立场和观点，不代表华盛的任何立场，华盛亦无法证实上述内容的真实性、准确性和原创性。投资者在做出任何投资决定前，应结合自身情况，考虑投资产品的风险。必要时，请咨询专业投资顾问的意见。华盛不提供任何投资建议，对此亦不做任何承诺和保证。
