奥本海默因对zovegalisib持乐观态度而升级接力赛

2026-01-27 01:49

Oppenheimer has upgraded Relay Therapeutics (RLAY) to outperform from perform, noting that its lead asset, zovegalisib, could benefit if an upcoming data readout for Celcuity's (CELC) gedatolisib does not go well.
The firm has a price target of $14 (~88% upside based on Jan. 23 close).
Analyst Matthew Biegler wrote that he believes that data from the gedatolisib "VIKTORIA-1 [study] will underperform expectations, and may even fail," which could create a "beatable bar" for zovegalisib. VIKTORIA-1 is examining gedatolisib in breast cancer, the same lead indication for zovegalisib.
He noted that as an mutant-selective inhibitor, zovegalisib could have advantages over a "pan everything" candidate, such as gedatolisib as key opinion leaders have indicated that treatment segmentation by ESR1 and PI3K mutation statuses is favored.

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