
艾伯维(AbbVie,股票代码 ABBV.N)周四表示,其实验药物在慢性皮肤病患者中显著降低了炎性结节和脓肿,达到了晚期研究的主要目标。
AbbVie (ABBV.N) said on Thursday its experimental drug significantly reduced inflammatory lumps and abscesses in patients with a chronic skin disease, meeting the main goal of a late-stage study.
艾伯维押注该药物卢蒂奇单抗(lutikizumab),以拓宽其免疫学业务,并补充其明星药物 Skyrizi 和 Rinvoq 的增长。
AbbVie is betting on the drug, lutikizumab, to broaden its immunology franchise, and supplement the growth from its blockbuster drugs Skyrizi and Rinvoq.
该公司免疫学负责人科里·华莱士(Kori Wallace)对路透社称,公司计划在今年年底前开始将卢蒂奇单抗与其实验性减肥药 ABBV-295 联合测试。该组合旨在解决肥胖问题,肥胖可能会加重皮肤病情。
The company expects to begin testing lutikizumab alongside its experimental weight-loss drug, ABBV-295, by the end of the year, AbbVie's immunology head, Kori Wallace, told Reuters. The combination aims to address obesity, which can worsen the skin condition.
卢蒂奇单抗在患有化脓性汗腺炎(亦称痤疮逆转)患者中进行测试,这是一种以皮下形成小而疼痛的结节为特征的疾病。
Lutikizumab was tested in patients with hidradenitis suppurativa, or acne inversa, a condition marked by small, painful lumps to form under the skin.
在这项包含 1,400 名患者的试验中,约 31% 使用卢蒂奇单抗治疗的患者在 16 周后实现了炎性皮损至少 75% 的减轻,而安慰剂组为 23%。
In the 1,400-patient trial, about 31% of patients treated with lutikizumab achieved at least a 75% reduction in inflammatory skin lesions after 16 weeks, compared with 23% of those on placebo.
花旗分析师杰弗里·米查姆(Geoffrey Meacham)在结果公布前的报告中指出,若相较于安慰剂的改善幅度超过 15 个百分点,将构成对主要目标的明确胜利。
Citi analyst Geoffrey Meacham in a note ahead of the readout said that a more than 15-percentage-point improvement versus placebo would represent a clear win on the main goal.
ABBV-295 于去年从丹麦生物技术公司 Gubra 获得授权,模拟激素胰淀素(amylin),可作为诺和诺德(Novo Nordisk,股票代码 NOVOb.CO)Wegovy 和礼来(Eli Lilly,股票代码 LLY.N)Zepbound 等流行 GLP‑1 药物的替代品。
ABBV-295, which was licensed last year from Danish biotech Gubra, mimics the hormone amylin and could be used as an alternative to popular GLP-1 drugs like Novo Nordisk's (NOVOb.CO) Wegovy and Eli Lilly's (LLY.N) Zepbound.
艾伯维的华莱士表示:“大多数化脓性汗腺炎患者都有肥胖,体重实际上会导致疾病活动度加重。用我们的抗炎药降低体重,真的可能提升患者的疗效。”
"Majority of patients with HS are obese and that weight actually drives worse disease activity. Bringing down weight with our anti-inflammatory could really lead to increased efficacy in patients," AbbVie's Wallace said.
该公司还在化脓性汗腺炎中测试其关节炎和炎症性肠病药物 Rinvoq,预计将在 2026 年底前得到晚期试验结果。
The company is also testing Rinvoq, its arthritis and inflammatory bowel disease drug, in hidradenitis suppurativa, with late-stage trial results expected by the end of 2026.
华莱士称,公司认为卢蒂奇单抗既可作为单药治疗,也可与 Rinvoq 形成“一二拳”联合疗法用于化脓性汗腺炎。
Wallace said the company sees an opportunity for lutikizumab both as a standalone treatment and as part of a "one-two punch" with Rinvoq in HS.
RBC Capital分析师预计,到2035年,化脓性汗腺炎治疗市场将超过100亿美元。其他正在研发的候选药物包括诺华(NOVN.S)的瑞布替尼以及默克(MRK.N)的图利索卡巴。
RBC Capital analysts expect the market for hidradenitis suppurativa treatments to exceed $10 billion by 2035. Other candidates in development include Novartis' (NOVN.S) remibrutinib as well as Merck's (MRK.N) tulisokibart.