实验性癌症疗法在后期试验中将死亡风险降低50%后，Genmab（A/S）股价跃升至历史新高，这进一步增添了一系列积极试验结果，提振了市场对这家丹麦制药商研发管线的信心。
A/S shares jumped to an all-time high after an experimental cancer treatment cut the risk of death by 50% in a late-stage trial, adding to a string of positive results that have boosted confidence in the Danish drugmaker’s pipeline.
周三，该公司股价在哥本哈根一度上涨21%，有望创下自2000年上市以来的最高收盘价，并创下逾14年来最大单日涨幅。
Shares rose as much as 21% in Copenhagen on Wednesday, on track for their highest close since the company’s listing in 2000 and their biggest one-day gain in more than 14 years.
此前这家丹麦生物技术公司表示，petosemtamab与默克公司的重磅抗癌药Keytruda联合使用，在针对复发或转移性头颈癌患者的3期试验中达到了两个主要终点。该公司称，与单用Keytruda相比，联合用药将死亡风险降低了50%。
The jump came after the Danish biotech firm said that petosemtamab, when combined with Merck & Co.’s blockbuster cancer drug Keytruda, met both primary endpoints in a phase 3 trial of patients with recurrent or metastatic head and neck cancer. The combination reduced the risk of death by 50% compared with Keytruda alone, the company said.
Petosemtamab对Genmab尤为重要，因为该公司完全拥有这款药物，这为其提供了一个潜在的新收入来源；该公司正寻求减少对合作伙伴开发和销售的药物所带来特许权使用费的依赖。
Petosemtamab is particularly important to Genmab because the company owns the drug outright, giving it a potential new source of revenue as it seeks to reduce its reliance on royalties from medicines developed and sold by partners.
最新的上涨使Genmab今年以来的涨幅达到约75%，成为丹麦C25基准指数中表现最好的成分股。近期一连串积极的试验结果推动该股大幅重估，缓解了市场对Genmab能否建立新增长来源的担忧——随着重磅多发性骨髓瘤药物Darzalex的特许权使用费将在本十年末开始下降。
The latest jump takes Genmab’s gain this year to roughly 75%, making it the best performer in Denmark’s C25 benchmark. A run of recent positive trial results has fueled a sharp re-rating of the stock, easing concerns about Genmab’s ability to build new sources of growth as royalties from blockbuster multiple myeloma drug Darzalex begin to decline toward the end of the decade.
周一，在Genmab卵巢癌治疗药物Rina-S公布积极的后期数据后，该股上涨12%。
On Monday, the stock jumped 12% following positive late-stage data for Genmab’s ovarian-cancer treatment Rina-S.
Genmab近期的成功与丹麦最大制药商诺和诺德的困境形成鲜明对比，后者在肥胖症治疗领域已将领先地位让给美国竞争对手礼来。Nordnet的投资经济学家佩尔·汉森表示，Genmab现在可能在投资者中接过了诺和诺德此前的一部分风头。
Genmab’s recent success stands in contrast to the struggles of Denmark’s biggest drugmaker, Novo Nordisk A/S, which has lost its leading position in obesity treatments to US rival Eli Lilly & Co. Genmab may now be taking some of Novo’s former limelight among investors, according to Per Hansen, an investment economist at Nordnet.
汉森在Genmab最新试验数据发布后的一份报告中表示：“至少在短期内，诺和诺德似乎不再是我们应当寄望的那座灯塔——那座最终能吸引外国投资者回流丹麦股市的灯塔。也许Genmab已经接过了这个角色？”
“At least in the near term, it seems Novo Nordisk is no longer the company we should look to as the beacon that can eventually draw foreign investors back to Danish equities,” Hansen said in a note after the release of Genmab’s latest trial data. “Maybe Genmab has taken over that role?”