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Loading...Loading...Over the weekend, Johnson & Johnson JNJ shared data from its TARIS platform assets (TAR-210 and TAR-200) in patients with different types of bladder cancer.Goldman Sachs notes that the company has framed the platform as having a peak revenue potential of over $5 billion.The analyst states that Johnson & Johnson emphasized the ease of administering their TARIS platform device-based therapy from a clinical management perspective. The process resembles placing a catheter in the bladder or cystoscopy, requiring no general anesthesia and only minutes to perform, with no need for patient monitoring. Johnson & Johnson anticipates reimbursement similar to catheter placement. The company plans to submit data from their study in early 2025, targeting high-risk non–muscle-invasive bladder cancer (NMIBC) patients and those unresponsive to Bacillus Calmette-Guérin (BCG). The broader market potential lies with BCG-naive patients, with ongoing Phase 3 studies expected to conclude in 2029.The Goldman analyst writes that the program’s ongoing progress suggests it could effectively tackle unmet clinical needs in treating NMIBC, potentially replacing the longstanding BCG treatment. The model estimates a peak sales potential of around $3 billion for TAR-200 alone, risk-adjusted at a 60% probability of success.Price Action: JNJ shares are up 0.22% at $148.90 at last check Tuesday.Photo via ShutterstockLoading...Loading...Market News and Data brought to you by Benzinga APIs© 2024 Benzinga.com.
正在加载。。。正在加载。。。周末,强生JNJ分享了来自其TARIS平台资产(TAR-210和TAR-200)的不同类型膀胱癌患者的数据。高盛(Goldman Sachs)指出,该公司将该平台定义为拥有超过50亿美元的最高收入潜力。该分析师表示,强生公司强调从临床管理的角度来看,管理TARIS平台基于设备的治疗很容易。这个过程类似于在膀胱或膀胱镜检查中放置导管,无需全身麻醉,只需几分钟即可完成,无需患者监护。强生预计类似于导管放置的报销。该公司计划在2025年初提交他们的研究数据,针对高危非肌肉浸润性膀胱癌(NMIBC)患者和对卡介苗(BCG)无反应的患者。更广泛的市场潜力在于未接受卡介苗治疗的患者,正在进行的3期研究预计将于2029年结束。高盛分析师写道,该计划正在取得的进展表明,它可以有效解决未满足的NMIBC治疗临床需求,有可能取代长期的卡介苗治疗。该模型估计,仅TAR-200的峰值销售潜力约为30亿美元,风险调整后成功概率为60%。价格走势:周二,JNJ股价上涨0.22%,至148.90美元。通过快门加载照片。。。正在加载。。。Benzinga API为您带来的市场新闻和数据©2024 Benzinga.com。
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