Elevation Oncology：有前途的癌症疗法赢得分析师赞誉-动脉网

Elevation Oncology: Promising Cancer Therapies Earn Analyst Praise

benzinga 等信源发布 2025-01-03 13:13

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William Blair initiated coverage on

威廉·布莱尔开始报道

Elevation Oncology, Inc

ELEV

学生

, a cancer drug focus firm leveraging antibody-drug conjugate expertise initially targeting two clinically validated targets in oncology,

，一家专注于癌症药物的公司，利用抗体-药物偶联物的专业知识，最初针对肿瘤学中的两个临床验证目标，

Claudin 18.2 and HER3

Analyst Andy Hsieh writes that investing in Elevation Oncology offers a favorable risk-to-reward ratio, especially at its current valuation. He has initiated coverage with

分析师谢国忠（AndyHsieh）写道，投资高地肿瘤学提供了有利的风险回报比，特别是在目前的估值下。他开始报道

an Outperform rating

表现优异的评级

The company provides exposure to the fast-growing market of antibody-drug conjugates and focuses on a scientifically and regulatory-validated target. The ADC field has gained significant interest, with claudin 18.2 emerging as a promising target.

该公司接触快速增长的抗体-药物偶联物市场，并专注于科学和监管验证的目标。ADC领域引起了极大的兴趣，claudin 18.2成为一个有希望的目标。

This protein is typically hidden in healthy tissues but becomes accessible and overexpressed in many cancers, making it an ideal therapeutic focus.

这种蛋白质通常隐藏在健康组织中，但在许多癌症中变得容易获得并过度表达，使其成为理想的治疗重点。

Elevation’s lead program, EO-3021, aligns with these trends and has shown promising results in early Phase I trials. Additionally, the recent approval of

Elevation的领先项目EO-3021符合这些趋势，并在I期早期试验中显示出有希望的结果。此外，最近批准

Astellas Pharma Inc

Astellas Pharma股份有限公司。

‘s

的

ALPMF

ALPMY

阿尔普米

Vyloy, a CLDN18.2-targeted antibody, reduces clinical and regulatory risks for Elevation’s program, offering high potential rewards for a modest initial investment.

Vyloy是一种靶向CLDN18.2的抗体，可降低Elevation计划的临床和监管风险，为适度的初始投资提供高潜在回报。

In August, Elevation Oncology reported initial data from the dose escalation portion of the ongoing

8月，Elevation Oncology报告了正在进行的剂量递增部分的初始数据

Phase 1 trial of EO-3021

EO-3021的第一阶段试验

As of the data cutoff date of June 10, 32 patients had been treated. EO-3021 was observed to be generally well-tolerated. No Grade 4 or 5 treatment-related adverse events were reported, and less than 10% of patients discontinued EO-3021 due to adverse events.

截至6月10日的数据截止日期，已有32名患者接受了治疗。观察到EO-3021通常耐受性良好。没有报告4级或5级治疗相关不良事件，不到10%的患者因不良事件而停用EO-3021。

Hsieh estimates the total addressable market for frontline CLDN18.2-positive gastric and GEJ cancer in five major regions at about $6.6 billion, with $1.8 billion in the U.S. alone.

Hsieh估计，在五个主要地区，一线CLDN18.2阳性胃癌和GEJ癌的总可寻址市场约为66亿美元，仅在美国就有18亿美元。

For second-line pancreatic cancer, which has limited treatment options, the TAM is projected at $1.8 billion across the U.S. and Europe, including $1.3 billion in the U.S. The analysts believe even a small market share in these areas could significantly boost the company’s current valuation.

对于治疗选择有限的二线胰腺癌，美国和欧洲的TAM预计为18亿美元，其中包括美国的13亿美元。分析师认为，即使这些领域的市场份额很小，也可能大大提高该公司目前的估值。

Recently, Elevation Oncology nominated EO-1022 as its HER3 ADC development candidate. EO-1022 is progressing through preclinical development, and Elevation Oncology expects to file an investigational new drug

最近，Elevation Oncology提名EO-1022作为其HER3 ADC开发候选者。EO-1022正在通过临床前开发取得进展，Elevation Oncology预计将提交一项研究性新药

application in 2026

2026年申请

Price Action

价格行动

: ELEV stock is up 7.54% at $0.64 at last check Friday.

：ELEV股价周五上涨7.54%，至0.64美元。