Loading...Loading...Needham analyst forecasts a positive outlook for Arcellx Inc ACLX in 2024, citing strong potential stemming from the anticipated pivotal interim readout from the iMMagine-1 study, expected in the second half of 2024. This development is poised to bolster filing prospects for the company in 2025.

正在加载。。。正在加载。。。Needham分析师预测，2024年Arcellx Inc ACLX前景乐观，iMMagine-1研究预计将于2024年下半年发布关键的中期数据，这将产生巨大的潜力。这一发展有望增强该公司2025年的申报前景。

CART-ddBCMA (anitocabtagene autoleucel or anito-cel), the flagship product of Arcellx, displays promising potential for value creation, particularly upon disclosing its clinical design for deployment in earlier line settings.Needham analyst reiterates a Buy rating on ACLX, raises the price target to $71 from $65, and adds ACLX to the Needham Conviction List, replacing Sarepta Therapeutics Inc SRPT.According to the analyst, Anito-cel showcases comparable or potentially superior efficacy to the market leader, Johnson & Johnson JNJ/Legend Biotech LEGN Carvykti, while demonstrating a notably improved safety profile. Notably, in the Phase I study conducted in 2023, Anito-cel displayed an upfront Overall Response Rate and durability on par with Carvykti, even outperforming it in treating patients with extramedullary disease. The overall sentiment from the analysis anticipates a favorable trajectory for Arcellx in 2024, emphasizing the company’s relatively de-risked asset status.In 2023, Arcellx stock appreciated around 75% versus the S&P 500, up around 24%.Needham notes ACLX has room to grow, assuming anito-cel can capture a significant portion of the ~$20 billion market opportunity across multiple myeloma..

CART ddBCMA（anitocabtagene autoleucel或anito cel）是Arcellx的旗舰产品，具有创造价值的潜力，特别是在披露其用于早期生产线部署的临床设计后。Needham analyst重申对ACLX的买入评级，将价格目标从65美元提高到71美元，并将ACLX加入Needham定罪名单，取代Sarepta Therapeutics Inc SRPT。据该分析师称，Anito cel显示出与市场领导者强生JNJ/联想生物技术LEGN Carvykti相当或潜在优越的疗效，同时显示出明显改善的安全性。值得注意的是，在2023年进行的I期研究中，Anito cel显示出与Carvykti相当的前期总体缓解率和耐久性，甚至在治疗髓外疾病患者方面表现优于它。分析得出的总体情绪预计，2024年Arcellx将走上有利的轨道，强调该公司相对去风险的资产状况。2023年，Arcellx股价上涨约75%，而标准普尔500指数上涨约24%。Needham指出，ACLX还有增长空间，假设anito cel能够在多发性骨髓瘤约200亿美元的市场机会中占据很大一部分。。

Price Action: ACLX shares are up 2.70% at $55.92 on the last check Thursday.Loading...Loading...

价格走势：周四，ACLX股价上涨2.70%，至55.92美元。正在加载。。。正在加载。。。