I-Moderna, inkampani yemithi, ibone usuku oluyingqophamlando emakethe yamasheya . Amasheya ayo akhuphuke ngaphezu kuka-90% ekuhwebeni kwangaphambi kwemakethe ngemuva kokuba inkampani nomlingani wayo i-Merck bememezele imiphumela emihle evela esivivinyweni seSigaba sesi-3 somuthi wabo we-melanoma owenziwe ngokwezifiso. Lokhu kuphumelela kuphawula ingqophamlando ekulweni nomdlavuza futhi kungashintsha ikusasa lenkampani, okuze kube manje ethembele kakhulu emithini yayo yokugomela i-COVID-19.
Lolu cwaningo, olubizwa nge -INTerpath-001 , luhlangabezane nezinhloso zalo eziyinhloko: ukuhlanganiswa komjovo we-intismeran (owaziwa nangokuthi i-V940 noma i-mRNA-4157) nomuthi i-Keytruda kuboniswe ukuthi kuthuthukisa ukusinda okungenakuphindwaphindwa kanye nokusinda okungenama-metastasis kude ezigulini ezine-melanoma enobungozi obukhulu. Nakuba idatha ethile ingakadalulwa emphakathini, abahlaziyi sebevele bekhuluma ngokushintsha kwesimo somdlavuza. Lona umphumela wokuqala omuhle wesigaba sesi-3 somjovo womdlavuza we-mRNA, ingqophamlando eqinisekisa ipulatifomu.
Imiphumela yokuhlolwa kwe-INTerpath-001
Lolu cwaningo luhlanganise iziguli ezingu-1.137 ezine-melanoma yesigaba se-IIB kuya kwese-IV ezazihlinzwe ukuze kususwe isimila. Abahlanganyeli babelwa ngokungahleliwe ukuthi bathole inhlanganisela ye-intismeran ne-Keytruda noma i-Keytruda yodwa cishe unyaka owodwa. Imiphumela ibonise ukuthuthuka okuphawulekayo emtholampilo ekunciphiseni ingozi yokuphinda kuvele kanye nokwanda kwe-metastasis okude, yize izibalo eziqondile zingakadalulwa. Abalingani bahlela ukwethula idatha ephelele emhlanganweni wezokwelapha ozayo futhi sebeqalile kakade izingxoxo nezinhlaka ezilawulayo ukuze bafune imvume.
Le mpumelelo isekelwa idatha yeSigaba sesi-2, esivele ibonise ukwehla okungu-49% kwengozi yokuphinda kuvele noma ukufa kanye nokwehla okungu-59% kwengozi yokusabalala noma ukufa okude, ngokulandela iminyaka emihlanu. Ngaphezu kwalokho, azikho izinkinga ezintsha zokuphepha ezibonwe. Umuthi wokugoma, owenzelwe isiguli ngasinye ngokusekelwe ekuguqulweni kwesimila sawo, uqeqesha amasosha omzimba ukuhlasela amangqamuzana omdlavuza. "Sijabule kakhulu ngale miphumela, eqinisekisa amandla alolu hlobo lokwelapha," kusho okhulumela i-Moderna.
Ukusabela kwemakethe kanye nokuhlaziya
Lezi zindaba zivuse injabulo ezimakethe . Amasheya eModerna, avale ngoLwesibili ku-$62,96, afinyelele ku-$120 ekuhwebeni kwangaphambi kwemakethe, okumele ukwanda okungaphezu kuka-90%. I-Merck nayo izuze, njengoba amasheya ayo enyuke cishe ngo-4%. Abahlaziyi be-RBC Capital Markets bachaze umphumela "njengomuhle ngokumangazayo," njengoba babelindele idatha ekupheleni konyaka. UWilliam Blair uthuthukise isincomo sakhe kuModerna saba yi-"Outperform," ethi inkampani manje inendlela ecacile yokuhlukanisa imithombo yayo yemali engenayo ngale kwe-COVID-19.
Kodwa-ke, izinhloso zamanani zabahlaziyi azizange zifinyelele ukusabela kwemakethe. Ngaphambi kwesimemezelo, inhloso yentengo ephezulu kakhulu yayingu-$77 (Piper Sandler), engaphansi kakhulu kwe-$120 efinyelelwe. Lokhu kubonisa ubukhulu besimanga. Noma kunjalo, ochwepheshe baxwayisa ngokuthi kusasele okungaziwa: ubukhulu bemiphumela, izikhawu zokuzethemba, kanye nedatha yokusinda iyonke akukakhishwa. "Imakethe ayigcinanga nje ngokuba nempumelelo yezokwelapha kodwa futhi nokushintshela okusheshayo ku-oncology," kuphawula omunye umhlaziyi.
Isimo sezimali sikaModerna
Le nkampani ingena kulesi sigaba esisha inesimo esihle sezezimali. Ekupheleni kwekota yesibili, iModerna yayinemali eyizigidigidi eziyi-6.900 zamaRandi kanye nokutshalwa kwezimali . NgoJulayi, ikhokha u-$950 million ukuxazulula icala, kanti abaphathi balindele ukuqeda unyaka ngemali ephakathi kuka-$4.700 billion kanye no-$5.200 billion. Imali engenayo yekota yesibili yayingamaRandi ayizigidi eziyi-145, kanye nokulahlekelwa okuphelele okungu-$782 million, kodwa abatshalizimali bayaqiniseka ukuthi umuthi wokugomela umdlavuza ungakhiqiza ukuthengiswa kwezigidigidi zamaRandi esikhathini esizayo.
Impumelelo ye-intismeran nayo inemiphumela kwezinye izinhlobo zomdlavuza . I-Moderna ne-Merck bafunda umuthi wokugomela ezivivinyweni zomdlavuza wamaphaphu ongewona amangqamuzana amancane, umdlavuza wesinye, kanye nezinye izimila. Ingqophamlando yesikhathi esizayo kuzoba yisilingo sesigaba sesi-2 kumdlavuza weseli lezinso, kanye nedatha elindelwe ekupheleni konyaka. "Lo mphumela uqinisekisa indlela yokugomela i-mRNA yomdlavuza futhi uvula umnyango wensimu entsha yokwelapha," kuphetha umbiko we-RBC.
Namuhla kuphawula ukuguquka kweModerna. Le nkampani ikhombisile ukuthi ipulatifomu yayo yobuchwepheshe ingadlulela ngale kwemithi yokugomela izifo ezithelelanayo futhi ibe ithuluzi elibalulekile ku-oncology. Nakuba idatha egcwele isalindile, imakethe isivele ikhiphe isinqumo sayo: IModerna inekusasa elithembisayo phambili.