速递｜股价一夜蒸发60%！这家biotechCB1单药减重失败

Core Viewpoint - Skye Bioscience's experimental therapy, nimacimab, failed to achieve significant weight loss in a mid-stage study, resulting in a stock price drop of over 60% [2] Group 1: Study Results - Patients treated with nimacimab experienced a weight loss of 1.26%, which was below the company's expected range of 5% to 8% [3] - The study included 136 patients and tested the combination of nimacimab with Novo Nordisk's Wegovy, showing an average weight loss of 13.2% for the combination therapy compared to 10.25% for Wegovy alone after 26 weeks [9] Group 2: Drug Mechanism and Safety - Nimacimab aims to block the CB1 protein, which is involved in breaking down stored fat and regulating appetite-related hormones, to facilitate sustained weight loss without muscle loss [6] - Skye reported no neuropsychiatric issues associated with nimacimab in the study [8] Group 3: Market and Competitive Landscape - The combination therapy is expected to help patients maintain more lean body mass compared to semaglutide alone [10] - Approximately a dozen companies, including Eli Lilly and Scholar Rock, are testing therapies related to muscle preservation or growth, with potential sales exceeding $30 billion by 2035 [11]