化脓性汗腺炎治疗药物市场增长

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冰火两重天!MoonLake(MLTX.US)药物试验数据失利致股价崩盘 竞争对手UCB应声大涨
智通财经网· 2025-09-29 10:40
Group 1 - MoonLake Immunotherapeutics' experimental drug for skin diseases showed disappointing late-stage clinical trial data, leading to a pre-market stock drop of over 86% [1] - UCB SA's stock rose by 20% following the news, with Financiere de Tubize SA, an investment tool of UCB's founder, also seeing a significant increase of 17% [1] - The key efficacy measure for MoonLake's sonelokimab in treating moderate to severe hidradenitis suppurativa was only 14% after placebo adjustment, compared to UCB's Bimzelx, which showed an 18% efficacy [1] Group 2 - Since Bimzelx's approval for psoriasis treatment at the end of 2023, UCB's stock has surged approximately 190% [4] - Hidradenitis suppurativa is a critical growth area for UCB, with 21% of Bimzelx's global net sales expected to come from this treatment by mid-2025 [4] - The market for hidradenitis suppurativa treatments is projected to grow from $2 billion currently to $15 billion by 2035, indicating a significant unmet need among patients [4]