美股異動｜安進盤前跌5.4%，諾華同靶點藥物III期臨床失敗，Lp(a)賽道遭重創

中金財經

09/08

　　安進(AMGN.US)盤前跌5.4%。消息面上，諾華於9月4日公布，其與Ionis聯合開發的降脂藥物Pelacarsen，在名為Lp(a)HORIZON的III期臨床試驗中未能達到主要終點。諾華的Pelacarsen是全球首個針對Lp(a)靶點進行心血管結局驗證的III期藥物。它的失敗，對整個Lp(a)藥物研發賽道都是個打擊，因為這意味着「降低Lp(a)水平就能明確降低心血管風險」這個核心假設遭到了挑戰。因此，市場擔憂情緒蔓延到了同樣在開發Lp(a)藥物的安進身上。多家分析機構認為，諾華的失敗削弱了但並未完全推翻Lp(a)這一靶點的可行性。安進後續公布的Olpasiran完整試驗數據，將成為判斷該靶點未來走向的關鍵。　　　　

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