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【drug-news】礼来抗血栓药本月下旬将获FDA批准?
http://seekingalpha.com/article/96213-eli-lilly-moves-on-news-of-its-new-bloodthinner?source=yahoo
New Eli Lilly (LLY) CEO John Lechleiter today joins the list of the recent fresh crop of big pharma honchos who've been elevated to Chairman of the Board as well. Not a surprise. He replaces his predecessor in both positions, Sidney Taurel on New Year's Day. But that's not what's moving shares of Lilly higher this morning.
According to Thomson Reuters, Merrill Lynch analyst David Risinger put out a research note to clients today saying, "We believe that FDA will approve LLY's prasugrel (bloodthinner) on Sept. 26th, and we see a short-term trading opportunity ahead of that event."
The planned commercial name for prasugrel is Effient. It would compete with Plavix from Briston-Myers Squibb (BMY) and Sanofi-Aventis (SNY). Risinger thinks the stock could rally six to nine percent with a "benign" label, two to three percent with a "restrictive" label and go down seven to eight percent if it isn't approved.
But MER still has a long-term "Underperform" rating on LLY because four of its top six drugs go generic between 2011 and 2014. I called Merrill to get a copy of the note for myself--standard operating procedure for reporters who quote analyst research--but a spokesperson told me the firm stopped giving its research to the news media more than a year ago. It's an outlier with that policy.
Most firms or the PR reps they hire are eager to see their analyst research quoted and their analysts appear on TV. Many of them send out daily blitz emails containing the day's analyst calls to reporters. So, I can't provide any disclosures on this one. And, again, the information from Risinger's note comes from the ***a team at Thomson Reuters.
The patent expirations Risinger refers to are not only a major overhang for LLY, but for the entire sector. And it's a big reason investors have been selling the stocks of most of the major pharma pure plays. But, at least here in the early going, they're beginning to put their toes back into the water. 本人已认领该文编译，48小时后若未提交译文，请其他战友自由认领。 New Eli Lilly (LLY) CEO John Lechleiter today joins the list of the recent fresh crop of big pharma honchos who've been elevated to Chairman of the Board as well. Not a surprise. He replaces his predecessor in both positions, Sidney Taurel on New Year's Day. But that's not what's moving shares of Lilly higher this morning.
今天礼来公司新任CEOJohn Lechleiter 登上了药厂巨头的收获最新排行榜，早前他已当选为董事会主席。这也不足为奇，元旦他接替了他的前任Sidney Taurel，登上了宝座。但这不是礼来公司股票今天早上上扬的原因。
According to Thomson Reuters, Merrill Lynch analyst David Risinger put out a research note to clients today saying, "We believe that FDA will approve LLY's prasugrel (bloodthinner) on Sept. 26th, and we see a short-term trading opportunity ahead of that event."
根据汤姆森路透的消息，美林证券分析师Risinger今天向委托方公布了一份报告，称：“我们相信FDA将在9月26日批准礼来公司的新药prasugrel（血液稀释剂），在这之前，短期有做多的机会”
The planned commercial name for prasugrel is Effient. It would compete with Plavix from Briston-Myers Squibb (BMY) and Sanofi-Aventis (SNY). Risinger thinks the stock could rally six to nine percent with a "benign" label, two to three percent with a "restrictive" label and go down seven to eight percent if it isn't approved.
prasugrel的商品名准备叫做Effient，获批的话，它将与百时美施贵宝和赛诺菲－安万特的波力维竞争。Risinger认为，获批后，乐观的估计礼来的股票上升6－9个百分点，保守估计也能上升2－3个百分点；如果未被批准，则会下跌7－8个百分点。
But MER still has a long-term "Underperform" rating on LLY because four of its top six drugs go generic between 2011 and 2014. I called Merrill to get a copy of the note for myself--standard operating procedure for reporters who quote analyst research--but a spokesperson told me the firm stopped giving its research to the news media more than a year ago. It's an outlier with that policy.
但是美林认为礼来股价在很长时间内仍然会在低位运行，因为礼来的前六名药物中的四种在2011－2014年间将变为非专利药。我打电话给美林，要一份礼来的报告，这是记者引用分析师报告的标准操作程序。但发言人告诉我礼来公司在一年多以前就已经停止向新闻媒体提供报告了。我还不知道呢。
Most firms or the PR reps they hire are eager to see their analyst research quoted and their analysts appear on TV. Many of them send out daily blitz emails containing the day's analyst calls to reporters. So, I can't provide any disclosures on this one. And, again, the information from Risinger's note comes from the ***a team at Thomson Reuters.
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作者:admin@医学,生命科学 2011-04-15 05:11
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