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默克威利雷格（Merck Welireg）肾脏癌症数据公布后，Arcus上涨4%
2024-09-14 03:36
- Shares of Arcus Biosciences (NYSE:RCUS) are up 4% in Friday afternoon trading after Merck (MRK) data on its drug Welireg (belzutifan) in a type of kidney cancer presented at a medical conference appeared to underwhelm.
- Welireg is a HIF-2alpha inhibitor. Arcus is developing an HIF-2⍺ inhibitor of its own, casdatifan, which is in phase 1 for renal cell carcinoma.
- In December, the FDA expanded Welireg's indication to advanced RCC based on progression-free survival data.
- Barclays analyst Peter Lawson, who rates Arcus at overweight, said the Merck data provides "an opening for Arcus."
- The Welireg results, presented at the European Society for Medical Oncology Congress, did not show a statistically significant improvement in overall survival among heavily pre-treated patients, he noted.
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