公司股价暴跌 - 生物技术公司MoonLake股价暴跌89% 市值从39.8亿美元缩水至不到5亿美元 单日蒸发超35亿美元[2][7] - 股价从昨日收盘价61.99美元跌至6.657美元 盘前交易下跌88.8%[3] - 交易量达4028万股 成交金额2.91亿美元[3] 临床试验结果不及预期 - sonelokimab药物治疗化脓性汗腺炎的三期VELA试验16周结果远低于市场预期[2][5] - VELA-1试验中治疗组比安慰剂组反应率高17个百分点 VELA-2试验中差距仅9个百分点[5] - 治疗组反应率为35%和36% 安慰剂组为18%和26%[5] - 合并计算的安慰剂调整后疗效仅为14% 显著低于竞争对手UCB的Bimzelx的18%[6] 机构大幅下调评级与目标价 - 加拿大皇家银行将目标价从67美元下调至10美元 评级从"跑赢大盘"降至"板块表现"[2][6] - Stifel将目标价从77美元下调至13美元 评级从"买入"降至"持有" 并将成功概率从75%下调至33%[2][6] - 摩根士丹利指出疗效数据显著劣于竞争对手[6] - 摩根大通分析师直言sonelokimab疗效"无疑劣于"Bimzelx[7] 竞争对手市场表现强劲 - 竞争对手UCB SA股价大幅拉升超20%[7] - UCB的Bimzelx自2023年底获批治疗银屑病以来 股价累计上涨约190%[7] - Bimzelx全球净销售额中21%来自化脓性汗腺炎治疗[7] 市场规模与收购背景 - 化脓性汗腺炎市场规模预计从当前20亿美元增长至2035年150亿美元[7] - 默沙东曾提出超30亿美元收购要约但遭拒绝 谈判可能重启[8] - 公司专注于纳米抗体衍生靶向疗法开发 核心药物为sonelokimab[8] 行业政策环境变化 - 美国宣布自10月1日起对专利及品牌药品加征100%关税[9] - 默沙东股价在关税政策宣布当日下跌2.6% 年内累计下跌近19%[9] - Keytruda专利将于2028年到期 2024年销售额近300亿美元[9]

CANADA - 2025/06/03: In this photo illustration, the MoonLake Immunotherapeutics (Moon Lake) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesMoonLake Immunotherapeutics (NASDAQ: MLTX), a biopharmaceutical firm in the clinical stage, experienced substantial fluctuations last week. The stock climbed 10% on Friday, September 26, as investors expected favorable outcomes from Phase 3 trials of son ...

Shares of Swiss biotech MoonLake Immunotherapeutics tumbled 88% to $7.45 in premarket trading on Monday after the company reported mixed outcomes from two late-stage trials of its experimental skin dr... ...

MoonLake Immunotherapeutics (NasdaqCM:MLTX) 2025 R&D Day September 29, 2025 08:00 AM ET Company ParticipantsMatthias Bodenstedt - CFOJorge Santos da Silva - Founder, CEO & DirectorKristian Reich - Founder & Chief Scientific OfficerAlexandra Kimball - Professor - DermatologyMatthias BodenstedtWelcome, everyone. Good morning, good afternoon. Thank you for joining today's webcast. My name is Matthias Bornstedt. I'm the Chief Financial Officer of MoonLake Immunotherapeutics. As usual, I'm joined here by our Co- ...

U.S. stock futures were higher this morning, with the Dow futures gaining more than 100 points on Monday.Shares of Inventiva ADR (NASDAQ: IVA) fell sharply in today's pre-market trading following H1 results.Inventiva reported losses of $(1.84) per share compared to the analyst consensus estimate of loss of 41 cents per share. The company reported quarterly sales of $5.050 million which missed the analyst consensus estimate of $5.310 million.Inventiva shares dipped 5.5% to $5.72 in pre-market trading.Here ar ...

U.S. stock futures were higher this morning, with the Dow futures gaining more than 100 points on Monday.Shares of Inventiva ADR (NASDAQ: IVA) fell sharply in today's pre-market trading following H1 results.Inventiva reported losses of $(1.84) per share compared to the analyst consensus estimate of loss of 41 cents per share. The company reported quarterly sales of $5.050 million which missed the analyst consensus estimate of $5.310 million.Inventiva shares dipped 5.5% to $5.72 in pre-market trading.Here ar ...

VELA program week 16 readout R&D Update Monday, 29 September 2025 © 2025 | Proprietary | MoonLake TX W: moonlaketx.com | E: info@moonlaketx.com Disclaimer Forward Looking Statements Please take note of the disclaimer on the previous page Certain statements in this presentation may constitute "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements regarding our expectations, hopes, bel ...

1. 9月29日(周一)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.42%，标普500指数期货涨0.45%，纳指期货涨 0.56%。 | = US 30 | 46,442.70 | 46,510.10 | 46,259.00 | +195.40 | +0.42% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,673.90 | 6.683.40 | 6.644.80 | +30.20 | +0.45% | | 트 US Tech 100 | 24,641.10 | 24,677.50 | 24,500.80 | +137.30 | +0.56% | 2. 截至发稿，德国DAX指数涨0.15%，英国富时100指数涨0.55%，法国CAC40指数涨0.05%，欧洲斯托克50指数涨0.06%。 | 德国DAX30 | 23,768.23 | 23,873.26 | 23,737.51 | +35.14 | +0.15% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 9,335.95 | ...

盘前市场动向 1.9月29日(周一)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.42%，标普500指数期货涨0.45%，纳指期货涨 0.56%。 黄金又双叒叕破纪录!在实现连续六周上涨后，黄金价格周一再涨1%，突破3800美元的历史新高，超越了上周二创下的峰值。 德意志银行分析师Michael Hsueh说道："黄金ETF需求如此强劲地重新回归市场，这表明存在两种针对黄金的'积极买家'行为， 一种来自中央银行，另一种来自ETF投资者。这有助于解释为何黄金的表现一直优于预期。在我们看来，美联储的宽松倾向应 会使2026年ETF持有量更有可能上升而非下降。" | = US 30 | 46.442.70 | 46,510.10 | 46,259.00 | +195.40 | +0.42% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,673.90 | 6,683.40 | 6.644.80 | +30.20 | +0.45% | | 트 US Tech 100 | 24,641.10 | 24,677.50 | 24,500.80 | +1 ...

临床试验结果对比 - MoonLake旗下sonelokimab在两项研究中合并计算的安慰剂调整后疗效仅为14% [1] - UCB旗下Bimzelx在先前试验中显示出18%的安慰剂调整后疗效 [1] - 摩根大通分析师明确指出sonelokimab疗效"无疑劣于"Bimzelx [1] 市场反应 - MoonLake股价暴跌超86% [1] - UCB股价一度上涨20% [1] - Financiere de Tubize SA股价飙升17%创历史新高 [1] 产品市场前景 - 化脓性汗腺炎治疗药物市场规模预计从当前20亿美元增长至2035年150亿美元 [4] - UCB的Bimzelx在2025年上半年全球净销售额中21%来自化脓性汗腺炎治疗 [4] - 自2023年底Bimzelx获美国批准用于银屑病治疗后 UCB股价累计上涨约190% [4] 战略重要性 - 化脓性汗腺炎治疗领域被UCB视为业务增长关键领域 [4] - TD Cowen分析师将MoonLake数据披露称为"重大清算事件" [1] - Bimzelx已获得化脓性汗腺炎和银屑病双重治疗批准 [4]