<p>一些最好的生物科技机会可以在被抛售的肥胖治疗股票中找到。例如看看 <strong>Eli Lilly</strong>（纽约证券交易所：<strong>LLY</strong>）。</p>
<p>上次提到 LLY 时，我说过，“Eli Lilly 的股票被抛售，其肥胖药物的销售可能会轻松反弹。随着其 Zepbound 药物被考虑用于治疗睡眠呼吸暂停症，股价可能会轻松上涨。” 那是在 7 月 30 日，当时股价约为 780 美元。</p>
<p>今天，股价已经涨至 893.04 美元，并且由于对其肥胖治疗需求的增长和强劲的收益，股价可能会迅速上涨。事实上，LLY 刚刚宣布，其 2024 年第二季度每股收益超过了 2023 年第二季度的 1.33 美元。此外，其 2024 年第二季度净收入为 29.7 亿美元，超过了 2023 年第二季度的 12.1 亿美元。而且，再次由于肥胖治疗，它将其指导方针提高到远高于预期水平。</p>
<p>虽然 Eli Lilly 肯定很有趣，但它并不是唯一一个值得押注的被抛售的肥胖股票。以下是三家您可能想要今天买入并持有的生物科技股票。</p>
<h2>Viking 治疗（VKTX）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Shutterstock</p>
<p><strong>Viking 治疗</strong>（纳斯达克：<strong>VKTX</strong>）是另一家值得购买的顶级生物科技股票，特别是当其最近跌至 50 美元以下时。</p>
<p>现在股价为 59.13 美元，我坚信 VKTX 可能会重返历史高位，因为它接近进行其肥胖治疗 VK2735 的第三阶段试验。</p>
<p>该公司刚刚宣布计划于今年晚些时候开始其肥胖药 VK2735 的晚期试验。首席执行官 Brian Lian 在公司新闻稿中指出，“我们正在推进这种化合物进入第三阶段的开发”，并补充说 “我们目前正在为与机构的第二阶段结束会议做准备，我们预计这将在今年晚些时候发生。”</p>
<p>此外，该治疗的口服形式的第一阶段试验显示出令人鼓舞的安全性和耐受性，临床活性的积极迹象，正如公司新闻稿中所述。患者在 28 天后报告基线体重减轻高达 5.3%。该公司预计将于今年晚些时候开始口服治疗的第二阶段。</p>
<h2>Structure Therapeutics（GPCR）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Shutterstock</p>
<p>在支撑位被抛售，<strong>Structure Therapeutics</strong>（纳斯达克：<strong>GPCR</strong>）也是一个买入的选择。</p>
<p>帮助的是，该公司最近从其 GSBR-1290 肥胖研究的第二阶段报告了积极的顶线数据，根据公司新闻稿，“在 12 周内显示出了具有临床意义和统计学意义的安慰剂调整平均体重减轻 6.2%。”</p>
<p>GPCR 还计划在今年第四季度启动 GSBR-1290 的为期 36 周的第二阶段研究。如果继续取得良好进展，GPCR 的股价可能会迅速上涨。</p>
<p>更好的是，_CNBC_报道称，摩根大通分析师表示：</p>
<p>“我们认为口服 GLP-1 的机会被低估了，认为到 2035 年，这个市场可能会产生 300 亿美元的销售额。GPCR 的主要资产 1290 是这一机会的纯粹选择，即使占有很小的份额也将支持股票的大幅上涨。”</p>
<h2>Altimmune（ALT）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Vladimka production / Shutterstock</p>
<p>还有 <strong>Altimmune</strong>（纳斯达克：<strong>ALT</strong>），其 pemvidutide 治疗导致体重减轻同时保留瘦体重，正如_Seeking Alpha_所指出。</p>
<p>最近以 6.41 美元交易，我们希望看到这家被抛售的生物科技股票最初重新测试 9 美元。</p>
<p>帮助的是，其第 2 阶段 MOMENTUM 肥胖试验显示，在 48 周的治疗后，患者实现了高达 15.6% 的体重减轻。“对身体组成数据的全面分析显示，21.9% 的体重减轻归因于瘦体重，78.1% 归因于脂肪，” 公司补充道。</p>
<p>瘦体重的保留可能使 ALT 脱颖而出。目前，市场领先的治疗方法如 Wegovy 和 Zepbound 可能导致显着的肌肉流失。然而，根据 ALT 的研究，情况并非如此。</p>
<p>B. Riley 分析师还重申对 ALT 的 “买入” 评级，并设定了 20 美元的目标价。</p>
<p>_在发布日期，Ian Cooper 在所述证券中没有（直接或间接）任何头寸。本文中表达的观点属于作者本人，受到 InvestorPlace.com 的发布准则约束。</p>
<p>_在发布日期，负责编辑在本文提到的证券中没有（直接或间接）任何头寸。</p>
<p>Ian Cooper 是 InvestorPlace.com 的撰稿人，自 1999 年以来一直在为基于网络的咨询服务分析股票和期权。</p>
<p>生物科技，医疗保健</p>
<p>成长股</p>

GPCR

Viking治疗

<p>Eli Lilly 的股价已经显著上涨，并预计会继续上涨，原因是其肥胖治疗需求增长和强劲盈利。Viking 治疗、Structure Therapeutics 和 Altimmune 也是值得考虑的有前景的生物科技股票。Viking 治疗即将进入其肥胖治疗的第三阶段试验，Structure Therapeutics 最近从其第 2a 阶段研究中报告了积极的数据，而 Altimmune 的 pemvidutide 治疗显示出令人印象深刻的减重效果。这些股票在长期内有进一步增长的潜力</p>

<p>Some of the best biotech opportunities can be found in oversold obesity treatment stocks. Look at <strong>Eli Lilly</strong> (NYSE:<strong>LLY</strong>), for example.</p>
<div class="lb-trans"><p>一些最好的生物科技机会可以在被抛售的肥胖治疗股票中找到。例如看看 <strong>Eli Lilly</strong>（纽约证券交易所：<strong>LLY</strong>）。</p>
</div><p>The last time I mentioned LLY, I said, “Oversold shares of Eli Lilly could easily bounce higher on sales of its obesity drugs. And it could easily jump higher with its Zepbound drug being considered for the treatment of sleep apnea.” That was on July 30, as the stock traded at about $780.</p>
<div class="lb-trans"><p>上次提到 LLY 时，我说过，“Eli Lilly 的股票被抛售，其肥胖药物的销售可能会轻松反弹。随着其 Zepbound 药物被考虑用于治疗睡眠呼吸暂停症，股价可能会轻松上涨。” 那是在 7 月 30 日，当时股价约为 780 美元。</p>
</div><p>Today, it’s already up to $893.04 and could easily push aggressively higher thanks to growing demand for its obesity treatments and strong earnings. In fact, LLY just posted that its 2024 Q2 EPS passed its 2023 Q2 EPS by $1.33. Additionally, its Q2 2024 net income of $2.97 billion beat its Q2 2023 net income by $1.21 billion. And, again thanks to obesity treatments, it raised guidance well above estimates.</p>
<div class="lb-trans"><p>今天，股价已经涨至 893.04 美元，并且由于对其肥胖治疗需求的增长和强劲的收益，股价可能会迅速上涨。事实上，LLY 刚刚宣布，其 2024 年第二季度每股收益超过了 2023 年第二季度的 1.33 美元。此外，其 2024 年第二季度净收入为 29.7 亿美元，超过了 2023 年第二季度的 12.1 亿美元。而且，再次由于肥胖治疗，它将其指导方针提高到远高于预期水平。</p>
</div><p>While Eli Lilly has certainly been fun to watch, it’s not the only oversold obesity stock to bet on. Here are three more biotech stocks you may want to buy and hold today.</p>
<div class="lb-trans"><p>虽然 Eli Lilly 肯定很有趣，但它并不是唯一一个值得押注的被抛售的肥胖股票。以下是三家您可能想要今天买入并持有的生物科技股票。</p>
</div><h2>Viking Therapeutics (VKTX)</h2>
<div class="lb-trans"><h2>Viking 治疗（VKTX）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Shutterstock</p>
<div class="lb-trans"><p>来源：Shutterstock</p>
</div><p><strong>Viking Therapeutics</strong> (NASDAQ:<strong>VKTX</strong>) is another one of the top biotech stocks to buy, especially when it recently dipped to less than $50.</p>
<div class="lb-trans"><p><strong>Viking 治疗</strong>（纳斯达克：<strong>VKTX</strong>）是另一家值得购买的顶级生物科技股票，特别是当其最近跌至 50 美元以下时。</p>
</div><p>Now trading at $59.13, I strongly believe VKTX could run back to all-time highs, as it nears Phase 3 trials for its obesity treatment, VK2735.</p>
<div class="lb-trans"><p>现在股价为 59.13 美元，我坚信 VKTX 可能会重返历史高位，因为它接近进行其肥胖治疗 VK2735 的第三阶段试验。</p>
</div><p>The company just announced plans to start a late-stage trial for its obesity drug VK2735 later this year. “We are advancing this compound into Phase 3 development,” CEO Brian Lian said, as noted in a company press release, adding that “we are currently preparing for an end-of-phase 2 meeting with the agency, which we expect to occur later this year.”</p>
<div class="lb-trans"><p>该公司刚刚宣布计划于今年晚些时候开始其肥胖药 VK2735 的晚期试验。首席执行官 Brian Lian 在公司新闻稿中指出，“我们正在推进这种化合物进入第三阶段的开发”，并补充说 “我们目前正在为与机构的第二阶段结束会议做准备，我们预计这将在今年晚些时候发生。”</p>
</div><p>In addition, Phase 1 trials of the oral form of the treatment showed encouraging safety and tolerability, with positive signs of clinical activity, as noted in a company press release. Patients also reported a mean weight loss of up to 5.3% from baseline after 28 days. The company expects to move into Phase 2 with the oral treatment later this year.</p>
<div class="lb-trans"><p>此外，该治疗的口服形式的第一阶段试验显示出令人鼓舞的安全性和耐受性，临床活性的积极迹象，正如公司新闻稿中所述。患者在 28 天后报告基线体重减轻高达 5.3%。该公司预计将于今年晚些时候开始口服治疗的第二阶段。</p>
</div><h2>Structure Therapeutics (GPCR)</h2>
<div class="lb-trans"><h2>Structure Therapeutics（GPCR）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Shutterstock</p>
<div class="lb-trans"><p>来源：Shutterstock</p>
</div><p>Oversold at support dating back to January, <strong>Structure Therapeutics</strong> (NASDAQ:<strong>GPCR</strong>) is also a buy.</p>
<div class="lb-trans"><p>在支撑位被抛售，<strong>Structure Therapeutics</strong>（纳斯达克：<strong>GPCR</strong>）也是一个买入的选择。</p>
</div><p>Helping, the company recently reported positive topline data from its Phase 2a obesity study of GSBR-1290, which “demonstrated a clinically meaningful and statistically significant placebo-adjusted mean weight loss of 6.2% at 12 weeks,” according to a company press release.</p>
<div class="lb-trans"><p>帮助的是，该公司最近从其 GSBR-1290 肥胖研究的第二阶段报告了积极的顶线数据，根据公司新闻稿，“在 12 周内显示出了具有临床意义和统计学意义的安慰剂调整平均体重减轻 6.2%。”</p>
</div><p>GPCR is also on track to initiate a 36-week Phase 2b study of GSBR-1290 in the fourth quarter of the year. Should it continue to show solid progress, shares of GPCR could easily push aggressively higher.</p>
<div class="lb-trans"><p>GPCR 还计划在今年第四季度启动 GSBR-1290 的为期 36 周的第二阶段研究。如果继续取得良好进展，GPCR 的股价可能会迅速上涨。</p>
</div><p>Even better, <em>CNBC</em> reported that JPMorgan analysts stated:</p>
<blockquote>
</blockquote>
<div class="lb-trans"><p>更好的是，_CNBC_报道称，摩根大通分析师表示：</p>
</div><p>“We think the opportunity for oral GLP-1s is underappreciated and think this market could generate $30bn in sales by 2035. GPCRs lead asset, 1290, is a pure-play option for this opportunity, and even a small share would support substantial upside to the stock.”</p>
<div class="lb-trans"><p>“我们认为口服 GLP-1 的机会被低估了，认为到 2035 年，这个市场可能会产生 300 亿美元的销售额。GPCR 的主要资产 1290 是这一机会的纯粹选择，即使占有很小的份额也将支持股票的大幅上涨。”</p>
</div><h2>Altimmune (ALT)</h2>
<div class="lb-trans"><h2>Altimmune（ALT）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Vladimka production / Shutterstock</p>
<div class="lb-trans"><p>来源：Vladimka production / Shutterstock</p>
</div><p>There’s also <strong>Altimmune</strong> (NASDAQ:<strong>ALT</strong>), whose pemvidutide treatment led to weight loss while preserving lean mass, as noted by <em>Seeking Alpha</em>.</p>
<div class="lb-trans"><p>还有 <strong>Altimmune</strong>（纳斯达克：<strong>ALT</strong>），其 pemvidutide 治疗导致体重减轻同时保留瘦体重，正如_Seeking Alpha_所指出。</p>
</div><p>Last trading at $6.41, we’d like to see the oversold biotech stock initially retest $9.</p>
<div class="lb-trans"><p>最近以 6.41 美元交易，我们希望看到这家被抛售的生物科技股票最初重新测试 9 美元。</p>
</div><p>Helping, its Phase 2 MOMENTUM obesity trials showed that after 48 weeks of treatment, patients achieved weight loss of up to 15.6%. “A full analysis of body composition data showed class-leading lean mass preservation with 21.9% of weight loss attributable to lean mass and 78.1% attributable to fat,” the company added.</p>
<div class="lb-trans"><p>帮助的是，其第 2 阶段 MOMENTUM 肥胖试验显示，在 48 周的治疗后，患者实现了高达 15.6% 的体重减轻。“对身体组成数据的全面分析显示，21.9% 的体重减轻归因于瘦体重，78.1% 归因于脂肪，” 公司补充道。</p>
</div><p>The preservation of lean mass could set ALT apart from the competition. At the moment, market-leading treatments like Wegovy and Zepbound can lead to significant loss of muscle mass. However, based on ALT’s study, that’s not the case.</p>
<div class="lb-trans"><p>瘦体重的保留可能使 ALT 脱颖而出。目前，市场领先的治疗方法如 Wegovy 和 Zepbound 可能导致显着的肌肉流失。然而，根据 ALT 的研究，情况并非如此。</p>
</div><p>B. Riley analysts also reiterated a “buy” on ALT with a price target of $20.</p>
<div class="lb-trans"><p>B. Riley 分析师还重申对 ALT 的 “买入” 评级，并设定了 20 美元的目标价。</p>
</div><p><em>On the date of publication, Ian Cooper did not have (either directly or indirectly) any positions in the securities mentioned. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在发布日期，Ian Cooper 在所述证券中没有（直接或间接）任何头寸。本文中表达的观点属于作者本人，受到 InvestorPlace.com 的发布准则约束。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>_在发布日期，负责编辑在本文提到的证券中没有（直接或间接）任何头寸。</p>
</div><p>Ian Cooper, a contributor to InvestorPlace.com, has been analyzing stocks and options for web-based advisories since 1999.</p>
<div class="lb-trans"><p>Ian Cooper 是 InvestorPlace.com 的撰稿人，自 1999 年以来一直在为基于网络的咨询服务分析股票和期权。</p>
</div><p>Biotech, Healthcare</p>
<div class="lb-trans"><p>生物科技，医疗保健</p>
</div><p>Growth Stocks</p>
<div class="lb-trans"><p>成长股</p>
</div>

2024 年 8 月三只长期有前景的生物科技股票