증권사 리포트&코멘트 · pharmbiohana ↗ · 2025-12-01 22:14
미국에서 몇몇 증권사들이 에보뮨을 이닛했습니다.
Everscore ISI: 목표주가 $40
Morgan Stanley $36
Leerink Partners $42
등등..
전일종가는 $20입니다
Evercore ISI initiated coverage of Evommune with an Outperform rating and $40 price target. PT implies a 93% increase from last price. The Immunology and Inflammation focused company's portfolio of assets has lead indications in chronic itching/hives and eczema and it is pursuing novel targets, so they are inherently higher risk/reward, but "these types of positive readouts are exactly what the public markets have been rewarding," the analyst tells investors. Evommune has three important binary readouts in 2026, so this is "set to be a huge year for the company," the analyst added.
Morgan Stanley analyst Judah Frommer initiated coverage of Evommune with an Overweight rating and $36 price target. The firm sees a favorable risk/reward for the shares despite the data for EVO756 and EVO301 being early. Evommune's "catalyst rich 2026 offers multiple potential opportunities for value inflection," the analyst tells investors in a research note.
Leerink Partners Initiates Coverage On Evommune with Outperform Rating, Announces Price Target of $42.
William Blair analyst Matt Phipps initiated coverage of Evommune with an Outperform rating. The firm cites the potential of the company's "first-in-class" MRGPRX2 inhibitor EVO756 in the treatment of chronic urticaria for the buy rating. Evommune has already established "strong" proof-of-concept data in both a human challenge study and a Phase II trial in patients with chronic inducible urticaria, which "de-risks" the ongoing Phase II trial in chronic spontaneous urticaria, the analyst tells investors in a research note.
Cantor Fitzgerald initiated coverage of Evommune with an Overweight rating. The firm is "very bullish" on EVO756 for chronic spontaneous urticaria, citing a "differentiated" mechanism annd first-in-class potential. The positive data in chronic inducible urticaria meaningfully increases the probability of success for the CSU trial, the analyst tells investors in a research note. Cantor sees a "very attractive" risk/reward at current share levels for Evommune's atopic dermatitis readouts in 2026.
pharmbiohana 텔레그램 채널 게시글입니다. 외부 자료를 정리한 참고자료이며 투자 권유가 아닙니다. · 게시중단 요청
💬 댓글 0개
아직 댓글이 없습니다. 첫 댓글을 남겨 보세요.
로그인 하면 댓글을 쓸 수 있습니다. 아직 회원이 아니면 회원가입
텔레그램 채널 댓글은 자동으로 옮겨 오며 작성자 이름 일부를 가려 표시합니다.
같은 카테고리 최신 글
- https://v.daum.net/v/20261006114430242 2026-10-06 11:51
- OpenAI, GPT-6 출시 속도 50% 높였지만 사용 한도는 Claude의 5분의 1 수준 (중국언론) 2026-10-06 11:33
- 유럽 재정 압박이 미 국채 매도의 새로운 도화선으로 부상 2026-10-06 11:32
- 마켓레이더(10월 6일, 오전) 2026-10-06 11:11
- [키움 글로벌 ETF 김진영] 2026-10-06 10:56