Feb. 28 at 8:53 PM
$CLDX Celldex Therapeutics, Inc. (CLDX): A Bull Case Theory By Ricardo Pillai | February 28, 2026, 1:26 PM
Celldex Therapeutics Inc. (CLDX) is emerging as an attractive biotech pick for 2026, driven by its advancing immunology pipeline and promising clinical data. The company has initiated a second Phase III/registration trial for its lead compound, barzolvolimab (“barzo”), in chronic inducible urticaria (CIndU), mirroring its successful Phase III chronic spontaneous urticaria (CSU) design and incorporating a booster initial dose to enhance early efficacy, a well-established practice for injectable monoclonal antibodies.
Barzo is uniquely positioned as a “pipeline in a drug,” targeting multiple mast cell diseases and commanding potential premium pricing.