Quantumup
Oct 27, 11:06 AM
Roth • MKM🏁
$DNTH and said -- Initiating at Buy with a
$113 price target.
$ARGX $AZN UCBJY IMVT SNY
Roth • MKM added—We believe claseprubart's rapid clinical activity, infrequent low-volume self-injection, and potential to avoid a boxed warning or REMS support a best-in-class profile across three neuromuscular indications.
We would use the significant pullback to build positions ahead of 4Q26 MMN data and YE26 Phase 3 CIDP enrollment and readout-timing guidance.
While visible drivers in 2027 are more limited,
$1.19 billion in cash supports runway into 2030.
We expect shares to appreciate as pivotal gMG and CIDP results approach in 2028.
