Jun. 22 at 6:25 PM
$MLTX trades at meaningfully lower multiples of analyst consensus versus 6 peers with near term Phase 3 data reads.
$DFTX reported solid Phase 3 data as well.
Note: Share price & market cap are intra-day 6/22/26.
We Googled "Sonelokimab patent expiration" & the results suggested MLTX's IP is good thru FY40 yet analyst consensus drops in FY35 from FY34.
Any guidance on MLTX would be appreciated? We thought MLTX reported disappointing data at the end of Q325.
$IRON &
$AMLX trade at the highest multiples in this peer group.
$KOD trades at the 2nd lowest multiple in this specific peer group.