Mar. 13 at 5:58 PM
$MLTX Based on the science, results, growing indications, and regulatory advancement, this company is in far better shape and worth far more than before the placebo anomoly.
Back then, when the company was much further from BLA with fewer indicaitons, here's where all the analysts stood.
As the market rolled into the fateful week of September 29, 2025, right before the Phase 3 VELA-2 data dropped, the analyst consensus was insanely bullish. The top of the board was crowded with targets predicting absolute biotech supremacy:
Wedbush: Peaked at
$92 in late 2024 before settling at
$80 going into the data readout.
BTIG (Julian Harrison):
$85.
Goldman Sachs:
$82.
Guggenheim (Yatin Suneja):
$80.
Citigroup (Samantha Semenkow):
$72.
RBC Capital (Brian Abrahams):
$67.
Needham (Serge Belanger):
$66.
Jefferies (Clara Dong):
$65
