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H.C. Wainwright keeps Buy on Adverum stock, highlights durable Ixo-vec benefits for AMD

EditorAhmed Abdulazez Abdulkadir
Published 11/05/2024, 09:47 AM
ADVM
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On Tuesday, H.C. Wainwright maintained its Buy rating and $30.00 price target for Adverum Biotechnologies (NASDAQ:ADVM), expressing optimism about the company's upcoming clinical updates. The firm anticipates three significant updates in the fourth quarter of 2024, including the 52-week update from the Phase 2 LUNA trial, the Phase 1 OPTIC trial's 4-year clinical data, and additional design details for the expected Phase 3 trial set to begin in the first half of 2025.

The analyst underscored the potential of Adverum's intravitreal gene therapy candidate, Ixo-vec, for the treatment of wet age-related macular degeneration (AMD (NASDAQ:AMD)), highlighting its potential for extended injection durability and long-term safety. It was noted that key opinion leaders (KOLs) have expressed that many patients currently treated with Vabysmo or Eylea HD do not achieve the full 16-week durability, and there is a significant interest in extending anti-VEGF durability with a predictable safety profile.

The firm also emphasized the importance of adopting an adequate prophylactic corticosteroid regimen for patients receiving intravitreal gene therapy post-injection. They expect that additional feedback on safety and inflammation management will be provided during the upcoming LUNA trial update.

In conclusion, H.C. Wainwright reaffirmed their belief that the 52-week LUNA trial update will reinforce the efficacy and safety profile of Ixo-vec, which has been demonstrated thus far. They maintain that consistent validation of Ixo-vec is achievable along with steady safety, inflammation management, and tolerability from the prophylactic corticosteroid regimen as the 52-week analysis is anticipated in the fourth quarter of 2024. The firm reiterated its Buy rating and $30 price target for Adverum Biotechnologies.

In other recent news, Adverum Biotechnologies has experienced significant developments. RBC Capital Markets adjusted its outlook on Adverum, decreasing the price target to $10.00 from the previous $12.00, following the company's third-quarter 2024 earnings report and updated timelines for its forthcoming LUNA trial results and long-term follow-up data from its OPTIC study. Adverum reported robust second-quarter financial results for 2024, with earnings per share of ($0.89) surpassing both firm and consensus estimates.

The company has also appointed Jason L. Mitchell as its new Chief Commercial Officer, which is expected to enhance the launch and commercialization of its gene therapy candidate, Ixo-vec. Adverum's Ixo-vec has received the Regenerative Medicine Advanced Therapy (RMAT) designation by the U.S. Food and Drug Administration. The company is preparing for the pivotal phase of its program, with the Phase 3 design expected to begin in the first half of 2025.

Analysts from Oppenheimer, Mizuho (NYSE:MFG) Securities, and Truist Securities have maintained positive ratings on Adverum, with some adjustments to their price targets. Oppenheimer sustained its Outperform rating with a $28.00 price target, while Mizuho Securities reduced its target to $20.00, and Truist Securities revised its target from $60.00 to $40.00. The anticipation of the LUNA 52-week data release scheduled for the fourth quarter of 2024 suggests promising prospects for the firm.

InvestingPro Insights

To complement the analysis provided by H.C. Wainwright, InvestingPro data offers additional insights into Adverum Biotechnologies' financial position. The company's market capitalization stands at $156.84 million, reflecting its current valuation in the biotechnology sector.

InvestingPro Tips highlight that Adverum holds more cash than debt on its balance sheet, which could be crucial for funding its ongoing clinical trials and potential Phase 3 trial preparations. This financial stability is further supported by the fact that the company's liquid assets exceed its short-term obligations, potentially providing a buffer for research and development expenses.

However, it's important to note that Adverum is currently not profitable, with a negative P/E ratio of -1.57 over the last twelve months as of Q2 2024. This aligns with the InvestingPro Tip indicating that analysts do not anticipate the company to be profitable this year. This is not uncommon for biotechnology companies in the development stage, especially those focusing on innovative treatments like Ixo-vec.

On a positive note, analysts anticipate sales growth in the current year, which could be linked to the potential success of Ixo-vec and the upcoming clinical updates mentioned in the article. Additionally, five analysts have revised their earnings upwards for the upcoming period, suggesting growing confidence in Adverum's prospects.

For investors seeking a more comprehensive analysis, InvestingPro offers 4 additional tips that could provide further context to Adverum's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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