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TD Cowen cites launch and trial failures affecting Sage Therapeutics stock

EditorEmilio Ghigini
Published 07/30/2024, 06:13 AM
SAGE
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On Tuesday, Sage Therapeutics (NASDAQ:SAGE) stock experienced a downgrade from TD Cowen, moving from a Buy to a Hold rating. Accompanying this change, the firm also reduced the price target for the biopharmaceutical company to $10.00, a significant decrease from the previous $16.00 target.

The adjustment by TD Cowen comes in the wake of Sage Therapeutics' recent clinical trial outcomes. The company's Phase 2b ET trial for its product '324 did not meet the primary endpoint, which focused on the TETRAS PS item 4 total score. This measure is a key indicator in evaluating the effectiveness of the treatment under investigation.

TD Cowen's decision to downgrade is based on a cautious stance, opting to wait for further developments in Sage Therapeutics' pipeline and more details on the performance of the newly launched product, Zurzuvae. The firm expressed the need for additional clarity on the next pipeline catalysts, especially considering the ambiguous data surrounding another of Sage's products, '718.

The launch of Zurzuvae, while acknowledged for its long-term potential, is not expected to significantly boost the company's financial performance in the near term. This tempered outlook has led to the revised price target and rating, reflecting a more reserved expectation of the company's stock performance in the immediate future.

Sage Therapeutics, specializing in therapies for brain health disorders, now faces a period where investor focus will likely be on the company's ability to clarify its pipeline direction and successfully market Zurzuvae amidst these recent clinical and analytical developments.

In other recent news, Sage Therapeutics has experienced a series of adjustments from various analyst firms following the unsuccessful outcome of the KINETIC-2 study of SAGE-324 for essential tremor.

Baird reduced its price target for Sage Therapeutics to $13, maintaining a Neutral rating. The firm's decision was influenced by the announcement that Sage Therapeutics and its partner Biogen (NASDAQ:BIIB) will halt further clinical development of SAGE-324 for essential tremor.

In contrast, Scotiabank revised its price target for Sage Therapeutics to $17, maintaining a Sector Outperform rating, citing potential in the company's shares, particularly due to the recent approval of Zurzuvae, a medication for post-partum depression.

Similarly, Mizuho Securities lowered its price target for Sage to $13, but sees potential in Sage's next-generation GABAA PAM, SAGE-319.

JPMorgan downgraded Sage Therapeutics' stock from Overweight to Neutral, revising the price target to $12, reflecting a cautious outlook on the near-term potential for Zurzuvae, while acknowledging the company's broader pipeline of products still has significant milestones to achieve.

InvestingPro Insights

In light of the recent downgrade by TD Cowen, current data from InvestingPro provides additional context for investors considering Sage Therapeutics (NASDAQ:SAGE). Notably, the company's market capitalization stands at $650.57 million, reflecting its size within the biopharmaceutical industry. Despite a staggering revenue growth of 868.96% over the last twelve months as of Q1 2024, Sage's financial health is under scrutiny with a negative P/E ratio of -1.37, indicating that the company is not currently profitable.

InvestingPro Tips suggest caution as well, with analysts revising earnings downwards and anticipating a sales decline in the current year. Moreover, Sage's stock has experienced a significant downturn, with a 1-week price total return of -17.35% and a 6-month total return of -58.26%. These metrics highlight the volatility and the challenges faced by the company.

For investors seeking a deeper dive into Sage's financials and future outlook, additional InvestingPro Tips are available, offering insights into factors such as cash burn rate and gross profit margins. With a comprehensive analysis on https://www.investing.com/pro/SAGE, investors can make more informed decisions. To access these insights, use coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription. As of now, there are 11 additional InvestingPro Tips available for Sage Therapeutics, providing a broader perspective on the company'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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