Agomab: Piper Sandler Sees 368% Upside on Ontunisertib for Fibrostenotic Crohn’s
Agomab trades at a deep discount to Sarepta and Abivax. Piper Sandler starts at Overweight with $60 PT.
Agomab trades at a deep discount to Sarepta and Abivax. Piper Sandler starts at Overweight with $60 PT.
Abivax completes positive pre-NDA meeting with FDA for obefazimod in ulcerative colitis, stays on track for 2026 filing, with $3-5B peak sales potential.
Strong bullish case for its oral IBD therapy ahead of Phase 2 data.
Abivax has resumed partnership talks with major pharma companies via Centerview Partners while preparing a potential independent U.S. launch of obefazimod.
Abivax advances toward Q4 2026 NDA filing with encouraging remission and safety results.
Abivax ulcerative colitis drug showed strong results, but cancer cases raised safety worries, sending shares down sharply.