Stifel analyst Derek Archila said he remains cautious on long-term revenue opportunities for Aimmune's (AIMT) AR101 and DBV Technologies' (DBVT) Viaskin peanut and on the emerging peanut immunotherapy category. Childrens' adherence to medications has been challenging across many severe and chronic indications and he does not think peanut allergy treatments will buck the trend, Archila tells investors. After lowering his sales forecasts due to more conservative assumptions about adherence, Archila cut his price target on Aimmune to $25 from $33 and lowered his price target on DBV shares to $10 from $11. He maintains Hold ratings on both stocks.