Morgan Stanley analyst Vikram Purohit sees "three key positives" for the prospects for DBV Technologies' (DBVT) Viaskin Peanut from the FDA advisory committee meeting to discuss AR101, a competing peanut allergy immunotherapy being developed by Aimmune (AIMT). Namely, he thinks there was a clear consensus that peanut allergy presents a true unmet need; the panel maintained an intense focus on safety, where Viaskin Peanut has been differentiated; and the backing of AR101 increases the odds of that treatment being approved, which would help define a regulatory pathway for Viaskin Peanut. Purohit views the panel as a positive sentiment driver for DBV shares, but continues to believe that the key overhang on the stock is the FDA decision to accept or reject the Viaskin Peanut BLA resubmission. The analyst maintains an Equal Weight rating on DBV shares.