Jefferies analyst Biren Amin downgraded The Medicines Co. to Hold from Buy with a price target of $50, up from $44. After We conducting a doctor survey, the analyst thinks inclisiran consensus estimates are "too aggressive" and that The Medicines Co shares appear fully valued. While inclisiran leads in market share for PCSK9i, it is essentially split between inclisiran and Repath, Amin tell investors in a research note after polling 50 cardiologists. Based on the feedback, he lowered his 2026 inclisiran sales estimate to $1.4B from $1.7B, below the current consensus at $2.6B.