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AIMT

Aimmune

$23.33

0.01 (0.04%)

05:04
10/09/19
10/09
05:04
10/09/19
05:04

Piper remains buyer of Aimmune shares after hosting management

Piper Jaffray analyst Christopher Raymond remains a buyer of Aimmune Therapeutics shares after hosting an investor day with management. The latest iteration of the bear thesis around Aimmune now argues that issues around treatment logistics, access, and durability of treatment will hamper uptake upon Palforzia approval, Raymond tells investors in a research note. However, the analyst believes that many components of this thesis "will be dispelled." With his survey work boding well for Palforzia uptake and durability, he keeps an Overweight rating on Aimmune with a $60 price target.

AIMT Aimmune
$23.33

0.01 (0.04%)

10/01/19
PIPR
10/01/19
NO CHANGE
Target $60
PIPR
Overweight
Piper allergist survey indicates 'massive upside' to Aimmune estimates
Piper Jaffray analyst Christopher Raymond says his recent survey of 45 allergists, capturing over 21,000 peanut allergy patients, indicates "massive upside" to the estimates for Aimmune Therapeutics' Palforzia. The analyst notes that while he's accustomed to optimistic feedback on a new therapy, he was "not prepared for the level of awareness and willingness to prescribe Palforzia." Market share projections equate to Palforzia revenue "many multiples of that modeled by us and consensus," Raymond tells investors in a research note. Almost all, or 44 out of 45 allergists, indicated they would prescribe Palforzia at some point. The survey points to potential Palforzia revenue in pediatric patients alone of $1.1B in fiscal 2020 and $1.9B in fiscal 2021, Raymond says, which is well above his U.S. revenue estimates of $69M and $237M, respectively. He's now "incrementally positive" on shares of Aimmune and keeps an Overweight rating on the name with a $60 price target. The stock closed Tuesday down 47c to $20.47.
10/04/19
PIPR
10/04/19
NO CHANGE
Target $60
PIPR
Overweight
Piper stays positive on Aimmune after FDA accepts DBV application
Piper Jaffray analyst Christopher Raymond says the FDA's acceptance of competitor DBV Technologies' (DBVT) Biologics License Application submission for Viaskin Peanut does not change his positive outlook on Aimmune Therapeutics (AIMT). Today's decision means that DBV has addressed the FDA's manufacturing-related concerns that precipitated withdrawal of the original BLA submission late last year, Raymond tells investors in a research note. The analyst, however, still thinks Viaskin Peanut's approvability "remains open for debate given its relatively meager effect size" and failure of the Phase Pepites trial. Further, DBV still faces an FDA panel before an approval decision, and even if it ultimately wins FDA approval, Aimmune's Palforzia "retains the clear competitive edge," contends Raymond. The analyst keeps an Overweight rating on shares of Aimmune with a $60 price target. The stock in afternoon trading is down 4.5% to $22.46.
10/04/19
GSCO
10/04/19
NO CHANGE
Target $14
GSCO
Buy
BLA acceptance a de-risking event for DBV Technologies, says Goldman Sachs
Goldman Sachs analyst Graig Suvannavejh called the FDA's acceptance of DBV Technologies' (DBVT) Biologics License Application for Viaskin Peanut a "de-risking event," especially in light of the uncertainty caused by DBV having previously withdrawn its original BLA at the end of 2018. While investors debate the efficacy of Viaskin Peanut, Suvannavejh sees safety, tolerability and ease of use potentially driving better patient uptake when compared to Aimmune's (AIMT) competing Palforzia. He has a Buy rating on DBV with a $14 price target for the American Depositary Shares.
10/07/19
HCWC
10/07/19
NO CHANGE
Target $25
HCWC
Buy
DBV filing acceptance a 'constructive step forward,' says H.C. Wainwright
H.C. Wainwright analyst Andrew Fein believes Friday's Biologics License Application acceptance as a "constructive step forward" for DBV Technologies (DBVT) in light of a potential perceived overhang for the program related to the Phase 3 Pepites trial. Despite Viaskin Peanut having displayed significant difference in responder rates compared to placebo in the Phase 3 Pepites trial, the question remains as to how the FDA ultimately perceives Viaskin Peanut not meeting its pre-determined 15% lower bound confidence interval between treatment groups, which was reported at 12.4%, Fein tells investors in a research note. The FDA being receptive to evaluate Viaskin Peanut's data package suggests that that Viaskin may not possibly need an 'efficacy homerun" for potential approval and that the company's approach to data analytics could be acceptable, adds the analyst. He reiterates a Buy rating on DBV shares with a $25 price target. Fein continues to believe the risk of anaphylaxis requiring epinephrine could ultimately help to give an edge to DBV's Viaskin Peanut patch over Aimmune's (AIMT) Palforzia.

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KRE

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