Abivax stock maintains Buy rating at Guggenheim as IBD drug data shows promise

Published 15/09/2025, 18:44
© Reuters.

Investing.com - Guggenheim has reiterated a Buy rating and $101.00 price target on Abivax (NASDAQ:ABVX) following the release of abstracts highlighting Phase IIb readouts for competing inflammatory bowel disease (IBD) treatments. According to InvestingPro data, analyst consensus remains strongly bullish with targets ranging from $95 to $116, while the stock has delivered an impressive 1,314% return over the past six months.

The United European Gastroenterology Week (UEGW) released data on two oral IBD drugs - Eli Lilly’s MORF-057 and Johnson & Johnson’s icotrokinra. MORF-057 showed dose-dependent clinical remission rates of 31.9% at its highest dose compared to 24.3% for placebo, though it did not achieve statistical significance.

Icotrokinra demonstrated more promising results with a placebo-adjusted 19% clinical remission rate in a population that included 43% biologic-experienced patients. This performance compares favorably to Eli Lilly’s Omvoh, which showed only a 6.7% improvement in a similar patient population.

Guggenheim’s analysis suggests that MORF-057 may be better suited as a combination therapy rather than a standalone treatment based on its performance. The firm noted that full details on patient breakdowns and efficacy timelines for icotrokinra would provide valuable additional context.

Guggenheim remains confident that Abivax’s obefazimod "is the new cornerstone for an oral IBD therapy" with potential as a combination partner with other companies’ treatments. The firm expects Abivax to secure a late-breaker or plenary session at the upcoming UEGW conference where more detailed results will be presented.

In other recent news, Abivax has made headlines with several significant developments. The company announced the launch of a $400 million underwritten public offering of American Depositary Shares, with an option for underwriters to purchase an additional 15% of the total offering. This move comes as Abivax continues to advance its clinical trials for treatments targeting chronic inflammatory diseases. Piper Sandler has raised its price target on Abivax to $112, maintaining an Overweight rating, after analyzing Phase 3 induction data for obefazimod in ulcerative colitis. This follows an earlier increase to $70 from $42, based on positive clinical trial results showing a placebo-adjusted remission rate of 16.4% for the 50mg dose. Morgan Stanley also upgraded Abivax to Overweight, significantly raising its price target to $71 from $12, citing strong Phase 3 clinical trial results. Leerink Partners joined the trend by increasing their price target to $74 from $20, maintaining an Outperform rating after Abivax’s drug exceeded expectations in clinical remission rates. These recent developments underscore Abivax’s progress in the field of ulcerative colitis treatment.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.