Citizens JMP reiterates Engene stock with $18 target

Published 29/04/2025, 10:08
Citizens JMP reiterates Engene stock with $18 target

On Tuesday, Citizens JMP maintained its Market Outperform rating and $18.00 price target for Engene Holdings Inc. (NASDAQ: ENGN), representing significant upside from the current price of $3.99. The broader analyst consensus remains bullish with price targets ranging from $7 to $34. The firm’s analyst noted the recent developments in the treatment landscape for high-risk, BCG-unresponsive non-muscle invasive bladder cancer (NMIBC), which were discussed at the American Urological Association meeting held from April 26 to April 29. These developments underscore the growing interest in treatments for NMIBC, a field where Engene Holdings is actively developing its product, detalimogene.

The updates from the meeting provided insights into the complete response (CR) rates and durability benchmarks set by developmental treatments. With multiple companies approaching or having already made regulatory submissions to the FDA, the landscape for NMIBC treatments is evolving rapidly. Engene Holdings, with its current market capitalization of $203.4 million and a "Fair" overall financial health score according to InvestingPro, is expected to contribute to this space with updated data from its pivotal LEGEND cohort, which targets high-risk, BCG-unresponsive NMIBC with CIS ± papillary tumors, anticipated in the second half of 2025.

Citizens JMP’s analyst highlighted the significance of the LEGEND cohort data in maintaining the firm’s positive outlook on Engene Holdings. The analyst’s valuation is based on a discounted cash flow (DCF) analysis, which supports the $18.00 price target for the company’s stock. Trading at 0.81 times book value and currently appearing undervalued according to InvestingPro’s Fair Value model, Engene Holdings is closely watched as it progresses towards potentially impactful clinical updates that could influence the company’s position in the NMIBC treatment market. Discover more comprehensive valuation metrics and 12+ additional ProTips with an InvestingPro subscription.

In other recent news, Engene Holdings Inc. has received positive attention from analysts regarding its drug candidate, detalimogene voraplasmid, which is undergoing trials for high-risk non-muscle invasive bladder cancer (HR-NMIBC). H.C. Wainwright reiterated a Buy rating with a $25 target, noting a 71% complete response rate at any time in early results from the LEGEND study. Piper Sandler initiated coverage with an Overweight rating and a $26 target, emphasizing the potential of detalimogene as an early-line treatment in the NMIBC space. Both firms highlighted the promising efficacy and safety profile of the therapy, with Piper Sandler noting its ease of administration as a competitive advantage. Engene is anticipated to provide further updates in the second half of 2025, with a Biologics License Application expected in 2026. Piper Sandler forecasts U.S. revenue beginning in 2027, projecting growth to over $500 million by 2033. Engene’s current enterprise value is around $40 million, which Piper Sandler considers undervalued compared to its peers. As Engene progresses with its trials, analysts expect investor sentiment to improve, reflecting the potential of detalimogene in the market.

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