Citizens JMP reiterates Skye Bioscience at market outperform

Published 21/03/2025, 10:32
Citizens JMP reiterates Skye Bioscience at market outperform

On Friday, Citizens JMP analyst Jonathan Wolleben reaffirmed a Market Outperform rating with a stable $15.00 price target on Skye Bioscience (NASDAQ:SKYE), despite the stock’s recent 24.4% decline over the past week. The analyst consensus price target ranges from $9.50 to $21.00, showing significant upside potential from current levels. Wolleben expressed continued support for nimacimab’s potential within the CB1 inhibitor pipeline, highlighting its likelihood of being peripherally restricted. He noted the swift enrollment in the Cbeyond study as a sign of high enthusiasm from patients and investigators for nimacimab’s unique mechanism.Want deeper insights? InvestingPro subscribers have access to 11 additional key tips about SKYE’s performance and potential.

Wolleben pointed out that the decision to release full Phase 2a data for nimacimab was a strategic move, considering the market’s low tolerance for variability in interim data. He also mentioned that the top line data is expected to arrive slightly ahead of schedule. The analyst drew comparisons with Novo Nordisk (NYSE:NVO)’s monlunabant, a small molecule inverse CB1 agonist, which demonstrated a 6% placebo-adjusted weight loss over 16 weeks. However, he emphasized that avoiding the neuropsychiatric adverse events (AEs) associated with non-peripherally restricted inhibitors remains a critical challenge.

Further elaborating on the safety profile of nimacimab, Wolleben referred to pharmacokinetic (PK) modeling data that suggests nimacimab could achieve sufficient peripheral CB1 inhibition to induce weight loss while steering clear of neuropsychiatric AEs. He cited preclinical studies and Phase 1 trial results (n=63) where nimacimab showed limited brain accumulation in non-human primates, no neurological toxicity, and no neuropsychiatric AEs.

Looking ahead, Wolleben mentioned that Skye Bioscience is planning an analyst event at the American Diabetes Association (ADA) meeting in June 2025. The event is anticipated to provide insights into the expectations for Cbeyond data and further establish nimacimab’s distinctiveness within the obesity treatment pipeline. Investors should note that SKYE’s next earnings report is scheduled for March 27, 2025, and the company maintains a strong liquidity position with a current ratio of 16.32.Get comprehensive analysis of SKYE and 1,400+ other stocks with InvestingPro’s detailed research reports, featuring expert insights and actionable intelligence for smarter investment decisions.

In other recent news, Skye Bioscience Inc. reported its financial results for the fiscal year 2024, showing a narrowed net loss of $26.6 million compared to $37.6 million in 2023. The company significantly increased its research and development expenses to $18.7 million, more than triple the previous year’s amount, as it continues to advance its innovative CB1 inhibitor, Namosumab, in clinical trials. Skye Bioscience maintains a strong cash position of $68.4 million, which is projected to fund operations through the first quarter of 2027. The company exceeded expectations in patient enrollment for the Namosumab study, enrolling 136 patients, surpassing its initial target of 120. Additionally, Skye Bioscience has engaged in strategic manufacturing optimizations to enhance dosing capabilities and scale up production. The firm is also preparing to engage with regulators for a Phase 2b trial, with plans to explore additional metabolic indications. Despite these developments, the stock price remained unchanged, reflecting a neutral market reaction to the earnings call.

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