Cowen maintains Buy on Moonlake Immunotherapeutics stock

Published 12/03/2025, 17:18
Cowen maintains Buy on Moonlake Immunotherapeutics stock

Wednesday

Cowen analysts have reiterated their Buy rating on Moonlake Immunotherapeutics (NASDAQ:MLTX) shares, expressing confidence in the company’s lead drug candidate, sonelokimab (SLK), which is currently undergoing pivotal trials. The analysts highlighted the drug’s potential in treating inflammatory diseases, noting its competitive profile based on Phase II data.

The Cowen team anticipates that sonelokimab will significantly penetrate the market for Hidradenitis Suppurativa (HS) and Psoriatic Arthritis (PsA) following its expected launch in 2027. They have projected that the drug could achieve peak revenues exceeding $4 billion, indicating a strong commercial outlook for the company. According to InvestingPro data, MLTX holds more cash than debt on its balance sheet, with liquid assets exceeding short-term obligations, providing financial flexibility for the development phase.

Sonelokimab, an anti-IL-17A/F nanobody, has shown promise in earlier phase trials for Psoriasis (PsO), PsA, and HS. Cowen’s Key Opinion Leaders (KOL) consultants have expressed optimism regarding the drug’s potential efficacy and safety profile, suggesting it could be well-received in the medical community.

The results from the HS pivotal trial are anticipated to be released in mid-2025, which will provide further insight into the drug’s efficacy and safety. The positive sentiment from Cowen comes as Moonlake Immunotherapeutics aims to capture a significant share of the market for HS and PsA treatments.

Moonlake Immunotherapeutics is recognized by Cowen as a "Europe Best Idea," reflecting the firm’s high expectations for the company’s growth and performance in the European market. This endorsement underlines the analyst’s view that Moonlake Immunotherapeutics represents a strong investment opportunity within the biopharmaceutical sector. InvestingPro analysis suggests the stock is currently fairly valued, with 8 additional exclusive ProTips and a comprehensive research report available to subscribers.

In other recent news, MoonLake Immunotherapeutics has announced significant developments affecting its leadership and employee compensation strategies. Dr. Kara Lassen will resign from the company’s board of directors by December 31, 2024, due to her increased responsibilities at Roche Pharma Research & Early Development. Concurrently, MoonLake introduced a long-term incentive program, which includes equity grants for select employees, with top executives receiving grants valued at $4 million each, vesting over four years. These changes are part of the company’s strategic management and compensation planning.

Additionally, Clear Street has initiated coverage on MoonLake Immunotherapeutics with a Buy rating, setting a price target of $108. The financial services firm highlights the potential of MoonLake’s product, sonelokimab (SLK), which is nearing the end of pivotal trials and is anticipated to achieve blockbuster sales exceeding $5 billion. Clear Street’s analysis suggests that the upcoming trial results could act as a catalyst for the company’s stock performance. These developments underscore MoonLake’s strategic focus and the market’s positive outlook on its product pipeline.

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

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