Guggenheim cuts Immunovant stock target to $44, maintains Buy

Published 10/02/2025, 14:16
Guggenheim cuts Immunovant stock target to $44, maintains Buy

On Monday, Guggenheim Securities adjusted its price target for Immunovant shares, listed on (NASDAQ:IMVT), to $44.00, a decrease from the previous $46.00, while sustaining a Buy rating on the stock. Currently trading at $20.41, the stock is near its 52-week low of $19.86, according to InvestingPro data. The broader analyst community remains bullish, with targets ranging from $41 to $58. The modification follows a recent investors lunch in New York where Immunovant’s management team presented their expectations for upcoming clinical trial readouts for batoclimab in treating myasthenia gravis (gMG) and chronic inflammatory demyelinating polyneuropathy (CIDP), as well as outlining the company’s strategy for their next-generation drug candidate ’1402.

Immunovant’s management conveyed optimism about the efficacy of anti-FcRn therapies in gMG, particularly expecting the lower 340mg dose of batoclimab to demonstrate significant efficacy. They also anticipate the higher 680mg dose to surpass the lower dose by at least 10% in responder rates for both gMG and CIDP. Moreover, the company aims to present a detailed data package similar to what was provided for the Graves’ disease readout, ensuring investors receive a clinically relevant analysis.

Additionally, the company’s CIDP trial has adopted more stringent criteria compared to a similar trial by a competitor, which Immunovant believes will serve as a proof of concept for optimizing future trials with ’1402. While InvestingPro data shows the company maintains strong liquidity with a current ratio of 6.04 and holds more cash than debt, its overall financial health score remains weak as it continues to invest in clinical development. The breadth of opportunities for ’1402 was also highlighted, with six Investigational New Drug (IND) applications already cleared and a total of ten indications expected by March 31, 2026.

In terms of sales projections, Guggenheim analysts are conservatively estimating a global peak sales potential of $2.4 billion for batoclimab in gMG and CIDP alone. The firm’s financial model has been updated to reflect the third fiscal quarter ending December 31, 2024, with the new price target of $44 reflecting these updates and expectations. Guggenheim reaffirms its Buy rating on Immunovant, signaling confidence in the company’s drug development and market potential. With a market capitalization of $3.47 billion and 4 analysts recently revising their earnings estimates upward, investors seeking deeper insights can access the comprehensive Pro Research Report available on InvestingPro, which includes detailed financial analysis and additional ProTips.

In other recent news, Immunovant has been the focus of several key developments. H.C. Wainwright has maintained a Buy rating on Immunovant shares with a price target of $51. The firm’s analyst, Douglas Tsao, highlighted the potential of Immunovant’s batoclimab in treating autoimmune conditions, with clinical trial results expected by the end of March.

In addition, Guggenheim Securities has raised its price target for Immunovant from $44 to $46, maintaining a Buy rating. The firm’s analysts are anticipating significant developments from the company’s batoclimab program in 2025.

Immunovant has also registered shares for resale by certain selling stockholders, according to a recent SEC filing. The filing indicates that up to 5,654,990 shares of Immunovant’s common stock are now registered for resale.

Finally, Piper Sandler, a leading investment bank, identified Immunovant as one of the companies poised to have the most direct catalysts within the next 12 months. These are the latest developments for Immunovant, reflecting a period of significant activity for the company.

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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