Jasper Therapeutics stock rating reiterated at Buy by TD Cowen despite trial delay

Published 07/07/2025, 20:18
Jasper Therapeutics stock rating reiterated at Buy by TD Cowen despite trial delay

Investing.com - TD Cowen has reiterated its Buy rating on Jasper Therapeutics (NASDAQ:JSPR), currently trading at $3.27, despite the company announcing delays in its clinical trial timeline due to issues with a drug product lot. According to InvestingPro data, the stock has shown significant volatility, with a 22% gain in the past week despite being down 68% year-to-date.

The biopharmaceutical company reported impressive efficacy data from its chronic spontaneous urticaria (CSU) trial, with 89% of patients in the 240mg and 360mg single-dose cohorts achieving complete response. Additionally, 73% of patients who entered the open-label extension study achieved complete response at 12 weeks. InvestingPro analysis shows the company maintains a healthy current ratio of 4.31, with liquid assets well exceeding short-term obligations.

However, results from two dosing cohorts were compromised by issues with one drug product lot that produced suboptimal tryptase reductions. Jasper is investigating the cause and will enroll 10-12 additional patients to ensure robust data, pushing the expected CSU data readout to Q4 2025 and delaying the Phase 2b start to mid-2026.

The company announced it will cancel its asthma trial and terminate its severe combined immunodeficiency (SCID) program to focus resources on urticaria development. Additional cost-cutting measures, including restructuring, will be implemented to extend the company’s cash runway.

TD Cowen views the strategic shift as prudent, noting that chronic urticaria represents a sizable market with room for multiple successful treatments, despite Jasper now being approximately 18-24 months behind competitors in the space. With analyst price targets ranging from $15 to $70, and 12 additional InvestingPro tips available, investors seeking deeper insights into JSPR’s potential can access the comprehensive Pro Research Report, which provides detailed analysis of the company’s financial health and market position.

In other recent news, Jasper Therapeutics has faced significant challenges due to manufacturing issues affecting its clinical trials. The company reported that a faulty drug product lot compromised results in its BEACON Phase 1b/2a study for chronic spontaneous urticaria (CSU), leading to a delay in the Phase 2b study until mid-2026. These issues have also caused Jasper to halt its ETESIAN asthma trial and discontinue development in genetic diseases. Analysts from BTIG and H.C. Wainwright have both reduced their price targets for Jasper, with BTIG lowering it to $20.00 from $64.00 and H.C. Wainwright adjusting it to $20.00 from $40.00, though both firms maintain a Buy rating. William Blair has downgraded Jasper from Outperform to Market Perform due to the same trial complications. Despite these setbacks, some dosing cohorts in the BEACON study showed promising results, with high complete response rates. Jasper has announced cost-cutting measures to extend its cash runway and anticipates a 25% decline in operating expenses by the third quarter of 2025. Additionally, the company may need to raise approximately $5 million in capital by the fourth quarter of 2025.

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