Jefferies raises Dianthus Therapeutics stock price target to $66 on positive data

Published 10/09/2025, 16:40
Jefferies raises Dianthus Therapeutics stock price target to $66 on positive data

Investing.com - Jefferies raised its price target on Dianthus Therapeutics (NASDAQ:DNTH) to $66.00 from $51.00 on Wednesday, while maintaining a Buy rating on the stock. The stock, currently trading at $35.59, has demonstrated remarkable momentum with a 46.62% gain in the past week. According to InvestingPro data, analyst targets range from $40 to $100, suggesting significant upside potential.

The firm cited positive de-risking data from the company’s Phase II generalized myasthenia gravis (gMG) trial as a key factor in the increased valuation, noting that Dianthus appears undervalued at its current enterprise value of approximately $580 million. The company maintains a strong financial position, with InvestingPro analysis showing more cash than debt on its balance sheet and a healthy current ratio of 13.12.

Jefferies estimates Dianthus could achieve peak sales of $2 billion across three conditions: generalized myasthenia gravis, chronic inflammatory demyelinating polyneuropathy (CIDP), and multifocal motor neuropathy (MMN).

The research firm highlighted that updates from the maturing open-label extension study could further reduce risk by potentially supporting monthly dosing of Dianthus’ treatment.

Jefferies also pointed to several catalysts expected in 2026, including argenx’s DM Phase II results in the first half, CIDP Phase III interim analysis in the second half, MMN Phase II top-line results in the second half, and pivotal readouts from Sanofi for CIDP and argenx for MMN in the latter half of the year.

In other recent news, Dianthus Therapeutics has announced the pricing of its upsized public offering at $251 million, selling 6,487,879 shares of common stock at $33.00 per share. The offering includes pre-funded warrants for 1,112,121 shares, exercisable at $0.001 per share. Dianthus Therapeutics has also launched a $150 million public stock offering, with an option for underwriters to purchase an additional $22.5 million in common stock. Following the positive results from the Phase 2 MaGic study on their gMG treatment, H.C. Wainwright has maintained its Buy rating and a $40 price target for the company. Raymond James has increased its price target for Dianthus Therapeutics to $63, maintaining an Outperform rating. Guggenheim has also raised its price target to $100, citing the Phase II trial results and ongoing discussions around ANA/ds-DNA seroconversion. These developments indicate significant interest and activity in Dianthus Therapeutics’ stock and potential future growth.

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