JMP raises Cidara stock target to $47, maintains outperform

Published 09/05/2025, 10:18
JMP raises Cidara stock target to $47, maintains outperform

On Friday, JMP Securities adjusted their financial outlook for Cidara Therapeutics (NASDAQ:CDTX), increasing the price target to $47.00, up from the previous $46.00, while reaffirming a Market Outperform rating. The upgrade comes in anticipation of promising upcoming clinical trial results. The stock has shown strong momentum with a 52% return over the past year, despite a recent 12% decline in the past week.

Cidara Therapeutics recently reported its first-quarter financial results, revealing lower-than-expected expenses and closing the quarter with a strong cash position of $174 million. According to InvestingPro data, the company maintains more cash than debt on its balance sheet, with a healthy current ratio of 4.25x. However, the company is quickly burning through cash, which investors should monitor. Analysts at JMP Securities expressed confidence in the forthcoming late July readout from Cidara’s ongoing 5,041-subject Phase 2b trial. The trial is evaluating CD388, a single-dose-per-season, non-vaccine influenza preventative, which shows potential for significant market opportunity.

The company’s latest data suggest that the initial U.S. market opportunity for CD388 could exceed $5 billion, particularly among high-risk subjects. JMP Securities analysts underscored the drug’s robust exposure and background infection rates as key factors supporting their positive outlook. With a current market capitalization of approximately $210 million, InvestingPro analysis shows the stock is trading at Fair Value, with analyst targets ranging from $33 to $46.

Cidara is also gearing up for a virtual Research and Development (R&D) day on May 22, where they will delve into flu epidemiology and burden. The event will cover the targeting of high-risk and immunocompromised patients for the Phase 3 trial of CD388 and will provide details on the trial’s design and the commercial prospects of the drug.

The anticipation of topline results from the Phase 2b trial, expected in late June, has been identified as a potential catalyst to drive Cidara’s shares closer to JMP’s price target. Success in this trial could unlock a lucrative market for the company, as it seeks to address the needs of patients at high risk for influenza complications.

In other recent news, Sadara Therapeutics has shared updates regarding its lead asset, CD388, during its Q1 2025 earnings call. The company, which is currently not generating revenue, is advancing its influenza prevention drug through clinical trials. Key milestones include the initiation of the Phase 2b Navigate study and the completion of dosing for 5,041 subjects, with top-line data expected in June 2025. Sadara is also planning a Phase 3 study targeting high-risk populations by Spring 2026 and is exploring collaboration opportunities with BARDA for H5N1 prevention. Despite not providing detailed financial results, Sadara emphasized its operational progress and future plans. The company remains focused on addressing unmet needs in high-risk groups that are not adequately protected by current vaccines. Additionally, Sadara plans to discuss trial updates and regulatory discussions at an upcoming R&D Day.

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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