Jones Trading cuts Monopar stock rating post-earnings

Published 02/04/2025, 12:56
Jones Trading cuts Monopar stock rating post-earnings

On Wednesday, Jones Trading adjusted its stance on Monopar Therapeutics (NASDAQ:MNPR), downgrading the stock from a Buy to a Hold rating. The stock has declined 12% over the past week, despite an impressive 945% gain over the last year. The decision follows the biopharmaceutical company’s announcement of its fourth quarter and full-year 2024 financial results on March 31, 2025. According to InvestingPro, the company maintains strong liquidity with a current ratio of 5.41, indicating robust short-term financial health.

Analysts at Jones Trading expressed continued optimism for Monopar’s developmental drugs, including ALXN-1840 for Wilson’s disease and the early-stage MNPR-101-Lu. They now view the stock as fairly valued at its current price, suggesting limited potential for significant near-term gains. This aligns with InvestingPro’s Fair Value analysis, which indicates the stock is currently trading above its estimated Fair Value. Discover more valuable insights and 8 additional ProTips with an InvestingPro subscription. The anticipated new drug application (NDA) submission for ALXN-1840, which is now expected in early 2026 rather than the previously forecasted 2025, is seen as a potential future catalyst for the stock price.

The dosing of the first patient with MNPR-101-Lu in December 2024 was noted by the analysts, but they anticipate that investor attention will likely remain on the more advanced ALXN-1840. Updates on MNPR-101-Lu are expected to have a limited effect on Monopar’s stock price for the time being.

The downgrade reflects a recalibration of expectations based on the latest earnings report and the timeline adjustments for key drug development milestones. Jones Trading’s analysis suggests that Monopar’s current market valuation adequately reflects the company’s prospects until more concrete progress is made towards the NDA submission for ALXN-1840.

In other recent news, Monopar Therapeutics has been the subject of significant developments, particularly concerning its financial and strategic initiatives. Piper Sandler initiated coverage on Monopar, assigning an Overweight rating and setting price targets of $76 and $72, based on the potential of its treatment for Wilson disease and its radiotherapeutics targeting a novel oncology marker. The firm highlights the substantial upside potential due to the promising data from Phase 3 trials and future regulatory filings. Monopar plans to seek FDA approval for ALXN1840, a treatment for Wilson disease, by late 2025 or early 2026, following its acquisition from AstraZeneca (NASDAQ:AZN).

Additionally, Monopar appointed Quan Vu as the new Chief Financial Officer, bringing extensive experience in corporate and financial strategy. Vu’s appointment marks a strategic shift as the company continues its development in the pharmaceutical sector. In governance changes, Monopar welcomed Lavina Talukdar to its Board of Directors, following the resignation of Michael J. Brown. Talukdar, with her extensive experience in investor relations and healthcare investments, is expected to enhance the company’s strategic direction.

These recent developments underscore Monopar’s strategic focus on advancing its therapeutic pipeline and strengthening its leadership team. Piper Sandler’s confidence in Monopar’s prospects is reflected in their optimistic price targets and Overweight rating, indicating potential growth driven by upcoming efficacy data and regulatory milestones.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.