Kymera Therapeutics stock target cut to $54 by H.C. Wainwright

Published 28/02/2025, 14:02
Kymera Therapeutics stock target cut to $54 by H.C. Wainwright

On Friday, H.C. Wainwright analyst Andrew Fein adjusted the price target for Kymera Therapeutics (NASDAQ:KYMR) to $54.00, down from the previous $60.00, while maintaining a Buy rating on the stock. The revision reflects a cautious but optimistic outlook for the company’s ongoing clinical trials. The stock, currently trading at $30.25, has experienced significant pressure with a 17.82% decline over the past week, according to InvestingPro data. Despite recent volatility, analyst targets range from $41 to $97, suggesting potential upside.

Fein’s commentary highlighted expectations for Kymera’s Phase 1 healthy volunteer (HV) study of their drug KT-621. Based on preclinical evidence, there is anticipation that the drug could achieve greater than or equal to 90% degradation of STAT6, a protein involved in immune system signaling. The Phase 1 HV data, expected in June 2025, is predicted to show a moderate reduction of Thymus and Activation Regulated Chemokine (TARC), a biomarker for inflammation. InvestingPro analysis shows the company maintains a strong financial position with a current ratio of 7.53, indicating ample liquidity to fund its clinical programs.

The analyst drew comparisons with dupilumab’s Phase 1 studies, which indicated modest decreases in TARC and total IgE levels in healthy volunteers. These outcomes provide a basis for the expected biomarker changes with KT-621. Fein emphasized the importance of the Phase 1b trial, set to begin in the second quarter of 2025 with data expected in the fourth quarter, where a median TARC reduction of 60-70% on day 28 will be critical for demonstrating efficacy.

Fein also noted significant dose-dependent changes in RNA-expression profiles in patients treated with dupilumab, suggesting potential improvements in disease symptoms. The reduction in keratin 16 (K16) in these patients indicated a decrease in epidermal hyperplasia common in lesions caused by atopic dermatitis.

The reassessment of Kymera’s pipeline development programs and operational expenditure assumptions for 2025 and beyond were cited as reasons for the lowered price target. Despite the reduction, the Buy rating indicates a continued positive outlook for Kymera Therapeutics’ stock performance based on their clinical development progress. InvestingPro analysis suggests the stock is currently undervalued, with additional insights available in the comprehensive Pro Research Report, which provides deep-dive analysis of this and 1,400+ other US equities.

In other recent news, Kymera Therapeutics reported its fourth-quarter 2024 financial results, which did not meet analyst expectations. The company posted a loss of $0.88 per share, wider than the anticipated $0.77 loss per share. Revenue was reported at $7.39 million, significantly below the consensus estimate of $14.71 million. Kymera’s collaboration revenues decreased sharply year-over-year to $7.4 million, compared to $47.9 million in the same quarter of 2023, with all collaboration revenue attributed to its partnership with Sanofi (NASDAQ:SNY). The company also experienced an increase in research and development expenses, rising to $71.8 million from $53.0 million in the previous year, as investments were made in their STAT6 and TYK2 degrader programs. Kymera ended the year with $851 million in cash, cash equivalents, and investments, which is expected to fund operations into mid-2027. Looking forward, the company plans to release complete Phase 1 data for its STAT6 degrader KT-621 in June 2025 and initiate a Phase 1b trial in atopic dermatitis patients in the second quarter of 2025. Additionally, Kymera aims to start a Phase 1 trial of its TYK2 degrader KT-295 in the second quarter of 2025.

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