Oppenheimer reiterates Outperform rating on MBX Biosciences stock ahead of Phase 2 data

Published 23/07/2025, 12:10
Oppenheimer reiterates Outperform rating on MBX Biosciences stock ahead of Phase 2 data

Investing.com - Oppenheimer has reiterated an Outperform rating and $38.00 price target on MBX Biosciences Inc (NASDAQ:MBX) ahead of the company’s upcoming Phase 2 clinical trial results. Currently trading at $11.70, the stock sits well below analysts’ consensus target range of $30-44, according to InvestingPro data.

The research firm noted that investor sentiment toward MBX remains mixed, with feedback ranging from skeptical to cautiously optimistic, creating what Oppenheimer describes as a "positively skewed topline risk/reward" opportunity for the company.

Oppenheimer believes the efficacy benchmark for MBX will be comparable to Yorvipath’s Phase 2 results, a target the firm considers "readily attainable" since both Yorvipath and MBX’s canvuparatide utilize the same peptide.

The firm addressed bearish perspectives on MBX, characterizing them as "overly cautious" with concerns based on hypothetical extrapolations of pharmacokinetic and pharmacodynamic data, while acknowledging some investors prefer to wait for trial results before taking positions.

Oppenheimer maintains its favorable outlook on MBX Biosciences heading into the topline data release, following the firm’s initiation of coverage last week.

In other recent news, MBX Biosciences has submitted an Investigational New Drug (IND) application to the U.S. Food and Drug Administration for MBX 4291, a treatment designed for obesity. The company plans to start a Phase 1 clinical trial in 2025, pending FDA approval. Stifel has reiterated its buy rating for MBX Biosciences, maintaining a $40.00 price target, as the company approaches the release of Phase 2b AVAIL clinical trial data for canvuparatide, a treatment for hypoparathyroidism. JMP Securities continues to support MBX Biosciences with a Market Outperform rating and a $38.00 price target, noting the strong U.S. launch of Yorvipath, which addresses a market exceeding $15 billion. Oppenheimer has also initiated coverage on the company with an Outperform rating, highlighting MBX Biosciences’ Precision Endocrine Peptide platform. JMP Securities reiterated its positive outlook on MBX Biosciences, citing developments in hypoparathyroidism treatments and increased activity at the ENDO conference. These developments reflect MBX Biosciences’ ongoing efforts and potential in the biopharmaceutical industry.

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