Prothena stock price target lowered to $11 at Citizens JMP on ARIA concerns

Published 02/09/2025, 12:32
Prothena stock price target lowered to $11 at Citizens JMP on ARIA concerns

Investing.com - Citizens JMP lowered its price target on Prothena Corp (NASDAQ:PRTA) to $11.00 from $29.00 on Tuesday, while maintaining a Market Outperform rating on the stock. Currently trading at $8.20, the stock has declined over 63% in the past year, with a market capitalization of $441 million. InvestingPro analysis indicates the stock is currently undervalued.

The price target reduction follows Prothena’s recent report of results from cohort A of its Phase 1 PRX012 trial in Alzheimer’s disease patients, which included APOε4 heterozygotes and non-carriers.

The trial demonstrated favorable amyloid reduction at the 200mg and 400mg doses, but these benefits were offset by elevated ARIA (Amyloid-Related Imaging Abnormalities) incidence in patients treated with PRX012.

Citizens JMP noted that the ARIA adverse event profile likely makes PRX012 "competitively unviable" in early-stage Alzheimer’s disease patients, impacting the firm’s risk-adjusted, DCF-derived valuation model.

Despite these concerns, Prothena has reiterated its intention to pursue partnership opportunities to advance the PRX012 program, according to Citizens JMP’s research note.

In other recent news, Prothena Corporation has faced significant changes following developments in its clinical programs. The company reported disappointing results from its PRX012 ASCENT program, which led Piper Sandler to drastically reduce its stock price target to $15, maintaining an Overweight rating despite safety concerns related to amyloid-related imaging abnormalities. In a separate development, RBC Capital lowered its price target for Prothena to $10 after the company discontinued its lead proprietary program, birtamimab, prompting a major transformation.

Additionally, Prothena announced a corporate restructuring plan after terminating the AFFIRM-AL trial, which did not show a survival benefit for AL amyloidosis patients. This decision led Cantor Fitzgerald to maintain a Neutral rating on the company’s stock. Meanwhile, JMP Securities reiterated a Market Outperform rating with a $29 price target, expressing confidence in PRX012’s potential in Alzheimer’s treatment as the company awaits Phase 1 results.

In other developments, Novo Nordisk plans to advance coramitug, an amyloid depleter antibody initially developed by Prothena, into Phase 3 trials for ATTR amyloidosis with cardiomyopathy by 2025. This progression follows Novo Nordisk’s acquisition of the antibody in July 2021. These recent events highlight Prothena’s ongoing efforts to navigate challenges and opportunities in its clinical pipeline.

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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