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RBC optimistic on CorMedix shares as DefenCath launch gains traction in outpatient

Published 19/12/2024, 18:30
RBC optimistic on CorMedix shares as DefenCath launch gains traction in outpatient
CRMD
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On Thursday, RBC Capital Markets adjusted its outlook on CorMedix (NASDAQ:CRMD), increasing the price target on the company’s shares to $12.00 from the previous $11.00. The firm maintained its Outperform rating on the biopharmaceutical company. According to InvestingPro data, analyst targets for CRMD range from $11.00 to $19.00, with the stock currently trading at $8.74.

The revision follows a strong performance by CorMedix in 2024, with its stock price surging by 124% year-to-date, significantly outpacing the XBI, which has seen a modest increase of 2% in the same period. InvestingPro data shows the stock has delivered an impressive 131% return over the past year, though investors should note its high volatility and recent -7.4% weekly return. The company’s progress is attributed to the ongoing launch of its product DefenCath, which is used in the prevention of catheter-related bloodstream infections (CRBSI) in end-stage renal disease (ESRD) patients.

CorMedix has been actively executing its commercial strategy by establishing agreements with dialysis providers and operators. This includes the signing of a contract with a large dialysis organization (LDO), which RBC Capital views as a positive step towards market formation and an enhancement of the commercial opportunities for DefenCath.

The analyst noted improvements in the ordering process and logistics for DefenCath, as well as favorable economics that are expected to contribute positively to the franchise in upcoming quarters. CorMedix management has expressed their commitment to supporting the launch in both outpatient and inpatient settings and is exploring expansion opportunities in total parenteral nutrition (TPN) and pediatric hemodialysis (peds-HD).

Additionally, the generation of data from adjacent studies has been cited as a beneficial factor for the company. The updated price target reflects RBC Capital’s revised assessment of DefenCath’s commercial potential, while the firm continues to recognize the speculative risk associated with the investment.

With a current ratio of 3.96 and more cash than debt on its balance sheet, InvestingPro analysis reveals the company maintains strong liquidity despite not yet achieving profitability. Discover 9 additional exclusive ProTips and comprehensive financial analysis in the Pro Research Report, available with an InvestingPro subscription.

In other recent news, CorMedix Inc (NASDAQ:CRMD). has reported substantial progress in its third quarter of 2024, with net revenue reaching $11.5 million. This growth was primarily driven by the successful rollout of its flagship product, DefenCath. Despite the company reporting a net loss of $2.8 million for the quarter, it anticipates a positive EBITDA in Q4. The company has also secured agreements with dialysis operators, which would provide access to approximately 60% of U.S. dialysis clinics.

In addition, CorMedix has been included in the Nasdaq Biotechnology Index, a move that recognizes its potential in the biopharmaceutical industry. The company plans to expand the use of DefenCath to other patient populations, a strategy that may increase its visibility among investors.

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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