Scotiabank sets Palvella stock to Sector Outperform, $50 target

Published 07/03/2025, 14:00
Scotiabank sets Palvella stock to Sector Outperform, $50 target

On Friday, Scotiabank (TSX:BNS) initiated coverage on Palvella Therapeutics (NASDAQ:PVLA) shares, assigning a Sector Outperform rating and setting a price target of $50.00. Currently trading at $23.94, the stock appears overvalued according to InvestingPro analysis. The endorsement comes as Palvella Therapeutics gears up for pivotal trial readouts that could position the company as a leader in the rare genetic skin disease market.

The analyst at Scotiabank, Louise Chen, expressed optimism about the company’s prospects, citing upcoming results from the Phase 3 SELVA trial and the Phase 2 TOVIA study. The market seems to share this optimism, with the stock posting an impressive 99.5% return year-to-date and trading near its 52-week high of $24. Positive outcomes from these trials, as suggested by earlier studies and real-world data, are anticipated to significantly bolster Palvella’s market valuation.

Chen’s analysis points to a potential for the company to grow its market capitalization from its current $268.64 million to several billion dollars over time, should the trials prove successful. With analyst targets ranging from $30 to $44, and a consensus "Strong Buy" rating, this growth is underpinned by the expectation that the company’s products could generate sales exceeding $1 billion.

Palvella Therapeutics is currently focused on developing treatments for rare genetic skin diseases, and the upcoming trial readouts are critical milestones for the company. The Phase 3 SELVA trial and the Phase 2 TOVIA study are particularly significant, as they could validate the company’s research and development efforts and pave the way for commercial success.

The price target of $50.00 per share set by Scotiabank reflects a substantial increase from Palvella Therapeutics’ current trading levels. Investors and market watchers will be closely monitoring the company’s progress as the trial results draw near.

In other recent news, Palvella Therapeutics has been the focus of several analyst reports and clinical trial updates. Palvella announced positive results from its Phase 2 study of QTORIN rapamycin for treating microcystic lymphatic malformations, showing significant improvement in all participants over a 12-week period. This study’s results have been published in the Journal of Vascular Anomalies, highlighting the potential of QTORIN rapamycin as a treatment option for this rare condition. The ongoing Phase 3 SELVA trial for QTORIN rapamycin is expected to provide topline data in the first quarter of 2026, with the U.S. FDA granting it Breakthrough, Fast Track, and Orphan Drug Designations.

Analysts from H.C. Wainwright have maintained a Buy rating with a $38 price target, emphasizing the potential of QTORIN rapamycin in treating cutaneous venous malformations, a market with a larger patient population than microcystic lymphatic malformations. TD Cowen also initiated coverage with a Buy rating and a $44 price target, citing the potential of Palvella’s QTORIN formulation platform to address unmet needs in rare genetic skin diseases. Cowen’s analysts project peak potential sales of approximately $956 million in the U.S. market for QTORIN rapamycin in treating Pachyonychia Congenita.

Palvella plans to submit a rolling New Drug Application for QTORIN rapamycin in 2026, with the possibility of expedited review. The company’s ongoing trials and analyst endorsements underscore the anticipation surrounding QTORIN rapamycin’s potential to become a first-line standard of care for these rare conditions.

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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