Stifel reiterates buy rating on MBX Biosciences stock ahead of trial data

Published 12/06/2025, 13:00
Stifel reiterates buy rating on MBX Biosciences stock ahead of trial data

Stifel has maintained its buy rating and $40.00 price target on MBX Biosciences Inc (NASDAQ:MBX), representing a significant upside from the current price of $10.94. According to InvestingPro data, analyst targets range from $30 to $44, with a strong buy consensus rating of 1.4. The company approaches Phase 2b AVAIL clinical trial data for canvuparatide, its once-weekly parathyroid hormone replacement pro-drug for hypoparathyroidism patients.

The AVAIL trial will evaluate whether canvuparatide’s weekly administration regimen provides meaningful benefits for patients with hypoparathyroidism, a condition whose treatment options have recently expanded with Ascendis Pharma (NASDAQ:ASND)’s approval of Yorvipath, a once-daily PTH analog. With a market capitalization of $366 million, MBX maintains a strong liquidity position, with InvestingPro analysis showing more cash than debt on its balance sheet and a healthy current ratio of 23.31.

Stifel’s analysis will focus on multiple metrics from the trial, including the proportion of patients achieving calcium normalization without supplements, safety parameters, and specific biomarker data not fully revealed in previous healthy volunteer studies.

The research firm suggests that if successful, canvuparatide could become a more convenient alternative to Yorvipath, comparing the potential market dynamic to how Trulicity’s weekly dosing largely displaced Victoza’s daily regimen in the diabetes market.

While MBX shares have experienced volatility ahead of the data release, with the stock down 46.6% over the past six months, Stifel believes positive trial results with consistent biomarker data would validate both canvuparatide’s potential and MBX’s broader PEP (Precision Endocrine Peptide) platform technology. For deeper insights into MBX’s financial health and market potential, access the comprehensive Pro Research Report available exclusively on InvestingPro, along with 10+ additional ProTips and advanced metrics.

In other recent news, MBX Biosciences has reported significant developments. The company announced changes to its board of directors, with Carl L. Gordon, Ph.D., CFA, departing and Tiba Aynechi, Ph.D., and P. Kent Hawryluk elected as Class I directors for a three-year term. Additionally, Steve Hoerter, a biotech veteran, has joined the board as an independent director, bringing over 30 years of industry experience. Financially, MBX Biosciences is positioned to continue operations into mid-2027, with $240.8 million in cash and equivalents reported at the end of the first quarter of 2025. Stifel analysts have reiterated a Buy rating with a $40 price target, while JMP Securities and Citizens JMP have both set a $38 price target, reflecting optimism about the company’s clinical progress and strategic approach. The company is advancing its clinical trials, with the Phase 2 AVAIL study for canvuparatide in hypoparathyroidism expecting results in the third quarter of 2025. Furthermore, MBX Biosciences is preparing to progress MBX-1416 into a Phase 2 trial and submit an IND application for MBX-4291, indicating a robust pipeline. These updates underscore MBX Biosciences’ ongoing efforts to develop innovative treatments for endocrine and metabolic disorders.

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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