TD Cowen reiterates buy on Apogee Therapeutics stock

Published 10/03/2025, 21:04
TD Cowen reiterates buy on Apogee Therapeutics stock

On Monday, TD Cowen maintained a positive stance on Apogee (NASDAQ:APOG) Therapeutics Inc (NASDAQ:APGE) shares, as analyst Tyler Van Buren confirmed a Buy rating. The $2.1 billion market cap company has shown strong momentum, with shares surging over 15% in the past week. The endorsement comes after Apogee revealed promising results from its Phase I APG990 trials. InvestingPro data reveals several more insights about the company’s performance and potential. Van Buren highlighted the company’s performance, noting that Apogee has consistently surpassed expectations with its clinical developments.

Apogee’s current frontrunner, APG777, is progressing through a Phase II AD study, with results anticipated by mid-year. The analyst expressed a high level of confidence in the upcoming readout. Van Buren drew comparisons between Apogee’s APG777 and Dupilumab, commonly known as Dupi, suggesting APG777 could have a similar "product-in-a-pipeline" potential. This potential is based on the planned initiation of Phase II trials for asthma and eosinophilic esophagitis (EoE) in the years 2025-2026.

The analyst’s comments also touched on the combination therapies Apogee is developing. These combinations are expected to offer Janus kinase (JAK)-like efficacy, which could be a significant advantage in the market. Van Buren pointed out the potential for these combinations to deliver improved safety and dosing profiles compared to existing treatments, which could be a key differentiator for Apogee Therapeutics . Analysts share this optimistic outlook, with price targets ranging from $80 to $116 per share. InvestingPro analysis suggests the stock is currently fairly valued, with additional metrics and insights available to subscribers.

Apogee Therapeutics’ stock rating remains firm with TD Cowen’s latest assessment. The company maintains a strong financial position with a healthy current ratio of 18.55 and more cash than debt on its balance sheet. Investors and stakeholders in the biotechnology sector will be closely watching the company as it advances its clinical programs and prepares for the upcoming Phase II AD readout for APG777, scheduled for mid-2025.

In other recent news, Apogee Therapeutics has garnered attention with several significant developments. Jefferies analyst Akash Tewari raised the price target for Apogee Therapeutics to $86, up from $82, while maintaining a Buy rating. This adjustment follows promising data from early-stage clinical trials, particularly the Single Ascending Dose study of APG990, which showed a human half-life of approximately 60 days. The positive clinical developments contributed to an updated valuation of $1.8 billion for APG990. Meanwhile, Guggenheim reaffirmed its Buy rating on Apogee, despite setbacks faced by competitors in the atopic dermatitis market. The failures of competing drugs, which did not meet primary or secondary endpoints, underscore the potential of Apogee’s strategy focusing on monoclonal antibodies targeting clinically validated epitopes. Guggenheim’s analyst pointed out that these trial failures reduce competition for Apogee, potentially offering a competitive edge. The atopic dermatitis market is projected to grow significantly, and Apogee’s strategic focus and trial design could position the company well in this expanding market.

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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