UBS lowers Rocket Pharmaceuticals stock price target on Danon setback

Published 17/06/2025, 15:44
UBS lowers Rocket Pharmaceuticals stock price target on Danon setback

UBS lowered its price target on Rocket Pharmaceuticals (NASDAQ:RCKT) to $5.00 from $12.00 on Tuesday, while maintaining a Buy rating on the gene therapy company’s stock. The stock, currently trading at $2.92, has experienced a significant decline of 86% over the past year. According to InvestingPro data, analyst targets for the stock range from $2.00 to $19.00.

The price target reduction follows a recent setback in the company’s Danon disease program, which triggered a significant sell-off in Rocket’s shares. Despite the reduction, UBS believes the stock can outperform heading into a potential second-half 2025 PKP2 program data readout. InvestingPro analysis shows the company maintains strong liquidity with a current ratio of 9.19, though it’s currently burning through cash rapidly.

UBS noted that Rocket Pharmaceuticals appears to have identified the root cause for a patient death in its Danon program, making the firm "cautiously optimistic" about a possible recovery for that clinical program.

The investment bank highlighted that Rocket’s PKP2 program and other platform programs remain intact despite the Danon setback. UBS also pointed to the company’s cash and cash equivalents of $3.2 per share, plus potential additional cash from the sale of Priority Review Vouchers estimated at $300-450 million.

UBS expressed optimism about the anticipated second-half 2025 PKP2 data readout, which could serve as a catalyst for the gene therapy company’s stock performance.

In other recent news, Rocket Pharmaceuticals has faced several significant developments. The company reported a clinical hold on its Phase 2 trial for the Danon disease treatment, RP-A501, following a serious adverse event involving a patient’s death. This incident led to multiple analysts revising their ratings and price targets for the company. Canaccord Genuity maintained a Buy rating but lowered the price target from $34 to $11, citing delays in the anticipated launch timeline for RP-A501/Danon. Evercore ISI downgraded Rocket Pharmaceuticals from Outperform to In Line, reducing the price target to $5, influenced by the recent trial incident. Similarly, JPMorgan downgraded the stock from Overweight to Neutral, with a new price target of $7, reflecting concerns over the clinical hold and regulatory challenges. Goldman Sachs took a more cautious stance, downgrading the stock to Sell and slashing the price target to $2, questioning the commercial viability of RP-A501. Scotiabank (TSX:BNS) also adjusted its price target to $19, maintaining a Sector Outperform rating while acknowledging the uncertainty surrounding the Danon disease program. These developments indicate that analysts are closely monitoring the situation, with varying expectations for Rocket Pharmaceuticals’ future performance.

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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