ESSA Pharma shares downgraded after halting drug development

Published 04/11/2024, 14:18
ESSA Pharma shares downgraded after halting drug development

On Monday, ESSA Pharma (NASDAQ:EPIX) shares faced a downgrade by Oppenheimer from Outperform to Perform, following the company's announcement to halt the development of its drug candidate masofaniten. The decision came after a futility analysis indicated that masofaniten did not meet the targeted efficacy profile in a Phase 2 study.

The study in question evaluated masofaniten in combination with enzalutamide for patients with metastatic castration-resistant prostate cancer (mCRPC) who had not previously received second-generation antiandrogens. The analysis led ESSA Pharma to discontinue all development efforts for the drug.

In light of these developments, ESSA Pharma is initiating a strategic process to explore various options aimed at maximizing shareholder value. Despite the setback, the company's last reported cash balance of $126.8 million is expected to provide it with sufficient flexibility to assess potential opportunities.

In response to these events, Oppenheimer has withdrawn its previous price target of $17 for ESSA Pharma's stock. The firm's revised stance to Perform reflects the new circumstances surrounding the biopharmaceutical company's pipeline and future prospects.

In other recent news, ESSA Pharma has experienced several significant developments. The biopharmaceutical company's stock rating was downgraded by Piper Sandler from Overweight to Neutral, with its price target adjusted to $2.00 from the previous $15.00, following the termination of a critical Phase II trial for its drug candidate masofaniten.

Concurrently, Jones Trading also downgraded ESSA Pharma's shares from "Buy" to "Hold" based on the unfavorable trial data.

An Ipsen employee, Dishant Gupta, is set to plead guilty to securities fraud for insider trading based on confidential information regarding the company's acquisition plans. Gupta reportedly profited over $262,000 from trades involving cancer drug developer Epizyme (NASDAQ:EPZM).

Lastly, ESSA Pharma's ongoing Phase 2 dose expansion is actively enrolling patients across multiple sites in the US, Canada, and Australia, with further participation from Europe anticipated. Top-line results from the Phase 2 masofaniten and enzalutamide combination study are expected to be reported in mid-2025.

InvestingPro Insights

The recent developments at ESSA Pharma (NASDAQ:EPIX) have significantly impacted its stock performance. According to InvestingPro data, EPIX has experienced a dramatic 74.5% decline in just one week, with the stock price currently at $1.40. This sharp drop aligns with the company's announcement to halt the development of masofaniten.

InvestingPro Tips highlight that EPIX's stock is now in oversold territory, as indicated by its Relative Strength Index (RSI). This suggests that the market's reaction to the news may have been particularly severe. Moreover, EPIX holds more cash than debt on its balance sheet, which supports the article's mention of the company's $126.8 million cash balance providing flexibility for future strategic decisions.

It's worth noting that EPIX's liquid assets exceed its short-term obligations, potentially offering some financial stability as the company explores new opportunities. However, analysts do not anticipate profitability this year, reflecting the challenges ahead following the discontinuation of its lead drug candidate.

For investors seeking a more comprehensive analysis, InvestingPro offers 13 additional tips for EPIX, providing a deeper understanding of the company's financial health and market position during this critical period.

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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