Barclays analyst Carter Gould maintains $Travere Therapeutic (TVTX.US)$ with a buy rating, and adjusts the target price from $14 to $18.
According to TipRanks data, the analyst has a success rate of 52.5% and a total average return of 9.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Travere Therapeutic (TVTX.US)$'s main analysts recently are as follows:
Travere Therapeutics recently announced a halt in enrollment for their pegtibatinase phase 3 HARMONY study due to manufacturing concerns, which is acknowledged as a delay in the commercialization timeline. The company forecasts a potential trial restart by 2026. Despite this, the significance attributed to the program was minimal from the start, and the management has underlined that trial design and enrollment are not anticipated to be affected by these issues. Consequently, it is anticipated that there will be a limited effect on near-term investor sentiment.
Travere Therapeutics has voluntarily paused enrollment in their Phase 3 HARMONY study of pegtibatinase owing to challenges encountered with manufacturing scale-up. The halt in enrollment is seen as a setback, considering pegtibatinase was viewed as a chance to expand the company's portfolio beyond Filspari. The anticipated market introduction of the product has been adjusted to fiscal 2030, with the assumption that enrollment will recommence in 2026.
Travere Therapeutics witnessed a revised timeline for broader patient enrollment and potential future commercialization due to a voluntary pause in the Phase 3 HARMONY study of pegtibatinase for treating classical homocystinuria. This pause is anticipated to significantly extend the timeline, with expectations to resume study enrollment by 2026. Consequently, the probability of success for pegtibatinase has been moderately adjusted, and the forecast for sales has been deferred by a couple of years.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克莱银行分析师Carter Gould维持$Travere Therapeutic (TVTX.US)$买入评级,并将目标价从14美元上调至18美元。
根据TipRanks数据显示,该分析师近一年总胜率为52.5%,总平均回报率为9.7%。
此外,综合报道,$Travere Therapeutic (TVTX.US)$近期主要分析师观点如下:
Travere Therapeutics最近宣布,由于生产方面的担忧,其聚乙二醇酶3期HARMONY研究的注册暂停注册,这被认为是商业化时间表的延迟。该公司预测,到2026年可能会重启试验。尽管如此,该计划的意义从一开始就微乎其微,管理层强调,预计试验设计和注册不会受到这些问题的影响。因此,预计对短期投资者情绪的影响有限。
由于扩大生产规模时遇到了挑战,Travere Therapeutics自愿暂停了聚乙二醇酶的3期HARMONY研究的注册。考虑到聚乙二醇酶被视为将公司投资组合扩展到Filspari以外的机会,暂停注册被视为挫折。该产品的预期市场推出已调整至2030财年,前提是注册将于2026年重新开始。
Travere Therapeutics见证了扩大患者入组的时间表以及未来可能的商业化,这是由于自愿暂停了用于治疗传统同型半胱氨酸尿症的聚乙二醇酶的3期HARMONY研究。预计这一暂停将大大延长时间表,预计到2026年将恢复研究入学。因此,对聚乙二醇酶的成功概率进行了适度调整,销售预测已推迟了几年。
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