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Analyst Initiates Coverage On This Peer Lagging Gene-Editing Stock

Analyst Initiates Coverage On This Peer Lagging Gene-Editing Stock

分析師啟動對此對等滯後基因編輯股票的覆蓋
Benzinga Real-time News ·  2023/02/02 02:06
  • Cantor Fitzgerald initiated coverage on Editas Medicine Inc (NASDAQ:EDIT) with an Overweight rating and a price target of $15.
  • The analyst says that following the recent pipeline reprioritization and pausing of internal investments in the retinal disease/induced pluripotent stem cell-derived natural killer cell programs, Editas shares are well-positioned to appreciate in the coming year due to favorable IP positioning and expected clinical data updates.
  • Also See: Citing Small Population, Editas Medicine Pauses Work On Gene Therapy Trial For Genetic Eye Disorder.
  • Cantor also says that the upcoming decision from the U.S. Court of Appeals in 2H23 for the in-licensed patent portfolio from the Broad Institute will solidify the company's IP positioning.
  • EDIT shares are trading at an implied EV of ~$165 million, compared to the peers Intellia Therapeutics Inc (NASDAQ:NTLA) and CRISPR Therapeutics Inc (NASDAQ:CRSP), are trading at implied EVs of ~$2.12 billion and $1.94 billion, respectively.
  • EDIT is lagging in development, though Cantor says the potential value of EDIT's CRISPR-based gene-editing platform is largely overlooked at these valuations.
  • Price Action: EDIT shares are up 1.01% at $9.99 on the last check Wednesday.
  • 康托·菲茨杰拉德 起始覆蓋 編輯醫藥公司 （納斯達克：編輯）與超重評級和 15 美元的價格目標。
  • 該分析師表示，在最近對視網膜疾病/誘導多能幹細胞衍生的自然殺傷細胞計劃進行內部投資的管道重新排定和暫停後，由於有利的 IP 定位和預期的臨床數據更新，Editas 股份在未來一年處於理想位置，可以欣賞。
  • 另請參閱： 引用小人口，Editas Medicine 暫停基因治療基因治療試驗的工作。
  • Cantor 還表示，美國上訴法院即將在 23 年下半年對博德研究所授權專利組合的裁決將鞏固公司的知識產權定位。
  • 與同行相比，EDIT 股票以約 1.65 億美元的隱含 EV 交易 智慧治療公司 (納斯達克:NTLA) 和 CRISPR 治療學公司 （納斯達克：CRSP），分別以約 21.2 億美元和 1.94 億美元的隱含電動汽車進行交易。
  • 儘管坎托爾表示，EDIT 基於 CRISPR 的基因編輯平台的潛在價值在這些估值中很大程度上被忽略了。
  • 價格行動： 上次檢查週三，編輯股價上漲 1.01％，價格為 9.99 美元。

譯文內容由第三人軟體翻譯。


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