Analyst Initiates Coverage On This Peer Lagging Gene-Editing Stock
Analyst Initiates Coverage On This Peer Lagging Gene-Editing Stock
分析师开始对这只滞后的基因编辑股票进行报道
- 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.
- 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.
- 坎托·菲茨杰拉德 开始报道于 埃迪塔斯医药公司 （纳斯达克股票代码：EDIT）的评级为增持，目标价为15美元。
- 这位分析师表示，在最近调整了优先顺序并暂停了对视网膜疾病/诱导多能干细胞衍生的自然杀伤细胞计划的内部投资之后，由于有利的IP定位和预期的临床数据更新，Editas的股票有望在来年升值。
- 另请参阅： Editas Medicine 以人口少为由，暂停了遗传性眼病基因疗法试验的工作。
- 坎托还表示，美国上诉法院即将在23年下半年就Broad Institute的许可专利组合做出的裁决将巩固该公司的知识产权地位。
- 与同行相比，EDIT股票的隐含交易价格约为1.65亿美元 Intellia Therapeu （纳斯达克股票代码：NTLA）和 CRISPR 治疗公司 纳斯达克股票代码：CRSP）的隐含电动汽车交易量分别约为21.2亿美元和19.4亿美元。
- 尽管坎托尔表示，在这些估值中，EDIT基于CRISPR的基因编辑平台的潜在价值在很大程度上被忽视了，但EDIT在开发方面却滞后了。
- 价格走势： 在周三的最后一张支票中，EDIT股价上涨了1.01％，至9.99美元。
译文内容由第三方软件翻译。
以上内容仅用作资讯或教育之目的，不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
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以上内容仅用作资讯或教育之目的，不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
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风险及免责提示
以上内容仅用作资讯或教育之目的，不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
知道了
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