Analysts have raised their fair value estimate for Aquestive Therapeutics from $9.08 to $10.30. This change reflects recent patent wins for Anaphylm and improved regulatory outlooks, which are expected to enhance long-term growth and exclusivity for the company.
Analyst Commentary
Recent Street research on Aquestive Therapeutics highlights a generally optimistic outlook on the company's prospects, supported by positive regulatory developments and strengthened intellectual property. Analysts have been adjusting their valuation targets and ratings in response to key events for the company.
Bullish Takeaways- Bullish analysts have raised price targets, citing the issuance of two new patents for Anaphylm. These patents extend brand exclusivity through at least 2037, which is viewed as value accretive and enhances the company's long-term growth prospects.
- There is confidence in Aquestive's regulatory pathway following the announcement that the FDA will not require an AdCom for Anaphylm's New Drug Application. This development is perceived to increase the likelihood and speed of approval.
- Recent patent wins specifically cover the compositions of matter for the novel epinephrine prodrug in Anaphylm. These additions further strengthen the company’s intellectual property estate and potential market defensibility.
- Analysts note that share prices responded positively to regulatory updates, reflecting broader investor confidence in Aquestive's ability to execute on its milestones and deliver value creation.
What's in the News
- Oppenheimer raised its price target for Aquestive Therapeutics to $8 from $7 and maintained an Outperform rating, highlighting investor optimism after the FDA did not require an advisory committee for Anaphylm's NDA (Oppenheimer).
- Aquestive Therapeutics confirmed full-year 2025 revenue guidance and expects total revenue between $44 million and $50 million.
- The FDA informed Aquestive that an advisory committee meeting is not required for Anaphylm (dibutepinephrine) Sublingual Film. This development is being interpreted as increasing the likelihood of approval.
Valuation Changes
- Fair Value Estimate has increased from $9.08 to $10.30, reflecting a moderate upward adjustment.
- Discount Rate has decreased marginally, now at 6.96% compared to 6.96% previously. This indicates little change in perceived risk.
- Revenue Growth Projection has risen from 49.25% to 54.08%, signaling improved expectations for top-line expansion.
- Net Profit Margin Estimate has fallen significantly, declining from 24.55% to 5.45%.
- Future P/E Ratio has increased substantially, moving from 46.7x to 216.94x. This highlights a much higher forward valuation multiple.
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