The analyst fair value estimate for Aquestive Therapeutics has been increased by $0.50 to $9.08. Analysts cite recent patent extensions and regulatory progress for Anaphylm as key drivers of the upward revision.
Analyst Commentary
Bullish Takeaways- Bullish analysts highlight the recent extension of brand exclusivity for Anaphylm due to patent issuances. This move is expected to secure value and strengthen Aquestive’s intellectual property through at least 2037.
- Recent regulatory developments, particularly the FDA decision not to require an advisory committee for Anaphylm’s NDA, are viewed as reducing uncertainty and potentially accelerating the approval pathway.
- Upward revisions in price targets reflect increased confidence in the commercial opportunity of Anaphylm and its novel route of administration. The market reaction indicates strong investor optimism.
- The positive outlook is reinforced by new coverage initiations with outperform ratings, signaling broadening analyst conviction in Aquestive's growth prospects and execution on key milestones.
What's in the News
- Oppenheimer raised its price target on Aquestive Therapeutics to $8 from $7 and maintained an Outperform rating. This update follows the FDA's decision not to require an Advisory Committee meeting for Anaphylm, a move that sent shares up over 43 percent (Periodicals).
- The FDA informed Aquestive Therapeutics that an advisory committee meeting is not required for Anaphylm Sublingual Film, which could streamline the approval process (Key Developments).
- Aquestive Therapeutics completed a follow-on equity offering and raised $85 million through the sale of 21,250,000 shares of common stock at $4 per share (Key Developments).
- The company confirmed earnings guidance for the full year 2025 and projects total revenue between $44 million and $50 million (Key Developments).
Valuation Changes
- The Fair Value Estimate has increased modestly from $8.58 to $9.08, reflecting updated analyst assessments.
- The Discount Rate remains unchanged at 6.78 percent, indicating consistent perceived risk levels.
- Revenue Growth expectations have risen slightly, moving from 41.8 percent to 43.0 percent.
- The Net Profit Margin projection has decreased from 23.2 percent to 22.1 percent.
- The future P/E ratio forecast has fallen from 52.8x to 47.3x, suggesting a shift toward more conservative valuation multiples.
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