Update shared on 24 Oct 2025
Analysts have recently raised their price targets for Aquestive Therapeutics, with increases up to $12 per share. They cite extended patent protection for Anaphylm and positive regulatory developments as key factors supporting a more optimistic outlook.
Analyst Commentary
Bullish Takeaways- Bullish analysts have increased price targets for Aquestive Therapeutics, reflecting improved confidence in the company’s outlook and execution.
- The recent issuance of two additional patents for Anaphylm extends brand exclusivity through at least 2037. This enhances the potential for sustained revenue growth and higher valuation multiples.
- Regulatory developments, including the FDA decision not to require an Advisory Committee meeting for Anaphylm, are seen as clearing a significant hurdle and increasing the likelihood of approval.
- The patents reinforce intellectual property protection and specifically cover the novel epinephrine prodrug. This is seen as meaningfully value accretive for the product candidate’s commercial prospects.
What's in the News
- Oppenheimer raised its price target for Aquestive Therapeutics to $8 from $7 after the FDA decided not to require an Advisory Committee meeting for Anaphylm. This led to a significant increase in share price (Oppenheimer).
- The FDA informed Aquestive Therapeutics that no advisory committee meeting is needed for Anaphylm, which reduces regulatory hurdles ahead of possible approval (Company Announcement).
- A follow-on equity offering was completed, raising $85 million through the sale of 21,250,000 shares of common stock at $4 per share (Company Announcement).
- Full-year 2025 earnings guidance was confirmed, with total revenue expected to range between $44 million and $50 million (Company Announcement).
Valuation Changes
- Fair Value Estimate has remained unchanged at $9.08 per share.
- Discount Rate is steady at 6.78%, indicating no change in risk assessment.
- Revenue Growth projection is essentially unchanged at approximately 43% year over year.
- Net Profit Margin estimate has decreased very slightly to 22.06% from 22.09%.
- Future P/E Ratio has risen marginally from 47.29x to 47.34x.
Disclaimer
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