Update shared on 14 Dec 2025
Fair value Increased 380%Analysts have sharply raised their price target on Gossamer Bio, with fair value estimates climbing from approximately 1.25 to 6.00 per share. They cite expectations for significantly faster revenue growth and a higher future earnings multiple, despite a modest uptick in discount rates and slightly lower projected profit margins.
What's in the News
- Gossamer Bio announced five scientific presentations on seralutinib will be featured at the European Respiratory Society Congress 2025 in Amsterdam and online, highlighting growing clinical and scientific interest in the program (Key Developments).
- The presentations will focus on seralutinib's targeting of fibrotic pathways in idiopathic pulmonary fibrosis, supported by data from single cell transcriptomics that may clarify its mechanism of action (Key Developments).
- Seralutinib is being jointly developed with Chiesi Group under a global collaboration agreement, underscoring external validation and shared investment in the asset's commercial potential (Key Developments).
Valuation Changes
- Fair Value Estimate increased significantly from approximately $1.25 to $6.00 per share, reflecting a more optimistic view of long term fundamentals.
- Discount Rate has risen slightly from about 7.18 percent to 7.47 percent, indicating a modestly higher required return and risk assessment.
- Revenue Growth was raised meaningfully from roughly 19 percent to about 30.6 percent, signaling stronger expectations for top line expansion.
- Net Profit Margin edged down slightly from around 16.25 percent to 16.03 percent, suggesting a marginally more conservative view on long term profitability.
- Future P/E increased sharply from about 32.0x to 115.4x, implying a much higher multiple placed on expected future earnings.
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