Update shared on 16 Sep 2025
Fair value Increased 1k%Despite a significant increase in the consensus analyst price target from $4.00 to $60.00, analysts remain cautious due to Clearside's uncertain strategic direction, tough financing environment, and diminishing cash runway, which cloud visibility into the company's future.
Analyst Commentary
- Announcement of exploring strategic alternatives created uncertainty around Clearside's future direction.
- Bearish analysts cited a challenging financing environment and imminent end of Clearside's cash runway.
- Lack of new capital injection increases concerns about the company's ability to fund further development, particularly of the CLS-AX asset.
- Ongoing efforts to preserve cash and maximize platform value have uncertain outcomes.
- Downgrade in price targets reflects elevated risk and limited visibility into Clearside's future prospects.
What's in the News
- Clearside Biomedical is exploring strategic alternatives, including sale, licensing, or partnerships, to advance its SCS platform and pipeline, and has retained Piper Sandler as an advisor.
- All employees, including C-suite executives, are being converted to consultants and internal R&D has been paused to conserve cash; estimated charges for severance and related costs are approximately $3.4 million.
- The company faces potential delisting from Nasdaq due to non-compliance with both minimum bid price and market value requirements; it has requested a hearing and proposed a reverse stock split (ratio between 1-for-5 and 1-for-15) to regain compliance.
- A special shareholder meeting was called to vote on the reverse stock split and related amendments.
- Health Canada approved XIPERE for uveitic macular edema, expanding its market beyond the U.S., Singapore, and Australia; XIPERE is under review in China, with Bausch + Lomb holding commercialization rights in several global markets.
Valuation Changes
Summary of Valuation Changes for Clearside Biomedical
- The Consensus Analyst Price Target has significantly risen from $4.00 to $60.00.
- The Future P/E for Clearside Biomedical has significantly fallen from 172.23x to 149.46x.
- The Discount Rate for Clearside Biomedical has risen slightly from 8.08% to 8.32%.
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