Capricor Sues NS Pharma Over Deramiocel U.S. Rights

The latest update is out from Capricor Therapeutics ( (CAPR) ).

On May 7, 2026, Capricor Therapeutics filed a lawsuit in the Superior Court of New Jersey against Nippon Shinyaku and its U.S. unit NS Pharma over their U.S. distribution agreement for Deramiocel, its investigational Duchenne muscular dystrophy therapy. The company alleges a fundamental pricing flaw that could block access for Medicare, Medicaid and privately insured patients, as well as NS Pharma’s failure to adequately prepare for the U.S. commercial launch, and is seeking to rescind the deal and secure the right to distribute Deramiocel itself while maintaining its FDA priority review timeline and commercial readiness plans.

The dispute underscores tensions over how to price and launch high-impact rare disease therapies in the U.S. market, with Capricor arguing that NS Pharma’s inaction risks delaying access to a potentially life-changing treatment for about 15,000 DMD patients. By moving to unwind the agreement and pursue equitable relief, Capricor is attempting to protect future U.S. market access for Deramiocel and assert greater control over its commercialization strategy at a critical juncture ahead of the FDA’s targeted decision date of August 22, 2026.

The most recent analyst rating on (CAPR) stock is a Buy with a $43.00 price target. To see the full list of analyst forecasts on Capricor Therapeutics stock, see the CAPR Stock Forecast page.

Spark’s Take on CAPR Stock

According to Spark, TipRanks’ AI Analyst, CAPR is a Neutral.

The score is held back primarily by weak financial performance (persistent losses, cash burn, and severe revenue/TTM volatility). Offsetting this, technicals show strong upward price trend and the latest earnings call highlighted meaningful regulatory momentum (BLA acceptance/PDUFA date), strong pivotal data, and manufacturing readiness, while valuation remains unattractive due to unprofitability and no dividend.

To see Spark’s full report on CAPR stock, click here.

More about Capricor Therapeutics

Capricor Therapeutics, Inc. is a biotechnology company focused on developing transformative cell and exosome-based therapeutics for rare diseases. Its lead product candidate is Deramiocel, an allogeneic cardiac-derived cell therapy in late-stage development for Duchenne muscular dystrophy, and it is also advancing its StealthX exosome platform for targeted delivery of vaccines and other therapeutics.

Average Trading Volume: 1,242,156

Technical Sentiment Signal: Buy

Current Market Cap: $1.99B

See more insights into CAPR stock on TipRanks’ Stock Analysis page.