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Buy Rating on Springworks Therapeutics Driven by Potential Merck Acquisition and Strong Drug Market Potential

Buy Rating on Springworks Therapeutics Driven by Potential Merck Acquisition and Strong Drug Market Potential

Alec Stranahan, an analyst from Bank of America Securities, reiterated the Buy rating on Springworks Therapeutics (SWTXResearch Report). The associated price target was raised to $65.00.

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Alec Stranahan has given his Buy rating due to a combination of factors, primarily driven by the potential acquisition interest from Merck KGaA, which has sparked increased investor enthusiasm. This acquisition interest, coupled with the advanced discussions regarding this potential deal, provides a positive momentum for Springworks Therapeutics, particularly as they approach the PDUFA for their mirdametinib drug, which is under FDA review.
Additionally, Stranahan highlights the strong market potential for Springworks’ key drugs, Ogsiveo and mirdametinib, which together comprise the majority of the company’s valuation. Ogsiveo, in particular, shows promising commercial potential in both the U.S. and EU markets, while mirdametinib is expected to capture a significant market share in the NF1-PN treatment space. These factors, alongside the possibility of increased physician adoption and potential label expansion for mirdametinib, underpin the raised price objective and reinforce the Buy rating.

In another report released today, Barclays also maintained a Buy rating on the stock with a $63.00 price target.

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