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Buy Rating on Travere Therapeutics: Undervaluation Amidst IgAN and FSGS Opportunities

Buy Rating on Travere Therapeutics: Undervaluation Amidst IgAN and FSGS Opportunities

Travere Therapeutics (TVTXResearch Report), the Healthcare sector company, was revisited by a Wall Street analyst on June 11. Analyst Joseph Schwartz from Leerink Partners reiterated a Buy rating on the stock and has a $42.00 price target.

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Joseph Schwartz has given his Buy rating due to a combination of factors that highlight the potential undervaluation of Travere Therapeutics’ stock. Despite the recent sell-off following the FDA’s decision to hold an Advisory Committee meeting for the FSGS supplemental New Drug Application, Schwartz believes the stock is undervalued based on the IgAN opportunity alone, with FSGS offering additional upside.
Schwartz points out that the launch of Filspari for IgAN has been gaining strong momentum, supported by its status as the only non-immunosuppressive treatment with full approval and long-term efficacy data. This unique position in the market is expected to help maintain its foundational status despite rising competition. Furthermore, even if only the IgAN opportunity, legacy business, and cash are considered, there is still significant upside potential for the stock. Schwartz suggests that the current stock price presents a favorable entry point for investors, especially with the anticipated approval of Filspari for FSGS within the next year.

Schwartz covers the Healthcare sector, focusing on stocks such as Travere Therapeutics, uniQure, and Ascendis Pharma. According to TipRanks, Schwartz has an average return of 11.9% and a 43.60% success rate on recommended stocks.

In another report released on June 11, H.C. Wainwright also initiated coverage with a Buy rating on the stock with a $30.00 price target.

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