Buy Recommendation for Molecular Partners: Promising MP0533 Study Results and Strategic Developments

Analyst Charles Zhu of LifeSci Capital maintained a Buy rating on Molecular Partners (MOLN – Research Report), retaining the price target of $12.00.

Charles Zhu’s rating is based on the promising clinical data presented by Molecular Partners at EHA 2025, particularly regarding their MP0533 study for R/R AML/MDS. The data from cohort 8 showed a 37.5% complete response rate, which is significant given the heavily treated patient population involved. The study’s safety profile was consistent with previous findings, and the company is taking steps to address the issue of anti-drug antibodies (ADAs) by implementing premedication strategies in cohort 9.
Management’s confidence in the amended dosing scheme, which has resulted in higher complete response rates, further supports the Buy rating. Additionally, the company’s strategic use of anti-CD20 premedication to potentially reduce ADA rates and improve response durability is seen as a positive development. With a robust protocol that includes combination therapy options and a stable financial position, Molecular Partners is well-positioned for future success, justifying the Buy recommendation.

Zhu covers the Healthcare sector, focusing on stocks such as Merus, Kura Oncology, and IDEAYA Biosciences. According to TipRanks, Zhu has an average return of -6.6% and a 43.64% success rate on recommended stocks.