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Cautious Hold on Kezar Life Sciences Amid Zetomipzomib Developments and Market Uncertainties

Cautious Hold on Kezar Life Sciences Amid Zetomipzomib Developments and Market Uncertainties

H.C. Wainwright analyst Ram Selvaraju has reiterated their neutral stance on KZR stock, giving a Hold rating yesterday.

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Ram Selvaraju’s rating is based on the recent developments concerning Kezar Life Sciences’ drug, zetomipzomib. The FDA has lifted the partial clinical hold on the Phase 2a trial for autoimmune hepatitis (AIH), which is seen as a positive step for the drug’s profile in this indication. However, the suspension of development for lupus nephritis (LN) remains a concern, as the full removal of the clinical hold in this area would significantly boost investor confidence and the drug’s potential market uptake.
Despite the positive news regarding AIH, the overall outlook remains cautious due to several risks. These include the uncertainty surrounding the monetization of zetomipzomib, the potential for new data to influence its progression in AIH, and the implications of other Kezar programs on the company’s valuation. Additionally, there are concerns about potential acquisition offers and the risk of dilution in the medium to long term. Given these factors, Selvaraju maintains a Hold rating on Kezar Life Sciences’ stock.

In another report released yesterday, Wells Fargo also maintained a Hold rating on the stock with a $7.00 price target.

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