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Hold Rating for AnaptysBio: Strategic Licensing Decision Amid Limited GPP Market and Competitive Challenges

Hold Rating for AnaptysBio: Strategic Licensing Decision Amid Limited GPP Market and Competitive Challenges

Analyst Emily Bodnar of H.C. Wainwright maintained a Hold rating on AnaptysBio (ANABResearch Report), retaining the price target of $19.00.

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Emily Bodnar’s rating is based on a variety of considerations regarding AnaptysBio’s current strategic decisions and market outlook. The company has entered a global licensing agreement with Vanda Pharmaceuticals for imsidolimab, an IL-36R antagonist aimed at treating Generalized Pustular Psoriasis (GPP). While the agreement potentially positions AnaptysBio to receive royalties starting in 2026, the product’s market is limited due to the rarity of GPP, which affects a small patient population.
Despite positive trial results, AnaptysBio chose not to commercialize imsidolimab internally, opting instead to focus on other pipeline assets. The financial prospects are further complicated by the presence of an existing competitor therapy, spesolimab, which already occupies the market. Given these factors, Bodnar’s Hold rating reflects a cautious stance, acknowledging potential future benefits from the agreement but recognizing current limitations and uncertainties in market dynamics.

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