Inventiva’s Lanifibranor: A Promising Investment in the MASH Space with Strong Phase III Progress and Financial Backing

Analyst Edward Nash from Canaccord Genuity maintained a Buy rating on Inventiva (IVA – Research Report) and keeping the price target at $20.00.

Edward Nash has given his Buy rating due to a combination of factors that highlight the potential of Inventiva’s lead asset, lanifibranor, in the MASH space. Lanifibranor stands out due to its direct anti-fibrotic effects and oral administration, which differentiates it from other drugs in development that primarily focus on liver fat reduction. The drug’s ability to be used in combination with other treatments, such as GLP-1s and SGLT2 inhibitors, enhances its appeal, especially considering the high prevalence of Type 2 Diabetes among MASH patients.
Furthermore, the completion of full enrollment in the Phase III NATiV3 trial and the anticipated top-line data in the second half of 2026 underscore the progress and potential of lanifibranor. The recent financing, which secured enough funds to support the ongoing trial, alleviates previous financial concerns and positions the company as an attractive investment opportunity. The growing interest from major pharmaceutical companies in the MASH space, exemplified by GSK’s significant investment, further supports the positive outlook for Inventiva.

IVA’s price has also changed moderately for the past six months – from $2.620 to $3.380, which is a 29.01% increase.