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Ironwood Pharma: Hold Rating Maintained Amid Revenue Uncertainty and Long-term Concerns

Mohit Bansal, an analyst from Wells Fargo, maintained the Hold rating on Ironwood Pharma (IRWDResearch Report). The associated price target remains the same with $1.00.

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Mohit Bansal has given his Hold rating due to a combination of factors impacting Ironwood Pharma’s financial outlook. The company’s first-quarter revenue for Linzess was significantly affected by adjustments in rebate reserves, which, while not expected to alter the full-year results, create uncertainty in quarterly revenue projections. Despite strong prescription growth and an increase in adjusted EBITDA guidance, long-term concerns persist, particularly related to the additional Phase 3 trial required for apraglutide.
The delay in apraglutide’s launch due to the need for further trials adds to the uncertainty, impacting future profitability and liquidity management strategies. Additionally, while the near-term financial outlook has improved with reduced commercial spending, the long-term financial impact remains unclear, leading to a cautious stance. These factors collectively contribute to the decision to maintain a Hold rating on Ironwood Pharma’s stock.

In another report released on April 28, Craig-Hallum also maintained a Hold rating on the stock with a $1.10 price target.

IRWD’s price has also changed dramatically for the past six months – from $4.150 to $0.932, which is a -77.54% drop .

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