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Positive Outlook on Lipocine: Promising Clinical Developments and Commercial Prospects Support Buy Rating

Positive Outlook on Lipocine: Promising Clinical Developments and Commercial Prospects Support Buy Rating

Yi Chen, an analyst from H.C. Wainwright, reiterated the Buy rating on Lipocine (LPCNResearch Report). The associated price target remains the same with $8.00.

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Yi Chen’s rating is based on the promising developments in Lipocine’s clinical and commercial activities. The initiation of the Phase 3 trial for LPCN 1154 in postpartum depression (PPD) marks a significant milestone, with the first patient already dosed and topline results expected in the second quarter of 2026. This trial is crucial as LPCN 1154, an oral formulation of brexanolone, aims to provide rapid relief for PPD, and its success could lead to a 505(b)(2) NDA submission in mid-2026.
Additionally, Lipocine’s commercial prospects are bolstered by the new drug submission for TLANDO in Canada by its partner, Verity Pharma. TLANDO, being the first oral testosterone replacement therapy approved by the FDA without dose titration, is well-positioned to capture a significant market share in Canada, where over 700,000 prescriptions are written annually. The potential regulatory approval and commercialization of TLANDO could significantly enhance Lipocine’s financial outlook, supporting Yi Chen’s Buy rating and the $8 price target.

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