Promising Developments and Strong Financial Position Drive Buy Rating for Tvardi Therapeutics

JonesTrading analyst Debanjana Chatterjee has reiterated their bullish stance on TVRD stock, giving a Buy rating today.

Debanjana Chatterjee’s rating is based on several promising developments at Tvardi Therapeutics. The company is set to present preclinical data for its TTI-101 therapy at the ATS 2025, which underscores the potential of STAT3 inhibition in treating idiopathic pulmonary fibrosis (IPF). Additionally, the anticipated IND submission for TTI-109 in the first half of 2025 is expected to extend the patent life significantly and improve the drug’s bioavailability, making it more effective in combination with standard IPF treatments.
Furthermore, interim analysis from the Phase 2 IPF trial of TTI-101 has shown positive trends in lung function without safety concerns, suggesting a favorable outcome in the second half of 2025. With a market capitalization under $250 million, the risk-reward profile of Tvardi’s shares is attractive, especially considering the company’s solid cash position and recent financial maneuvers that provide a runway into the second half of 2026. These factors collectively contribute to the Buy rating, as they indicate potential for significant stock appreciation.

In another report released today, BTIG also initiated coverage with a Buy rating on the stock with a $55.00 price target.