TD Cowen analyst Yaron Werber has maintained their bullish stance on UPB stock, giving a Buy rating today.
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Yaron Werber has given his Buy rating due to a combination of factors, primarily focusing on the promising developments of Upstream Bio, Inc.’s drug verekitug. The company has shown strong execution across multiple indications, including asthma, chronic rhinosinusitis with nasal polyps (CRSwNP), and chronic obstructive pulmonary disease (COPD). The positive Phase 2 data for CRSwNP, which demonstrated significant improvements with less frequent dosing compared to competitors, has bolstered confidence in the upcoming asthma data expected in the first quarter of 2026.
Furthermore, the financial health of Upstream Bio is robust, with a cash runway extending through 2027, allowing for continued investment in their promising pipeline. The potential upside of the stock is substantial, particularly if the upcoming asthma trial data meets or exceeds expectations with longer dosing intervals. The company’s strong management team and strategic positioning in the TSLP receptor space further enhance its attractiveness as an investment, making it a standout opportunity among small-cap biotech firms.