Savara: Regulatory Momentum and Strong Efficacy Data Support Buy Rating on MOLBREEVI in Autoimmune PAP

Francois Brisebois, an analyst from LifeSci Capital, reiterated the Buy rating on Savara. The associated price target remains the same with $11.00.

Francois Brisebois has given his Buy rating due to a combination of factors tied to MOLBREEVI’s regulatory and clinical momentum in autoimmune PAP. He highlights that the drug has secured accelerated review for its marketing application in the U.K., recent validation by the EMA with a CHMP opinion expected in early 2027, and multiple designations from U.S. and European regulators that underscore its potential value in a high unmet-need indication.

He also points to the ongoing U.S. Priority Review with an August 22, 2026 PDUFA date and no advisory committee planned, which he interprets as a constructive sign. In his view, the robust efficacy data—statistically significant primary endpoint results, sustained lung function benefits through 48 weeks, and favorable secondary outcomes—support a high likelihood of approval and meaningful commercial uptake, justifying an Outperform stance and an $11 price target on Savara shares.

In another report released on March 30, Guggenheim also reiterated a Buy rating on the stock with a $11.00 price target.