Savara (SVRA): Advancing MOLBREEVI Toward Likely FDA Approval and Blockbuster Rare Disease Potential

Savara, the Healthcare sector company, was revisited by a Wall Street analyst today. Analyst Francois Brisebois from LifeSci Capital maintained a Buy rating on the stock and has a $11.00 price target.

Francois Brisebois has given his Buy rating due to a combination of factors tied to Savara’s lead asset MOLBREEVI and its advancing regulatory and commercial positioning. He highlights that the recent Biologics License Application submission, coupled with a request for Priority Review, places the company on the cusp of a key FDA decision, with confidence underpinned by strong Phase 3 results published in a top-tier medical journal. In his view, the data demonstrate a clear and durable treatment effect on lung function and symptoms, supported by a well-understood mechanism of action, which collectively makes regulatory approval the most likely outcome.

Brisebois also points to Savara’s exclusive distribution partnership with PANTHERx Rare Pharmacy as a critical element that de-risks commercialization by ensuring specialized patient support, education, and financial access services for this rare disease population. Feedback from key opinion leaders suggests MOLBREEVI could be used broadly across mild, moderate, and severe patients, including as a follow-on to whole lung lavage in more advanced cases, which expands the addressable market. Based on this anticipated broad uptake and the rare disease pricing framework, he views MOLBREEVI as having blockbuster potential in the U.S. alone, supporting his Outperform rating and $11 price target on SVRA.