Savara (SVRA): Buy Rating on High MOLBREEVI Approval Odds and Blockbuster Commercial 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 MOLBREEVI’s regulatory and clinical profile. He notes that Savara resubmitted its BLA for MOLBREEVI on the expected schedule, now with Fujifilm as the manufacturing partner, and has asked the FDA for Priority Review. Because the prior Refuse-to-File letter was limited to CMC data gaps and not clinical concerns, and given the strong Phase 3 results published in a top-tier medical journal, he sees a high probability of regulatory approval. He also highlights that MOLBREEVI has already secured favorable FDA designations such as Fast Track, further supporting the likelihood of an expedited path to market.

Brisebois emphasizes that the Phase 3 program demonstrated statistically significant and durable improvements in lung function along with consistent benefits on symptom and exercise endpoints, while maintaining a favorable safety profile. Recent consultations with key opinion leaders reinforced his conviction, as specialists expressed readiness to use MOLBREEVI across the full spectrum of autoimmune pulmonary alveolar proteinosis, from mild to severe disease, including as a follow-on to whole lung lavage in more advanced cases. This broad anticipated uptake in an underdiagnosed condition suggests meaningful commercial potential, which he believes could support blockbuster-level U.S. sales. Combined with Savara’s strengthened cash position following recent financing, these factors underpin his Buy recommendation on SVRA shares.