Savara’s MOLBREEVI: A Promising Solution for aPAP with Blockbuster Potential

Analyst Francois Brisebois of LifeSci Capital maintained a Buy rating on Savara, retaining the price target of $11.00.

Francois Brisebois has given his Buy rating due to a combination of factors that highlight the potential of Savara’s MOLBREEVI in treating Autoimmune Pulmonary Alveolar Proteinosis (aPAP). The enthusiasm from a key opinion leader (KOL) in pulmonology underscores the significant underdiagnosis of aPAP, largely due to historical diagnostic challenges and non-specific symptoms. The current standard of care, Whole Lung Lavage, is invasive and only provides temporary relief, while off-label treatments face insurance hurdles. MOLBREEVI, with its strong clinical data and efficient administration, is expected to be offered to all aPAP patients, regardless of severity.
Additionally, the anticipated approval of MOLBREEVI, along with the availability of a simple diagnostic test, is projected to facilitate earlier diagnosis and treatment, similar to the growth observed in another rare pulmonary disease market. This positions MOLBREEVI for potential blockbuster status in the U.S. market. The expected re-submission of the Biologics License Application (BLA) this month and potential approval by mid-2026 further support the positive outlook, reinforcing the Outperform rating and the price target of $11.