Analyst Kate Dellorusso from LifeSci Capital maintained a Buy rating on Upstream Bio, Inc. and keeping the price target at $42.00.
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Kate Dellorusso’s rating is based on the view that recent data from Sanofi’s lunsekimig program, while mixed, indirectly validate the therapeutic relevance of the IL-13/TSLP axis that Upstream Bio is targeting with verekitug in asthma. She notes that verekitug has already shown robust efficacy over 24 weeks in the VALIANT trial, and that a longer treatment window similar to Sanofi’s AIRCULES design could potentially yield even cleaner and more compelling results for Upstream.
At the same time, Dellorusso highlights that Sanofi’s announcement of biomarker-agnostic benefit, and its active expansion into adjacent indications, underscores sustained strategic and commercial interest in this pathway without clearly eclipsing existing standards like Tezspire or Dupixent. Within this context, she believes Upstream Bio’s differentiated profile, combined with its current funding runway and the possibility of value-creating catalysts as more data mature, supports a favorable risk–reward and warrants a Buy recommendation on UPB shares.
According to TipRanks, Dellorusso is an analyst with an average return of -27.8% and a 10.00% success rate. Dellorusso covers the Healthcare sector, focusing on stocks such as Upstream Bio, Inc., Soleno Therapeutics, and Crinetics Pharmaceuticals.
In another report released on April 3, Truist Financial also maintained a Buy rating on the stock with a $43.00 price target.