Ibio, RLMD, SEE, OLLI, Invivyd Trending With Analysts

Analysts are intrested in these 5 stocks: ( (IBIO) ), ( (RLMD) ), ( (SEE) ), ( (OLLI) ) and ( (IVVD) ). Here is a breakdown of their recent ratings and the rationale behind them.

Ibio has caught the market’s attention after analyst Patrick Dolezal initiated coverage with an Outperform/Buy rating and a $5 price target. The call leans heavily on iBio’s AI-driven antibody discovery engine and its lead program, IBIO-610, which targets activin E – an emerging obesity mechanism viewed as distinct from today’s appetite-suppressing incretin drugs. The report highlights genetic data supporting activin E inhibition for better body composition, lower type 2 diabetes risk and potentially fewer gastrointestinal side effects, with dosing that could be as infrequent as twice a year. Dolezal also underscores the “scarcity value” of IBIO-610 as the only antibody-based activin E program versus competing siRNA approaches from Wave and Arrowhead, with key read‑across data from these rivals expected in early 2026. While iBio’s cash runway is under a year and burn remains substantial, the analyst argues that upcoming non-human primate data in 1H26, an IND-equivalent filing in late 2026, and a planned Phase 1 in 2027 position the stock as a high-risk, high-reward obesity and rare disease play.

Relmada Therapeutics is getting a fresh look from Wall Street as analyst Farzin Haque initiates coverage with a Buy rating and a $9 price target, arguing that the company’s 2025 pivot from a failed CNS franchise to oncology and neuropsychiatry has meaningfully reset the story. The new lead asset, NDV-01, is a sustained‑release intravesical formulation of gemcitabine/docetaxel designed for non-muscle invasive bladder cancer (NMIBC) and could be used as a first-line or salvage therapy across several risk groups. Haque notes an encouraging Phase 2 open‑label dataset with a 92% complete response rate at any time and strong durability at 3, 6 and 9 months across BCG‑naive, BCG‑exposed and BCG‑unresponsive patients, with no high‑grade treatment‑related toxicities or progression to more aggressive disease. While competition from products like TAR200, CG0070 and others is a real concern, the analyst believes NDV‑01’s validated mechanism, in‑office administration and ready‑to‑use sustained‑release profile can drive significant uptake if Phase 3 trials starting in 1H26 deliver. With additional upside potential from sepranolone in Prader‑Willi syndrome and a cash runway into 2028, the Buy call reflects confidence that the market is still overly anchored to past missteps and underappreciates the company’s oncology reboot.

Sealed Air, in contrast, is moving off the high‑conviction lists as analyst Matt Roberts downgrades the stock to Market Perform/Hold following the end of its “go‑shop” period tied to a take-private deal with Clayton, Dubilier & Rice (CD&R). The central message is that the risk‑reward for equity investors has flattened: after outreach to 29 potential buyers, six NDAs and no superior offer emerging, Roberts now expects the shares to trade close to the agreed takeout price of $42.15 until the deal closes. The expiration of the go‑shop triggers a “no‑shop” phase and a higher break‑up fee – roughly doubling from about $95 million to about $205 million – which the analyst sees as a strong deterrent to any late‑stage topping bid. While acknowledging that an alternative offer is not impossible before the shareholder vote, Roberts characterizes the odds as slim and sees little reason to expect major price moves absent deal disruption. With estimates unchanged and the company entering a quiet period until the proxy is filed in early 2026, the Hold rating effectively signals that SEE is now trading more like a merger‑arbitrage vehicle than a traditional growth story.

Ollie’s Bargain Outlet is back in favor after analyst Anthony Chukumba upgraded the stock to Buy from Hold and lifted his price target to $135 from $130, following a detailed store tour and conversations with management. The upgrade hinges on the idea that investors are underestimating Ollie’s ability to “comp the comp” – keep growing sales on top of already strong numbers – in fiscal 2026. Chukumba highlights three main drivers: the ongoing liquidation of Big Lots, which is generating attractive new locations and supplier relationships; a growing mix of consumables such as branded cereals, detergents and paper products that keep shoppers coming back frequently; and a much more data‑driven merchandising strategy under the current management team. On the ground, the analyst saw a cleaner, well‑stocked store, a deliberate shift from toys into a much broader holiday and gift assortment, and evidence of improved access to brand‑name candy and other closeouts – all of which support Ollie’s “treasure hunt” appeal just as value‑conscious consumers trade down in a choppy macro environment. With the new target based on a multiple in line with peers applied to 2026 EPS estimates, the Buy call frames OLLI as a beneficiary of retail disruption and changing shopper behavior.

Invivyd rounds out the list of names drawing bullish attention, with analyst Thomas Shrader initiating coverage at Buy and a $10 price target on the back of what he calls a “compelling” antibody prophylaxis strategy for COVID‑19 and other serious infections. The firm’s first‑generation product, PEMGARDA, already holds a U.S. emergency authorization for prevention of COVID‑19 in moderately to severely immunocompromised patients, supported by immuno‑bridging data suggesting around 80–84% protection – materially higher than the 40–50% effectiveness typically seen with mRNA vaccines in healthy adults, and potentially far better in the vulnerable populations Invivyd targets. The bigger upside, in Shrader’s view, lies with next‑generation antibody VYD2311, now in the Phase 3 REVOLUTION program aimed at a broader high‑risk population, with a pivotal readout expected around year‑end 2026 and designed to show superiority versus mRNA vaccines. The report emphasizes Invivyd’s strategy of mining antibodies from survivors of earlier SARS infections and using in‑vitro engineering to hit relatively invariant regions of the spike protein – a sort of “holy grail” approach meant to stay ahead of viral mutation. While vaccine makers remain active competitors, Shrader notes that key advisory bodies have been receptive to monoclonal prophylaxis, and he believes the path to full approval is de‑risked by prior regulatory acceptance of immuno‑bridging, supporting his DCF‑driven Buy thesis on IVVD.