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H.C. Wainwright reaffirms buy rating on Capricor shares following OLE study update

Published 02/07/2024, 14:44
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On Tuesday, H.C. Wainwright maintained a Buy rating and a $40.00 price target for Capricor Therapeutics (NASDAQ:CAPR), following the company's announcement at the Parent Project Muscular Dystrophy (PPMD) conference. The biotechnology firm presented updated three-year safety and efficacy results from their HOPE-2 open-label extension (OLE) study, which is a continuation of the initial Phase 2 clinical trial.

The HOPE-2 trial was a randomized, double-blind, placebo-controlled study that evaluated Capricor's allogeneic cardiosphere-derived cell (CDC) therapy, CAP-1002, in non-ambulant boys and young men with Duchenne muscular dystrophy (DMD).

The participants were administered intravenous infusions of CAP-1002 or a placebo every three months. The data gathered from 20 patients indicated that after one year, CAP-1002 was successful in slowing the progression of upper limb and cardiac function decline in patients with advanced DMD.

After the conclusion of the HOPE-2 study, the patients underwent a gap phase in which treatment was paused for an average of 392 days. Following this period, 12 participants from the original placebo or CAP-1002 groups opted to continue with the treatment under the OLE study protocol, receiving quarterly infusions of CAP-1002 as they did during the HOPE-2 study.

The findings from the three-year update post-OLE study initiation were the focus of the firm's announcement. The results continue to support the safety and efficacy of CAP-1002 for DMD treatment. H.C. Wainwright's reiteration of the Buy rating and price target reflects confidence in the ongoing potential of Capricor's therapy.

In other recent news, Capricor Therapeutics has made significant strides in developing its Duchenne Muscular Dystrophy (DMD) treatment, deramiocel, also known as CAP-1002. The U.S. Food and Drug Administration (FDA) has scheduled a Pre-BLA meeting for the third quarter of 2024 to finalize the Biologics License Application for this treatment.

Analyst firms Oppenheimer and Ladenburg Thalmann have expressed optimism about Capricor's developments. Oppenheimer forecasts that CAP-1002 could achieve around $1 billion in net sales in the U.S. by 2030, resulting in approximately $310 million in revenue for Capricor. Meanwhile, Ladenburg Thalmann has increased its price target for Capricor shares, reflecting positive views on the company's ongoing discussions with the FDA and potential developments.

Capricor has completed enrollment for Cohort A of its HOPE-3 Phase 3 pivotal trial and is planning for potential commercialization and global expansion. The company's financial position appears stable, with a cash runway until Q1 2025, bolstered by a milestone payment from Nippon Shinyaku and funds raised through their at-the-market program.

As Capricor prepares for the next steps in bringing CAP-1002 to market, these recent developments underline the progress made by the company in its pursuit of providing effective treatment for DMD.

InvestingPro Insights

Amidst the positive clinical updates and analyst optimism surrounding Capricor Therapeutics (NASDAQ:CAPR), the financial health and market valuation of the company offer a nuanced picture. According to InvestingPro data, Capricor has a market capitalization of approximately 153.82 million USD, indicative of its size within the biotech sector. Interestingly, despite a significant revenue growth of 389.3% in the last twelve months as of Q1 2024, the company's P/E ratio stands at -5.52, reflecting investor concerns about profitability.

InvestingPro Tips highlight a dichotomy in Capricor's financial situation: on one hand, the company holds more cash than debt, suggesting a solid balance sheet. On the other hand, Capricor is quickly burning through cash, which could raise questions about long-term sustainability without consistent revenue streams or additional financing. Moreover, analysts have revised their earnings downwards for the upcoming period, and anticipate a sales decline in the current year. With a Price / Book multiple of 8.4, the stock is trading at a premium compared to its book value, which may warrant caution for value-focused investors.

For those interested in a deeper dive into Capricor Therapeutics' financials and market performance, InvestingPro offers a comprehensive suite of tools and analytics. Subscribers can access a total of 11 InvestingPro Tips for CAPR, which provide a fuller picture of the company's financial health and market prospects. To explore these insights and more, consider using the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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