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Kymera shares hold Buy rating on PoC data

EditorAhmed Abdulazez Abdulkadir
Published 17/06/2024, 14:38
KYMR
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On Monday, H.C. Wainwright maintained its Buy rating on Kymera Therapeutics (NASDAQ:KYMR) with a steady price target of $46.00. The firm's stance comes after evaluating new data from the European Hematology Association (EHA), which highlighted the performance of Kymera's drug candidate KT-333. The drug demonstrated a significant 95% STAT3 degradation in peripheral blood mononuclear cells at dose level 7 (DL7).

KT-333's mechanism of action was further supported by biomarker data regarding STAT3, phosphorylated STAT3 (pSTAT3), and Suppressor of Cytokine Signaling 3 (SOCS3) in patients with Cutaneous T-cell Lymphoma (CTCL). Additionally, the activation of the interferon-gamma (IFN gamma) gene signature was observed, which is considered a positive signal in the context of the drug's efficacy.

From a translational perspective, the initial results are promising, with two complete responses out of three observed in patients with Hodgkin's lymphoma at dose level 4 (DL4). In CTCL patients, partial responses were seen in four out of nine patients across dose levels 2 and 4-6.

Moreover, a complete response in a patient with Natural Killer (NK) cell lymphoma, which had a STAT3 mutation, was recorded at DL7. This response is particularly noteworthy as it may enable Kymera to refine patient selection criteria for future clinical trials based on biomarkers.

The analyst emphasized that the current findings are encouraging and support the continued development of KT-333. Kymera's strategy to integrate biomarker-based patient selection criteria in upcoming trials could potentially streamline the development process and enhance the drug's clinical success. The reiterated price target of $46 reflects the firm's confidence in the therapeutic's prospects.

In other recent news, Kymera Therapeutics reported promising Phase 1 results for its novel cancer treatment candidate, KT-333. The biopharmaceutical firm presented early clinical data indicating antitumor activity in several hematological malignancies, including complete responses in two patients with Hodgkin’s lymphoma. The data was shared at the European Hematology Association Annual Meeting in Madrid, Spain.

In addition, the company has received varied analyst ratings and price targets. Piper Sandler has maintained an Overweight rating on the biotechnology firm, while BofA Securities has reduced its price target for Kymera to $43 from $45, maintaining a neutral stance. Oppenheimer has also adjusted its price target, lowering it to $52 from $53 but maintains an Outperform rating on the company.

Kymera Therapeutics has been actively progressing in its drug development programs, with significant updates on its drug candidates, KT-621 and KT-294. The company plans to initiate Phase I clinical trials for both drugs in 2024 and 2025 respectively. Furthermore, Kymera, in collaboration with Sanofi (EPA:SASY) (NASDAQ:SNY), is advancing Phase II studies with SAR444656, also known as KT-474, with top-line results expected in 2025.

The company concluded the first quarter of 2024 with a robust cash balance of $745 million, which is projected to fund its operations into the first half of 2027.

InvestingPro Insights

In light of H.C. Wainwright's maintained Buy rating on Kymera Therapeutics, current metrics from InvestingPro provide a deeper financial perspective on the company. Kymera Therapeutics holds a market capitalization of approximately $2.04 billion and has experienced substantial revenue growth over the last twelve months as of Q1 2024, with an increase of 70.16%. Despite challenges, such as negative gross profit margins and a lack of profitability in the last twelve months, Kymera's stock has seen a large price uptick of 27.65% over the last six months, indicating investor optimism.

InvestingPro Tips highlight that Kymera Therapeutics holds more cash than debt on its balance sheet and has more liquid assets than short-term obligations, providing financial stability. Additionally, eight analysts have revised their earnings upwards for the upcoming period, reflecting potential confidence in the company's future performance. However, it's important to note that analysts anticipate a sales decline in the current year and do not expect the company to be profitable this year.

For investors seeking more comprehensive analysis, there are additional tips available on InvestingPro, which can be accessed with the promo code PRONEWS24 for an additional 10% off a yearly or biyearly Pro and Pro+ subscription. This deeper dive could provide valuable insights for those considering an investment in Kymera Therapeutics.

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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