ABVX cancer bears barely relevant. reassuring signals for more stock upside later this month

研报英文原文证据摘录

ABVX cancer bears barely relevant. reassuring signals for more stock upside later this month

Biotechnology - Immunology

Immunology - Market Overweight

ABIVAX SA (ABVX) June 15, 2026

ABVX cancer bears barely relevant. reassuring signals for Rating:

more stock upside later this month Outperform

Price:

$96.55

The Wolfe Byte Price Target:

Part 2 data in June should be a positive update, and we see a partial stock recovery $136

% Upside:to the $110/sh range. A full recovery toward $140/sh+ is possible, but we believe 40.9%

the odds are low, because major surprises are unlikely to be part of the equation

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We expect Abivax to soon reverse the recent safety scare (our report). Abivax shared Company Information

details behind cancer cases and chatted with sellside today on a new educational 52-Week Range $6 - $145

primer. Data still unavailable, but the main message will likely be 'rate consistent Market Cap. (M) $7,702

with background' and 'we have nothing to hide'. Colon dysplasia will be removed. Co Shares Out. (MM) 79.8 Avg. Value Traded (MM) $116.05

will show exposure-adjusted non-NMSC & separately NSMC in (i) Part 2 (ii) combined SI% of Float 4.5%

Part 2 + Part 1 (iii) combined Ph3 + Ph2. Efficacy in non-responders and relapsers will Dividend Yield 0.0%

also be shown, but bear in mind that these could be more severe patients. Price Performance

YTD LTMWolfe opinion: investigators deeming the 2 cases "unlikely related" is the strongest 892% ABVX 1,299%

evidence, while ages (50+, 65+) and early onset (8.5mo, 6.8mo) are also redeeming. SPX 16% 20%

Priors & medical history are positive evidence, but on their own not enough to absolve

the cases. The single case from Ph2b is also 'unrelated to treatment'. NMSCs are 140