🧬 펩트론 IR담당자 공시 관련 설명 내용

이번 공시와 관련하여 IR담당자님과 얘기 나눈 내용 공유드립니다.

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• 계약 기간은 계약일로부터 최대 24개월

• 이번 기재 내용은 새로운 내용 추가 아님

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• 계약 조건·내용의 변동 없음

🧬바이오섹터 분석🧬 [그로쓰리서치]
https://t.me/growthbio

2017년 말 ~ 2018년 초: 문재인 정부의 코스닥시장 활성화 방안

• 2017년 11월 2일 코스닥 시장 활성화 정책을 처음 예고하면서부터 코스닥 지수가 급등

• 2017년 12월 26일 경제정책방향에서 코스닥 시장 활성화 방안의 대략적인 개요가 포함 -> 코스닥 시장 2차 랠리의 시작점

• 2018년 1월 11일 정책 발표 이후 약 3주간 더 상승

미국에서 몇몇 증권사들이 에보뮨을 이닛했습니다.

Everscore ISI: 목표주가 $40
Morgan Stanley $36
Leerink Partners $42
등등..

전일종가는 $20입니다


Evercore ISI initiated coverage of Evommune with an Outperform rating and $40 price target. PT implies a 93% increase from last price. The Immunology and Inflammation focused company's portfolio of assets has lead indications in chronic itching/hives and eczema and it is pursuing novel targets, so they are inherently higher risk/reward, but "these types of positive readouts are exactly what the public markets have been rewarding," the analyst tells investors. Evommune has three important binary readouts in 2026, so this is "set to be a huge year for the company," the analyst added.

Morgan Stanley analyst Judah Frommer initiated coverage of Evommune with an Overweight rating and $36 price target. The firm sees a favorable risk/reward for the shares despite the data for EVO756 and EVO301 being early. Evommune's "catalyst rich 2026 offers multiple potential opportunities for value inflection," the analyst tells investors in a research note.

Leerink Partners Initiates Coverage On Evommune with Outperform Rating, Announces Price Target of $42.

William Blair analyst Matt Phipps initiated coverage of Evommune with an Outperform rating. The firm cites the potential of the company's "first-in-class" MRGPRX2 inhibitor EVO756 in the treatment of chronic urticaria for the buy rating. Evommune has already established "strong" proof-of-concept data in both a human challenge study and a Phase II trial in patients with chronic inducible urticaria, which "de-risks" the ongoing Phase II trial in chronic spontaneous urticaria, the analyst tells investors in a research note.

Cantor Fitzgerald initiated coverage of Evommune with an Overweight rating. The firm is "very bullish" on EVO756 for chronic spontaneous urticaria, citing a "differentiated" mechanism annd first-in-class potential. The positive data in chronic inducible urticaria meaningfully increases the probability of success for the CSU trial, the analyst tells investors in a research note. Cantor sees a "very attractive" risk/reward at current share levels for Evommune's atopic dermatitis readouts in 2026.