In a report released today, Sam Slutsky from LifeSci Capital maintained a Buy rating on Palvella Therapeutics, with a price target of $130.00.
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Sam Slutsky has given his Buy rating due to a combination of factors related to Palvella Therapeutics’ promising clinical developments and financial outlook. The company recently reported its Q3 2025 earnings and provided updates on its key clinical programs, particularly focusing on its lead asset, QTORIN 3.9% rapamycin anhydrous gel. This gel is being tested in two major indications: microcystic lymphatic malformations (MLM) and cutaneous venous malformations (CVM). The Phase 2 CVM trial is on track to deliver topline data by mid-December, and the Phase 3 MLM trial is expected to provide results in Q1 2026.
Slutsky notes that while CVMs present a larger market opportunity than MLMs, they also carry more biological risk due to the involvement of mutations in both TIE2 and PIK3CA genes. Despite these challenges, the analyst remains cautiously optimistic about the potential efficacy of QTORIN in treating CVM patients, especially those with more cutaneous disease. The expectation of a ~30% improvement across key efficacy endpoints in the upcoming data readout adds to the positive outlook. Additionally, the company’s financial metrics, such as cash burn rate and short interest, suggest a stable financial position, further supporting the Buy rating.
In another report released today, Oppenheimer also maintained a Buy rating on the stock with a $120.00 price target.