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BioCryst reinstated with a Buy at TD Cowen

TD Cowen reinstated coverage of BioCryst (BCRX) with a Buy rating and $30 price target. The firm is citing the company’s proposed $700MM EV acquisition of Astria Therapeutics (ATXS) injectable HAE prophylaxis agent navenibart – with closing expected in Q1, the analyst tells investors in a research note. Navenibart is a plasma kallikrein inhibitor in Phase 3 study, with high key opinion leader interest in the trial given the well-known target and strong proof of concept for dosing, and while TD believes that navenibart is derisked, the stock reaction on the news reflects competitive fears on both Orladeyo/navenibart and corresponding controversy on peak sales, the firm added.

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