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Kyverna weakness after EULAR update ‘an overreaction,’ says JPMorgan

JPMorgan analyst Brian Cheng notes that Kyverna Therapeutics presented an update at the EULAR meeting from its auto anti-CD19 CAR-T program KYV-101 and the firm believes the weakness in shares today is “an overreaction centered around disease recurrence in one lupus patient who was treated with a sub-therapeutic dose.” Investors’ concerns of recurrence risks should not be anchored to this single observation, argues the analyst, who reiterates an Overweight rating on Kyverna shares.

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