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Mizuho lowers Amylyx price target to $27, calls ‘a top pick for 2024’

Mizuho analyst Graig Suvannavejh lowered the firm’s price target on Amylyx to $27 from $46 and keeps a Buy rating on the shares. The firm’s revised target is based on an updated model where “most notably” it has modified its Relyvrio patient add trajectory. Despite the roughly 40% haircut, its new target still implies about 90% upside from current levels, notes the analyst, who calls Amylyx “a top pick for 2024” ahead of top-line, European investigator-sponsored Phase 3 single agent TUDCA data due in in Q4 of 2023 and top-line Phase 3 PHOENIX data expected in Q2 of 2024.

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