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Sage Therapeutics downgraded to Neutral at BofA after MDD CRL

BofA downgraded Sage Therapeutics (SAGE) to Neutral from Buy with a price target of $25, down from $66, after the company and partner Biogen (BIIB) announced the FDA approved zuranolone for postpartum depression, or PPD, but also issued a complete response letter for the drug to treat major depressive disorder, or MDD. While “not a total surprise” after Biogen had “started to provide indirect signals on its earnings call last week,” the update overall is still disappointing and the firm thinks the risk that Biogen could exit the partnership is now higher since the bigger MDD indication was not approved and it is still unclear what the FDA will ask for in a reapplication and what the timeline might be.

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