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Sagimet Biosciences price target lowered to $32 from $48 at JMP Securities

JMP Securities analyst Jonathan Wolleben lowered the firm’s price target on Sagimet Biosciences to $32 from $48 and keeps an Outperform rating on the shares. JMP continues to think denifanstat has one of the better overall target product profiles, with a differentiated mechanism as the only oral fatty acid synthase, or FASN, inhibitor in the pipeline, and points to a “massive dislocation” in value between Sagimet and its two closest NASH peers, the analyst tells investors in a research note. The firm thinks the company will need to raise additional funds to get through Phase 3, and notes that in June, management discussed options to bolster its balance sheet, including geographic partnerships for denifanstat in NASH and partnerships for acne.

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