1. Valneva (VALN): CHIKV VLP
Vaccine for Chikungunya Virus
Valneva’s CHIKV VLP vaccine could
become the first widely available solution for chikungunya, a disease with no
current vaccine. Phase 3 results showed 98% immunogenicity, making approval
highly likely.
- Approval Probability: 90%
- Potential Stock Price Boost: 18%
- Why It Matters: Targets a pressing global
need in regions prone to chikungunya outbreaks.
2. Pfizer (PFE): MenABCWY
Vaccine for Meningococcal Disease
Pfizer is simplifying
immunization with its MenABCWY vaccine, which provides protection against five
meningococcal serogroups in one shot. Phase 3 trials met all primary endpoints,
ensuring a strong case for approval.
- Approval Probability: 85%
- Potential Stock Price Boost: 20%
- Why It Matters: Reduces the number of shots
required, improving convenience and compliance.
3. Supernus Pharmaceuticals
(SUPN): SPN-830 for Parkinson’s Disease
SPN-830 is a resubmitted NDA for
an apomorphine infusion device to manage motor fluctuations in Parkinson’s
patients. Clinical trials demonstrated significant efficacy, addressing an
unmet need.
- Approval Probability: 80%
- Potential Stock Price Boost: 20%
- Why It Matters: A novel treatment option for
Parkinson’s patients experiencing “off” episodes.
4. SpringWorks Therapeutics
(SWTX): Mirdametinib for NF1-PN
Mirdametinib, a MEK inhibitor,
targets neurofibromatosis type 1-associated plexiform neurofibromas (NF1-PN), a
rare and debilitating disease. Phase 2b trials showed promising efficacy and
quality-of-life improvements.
- Approval Probability: 80%
- Potential Stock Price Boost: 25%
- Why It Matters: Offers relief for an
underserved population with limited treatment options.
5. Otsuka & Lundbeck
(OTSKY): Brexpiprazole + Sertraline for PTSD
This combination therapy for PTSD
pairs an antipsychotic with an SSRI. While two out of three Phase 3 trials were
successful, the mixed results slightly temper expectations.
- Approval Probability: 65%
- Potential Stock Price Boost: 10%
- Why It Matters: Could serve a large market,
but additional data may be needed for widespread confidence.
Company |
Symbol |
Current Price |
% Upside? |
Drug |
Phase |
Chances of Approval |
Disease Targeted |
FDA Approval Date |
Supernus
Pharmaceuticals |
SUPN |
37.74 |
20 |
SPN-830
(Apomorphine Infusion Device) |
Phase 3
(Resubmitted NDA) |
High
(80%) |
Parkinson's
Disease (Motor Fluctuations) |
01-Feb-25 |
Otsuka
& Lundbeck |
OTSKY |
25.58 |
10 |
Brexpiprazole + Sertraline |
Phase 3 (sNDA) |
Moderate (65%) |
Post-Traumatic Stress Disorder
(PTSD) |
08-Feb-25 |
Pfizer |
PFE |
26.3 |
20 |
MenABCWY
Vaccine |
Phase 3 |
High
(85%) |
Meningococcal
Disease (All Serogroups) |
14-Feb-25 |
Valneva |
VALN |
4.36 |
18 |
CHIKV VLP Vaccine |
Phase 3 |
High (90%) |
Chikungunya Virus |
14-Feb-25 |
SpringWorks
Therapeutics |
SWTX |
34.63 |
25 |
Mirdametinib |
Phase 2b |
High
(80%) |
Neurofibromatosis
Type 1 (NF1-PN) |
28-Feb-25 |
It is important to note that the probabilities and projections presented here are based on probabilistic models and publicly available data. They are not intended to be professional, financial, or medical advice. Investors and stakeholders are encouraged to conduct their own research or consult experts before making decisions.
Stay figgy,
The Figured Figs Team 🌱
Disclaimer: “This article is for informational purposes only and does not constitute financial, investment, legal, or tax advice. Readers are encouraged to consult a licensed professional before making any financial decisions."
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