Analyst reports.

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Analyst Reports 2024

Analyst Reports 2024
June 28th 2024

Bell Potter - Combo data supportive in HNSCC; Retain Buy, A$0.75 (Analyst: Thomas Wakim)

For a copy of this research report please contact your Bell Potter advisor

June 28th 2024

Canaccord Genuity - Headstrong conviction in Efti's potential clinical impact; Maintain Buy, A$0.95 PT (Analyst: Elyse Shapiro)

For a copy of this research report please contact your Canaccord Genuity advisor

June 28th 2024

Wilsons - TACTI-003 download: take a pause; Maintain Overweight, A$1.13 PT (Analysts: Dr Melissa Benson and Dr Shane Storey)

June 27th 2024

Maxim - An Imbalance in the 1L H&N Control Arm Data but the Overall Efti + Keytruda Combo is Positive and Consistent; Reiterate Buy, $12 PT (Analyst: Jason McCarthy, Ph.D.)

For a copy of this analyst report please contact your Maxim advisor

June 27th 2024

Ladenburg Thalmann - Our Thoughts on TACTI-003 Data; Reaffirm Buy, $8.30 PT (Analyst: Ahu Demir, PhD)

For a copy of this research report please contact your Ladenburg Thalmann advisor

June 27th 2024

Capital One - IMMP: Cohort Imbalance Muddies Cohort A Topline Data, But Could Still Improve; Rated OW; $10 PT (Analyst: Naureen Quibria, PhD)

For a copy of this research report please contact your Capital One advisor

June 27th 2024

CLSA - TACTI-003: Cohort A data; Cohort A delivers a ‘pass’ mark, but patient imbalances cloud comparison; Retain BUY, A$0.95 PT (Analyst: Andrew Paine)

For a copy of this research report please contact your CLSA advisor

June 27th 2024

Baird - Efti Shows Favorable Trend on ORR in Phase 2b Trial in HNSCC; Maintain OP, $6 PT (Analyst: Joel L. Beatty, MD)

For a copy of this research report please contact your Baird advisor

June 27th 2024

Wilsons - Immutep Limited (IMM) | TACTI-003: the real results; Maintain Overweight, A$1.13 PT (Analysts: Dr Melissa Benson and Dr Shane Storey)

June 12th 2024

Maxim - Is Efti the Answer for Merck's Keytruda Franchise? Going to P3 in 1L Lung is a Big Deal; Maintain Buy, Raise PT to $12 (Analyst: Jason McCarthy, Ph.D.)

For a copy of this analyst report please contact your Maxim advisor

June 6th 2024

Baird - Collab with Merck Provides Downside Support Ahead of Phase 2 HNSCC Data; Maintain OP, $7 PT (Analyst: Joel L. Beatty, MD)

For a copy of this research report please contact your Baird advisor

June 5th 2024

CLSA - Cap raise strengthens position; A$100m raise reduces sentiment risk ahead of key readout; Retain BUY, A$0.95 PT (Analyst: Andrew Paine)

For a copy of this research report please contact your CLSA advisor

May 17th 2024

Capital One - IMMP: No LAG(gard) Here, Efti’s Ready to Go Pivotal; Initiating at OW, $10 PT (Analyst: Naureen Quibria, PhD)

For a copy of this research report please contact your Capital One advisor

May 16th 2024

CLSA - Higher dosing showing promise; MBC efti+chemo dose escalation complete response, no safety concerns; Rated BUY, A$0.95 (Analyst: Andrew Paine)

For a copy of this research report please contact your CLSA advisor

May 15th 2024

Canaccord Genuity - Efti poster at ESMO: Continued safety is a win; Rated Buy, A$1 Price Target (Analyst: Elyse Shapiro)

For a copy of this research report please contact your Canaccord Genuity advisor

May 3rd 2024

Bell Potter - More Great Data, Major Catalyst Nears; Maintain Buy, A$0.80 Valuation (Analyst: Thomas Wakim)

For a copy of this research report please contact your Bell Potter advisor

May 2nd 2024

Canaccord Genuity - Ticking all the boxes - initial positive read from efti in soft tissue sarcoma; Rated Buy, A$1 Price Target (Analyst: Elyse Shapiro)

For a copy of this research report please contact your Canaccord Genuity advisor

April 30th 2024

Ladenburg Thalmann - 3Q FY2024: Bullish on Randomized Trial Readout; Reaffirm Buy, $8.30 PT (Analyst: Ahu Demir, PhD)

For a copy of this research report please contact your Ladenburg Thalmann advisor

April 29th 2024

Canaccord Genuity - Not LAG-ing Behind in the Immune Oncology Race; Initiating Coverage with a BUY Rating and A$1 tgt (Analyst: Elyse Shapiro)

For a copy of this research report please contact your Canaccord Genuity advisor

April 24th 2024

Ladenburg Thalmann - TACTI-003 Interim Readout: Boosting Confidence in Head and Neck; Reaffirm Buy, $8.30 PT (Analyst: Ahu Demir, PhD)

For a copy of this research report please contact your Ladenburg Thalmann advisor

April 24th 2024

Maxim Group - Preliminary Data from TACTI-003 Outperforms Historical Control by 5x; Full ORR Data Expected Within C2Q24; Mtn Buy, $10 tgt (Jason McCarthy, PhD)

For a copy of this analyst report please contact your Maxim advisor

April 24th 2024

Baird - Encouraged by Efti Topline Results in PD-L1 Negative Head and Neck Cancer; Rated Outperform, $7 tgt (Analyst: Joel L. Beatty, MD, CFA)

For a copy of this research report please contact your Baird advisor

April 24th 2024

CLSA - 1L Head & Neck Cohort B ORR 5x higher vs Keytruda monotherapy; Response rate encouraging in difficult to treat patients, surprises to the upside (Analyst: Andrew Paine)

For a copy of this research report please contact your CLSA advisor

April 24th 2024

Jefferies - efti/pembro 5x ORR increase over pembro monoRx (Analyst: Dr David Stanton)

For a copy of this research report please contact your Jefferies advisor

April 24th 2024

Bell Potter - Exceptional first taste of TACTI-003 data, 27% ORR ~5x higher than historical ORR of ~5%; Maintain Buy and increase Price Target to A$0.80 (Analyst: Thomas Wakim)

For a copy of this research report please contact your Bell Potter advisor

April 24th 2024

Wilsons - Efti boosts Keytruda response 5x; Maintain Overweight, A$1.04 tgt (Analysts: Dr Melissa Benson and Dr Shane Storey)

April 19th 2024

Ladenburg Thalmann - Autoimmune Program is Advancing into Clinic; Reaffirm Buy, $8.30 PT (Analyst: Ahu Demir, PhD)

For a copy of this research report please contact your Ladenburg Thalmann advisor

April 18th 2024

Wilsons - Adding Autoimmune to the indication list; Mtn Overweight, A$0.90 Tgt (Analysts: Dr Melissa Benson and Dr Shane Storey)

April 4th 2024

Bell Potter - Thoughts Ahead of TACTI-003 Readout; Maintain Buy, A$0.65 tgt (Analyst: Thomas Wakim)

For a copy of this research report please contact your Bell Potter advisor

March 27th 2024

CLSA - Checking in; Maintain Buy, A$0.95 tgt (Analyst: Andrew Paine)

For a copy of this research report please contact your CLSA advisor

March 6th 2024

Ladenburg Thalmann - Next Is Dose Optimization for BC Program; Reiterate Buy, $8.30 PT (Analyst: Ahu Demir, PhD)

For a copy of this research report please contact your Ladenburg Thalmann advisor

March 6th 2024

Baird - First Data on Highest Dose Ever of Efti Includes a Complete Response; Rated Outperform, $7 tgt (Analyst: Joel L. Beatty, MD, CFA)

For a copy of this research report please contact your Baird advisor

March 5th 2024

Wilsons - Dose it higher? Now an option; Mtn Overweight, A$0.90 Tgt (Analysts: Dr Melissa Benson and Dr Shane Storey)

March 5th 2024

CLSA - Nearing the Checkpoint; Upcoming HNSCC trial readout & Ph3 NSCLC progress key focus in CY24; Mtn Buy, A$0.95 Tgt (Analyst: Andrew Paine)

For a copy of this research report please contact your CLSA advisor

March 4th 2024

Bell Potter - Multiple Indications Advancing; Maintain Buy, Raise tgt to A$0.65 (Analyst: Thomas Wakim)

For a copy of this research report please contact your Bell Potter advisor

February 29th 2024

Ladenburg Thalmann - Eyes Are on Controlled Study (TACTI-003) Results; Reaffirm Buy, $8.30 PT (Analyst: Ahu Demir, PhD)

For a copy of this research report please contact your Ladenburg Thalmann advisor

February 26th 2024

goetzpartners securities - Efti MoA strong durable in multiple cancers; Reit Buy, A$2.74 tgt (Analyst: Dr Chris Redhead)

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