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Hold Rating on SAGE Therapeutics Amid Underwhelming Sales and Strategic Uncertainties

Hold Rating on SAGE Therapeutics Amid Underwhelming Sales and Strategic Uncertainties

Analyst Douglas Tsao from H.C. Wainwright maintained a Hold rating on SAGE Therapeutics (SAGEResearch Report) and decreased the price target to $12.00 from $14.00.

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Douglas Tsao has given his Hold rating due to a combination of factors surrounding SAGE Therapeutics’ current market performance and strategic positioning. One of the primary reasons is the underwhelming sales performance of Zurzuvae in the fourth quarter. Despite an increase in shipments, the revenues did not meet expectations, partly due to reduced purchases by wholesalers and pharmacies. This indicates a disconnect between shipment growth and revenue realization, which poses concerns about the overall market capture and revenue trajectory.
Additionally, the strategic uncertainties related to Biogen’s unsolicited bid for Sage and the ongoing evaluation of R&D programs contribute to the Hold rating. Although Biogen’s expressed interest might buffer potential downside risks, the lack of clarity surrounding the acquisition and future development strategies for other products like SAGE-324 and SAGE-319 adds to the cautious stance. The adjustment in price target to $12 after considering these factors further supports the decision to maintain a Hold rating, reflecting a balanced view of potential opportunities and risks ahead for SAGE Therapeutics.

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