Point Biopharma assumed with a Buy at Jefferies

Jefferies assumed coverage of Point Biopharma (PNT) with a Buy rating and price target of $14, up from $12. The company is developing and supplying next-gen radioligands for “well-validated” cancer targets, says the firm, which sees lead asset 177Lu-PNT2002 having “high 75%-plus” odds of success in of generating robust Phase 3 data in mCRPC prostate cancer in the second half of this year. If this is the case, it could move Point’s stock “25% (or more)” and open up a $1B-plus opportunity for partner Lantheus (LNTH) to commercialize in 2025, the analyst added.

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