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TD sees ‘some disappointment’ with lack of SpringWorks Therapeutics M&A news
The Fly

TD sees ‘some disappointment’ with lack of SpringWorks Therapeutics M&A news

After SpringWorks Therapeutics (SWTX) pre-announced Q4 U.S. Ogsiveo sales of $61.5M, TD Cowen noted that this was above the firm’s $57.0M estimate and consensus of $59.8M. However, the firm thinks the stock could be weak today as “some were hoping for an announcement of a takeout.” With two fully owned drugs globally and profitability seen in the first half of FY26, the firm does anticipate that SpringWorks “could be a takeout with time as the value of both assets becomes clearer to strategics,” added the analyst, who has a Buy rating and $63 price target on the shares.

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