---
title: "Balanced View on Rocket: Hold Rating Reaffirmed as Danon Trial Resumes Under Revised Protocol and Pipeline Progress Offsets Ongoing Safety and Execution Risks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285866798.md"
description: "TD Cowen analyst Tara Bancroft has reaffirmed a Hold rating on RCKT stock, citing a balance of clinical progress and ongoing safety risks. The resumption of the Danon trial under revised protocols indicates potential but raises regulatory concerns. Positive developments in the pipeline, including RMAT designation for RP‑A601, enhance Rocket's cash position. However, with key programs in early stages and timelines extending to 2026, Bancroft sees the risk-reward as balanced, justifying the neutral stance."
datetime: "2026-05-11T01:45:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285866798.md)
  - [en](https://longbridge.com/en/news/285866798.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285866798.md)
---

# Balanced View on Rocket: Hold Rating Reaffirmed as Danon Trial Resumes Under Revised Protocol and Pipeline Progress Offsets Ongoing Safety and Execution Risks

TD Cowen analyst Tara Bancroft has maintained their neutral stance on RCKT stock, giving a Hold rating on May 8.

### Claim 55% Off TipRanks

-   Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
-   Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks

Tara Bancroft has given his Hold rating due to a combination of factors, balancing meaningful clinical progress with remaining execution and safety risks. The resumption of dosing in the pivotal Phase II Danon trial following the FDA’s lift of the clinical hold, under a revised protocol and enhanced immunomodulation, supports the therapeutic potential but also underscores lingering regulatory and safety uncertainties that constrain near‑term upside.

At the same time, positive signals from RP‑A601 in PKP2‑ACM, including RMAT designation and a defined go‑forward dose, highlight a valuable pipeline opportunity alongside the recently monetized priority review voucher that reinforces Rocket’s cash position. However, with key programs still in early or mid‑development, timelines stretching into 2026, and limited visibility on pivotal outcomes and commercialization paths, Tara views the risk‑reward as balanced, warranting a neutral Hold stance rather than a more aggressive rating change.

### Related Stocks

- [RCKT.US](https://longbridge.com/en/quote/RCKT.US.md)
- [PBE.US](https://longbridge.com/en/quote/PBE.US.md)
- [BBH.US](https://longbridge.com/en/quote/BBH.US.md)
- [IBB.US](https://longbridge.com/en/quote/IBB.US.md)
- [XBI.US](https://longbridge.com/en/quote/XBI.US.md)
- [BIB.US](https://longbridge.com/en/quote/BIB.US.md)
- [IBBQ.US](https://longbridge.com/en/quote/IBBQ.US.md)
- [SBIO.US](https://longbridge.com/en/quote/SBIO.US.md)
- [LABU.US](https://longbridge.com/en/quote/LABU.US.md)
- [RCKTW.US](https://longbridge.com/en/quote/RCKTW.US.md)

## Related News & Research

- [Candel Therapeutics Reports Positive Phase 3 Prostate Cancer Trial Data](https://longbridge.com/en/news/286652611.md)
- [BUZZ-Street View: Regeneron's melanoma trial setback raises bigger-picture questions](https://longbridge.com/en/news/286769076.md)
- [Rani Therapeutics Q1 contract revenue rises on Chugai collaboration; announces CFO transition](https://longbridge.com/en/news/286608288.md)
- [MiNK Therapeutics' Q1 net loss narrows slightly](https://longbridge.com/en/news/286558132.md)
- [Precigen Q1 revenue beats estimates on PAPZIMEOS launch](https://longbridge.com/en/news/286311056.md)