---
title: "Pantginis Reiterates Buy on ENV-105’s Emerging Resistance-Reversal Profile and Bayer Collaboration; Price Target Maintained at $12"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293963879.md"
description: "H.C. Wainwright analyst Joseph Pantginis reiterated a Buy rating on Kairos Pharma with a $12 price target. The recommendation is based on ENV-105's emerging resistance-reversal profile, positive Phase 1 safety data when combined with Tagrisso for NSCLC, and a strategic collaboration with Bayer for prostate cancer potential."
datetime: "2026-07-27T17:35:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293963879.md)
  - [en](https://longbridge.com/en/news/293963879.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293963879.md)
generator: "portal-rs"
---

# Pantginis Reiterates Buy on ENV-105’s Emerging Resistance-Reversal Profile and Bayer Collaboration; Price Target Maintained at $12

Joseph Pantginis, an analyst from H.C. Wainwright, reiterated the Buy rating on Kairos Pharma, Ltd.. The associated price target remains the same with $12.00.

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Joseph Pantginis has given his Buy rating due to a combination of factors tied to ENV-105’s emerging profile and strategic positioning. The initial safety findings from the Phase 1 trial combining ENV-105 with Tagrisso in EGFR-mutant NSCLC show no serious toxicities attributed to ENV-105, supporting continued dose escalation toward a Phase 2 dose and preserving the opportunity to demonstrate clinical benefit.

At the same time, ENV-105 is being developed as a resistance-reversing add-on to Tagrisso rather than a direct rival, aiming to extend the durability of a multibillion-dollar standard-of-care therapy in a setting with limited post-progression options. Mechanistic support from other tumor types, the Bayer collaboration expanding prostate cancer potential, and the unchanged $12 price target collectively underpin Pantginis’s positive risk-reward view despite the current lack of NSCLC efficacy data.

Joseph Pantginis has given his Buy rating due to a combination of factors tied to ENV-105’s emerging profile and strategic positioning. The initial safety findings from the Phase 1 trial combining ENV-105 with Tagrisso in EGFR-mutant NSCLC show no serious toxicities attributed to ENV-105, supporting continued dose escalation toward a Phase 2 dose and preserving the opportunity to demonstrate clinical benefit.

At the same time, ENV-105 is being developed as a resistance-reversing add-on to Tagrisso rather than a direct rival, aiming to extend the durability of a multibillion-dollar standard-of-care therapy in a setting with limited post-progression options. Mechanistic support from other tumor types, the Bayer collaboration expanding prostate cancer potential, and the unchanged $12 price target collectively underpin Pantginis’s positive risk-reward view despite the current lack of NSCLC efficacy data.

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**