<p>TD Cowen 分析师 Joseph Thome 维持了对 DRUG 股票的看涨态度，今天给予了买入评级。</p>
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<p>Joseph Thome 给予买入评级是基于与临床表现和估值相关的多种因素。他强调，BMB-101 在缺失性癫痫和发育性及癫痫性脑病中实现了超出预期的癫痫发作减少，其安全性与 5-HT2C 类别一致，这支持了 2026 年全球注册试验的启动，并使他大幅提高了对这两种适应症的峰值销售预期。</p>
<p>Thome 还强调了 Prader-Willi 综合症业务的额外上行潜力，其中 BMB-101 的概念验证研究和计划中的 BMB-105 后续资产的 I 期临床试验旨在加快上市时间，同时满足在食欲、体重和行为领域的未满足需求。结合稳健的现金状况和来自关键意见领袖的强大支持，他认为 2026 年是关键的执行年，并认为当前股价未能充分反映公司的去风险化管线和扩展的商业潜力，从而证明了他的买入推荐。</p>
<p>在今天发布的另一份报告中，Robert W. Baird 也维持了对该股票的买入评级，目标价为 126.00 美元。</p>

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DRUG

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2 倍做多纳斯达克生物技术 ETF - ProShares

<p>TD Cowen 分析师 Joseph Thome 对 DRUG 股票维持买入评级，指出 BMB-101 在治疗缺失性癫痫和发育性及癫痫性脑病方面表现出色。他预计将在 2026 年进行关键的全球试验，并提高了峰值销售预期。Thome 还强调了 Prader-Willi 综合症业务的潜力，并认为当前股价并未反映公司的去风险化管道。罗伯特·W·贝尔德也对此表示支持，给予买入评级和 126 美元的目标价</p>

<p>TD Cowen analyst Joseph Thome has maintained their bullish stance on DRUG stock, giving a Buy rating today.</p>
<div class="lb-trans"><p>TD Cowen 分析师 Joseph Thome 维持了对 DRUG 股票的看涨态度，今天给予了买入评级。</p>
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<div class="lb-trans"><h3>情人节促销 - 70% 折扣</h3>
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<li>通过最新的新闻和分析保持市场领先，最大化您的投资组合潜力</li>
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</div><p>Joseph Thome has given his Buy rating due to a combination of factors tied to both clinical performance and valuation. He highlights that BMB-101 delivered stronger-than-expected seizure reductions in absence epilepsy and developmental and epileptic encephalopathies, with a safety profile in line with the 5-HT2C class, supporting the start of global registrational trials in 2026 and leading him to raise his peak sales assumptions materially in both indications.</p>
<div class="lb-trans"><p>Joseph Thome 给予买入评级是基于与临床表现和估值相关的多种因素。他强调，BMB-101 在缺失性癫痫和发育性及癫痫性脑病中实现了超出预期的癫痫发作减少，其安全性与 5-HT2C 类别一致，这支持了 2026 年全球注册试验的启动，并使他大幅提高了对这两种适应症的峰值销售预期。</p>
</div><p>Thome also underscores the added upside from the Prader-Willi syndrome franchise, where a proof-of-concept study with BMB-101 and a planned Phase I for follow-on asset BMB-105 are designed to accelerate time to market while addressing unmet needs across appetite, weight, and behavioral domains. Coupled with a solid cash position and strong support from key opinion leaders, he views 2026 as a pivotal execution year and believes the current share price does not adequately reflect the company’s de-risked pipeline and expanded commercial potential, justifying his Buy recommendation.</p>
<div class="lb-trans"><p>Thome 还强调了 Prader-Willi 综合症业务的额外上行潜力，其中 BMB-101 的概念验证研究和计划中的 BMB-105 后续资产的 I 期临床试验旨在加快上市时间，同时满足在食欲、体重和行为领域的未满足需求。结合稳健的现金状况和来自关键意见领袖的强大支持，他认为 2026 年是关键的执行年，并认为当前股价未能充分反映公司的去风险化管线和扩展的商业潜力，从而证明了他的买入推荐。</p>
</div><p>In another report released today, Robert W. Baird also maintained a Buy rating on the stock with a $126.00 price target.</p>
<div class="lb-trans"><p>在今天发布的另一份报告中，Robert W. Baird 也维持了对该股票的买入评级，目标价为 126.00 美元。</p>
</div>

De-Risked Neurology Pipeline and Pivotal 2026 Catalysts Underpin Buy Rating on BMB-101 Franchise

Tip Ranks

Bright Minds Biosciences

去风险的神经学研发管线以及 2026 年的关键催化剂支撑了对 BMB-101 系列的买入评级