--- title: "Apogee Therapeutics: Strong Phase II AD Data and 2026 Readouts Underpin Buy Rating and Potential to Displace JAK-Based Regimens" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/278568437.md" description: "TD Cowen analyst Tyler Van Buren has maintained a Buy rating on Apogee Therapeutics (APGE) stock, citing strong Phase II data for its lead asset and upcoming catalysts. He anticipates pivotal clinical readouts in 2026 that could position the company to challenge JAK-based treatments. The 16-week Phase II data showed significant EASI-75 responses, outperforming expectations. Citi also supports the stock with a Buy rating and a $95 price target." datetime: "2026-03-10T13:45:25.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278568437.md) - [en](https://longbridge.com/en/news/278568437.md) - [zh-HK](https://longbridge.com/zh-HK/news/278568437.md) --- > 支持的语言: [English](https://longbridge.com/en/news/278568437.md) | [繁體中文](https://longbridge.com/zh-HK/news/278568437.md) # Apogee Therapeutics: Strong Phase II AD Data and 2026 Readouts Underpin Buy Rating and Potential to Displace JAK-Based Regimens TD Cowen analyst Tyler Van Buren has maintained their bullish stance on APGE stock, giving a Buy rating on March 5. ### Claim 70% Off TipRanks Premium - Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions - Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Tyler Van Buren has given his Buy rating due to a combination of factors related to Apogee Therapeutics’ lead asset and upcoming catalysts. He views 2026 as a pivotal year, with multiple clinical readouts from the Phase II AD zumi program and the APG279 OX40L combination that could position the company to challenge or even displace current JAK-based regimens in second-line treatment. He highlights that the 16-week Phase II data for zumi in moderate-to-severe AD patients significantly outperformed expectations, showing strong EASI-75 responses even against an unusually high placebo rate, and appearing numerically better than existing standard-of-care biologics. Van Buren also emphasizes the potential of 52-week data to confirm durable efficacy with less frequent dosing (every 3–6 months), the ability to advance both Q3M and Q6M regimens into Phase III, and the strong exposure–response relationship that supports confidence in Part B and later-stage studies, all of which underpin his favorable risk-reward view and Buy recommendation. In another report released on March 5, Citi also maintained a Buy rating on the stock with a $95.00 price target. ### 相关股票 - [VanEck Biotech ETF (BBH.US)](https://longbridge.com/zh-CN/quote/BBH.US.md) - [Proshares Ultra Nasdaq Biotech (BIB.US)](https://longbridge.com/zh-CN/quote/BIB.US.md) - [Invesco Nasdaq Biotechnology ETF (IBBQ.US)](https://longbridge.com/zh-CN/quote/IBBQ.US.md) - [Apogee Therapeutic (APGE.US)](https://longbridge.com/zh-CN/quote/APGE.US.md) - [SPDR S&P Biotech (XBI.US)](https://longbridge.com/zh-CN/quote/XBI.US.md) - [ALPS Medical Breakthrough (SBIO.US)](https://longbridge.com/zh-CN/quote/SBIO.US.md) - [First Trust NYSE Arca Biotech Index Fd (FBT.US)](https://longbridge.com/zh-CN/quote/FBT.US.md) - [iShares Biotechnology ETF (IBB.US)](https://longbridge.com/zh-CN/quote/IBB.US.md) - [Invesco Biotechnology & Genome ETF (PBE.US)](https://longbridge.com/zh-CN/quote/PBE.US.md) ## 相关资讯与研究 - [09:00 ETDelonix Bioworks Announces Initiation of Phase 1 First-in-Human Clinical Trial of a Next-Generation MenB OMV Vaccine DX-104](https://longbridge.com/zh-CN/news/281025352.md) - [Teva Pharmaceutical Gets US FDA Approval for Prolia Biosimilar; Xoliar Biosimiliar Applications Accepted in US, Europe](https://longbridge.com/zh-CN/news/281026919.md) - [09:35 ETHengrui Pharma and Braveheart Bio Announce Positive Phase 2 Results with HRS/BHB-1893 in Obstructive Hypertrophic Cardiomyopathy](https://longbridge.com/zh-CN/news/281030940.md) - [Senti Biosciences Non-GAAP EPS of -$0.53 misses by $0.06](https://longbridge.com/zh-CN/news/280788653.md) - [Apogee Therapeutics (NASDAQ:APGE) Trading Down 10.2% Following Insider Selling](https://longbridge.com/zh-CN/news/273533313.md)