Core Viewpoint - Shares in Abivax increased by 23%, surpassing 121 euros, following reports of Eli Lilly's continued interest in acquiring the French biotech company [1] Company Summary - Abivax's stock performance reflects a significant rise, indicating positive market sentiment regarding potential acquisition talks with Eli Lilly [1] - Eli Lilly, a major player in the pharmaceutical industry, is showing interest in expanding its portfolio through the acquisition of Abivax, which may enhance its capabilities in the biotech sector [1]

Core Insights - Abivax has provided its corporate outlook for 2026, emphasizing advancements in its clinical trials and therapeutic pipeline, particularly for obefazimod in treating ulcerative colitis (UC) and Crohn's disease (CD) [2][3][4] Market Opportunity - The ulcerative colitis market is projected to grow significantly, with sales expected to increase from $9.2 billion in 2025 to $21.2 billion by 2032, driven by advanced therapies and innovative mechanisms of action [4] - Market research indicates that obefazimod may become a market leader in UC, potentially outperforming existing therapies and new entrants [5] Clinical Trial Updates - The ABTECT Phase 3 maintenance trial for obefazimod has shown no new safety signals, with over 80% of participants completing the trial [8][9] - Topline results from the ABTECT Phase 3 maintenance trial are anticipated in late Q2 2026, with a subsequent US regulatory filing planned for late 2026 [8][10] - The ENHANCE-CD Phase 2b trial for obefazimod in moderate-to-severely active Crohn's disease is ongoing, with results expected in late 2026 [12] Pipeline Advancement - Obefazimod is noted for its first-in-class mechanism of action, targeting inflammation and showing potential anti-fibrotic effects in Crohn's disease [11] - The company plans to share detailed results, including 22 abstracts, at the 2026 European Crohn's and Colitis Organization Annual Meeting [11] - Ongoing studies are evaluating obefazimod in combination with other agents, with a lead combination candidate expected to be selected by year-end 2026 [13][14] Financial Outlook - The company has secured funding that is expected to support operations into Q4 2027, allowing for the completion of key clinical trials and potential NDA filing [15]

Group 1 - ABIVAX Societe Anonyme (NASDAQ:ABVX) experienced a remarkable increase of 1,742.28 percent in 2025, driven by positive analyst outlooks, strong clinical trial results, and its inclusion in the Nasdaq biotechnology index [1][2] - The company officially joined the Nasdaq biotechnology index on December 22, which tracks the performance of biotechnology and pharmaceutical companies listed on Nasdaq, marking a significant milestone for ABIVAX [2] - ABIVAX's Chief Finance Officer, Didier Blondel, highlighted the progress made in advancing obefazimod through successful Phase 3 ABTECT Induction trials for ulcerative colitis, enhancing the company's visibility in the global biotechnology community [2] Group 2 - ABIVAX received "buy" recommendations from investment firms such as Guggenheim Securities, Truist Financial, and Citizens, with price targets set at $175, $140, and $131 respectively, reflecting a positive outlook from analysts [2] - The Phase 3 trial results for obefazimod indicated significant improvements in patients with moderate to severe ulcerative colitis, suggesting real disease healing [2]

Core Viewpoint - ABIVAX Société Anonyme (NASDAQ:ABVX) is gaining attention as a leading large-cap stock for 2025, with multiple firms raising their price targets significantly, indicating strong market confidence in the company's future performance [1][2]. Financial Performance - As of December 15, 2025, ABIVAX reported cash and cash equivalents of €589.7 million, a notable increase from €144.2 million at the end of 2024, primarily due to a public offering that generated approximately $700.3 million (€597.2 million) in net proceeds [3]. - The company's net loss for the first nine months of 2025 increased to €254.1 million, compared to €136.9 million during the same period in 2024, largely driven by a €25.4 million rise in R&D expenses, totaling €133.4 million [4]. Research and Development - The increase in R&D expenses is attributed to the advancement of the ABTECT Phase 3 trials for obefazimod in ulcerative colitis and Phase 2b trials for Crohn's disease [4]. - Personnel-related expenses also surged, with a €14.8 million increase in employer contributions, influenced by a significant rise in the company's share price during Q3 2025 [4]. Market Position - Piper Sandler raised its price target on ABIVAX to $142 from $112 while maintaining an Overweight rating, reflecting optimism about the company's prospects [1]. - Citizens also raised its price target to $131 from $114, keeping an Outperform rating, emphasizing the positive implications of Abivax's Q3 2025 results and operational milestones [2].

生物科技公司Abivax(ABVX.US)盘前涨3.58%，报147.4美元。消息面上，在Abivax公布其核心药物 obefazimod数据前，投行古根海姆将该公司的目标价从150美元上调至175美元，并给予"买入"评级。分 析师Yatin Suneja表示，做出此调整是基于对其核心药物obefazimod在第44周维持期数据读出(即将公布) 的乐观前景。(格隆汇) ...

| ABVX Abivax S.A. | | | | --- | --- | --- | | 142.310 ↓ -3.000 -2.06% | | 收盘价 12/26 16:00 美东 | | 147.400 + 5.090 +3.58% | | 盘前价 12/29 04:15 美东 | | 二 24 24 9 目 ♥ 自选 | | ● 快捷交易 | | 最高价 144.890 | 开盘价 144.890 | 成交量 66.51万 | | 最低价 139.420 | 昨收价 145.310 | 成交额 9421.47万 | | 平均价 141.665 | 市盈率TM 亏损 | 总市值 110.9亿 (... ) | | 振 幅 3.76% | 市盈率(静) 亏损 | 总股本 7793.09万 | | 换手率 1.58% | 市净率 18.431 | 流通值 59.8亿 | | 52周最高 148.830 委 比 93.53% | | 流通股 4201.76万 | | 52周最低 4.770 | 量 比 0.25 | 色 手 1股 | | 历史最高 148.830 股息TTM -- | | | | 历史最低 ...

分析师Yatin Suneja表示，做出此调整是基于对其核心药物obefazimod在第44周维持期数据读出（即将公 布）的乐观前景。 12月15日，Abivax公布了2025年第三季度财务业绩。公司营收为240万美元，超出市场预期106万美元。 然而，该季度每股亏损总计1.68美元。公司前九个月的净亏损扩大至2.541亿欧元，高于2024年同期的 1.369亿欧元。公司的财务活动反映出其正更加聚焦于其主要候选药物、同类首创口服miR-124增强剂 obefazimod。 研发费用增至1.334亿欧元，主要由溃疡性结肠炎的ABTECT III期项目以及克罗恩病的ENHANCE-CD IIb期试验的进展推动。Abivax正在为2026年的几个重要里程碑做准备。ABTECT维持试验的主要结果预 计将于2026年第二季度公布，这将为计划在2026年下半年向美国FDA提交新药申请提供最终的临床基 础。 （原标题：看好核心药物obefazimod前景 投行古根海姆给予Abivax(ABVX.US)"买入"评级） 智通财经APP获悉，在法国生物科技公司Abivax(ABVX.US)公布其核心药物obefazimod数据前 ...

Group 1 - ABIVAX is recognized as a promising emerging technology stock, with Guggenheim analyst Yatin Suneja raising the price target from $150 to $175, maintaining a Buy rating due to an optimistic outlook for obefazimod [1] - In Q3 2025, ABIVAX reported revenues of $2.40 million, exceeding estimates by $1.06 million, but incurred a loss per share of $1.68, with a net loss for the first nine months of €254.1 million, up from €136.9 million in 2024 [2] - R&D expenses increased to €133.4 million, driven by the ABTECT Phase 3 program for ulcerative colitis and the ENHANCE-CD Phase 2b trial for Crohn's disease, with key milestones expected in 2026 [3] Group 2 - ABIVAX is a clinical-stage biotechnology company focused on developing therapeutics that stabilize the immune response in patients with chronic inflammatory diseases [4]

Core Insights - ABIVAX (ABVX) has been recognized as the best performing biotech stock in 2025, achieving a remarkable 1,470% increase year to date [1] Company Overview - The company focuses on innovative biotechnology solutions, emphasizing unique mechanisms of action and first-in-class therapies [1] - ABIVAX is positioned within a sector where breakthrough science can lead to significant financial returns, highlighting the importance of thorough analysis [1] Analyst's Perspective - The analysis combines scientific expertise with financial and market evaluation to provide insights into the biotech sector [1] - The approach includes assessing the science behind drug candidates, the competitive landscape, clinical trial design, and market opportunities while considering financial fundamentals [1]

Core Viewpoint - Abivax S.A. has seen significant stock price increases, with a recent rise attributed to rumors of a potential acquisition by Eli Lilly, which is in preliminary discussions with French authorities [1] Stock Performance - Abivax S.A. stock rose by 1.01% in pre-market trading, reaching $140.12 - The stock hit an intraday high of $139.62, marking a historical peak - The closing price was $138.72, reflecting a 20.69% increase for the day - Year-to-date, the stock has surged by 1795% [1]