Core Insights - Apogee Therapeutics, Inc. is actively participating in several upcoming investor conferences, showcasing its commitment to engaging with the investment community [1][2][3] Conference Participation - Apogee will participate in the Guggenheim 2 Annual Healthcare Innovation Conference on November 11, 2025, at 1:30 p.m. ET [2] - The company will also be present at the Stifel 2025 Healthcare Conference on November 12, 2025, at 11:20 a.m. ET [2] - Additionally, Apogee will take part in the TD Cowen Immunology and Inflammation Virtual Summit on November 13, 2025, at 12:30 p.m. ET [2] - The Jefferies London Healthcare Conference is scheduled for November 19, 2025, at 3:00 p.m. GMT / 10:00 a.m. ET [2] - The Citi 2025 Global Healthcare Conference will occur on December 3, 2025, at 9:45 a.m. ET [3] - A live and archived webcast of these events will be available on the Apogee Therapeutics website [3] Company Overview - Apogee Therapeutics is a clinical-stage biotechnology company focused on developing optimized, novel biologics for major inflammatory and immunology (I&I) markets [4] - The company targets conditions such as Atopic Dermatitis (AD), asthma, Eosinophilic Esophagitis (EoE), and Chronic Obstructive Pulmonary Disease (COPD) [4] - Apogee's lead program, APG777, is primarily aimed at treating AD, which is identified as a significant and under-penetrated market [4] - The company has four validated targets in its portfolio and aims to achieve best-in-class profiles through both monotherapies and combinations of its novel antibodies [4] - Apogee believes its broad pipeline and expertise can provide substantial value and benefits to patients who are underserved by current treatment options [4]

Core Viewpoint - Apogee Therapeutics Inc. (APGE) has seen a significant stock price increase of 41.4% over the past four weeks, closing at $55.7, with analysts suggesting a potential upside of 69.3% based on a mean price target of $94.3 [1][11]. Price Targets and Analyst Estimates - The mean estimate for APGE comprises 10 short-term price targets with a standard deviation of $16.3, indicating variability among analysts. The lowest estimate suggests a 7.7% increase to $60.00, while the highest estimate predicts a surge of 108.3% to $116.00 [2][9]. - A tight clustering of price targets, represented by a low standard deviation, indicates a high degree of agreement among analysts regarding the stock's price movement direction [9]. Earnings Estimates and Analyst Agreement - Analysts show strong agreement in revising earnings per share (EPS) estimates higher for APGE, which is a positive indicator for potential stock upside. This correlation between earnings estimate revisions and stock price movements is supported by empirical research [4][11]. - Over the past 30 days, one estimate for APGE has increased, leading to a 0.9% rise in the Zacks Consensus Estimate, with no negative revisions noted [12]. Zacks Rank and Investment Potential - APGE holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, which further supports its potential upside [13]. - While the consensus price target may not be a reliable indicator of the extent of potential gains, it does provide a useful guide for the direction of price movement [14].

Core Viewpoint - Apogee Therapeutics Inc. (APGE) has shown a significant price increase of 46.4% over the past four weeks, with a mean price target of $93.11 indicating a potential upside of 72.5% from the current trading price of $53.97 [1]. Price Targets and Analyst Consensus - The average price target for APGE is based on nine short-term estimates, ranging from a low of $60.00 to a high of $116.00, with a standard deviation of $16.83, suggesting variability in analyst predictions [2]. - The lowest estimate indicates an 11.2% increase, while the highest suggests an upside of 114.9% [2]. - A low standard deviation among price targets indicates strong agreement among analysts regarding the stock's price movement direction [9]. Earnings Estimates and Analyst Optimism - Analysts have shown strong agreement in revising earnings per share (EPS) estimates higher, which correlates with potential stock price increases [11]. - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 0.9%, with one estimate moving higher and no negative revisions [12]. - APGE holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [13]. Caution on Price Targets - While price targets are a common tool for investors, they can often mislead, as empirical research shows that they rarely indicate actual stock price movements [7][10]. - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8].

Core Insights - Apogee Therapeutics, Inc. has successfully closed a public offering of 8,048,782 shares of common stock, raising approximately $345 million before expenses [1] Company Overview - Apogee Therapeutics is a clinical-stage biotechnology company focused on developing optimized, novel biologics for the inflammatory and immunology markets, targeting conditions such as Atopic Dermatitis, asthma, Eosinophilic Esophagitis, and Chronic Obstructive Pulmonary Disease [5] - The company's lead program, APG777, is aimed at treating Atopic Dermatitis, which is identified as a significant and under-penetrated market [5] - Apogee's antibody programs are designed to enhance existing therapies by targeting established mechanisms of action and utilizing advanced antibody engineering to improve properties like half-life [5]

Core Viewpoint - Apogee Therapeutics is initiating a new capital-raising effort aiming to generate approximately $300 million through a secondary stock offering, which has positively impacted its stock price, increasing nearly 13% in value [1][2]. Group 1: Capital-Raising Details - The company plans to offer over 6.95 million shares at a price of $41 each, along with pre-funded warrants for certain investors, allowing them to purchase up to 365,853 additional shares at a price slightly below $41 [3]. - Underwriters have the option to buy up to nearly 1.1 million additional shares, enhancing the total potential capital raised [3]. Group 2: Use of Proceeds - Apogee intends to utilize the proceeds from this capital raise, along with existing cash and liquid assets, to fund preclinical studies, clinical trials, manufacturing, and commercial readiness activities for its antibody programs [4]. - Increased research and development spending is also highlighted as a potential target for the incoming funds [4].

Group 1: Helen of Troy Ltd - Helen of Troy reported quarterly earnings of 59 cents per share, beating the analyst consensus estimate of 53 cents per share [1] - The company reported quarterly sales of $431.781 million, exceeding the analyst consensus estimate of $418.806 million [1] - For FY2026, Helen of Troy expects adjusted EPS of $3.75-$4.25, lower than market estimates of $4.58, and sales of $1.739 billion-$1.780 billion, compared to market estimates of $1.750 billion [1] Group 2: Stock Movements - Helen of Troy shares fell 16.7% to $23.00 in pre-market trading following the earnings report [2] - Ferrari NV shares decreased by 12.4% to $420.00 after releasing its 2030 strategic plan and updated financial guidance [4] - Apogee Therapeutics, Inc. shares tumbled 9.6% to $42.70 after announcing a $300 million public offering [4] - AZZ Inc shares declined 9.4% to $96.01 following weak second-quarter results [4] - Plug Power Inc shares fell 7.8% to $3.37 after raising $370 million from the exercise of warrants [4] - Inventiva shares decreased by 6.3% to $5.02 in pre-market trading [4] - NextNRG Inc shares fell 5.8% to $2.59 in pre-market trading [4]

Core Viewpoint - Apogee Therapeutics, Inc. has announced a public offering of 6,951,221 shares of common stock priced at $41.00 per share, aiming to raise approximately $300 million before expenses [1]. Group 1: Offering Details - The offering includes pre-funded warrants for certain investors to purchase up to 365,853 shares at a price of $40.99999 per warrant, with an exercise price of $0.00001 per share [1]. - The offering is expected to close on October 10, 2025, subject to customary closing conditions [1]. - Underwriters have an option to purchase an additional 1,097,561 shares at the public offering price within 30 days [1]. Group 2: Underwriters - Jefferies, BofA Securities, Guggenheim Securities, and TD Cowen are acting as joint book-running managers for the offering, while BTIG serves as a passive bookrunner [2]. Group 3: Company Overview - Apogee Therapeutics is a clinical-stage biotechnology company focused on developing novel biologics for inflammatory and immunology markets, including treatments for Atopic Dermatitis, asthma, Eosinophilic Esophagitis, and Chronic Obstructive Pulmonary Disease [5]. - The company's lead program, APG777, targets Atopic Dermatitis, which is noted as a large and under-penetrated market [5]. - Apogee aims to achieve best-in-class profiles through its antibody programs by addressing limitations of existing therapies and optimizing properties such as half-life [5].

Core Viewpoint - Apogee Therapeutics, Inc. has initiated an underwritten public offering of its common stock and pre-funded warrants, with the intention to utilize the proceeds for various research and development activities, including clinical trials and manufacturing [1][2]. Group 1: Offering Details - The public offering includes a 30-day option for underwriters to purchase an additional 15% of shares at the public offering price [1]. - The offering is subject to market conditions, and there is no assurance regarding its completion or the actual size and terms [1]. Group 2: Use of Proceeds - The net proceeds from the offering will be used to fund preclinical studies, clinical trials, manufacturing, and commercial readiness activities for the company's antibody programs [2]. - Additional uses include research and development activities, capital expenditures, working capital, and general corporate purposes [2]. Group 3: Company Overview - Apogee Therapeutics is focused on developing novel biologics for inflammatory and immunology markets, targeting conditions such as Atopic Dermatitis, asthma, and Chronic Obstructive Pulmonary Disease [6]. - The company's lead program, APG777, is aimed at treating Atopic Dermatitis, which is identified as a significant and under-penetrated market [6]. - Apogee's antibody programs are designed to enhance existing therapies by targeting established mechanisms and optimizing properties through advanced engineering [6].

Summary of Apogee Therapeutics Conference Call Company Overview - **Company**: Apogee Therapeutics (NasdaqGM:APGE) - **Focus**: Development of mono and combination therapies for atopic dermatitis (AD) and other indications, with a strong emphasis on IL-13 antibody therapies [3][4] Key Points Industry Dynamics - The biologic market for atopic dermatitis is experiencing significant growth, with a **25% increase** year-over-year and a **48% rise** in new-to-brand prescriptions [7][8] - Current biologic penetration in the AD market is only about **10%**, indicating substantial room for growth [7] - New entrants like Eplis and Nimolizumab are performing well, with Eplis growing **40%** from Q1 to Q2 and Nimolizumab over **100%** in the same period [8] Product Development and Pipeline - Apogee is focused on launching a best-in-class therapy for atopic dermatitis later in the decade, with ongoing Phase 2 studies and combination studies planned for next year [3][4] - The company aims to innovate continuously in the atopic dermatitis space, with a focus on creating therapies that can be co-formulated and administered together [4] - The Phase 2a study showed a **66.9%** response rate in achieving EZ 75, a key endpoint for physicians [14] - Early itch relief was statistically significant as early as one week after treatment, with a focus on reducing the number of injections required compared to competitors [16][17] Safety and Efficacy - The safety profile of Apogee's therapies is comparable to existing treatments like Dupixent and Lebrikizumab, with a focus on managing adverse events such as conjunctivitis [22][24] - The company reported **zero injection site reactions** in their study, a significant advantage over competitors [26] Future Studies and Market Strategy - Ongoing studies include a Phase 2b trial with a readout expected in mid-2026, focusing on dose-response and maintenance of efficacy [30][34] - The company is exploring both quarterly and biannual dosing options, which could enhance market share by **10%** among physicians [41] - Apogee is also considering expansion into asthma indications due to overlap with atopic dermatitis patients [62] Financial Position - Apogee has a strong balance sheet with **$620 million** in cash, providing a runway into **2028** to support ongoing and future studies [58][62] Additional Insights - The company emphasizes the importance of data disclosure and market research to inform their strategies and product development [20][21] - Apogee's approach to combination therapies is based on optimizing the therapeutic profile without the risks associated with bispecific antibodies [44][46] - The company is committed to being a "serial innovator" in atopic dermatitis, prioritizing capital allocation towards this goal [58][62]

Core Insights - Apogee Therapeutics, Inc. announced that data from the Phase 2 APEX trial of APG777 for moderate-to-severe atopic dermatitis will be presented at the EADV Congress 2025 in Paris, highlighting its potential as a best-in-class treatment [1][2] Company Overview - Apogee Therapeutics is a clinical-stage biotechnology company focused on developing novel biologics for inflammatory and immunology markets, including atopic dermatitis, asthma, and chronic obstructive pulmonary disease [4][5] - The company aims to create best-in-class profiles through advanced antibody engineering and targeting established mechanisms of action [4][5] Clinical Trial Highlights - The APEX trial demonstrated that APG777 met both primary and secondary endpoints, reinforcing its potential as a leading treatment option for moderate-to-severe atopic dermatitis [2] - APG777 is notable for being the only biologic tested with maintenance dosing every 3 and 6 months [2] - The combination of APG777 with APG990, which targets OX40L, is expected to broaden the treatment scope for various inflammatory conditions [2] Presentation Details at EADV Congress 2025 - A late-breaker oral presentation titled "APG777, a Novel, Half-Life Extended Anti-IL-13 Antibody, Demonstrates Safety and Efficacy in Moderate-to-Severe Atopic Dermatitis: 16-Week Results from the Phase 2 APEX Study" will be presented by Dr. Emma Guttman-Yassky on September 19, 2025 [3] - Multiple poster presentations will also be featured, including studies on APG777 and APG990, showcasing their safety profiles and efficacy [3]