机构评级方面，2026年2月有15家机构发布观点，其中80%给予买入或增持评级，目标均价54.54美元， 较当前价存在显著溢价。盈利预测显示公司仍处于研发投入期，2025年第四季度预测每股收益为-1.009 美元，但长期关注点集中于Barzol等管线的临床进展。 以上内容基于公开资料整理，不构成投资建议。 近7天（2026年2月9日至13日）股价呈现震荡下行趋势，区间累计跌幅3.20%，振幅达11.49%。2月9日 单日上涨4.42%至24.81美元，但2月12日下跌4.19%，2月13日续跌2.42%至23.00美元，成交额在2月13日 放大至2731万美元，换手率1.79%，资金活跃度短期上升。同期所属生物技术板块上涨1.32%，但个股 表现偏离板块，大盘纳斯达克指数下跌0.22%。 机构观点 经济观察网 塞德斯医疗于2026年2月12日公布2026年关键研发规划，Barzol药物针对慢性自发性荨麻疹 （CSU）的III期临床试验预计于2026年7月完成患者入组，该事件被管理层列为年度重点。2月14日，公 司进一步明确战略焦点，计划在2026年公布结节性痒疹和特应性皮炎的II期数据，并推进双特异性平台 C ...

Company Project Progress - Barzol drug Phase III clinical trial is expected to complete patient enrollment by July 2026, which is considered the most important event of the year by management. The company also plans to initiate evaluations for new indications such as food allergies and allergic rhinitis [1] - The company plans to announce Phase II clinical trial results for nodular prurigo and atopic dermatitis in 2026, which will be used to determine the dosing regimen for subsequent registration studies [1] - Updates on the bispecific project CDX622 are expected in the third quarter of 2026, with results from a subcutaneous single-dose escalation study also planned for release within the year. Based on these data, the company intends to initiate mechanism validation studies for severe asthma [1] Strategic Advancement - The company is focused on validating its bispecific platform (CDX622) and promoting Barzol as the preferred drug in the field of CSU and other diseases. For commercialization, the company plans to independently advance in the U.S. market while considering partnerships for markets outside the U.S. [2] Institutional Perspectives - On January 7, 2026, Celldex Therapeutics' stock price surged by 5.18%, with 80% of brokerage firms giving a buy recommendation. However, it is important to note that the company is still in the research and development phase, with the latest financial report showing zero revenue and a negative net profit [3]

Core Viewpoint - Cedars Medical (CLDX.US) has announced its key R&D plans for 2026, focusing on multiple clinical trial advancements and platform validation [1] Project Advancement - The Phase III clinical trial for CSU: The main drug Barzol targeting chronic spontaneous urticaria (CSU) is expected to complete patient enrollment by July 2026, which is the most anticipated event by management [2] - Update on the bispecific project CDX622: Data from the multi-dose escalation study is expected to be released in the third quarter of 2026. Results from the subcutaneous single-dose escalation study are also planned for release within 2026. The company aims to initiate mechanism validation studies for severe asthma based on these data [4] - Evaluation of new indications: The company will start assessing the potential for expanding Barzol into new indications such as food allergies and allergic rhinitis [5] Product Development Progress - Announcement of Phase II clinical data: Results from the Phase II studies on nodular prurigo and atopic dermatitis are planned for release in 2026. These studies will be used to determine the dosing regimen for subsequent registration studies [3] Strategic Advancement - Mid to long-term strategic focus: The company is committed to validating its bispecific platform (CDX622) and promoting Barzol as the preferred drug in the CSU and other disease areas. In terms of commercialization, the plan is to independently advance in the U.S. market while considering partnerships for markets outside the U.S. [6]