Gossamer Bio's modeled fair value has shifted from US$1.66 to US$82.48, reflecting the 1 for 80 reverse stock split and refreshed valuation work. Street research links these reset price targets to a split view on risk and reward for seralutinib as it moves toward a planned PAH NDA submission, with analysts weighing FDA feedback, trial data and single asset concentration. As you read on, you will see how to track these changing targets and what might matter most for following the evolving Gossamer Bio story.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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H.C. Wainwright lifted its Gossamer Bio target to US$90 from US$2 after the 1 for 80 reverse stock split and updated modeling, which signals confidence in the seralutinib opportunity despite the higher post split share price.
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Leerink upgraded Gossamer Bio to Outperform from Market Perform with a US$1 target on a pre split basis and highlighted comfort with the FDA focus on the total seralutinib data package, including TORREY and subgroup analyses, rather than solely the PROSERA topline statistical miss.
🐻 Bearish Takeaways
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Piper Sandler cut its Gossamer Bio target to US$4 from US$15, reflecting caution around the Phase 3 PROSERA results, where the degree of statistical significance and treatment effect is described as a review issue for the PAH filing.
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Street commentary underscores that Gossamer Bio remains heavily tied to a single late stage asset in seralutinib, so investors face concentrated execution and regulatory risk as the planned PAH NDA submission approaches.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!
We've flagged 4 risks for Gossamer Bio. See which could impact your investment.
How This Changes the Fair Value For Gossamer Bio
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Fair value has moved from US$1.66 to US$82.48, aligning with the 1 for 80 reverse stock split and updated modeling assumptions.
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Revenue growth has shifted from about 35.91% to about 24.73% in the latest analysis.
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Net profit margin has adjusted from about 17.91% to about 17.25% in updated models.
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Future P/E has moved from about 52.50x to about 44.25x in the refreshed valuation work.
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The discount rate has changed from 8.30% to about 8.52% in current modeling.
Never Miss an Update: Follow The Narrative
Narratives link Gossamer Bio's clinical and financial story to a forward view of revenue, earnings and fair value. They refresh when new trial results, regulatory updates or capital decisions come through, so you can see how the thesis changes over time.
Head over to the Simply Wall St Community and follow the Narrative on Gossamer Bio to stay up to date on:
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How the PROSERA Phase 3 PAH trial and the CIRANATA PH-ILD study for seralutinib are shaping the potential patient population and market reach.
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The role of the Chiesi Group collaboration and global enrollment in opening up additional indications and international markets for seralutinib.
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Key execution risks, including high R&D spending relative to current revenue, dependence on seralutinib trial outcomes, and the cash runway to the first half of 2027.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include GOSS .
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