Abivax

ABVX

時価総額 $76.9億

During the quarter, we closed our long positions in MTY Food Group, uniQure, ClearPoint Neuro, and Suja Life Inc. During the quarter, we closed short positions in Bending Spoons SpA, Chipotle Mexican Grill, The Ensign Group, Gemini Space Station, Jersey Mike's Subs, Moderna, Reformation, Once Upon a Farm, and X-Energy Inc. We initiated a small tracking position in Zedcor Inc. while continuing our due diligence.

Abivax Société Anonyme is advancing obefazimod for ulcerative colitis and Crohn's, with recent safety concerns now largely addressed. ABVX raised $920 million, extending its cash runway into Q4 2029 and strengthening its negotiating position for potential M&A. ABVX stock is fairly valued in the $90s, with upside contingent on a favorable UC label and positive Phase 2b CD data in 2027.

Abivax SA (NASDAQ:ABVX) reported mixed results for the first half of the year on Monday.

Abivax Presents Business Updates and First Half 2026 Financial Results  Chris Rabbat to succeed Fabio Cataldi as Chief Medical Officer; Tim Kelly appointed Chief Technical Officer to advance commercial supply readiness and lead Abivax's Chemistry, Manufacturing and Controls (“CMC”), Quality and Information Technology (“IT”) functions Cash, cash equivalents and short-term investments of €402.4 million as of June 30, 2026, combined with €767.1 million in net proceeds from the early July underwritten public offering, provides cash runway into Q4 2029 Royalty certificates buy-back completed in Q2 2026 materially reduces royalty overhang, further strengthening Abivax's debt-free financial position and flexibility to support future commercialization efforts PARIS, France – September 21, 2026 – 10:05 PM CEST – Abivax SA (Euronext Paris: FR0012333284 – ABVX / Nasdaq – ABVX) (“Abivax” or the “Company”), a clinical-stage biotechnology company focused on developing therapeutics that harness the body's natural regulatory mechanisms to stabilize the immune response in patients with chronic inflammatory diseases, reported today business updates and financial results for the six months ended June 30, 2026. The half-year financial statements, approved by the Company's Board of Directors on September 18, 2026, have been reviewed by the Company's statutory auditors, and the financial reports will be filed with the French and U.S. securities regulatory authorities on September 21, 2026.

With U.S. stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:

Biotech M&A surges in 2026, putting ABVX, IOVA, VKTX and BCRX on watchlists, as drugmakers seek late-stage and commercial assets.

ABIVAX Société Anonyme (NASDAQ:ABVX) will release its first-half earnings report after the closing bell on Monday, Sept. 21.

Abivax SA Sponsored ADR (ABVX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Abivax (ABVX) maintains a Buy rating, supported by robust Phase 3 maintenance data for obefazimod in ulcerative colitis. ABVX demonstrated clinical remission rates of 50.8%–51.3% at week 44, with strong secondary endpoints and a favorable safety profile. A recent $920M capital raise funds operations into Q4 2029, enabling standalone commercialization and strengthening strategic positioning.

After reaching an important support level, Abivax SA Sponsored ADR (ABVX) could be a good stock pick from a technical perspective. ABVX recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.