AU · rank #14 · 2026-07-21
ABVX
PARIS · EUR · $11.75B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.454 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.13 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $138.56 | +17.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +14.33% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.29 |
| Gross margin TTM | +100.0% |
| 52w high | $139.00 |
| Market cap (USD) | $11.75B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Abivax SA is a clinical-stage biotechnology company focused on developing its lead oral small-molecule immunomodulator, obefazimod, which is currently in Phase 3 clinical trials for moderately to severely active inflammatory bowel diseases.
Rationale
Positive estimate revisions and a 17.3% analyst upside signal are fundamentally validated by positive Phase 3 ABTECT maintenance data and an oversubscribed $920 million capital raise that extends the company's cash runway to Q2 2029.
Material risks
- 1A clinical, safety, or regulatory setback for obefazimod would invalidate the thesis, as the company has no other late-stage pipeline candidates and no commercialized products.
- 2An exceptionally high analyst target dispersion of 79.4% highlights extreme divergence in market expectations regarding obefazimod's ultimate pricing and market penetration.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.