AU · rank #6 · 2026-09-04
ABVX
PARIS · EUR · $9.86B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.736 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.33 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $138.97 | +40.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +3.81% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.29 |
| Gross margin TTM | +100.0% |
| 52w high | $139.00 |
| Market cap (USD) | $9.86B |
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 is a clinical-stage French biotech developing obefazimod, a first-in-class oral miR-124 enhancer in Phase 3 for moderate-to-severe ulcerative colitis with an NDA submission targeted for Q4 2026.
Rationale
The analyst_upside_pct of 40% with 100% revision agreement across all three covering analysts, backed by positive Phase 3 ABTECT maintenance data and a confirmed positive pre-NDA FDA interaction, gives the upside consensus a concrete near-term catalyst anchor rather than pure sentiment.
Material risks
- 1Single-asset concentration in obefazimod means any FDA Complete Response Letter or safety signal during NDA review would collapse the entire thesis with no revenue or pipeline backstop.
- 2The $800M July 2026 dilutive offering and thin three-analyst coverage create high target-price dispersion (79%) and fragile consensus, meaning one analyst revision or a competitor readout in UC could sharply reprice the 40% implied upside.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.