Revolutionizing Allergy Treatment: Aquestive’s Hidden Gem

Aquestive Therapeutics: A Hidden Gem in the Pharmaceutical Industry

Unlocking the Potential of PharmFilm Technology

Aquestive Therapeutics, a pharmaceutical company with a diverse portfolio of five commercialized products, has caught the attention of Cantor analysts. The company’s innovative approach to drug delivery, leveraging its proprietary PharmFilm technology, sets it apart from its peers. This technology enables the delivery of active pharmaceutical ingredients via oral routes, including buccal, sublingual, and lingual administration.

A Focus on Anaphylm: A Game-Changer for Severe Allergic Reactions

Aquestive’s late-stage proprietary product candidate, Anaphylm, is poised to revolutionize the treatment of severe allergic reactions, including anaphylaxis. Currently in pre-NDA stage development, Anaphylm has demonstrated a comparable profile to epinephrine auto-injectors, with potential improvements in some situations. Cantor analysts are bullish on Anaphylm’s prospects, forecasting a significant upside for the company’s shares.

Pediatric Trials Underway, NDA Submission on Track

Earlier this month, Aquestive reaffirmed its guidance for submitting the New Drug Application (NDA) for Anaphylm in the first quarter of 2025. The company has also commenced pediatric trials in the U.S. and Canada, further solidifying its position in the market.

A Quest for Undervalued Stocks

Despite producing significant data supporting Anaphylm’s efficacy, Aquestive’s shares are trading well below estimated peak sales. Cantor analysts believe this presents a buying opportunity, with potential for shares to surge over 200% in 2025 if approved.

Anaphylm’s Competitive Advantage

Anaphylm’s sublingual epinephrine offers several advantages over traditional auto-injectors. Its compact size, ease of use, and fewer steps involved make it an attractive option for patients and caregivers. This could potentially disrupt the epinephrine auto-injector market, paving the way for Aquestive’s growth.

Price Action and Analyst Ratings

Aquestive’s stock is up 7.31% at $3.86, with Cantor initiating coverage with an Overweight rating and a price forecast of $17. Other analysts, including RBC Capital and HC Wainwright & Co., have also maintained a positive outlook on the company.

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