Dianthus Therapeutics’ Price Target Doubles to $200 with 207% Upside
Guggenheim lifted Dianthus Therapeutics’ price target to $200 from $100, projecting $2.8 billion in CIDP peak sales and $2 billion from Myasthenia Gravis, implying 207% upside. An early go decision for the phase 3 CAPTIVATE trial follows Claseprubart’s 174.53% stock gain, with topline CIDP data due year-end 2026 and phase 3 MG results in 2H 2028.
1. Guggenheim’s Rating and Price Target
Guggenheim reiterated its Buy rating and raised Dianthus Therapeutics’ price target to $200 from $100, reflecting updated financial models for Claseprubart in CIDP and Myasthenia Gravis and signaling a 207% upside potential.
2. CIDP Phase 3 Go Decision
Positive interim response rates in the phase 3 CAPTIVATE trial triggered an early go decision to fully initiate the CIDP study, with topline data now scheduled for year-end 2026 as a key near-term catalyst.
3. Phase 2 Myasthenia Gravis Results
Claseprubart achieved statistically significant MG-ADL score improvements in phase 2 Myasthenia Gravis patients, underpinning plans for a pivotal phase 3 trial with results anticipated in the second half of 2028.
4. Peak Sales Projections
Analyst models project approximately $2.8 billion in global peak sales from the CIDP indication and around $2 billion from the generalized Myasthenia Gravis franchise, driving strong long-term revenue expectations.