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Connect Biopharma rated risky Buy, eyes mid-2026 Phase 2 data for asthma drug rademikibart

Analyst Insights
29 Apr 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Connect Biopharma Holdings is considered a risky Buy due to its potential tied to mid-2026 Phase 2 trial results for rademikibart, a drug showing better efficacy and safety than Dupixent in China Phase 3 trials. The company targets emergency asthma and COPD markets in the US, where no biologics are approved, with commercialization led by Simcere in China. Current cash supports operations into late 2027, with possible milestone payments and royalties if rademikibart gains approval, making it a speculative but potentially rewarding investment.

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