Avalo Therapeutics is drawing a contrarian Buy call ahead of abdakibart's Phase 3. That makes this a binary catalyst setup: positioning and trial odds will drive the tape, not near-term estimates. $AV

What happened: A Seeking Alpha analyst rates Avalo Therapeutics a contrarian "Buy" ahead of Abdakibart's Phase 3, citing positive LOTUS results that support a pivotal trial. Why it matters: The analyst sees monthly dosing as a potential differentiator in HS and calls the recent pullback a nice entry price, but Lutikizumab's modest Phase 3 benefit keeps the rating below "Strong Buy.

A Seeking Alpha analyst rates Avalo Therapeutics a contrarian "Buy" ahead of Abdakibart's Phase 3, citing positive LOTUS results that support a pivotal trial.

The analyst sees monthly dosing as a potential differentiator in HS and calls the recent pullback a nice entry price, but Lutikizumab's modest Phase 3 benefit keeps the rating below "Strong Buy.