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Delcath, Viking Therapeutics and AxoGen cited for biotech upside
MarketBeat Ratings highlights Moderate Buy analyst ratings for Delcath Systems, Viking Therapeutics and AxoGen, alongside strong institutional ownership.
MarketBeat Ratings pointed to three emerging biotech stocks, Delcath Systems, Viking Therapeutics and AxoGen, as candidates for potential upside, arguing that product innovation can drive growth and attract takeover interest from larger pharmaceutical companies.
The outlet said the sector’s main challenge is picking which companies justify the risk, given that many early-stage drug developers remain cash-burning for years and can face adoption, scaling, and disruption challenges, including patent cliffs that limit exclusivity.
In its assessment, MarketBeat Ratings said Delcath Systems faces hurdles related to the number of initially certified centers for its Hepzato Kit for targeted chemotherapy, but added that demand for the product can help offset that gap.
MarketBeat Ratings also noted the time required to onboard the system, which it said can take over a year, but argued that once certified, utilization can support revenue, even as it warned investors about risks such as dilution and patent cliffs.