Movement Alert|Abivax S.A. Falls 40.7% in Regular Trading, Phase 3 Trial Data Complicated by Cancer Cases Triggers Market Panic

Market Focus06-02

On June 2, Abivax S.A. fell 40.7% in regular trading, trading at $82.725/share, with trading volume of $320 million. The sharp decline was triggered by the company's disclosure of Phase 3 maintenance trial results for its core drug obefazimod in moderately to severely active ulcerative colitis.

While the trial met its primary endpoint and both the 25 mg and 50 mg dose groups achieved key secondary objectives, malignancy cases reported during the trial significantly complicated the safety profile, prompting a strongly negative market reaction. NASDAQ had previously halted trading in the stock pending the news disclosure; upon resumption, shares were immediately met with heavy selling pressure as investors repriced the drug's safety risk.

Morgan Stanley subsequently lowered its price target from $145 to $132 while maintaining an overweight rating. The consensus analyst mean target stands at $147.13. Just one week prior, the stock had been trading near $128 after the company reported robust cash reserves of €491.6 million, which had eased concerns about R&D sustainability.

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