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JMP Securities cuts Trevena stock to reflect equity dilution

EditorRachael Rajan
Published 2024-04-02, 07:32 a/m
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On Tuesday, JMP Securities adjusted its price target for Trevena (NASDAQ:TRVN), a biopharmaceutical company, to $3.00 from the previous target of $4.00. Despite the reduction, the firm maintained its Market Outperform rating on the stock.

The adjustment follows Trevena's latest financial report and corporate updates which were shared earlier today.

In the fourth quarter of 2023, Trevena reported its financial results and provided a corporate update that underscored the ongoing development of its product TRV045. TRV045 is recognized for its distinctive S1P modulatory function. Simultaneously, Trevena announced its decision to scale back commercial support for its product OLINVYK. This strategic move is aimed at conserving capital and reallocating resources towards the development of TRV045.

"We reiterate our Market Outperform rating, but lower our risk-adjusted, DCF-derived price target to $3 (from $4) reflecting equity dilution," said the analyst.

Trevena ended the fourth quarter of 2023 with approximately $33 million in cash and equivalents. According to the company's management, this reserve is anticipated to be adequate to support operational costs well into the year 2025. The company's strategy to reduce spending on OLINVYK is part of a broader effort to prioritize its resources effectively.

InvestingPro Insights

As Trevena (NASDAQ:TRVN) navigates its strategic shift towards the development of TRV045, the recent financial metrics and market performance provide additional context for investors. According to real-time data from InvestingPro, Trevena's market capitalization stands at a modest $7.33 million, reflecting the challenges faced by smaller biopharmaceutical companies in a competitive market. The company's revenue for the last twelve months as of Q4 2023 reached $3.12 million, indicating a significant growth of 847.61% compared to the previous period. Despite this impressive revenue growth, the company's operating income margin was deeply negative at -1075.4%, underscoring the financial pressures of ongoing research and development efforts.

InvestingPro Tips also shed light on Trevena's current position, with the stock being in oversold territory according to the RSI. This could potentially signal an opportunity for investors looking for an entry point, although the company is quickly burning through cash and has been notably unprofitable over the last twelve months. Additionally, analysts do not anticipate profitability this year and expect a sales decline, which may impact the stock's performance. It's worth noting that Trevena's liquid assets still exceed short-term obligations, providing some financial cushion in the near term.

For those considering an investment in Trevena, leveraging the breadth of information available through InvestingPro could be beneficial. With 13 additional InvestingPro Tips available, investors can gain a deeper understanding of the company's financial health and market position. Remember to use coupon code PRONEWS24 to receive an additional 10% off a yearly or biyearly Pro and Pro+ subscription, offering a comprehensive toolset for informed decision-making.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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