Cormorant Increases MoonLake Stake Above 6%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 17 hours ago
0mins
Should l Buy MLTX?
Source: stocktwits
- Stake Increase: Cormorant Asset Management disclosed on Tuesday that it has increased its stake in MoonLake Immunotherapeutics to 4.36 million shares, representing a 6.1% ownership, up from about 2 million shares in October 2025, indicating strong confidence in the company's future and potential stock price impact.
- Significant Stock Surge: Following the news of Cormorant's increased stake, MoonLake's shares jumped 11% on Tuesday, marking the largest rally in over a month, reflecting heightened market interest in a possible takeover and potentially attracting more investors.
- Market Sentiment Shift: Retail sentiment for MLTX on Stocktwits flipped from 'extremely bearish' to 'extremely bullish' with a 900% surge in message volume over 24 hours, indicating strong investor expectations for the company's future, which could further drive stock price increases.
- FDA Fast Track Progress: MoonLake's Sonelokimab received FDA Fast Track designation, with plans to pursue a biologics license application in the second half of 2026, highlighting the company's potential in the treatment space and likely drawing increased institutional investor interest in its long-term growth prospects.
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Analyst Views on MLTX
Wall Street analysts forecast MLTX stock price to rise
12 Analyst Rating
9 Buy
2 Hold
1 Sell
Moderate Buy
Current: 17.520
Low
5.00
Averages
24.10
High
45.00
Current: 17.520
Low
5.00
Averages
24.10
High
45.00
About MLTX
MoonLake Immunotherapeutics, formerly known as Helix Acquisition Corp, is a Switzerland-based company engaged in the healthcare industry. The Firm is a clinical-stage biopharmaceutical company focused on the development of medicines for immunologic diseases, including inflammatory skin and joint diseases. The Company develops tri-specific nanobody Sonelokimab (SLK) which purpose is to target and penetrate difficult-to-reach inflamed tissues. SLK is a molecule with enhanced enrichment in deep skin & joints and binding of targets. SLK inhibits IL-17A and IL-17F inhibition to treat inflammatory diseases, by independently inhibiting the naturally-occurring IL-17 A/A, A/F and F/F dimers that drive inflammation in patients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Acquisition Attempts Fail: Although Merck considered acquiring cancer drugmaker Revolution Medicines for about $30 billion in January, the deal fell through due to a failure to agree on price, highlighting the intense competition in the pharmaceutical market.
- MoonLake Developments: Switzerland-based MoonLake Therapeutics is developing sonelokimab for inflammatory diseases, with the FDA granting Fast Track designation for moderate-to-severe palmoplantar pustulosis this month, and the company plans to apply for approval in hidradenitis suppurativa in the second half of 2026.
- Investor Sentiment Shift: Despite MLTX stock dropping 59% this year, retail investor sentiment has improved amid buyout speculation, with shares closing 11% higher in regular trading, indicating a growing optimism about potential acquisition opportunities.
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- Significant Stock Surge: Following the news of Cormorant's increased stake, MoonLake's shares jumped 11% on Tuesday, marking the largest rally in over a month, reflecting heightened market interest in a possible takeover and potentially attracting more investors.
- Market Sentiment Shift: Retail sentiment for MLTX on Stocktwits flipped from 'extremely bearish' to 'extremely bullish' with a 900% surge in message volume over 24 hours, indicating strong investor expectations for the company's future, which could further drive stock price increases.
- FDA Fast Track Progress: MoonLake's Sonelokimab received FDA Fast Track designation, with plans to pursue a biologics license application in the second half of 2026, highlighting the company's potential in the treatment space and likely drawing increased institutional investor interest in its long-term growth prospects.
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- Portfolio Strengthening: Merck is actively seeking acquisitions to bolster its drug portfolio, particularly as its blockbuster cancer therapy Keytruda is set to lose patent protection in 2028, with Keytruda generating approximately $29.5 billion in global sales for 2024, accounting for 46% of the company's total sales.
- Acquisition Attempts Fail: Although Merck considered acquiring cancer drugmaker Revolution Medicines for about $30 billion in January, the deal fell through due to a failure to agree on price, highlighting the intense competition in the pharmaceutical market.
- MoonLake Developments: Switzerland-based MoonLake Therapeutics is developing sonelokimab for inflammatory diseases, with the FDA granting Fast Track designation for moderate-to-severe palmoplantar pustulosis this month, and the company plans to apply for approval in hidradenitis suppurativa in the second half of 2026.
- Investor Sentiment Shift: Despite MLTX stock dropping 59% this year, retail investor sentiment has improved amid buyout speculation, with shares closing 11% higher in regular trading, indicating a growing optimism about potential acquisition opportunities.
See More
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- Market Sentiment Shift: Retail sentiment towards the SPDR S&P 500 ETF (SPY) has flipped from 'bearish' to 'bullish' in just one day, indicating a growing confidence among investors that could lead to increased capital inflows in the near term.
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See More
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- Stake Increase: Cormorant Asset Management disclosed on Tuesday that it has increased its stake in MoonLake Immunotherapeutics to 4.36 million shares, representing a 6.1% ownership, up from about 2 million shares in October 2025, indicating strong confidence in the company's future and potential stock price impact.
- Significant Stock Surge: Following the news of Cormorant's increased stake, MoonLake's shares jumped 11% on Tuesday, marking the largest rally in over a month, reflecting heightened market interest in a possible takeover and potentially attracting more investors.
- Market Sentiment Shift: Retail sentiment for MLTX on Stocktwits flipped from 'extremely bearish' to 'extremely bullish' with a 900% surge in message volume over 24 hours, indicating strong investor expectations for the company's future, which could further drive stock price increases.
- FDA Fast Track Progress: MoonLake's Sonelokimab received FDA Fast Track designation, with plans to pursue a biologics license application in the second half of 2026, highlighting the company's potential in the treatment space and likely drawing increased institutional investor interest in its long-term growth prospects.
See More
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- New Chief Medical Officer: ImageneBio has appointed Dr. Ben Porter-Brown as Chief Medical Officer, who brings over 20 years of clinical development experience in autoimmune and inflammatory diseases, focusing on executing the Phase 2b ADAPTIVE trial to enhance the company's expertise in this area.
- International Trial Expansion: Dr. Porter-Brown plans to expand the Phase 2b trial footprint with international sites in the UK and Europe, which will not only aid in patient recruitment but also enhance Imagene's competitiveness in the global market.
- Innovative Treatment Potential: Imagene's IMG-007 is a monoclonal antibody targeting OX40 with unique product features, expected to provide new treatment options for patients with moderate-to-severe atopic dermatitis, filling a market gap and driving future growth for the company.
- Equity Incentive Plan: As an inducement for joining, Imagene will grant Dr. Porter-Brown 137,000 shares of common stock, reflecting the company's commitment to his leadership and aiming to attract top talent to drive the success of clinical projects.
See More
BioTech Surge: MoonLake Rises 30% Following FDA Success
Biotech Sector Growth: The biotech sector, particularly Moon Lake Immunotherapeutics, is gaining attention amid interest rate cuts and an AI boom, with significant stock price increases and a focus on clinical-stage biotech investments.
FDA Fast Track Designation: Moon Lake's lead drug, Sonelokimab, received Fast Track designation from the FDA for treating Palmoplantar Pustulosis, addressing a significant unmet medical need in the U.S. market.
Financial Stability: The company holds approximately $380.5 million in cash and equivalents, providing a strong financial foundation to support its regulatory filings and potential commercialization efforts without immediate capital raises.
Upcoming Investor Day: Moon Lake is set to host an Investor Day on February 23, 2026, focusing on data from its Phase 2 SOLARIS trial, which could further validate its drug's efficacy across various inflammatory diseases.
See More
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- Clinical Trial Progress: Avalo Therapeutics has completed enrollment for the Phase 2 LOTUS trial of AVTX-009, involving approximately 250 adults with moderate to severe hidradenitis suppurativa, aimed at evaluating the efficacy and safety of subcutaneous bi-weekly and monthly dosing regimens, with topline data expected in mid-2026.
- Stock Volatility Risk: Analyst Cantor highlights that if the stock underperforms, it could decline by 85-90%, while Agarwal sees potential upside even if the HiSCR75 change is around 18%-19%, though the Phase 3 trial poses risks that may dampen investor confidence.
- Potential Upside Forecast: Should the HiSCR75 change fall between 20-25%, Avalo's stock could rally by 100-150%, and if it drops to 25-30%, the stock might skyrocket over 200%, indicating the market's sensitivity to efficacy outcomes.
- Analyst Rating Trends: Recently, Avalo Therapeutics has seen a positive trend in analyst ratings, with Guggenheim and HC Wainwright & Co. both issuing 'Buy' ratings, with Guggenheim setting a target price of $50.00, reflecting a bullish outlook for the company.
See More
