Acumen Pharmaceuticals Inc(ABOS.US)Thoughts post 2Q24 & a thesis revisit: cutting PT to $6 on lowered sabirnetug estimates amid class setbacks, remains Buy

ab 14 August 2024 Global Research and Evidence Lab Acumen Pharmaceuticals Inc to $6 on lowered sabirnetug estimates amid class setbacks, remains Buy Thoughts post 2Q24 & a thesis revisit: cutting PT P2 execution is now a key thesis, lowering PT along with volatile market We updated our model post 2Q EPS, including a reevaluation of the launch trajectory and market potential for sabirnetug (ACU193). We continue to expect a potential launch in 2H28 on the stand-alone P2 ALTITUDE-AD study results (which we exp ...