Mar. 28 at 10:26 PM
$GENB Salveen Richter has given his Buy rating due to a combination of factors, starting with Generate Biomedicines’ differentiated platform that marries generative AI with in‑house experimental validation to design superior protein drugs. He highlights the lead program GB-0895, a TSLP antibody with markedly stronger binding than Tezspire, supporting less frequent dosing and, in his view, competitive Phase 3 asthma data that can drive share gains.
Richter also views the current valuation as largely reflecting GB-0895 alone, leaving additional upside from the emerging oncology pipeline and future partnered programs. He points to GB-4362, a next‑generation MMAE-targeting antibody with potential safety advantages, and GB-5267, an armored CAR‑T for ovarian cancer, as key medium‑term value drivers, together with an expected first ADC entering the clinic and further collaborations that could validate and monetize the platform.
this is essentially a Ms. Salveen Richter play: 3/24 pt 25
