SA Asks: What's the most attractive biotech stock right now?

[Genetic research and Biotech science Concept. Human Biology and pharmaceutical technology]
jittawit.21

What's the most attractive biotech stock right now for investors?

Seeking Alpha analysts ONeil Trader [https://seekingalpha.com/author/oneil-trader] and Terry Chrisomalis [https://seekingalpha.com/author/terry-chrisomalis] give us their picks.

ONeil Trader [https://seekingalpha.com/author/oneil-trader]: BridgeBio (NASDAQ:BBIO [https://seekingalpha.com/symbol/BBIO]) is my highest conviction holding and the most attractive biotech stock despite the recent share price appreciation. The primary reason is the successful U.S. launch of Attruby for the treatment of ATTR cardiomyopathy. Attruby is off to a strong start despite the entrenched position of Pfizer’s (PFE [https://seekingalpha.com/symbol/PFE]) Vyndaqel and the recent launch of Alnylam’s (ALNY [https://seekingalpha.com/symbol/ALNY]) Amvuttra.

BridgeBio (NASDAQ:BBIO [https://seekingalpha.com/symbol/BBIO]) also has a healthy late-stage pipeline with three separate candidates expected to generate topline results by early 2026—encaleret in patients with ADH1, BBP-418 in patients with LGMD2I, and infigratinib in pediatric achondroplasia patients. I expect at least two of these three trials to deliver positive data (encaleret and infigratinib). I am not as optimistic about BBP-418 but would add that this is an interim readout after 12 months of treatment and that if the readout is not positive, the study runs for another two years to final analysis.

Terry Chrisomalis [https://seekingalpha.com/author/terry-chrisomalis]: I believe that the most attractive biotech stock at the moment is Immuneering (NASDAQ:IMRX [https://seekingalpha.com/symbol/IMRX]). The reason why is that it has a novel mechanism of action with its deep cyclic inhibitor atebimetinib/IMM-1-104 as a novel dual MEK inhibitor. The goal is to target a host of MAPK pathway-driven tumors using the drug alone or in combination. The uniqueness of this drug comes from its ability to drive deep cyclic inhibition and shrink tumors in a slow but sure manner. This is opposed to other MAPK-driven tumor drugs that have a sustained release, which allows for tumors to shrink more quickly but develop a resistance.

The reason why I have such praise for this company is because it was able to develop substantial clinical trial collaboration agreements with Regeneron Pharmaceuticals (REGN [https://seekingalpha.com/symbol/REGN]) and Eli Lilly (LLY [https://seekingalpha.com/symbol/LLY]) to use atebimetinib combinations to treat patients with advanced non-small cell lung cancer, or NSCLC, and locally advanced or metastatic KRAS G12C-mutant NSCLC.

Besides the Big Pharma interest it has drawn to date, Immuneering also recently announced positive results from a phase 2a study for atebimetinib plus modified gemcitabine/nab-paclitaxel, or mGnP, in the treatment of first-line pancreatic cancer patients. It noted that patients who received the drug combination achieved an overall survival rate of 86% over a 9-month period. This is crucial because the overall survival rate for patients who received only standard-of-care was 47%.

With such numbers and the ability for atebimetinib to be combined with a variety of other classes of drugs, Immuneering (NASDAQ:IMRX [https://seekingalpha.com/symbol/IMRX]) is a good M&A target as well, in my opinion.

* Top Biotechnology Stocks [https://seekingalpha.com/screeners/9409aededa-Top-Biotechnology-Stocks]
* Top Pharmaceuticals Stocks [https://seekingalpha.com/screeners/9409aededb-Top-Pharmaceuticals-Stocks]

MORE ON BRIDGEBIO PHARMA, IMMUNEERING

* BridgeBio Pharma, Inc. (BBIO) Presents at HFSA 2025 - Slideshow [https://seekingalpha.com/article/4827074-bridgebio-pharma-inc-bbio-presents-at-hfsa-2025-slideshow]
* Immuneering Corporation (IMRX) Special Call - Slideshow [https://seekingalpha.com/article/4826902-immuneering-corporation-imrx-special-call-slideshow]
* Immuneering Corporation (IMRX) Discusses Phase 2a Data Update For IMM-1-104 In First-Line Pancreatic Cancer (Transcript) [https://seekingalpha.com/article/4826697-immuneering-corporation-imrx-discusses-phase-2a-data-update-for-imm-1-104-in-first-line-pancreatic-cancer-conference-call]
* Immuneering surges 40% on mid-stage atebimetinib data in pancreatic cancer [https://seekingalpha.com/news/4498624-immuneering-surges-40-mid-stage-atebimetinib-data-pancreatic-cancer]
* Immuneering announces public offering, $25M private placement with Sanofi; shares up 55% [https://seekingalpha.com/news/4498617-immuneering-announces-public-offering-25m-private-placement-with-sanofi-shares-down-55]