Rocket Pharmaceuticals: Deep Dislocation Offers Asymmetric Upside On LAD-I Approval And Amended Danon Program

Bhavneesh Sharma Investing Group Leader Follow 5 Share Save Play ( 9min ) Comments Summary Rocket Pharmaceuticals is rated Buy with a $17 price target, reflecting a deep disconnect between intrinsic value and current valuation. RCKT's bullish thesis hinges on a high-probability LAD-1 approval in March 2026 and the pivotal Danon's disease trial resuming with an amended, safer protocol. Risk-adjusted DCF values Danon's and LAD-1 programs at ~$700M, far exceeding the current $151M EV, even under conservative or bear-case assumptions. Near-term catalysts include LAD-1's PDUFA date and potential $150M PRV, providing non-dilutive capital and extending cash runway into 2027. Nadzeya Haroshka/iStock via Getty Images Rocket Pharmaceuticals ( RCKT ) Rating: Buy Price Target (DCF): $17 Current Price: $3.54 Executive Summary: Deep Dislocation Offers Asymmetric Upside We are initiating coverage on Rocket Pharmaceuticals with a Buy rating and a $17 price target (2-3 This article was written by Bhavneesh Sharma 8.31K Follower s Follow With a robust academic background including an MBA in Finance from NYU-Stern, and an MD from Delhi University, my journey in the financial world has been diverse and enriching. My postgraduate training in medicine was conducted at Harvard and Cornell affiliated hospitals, thus laying a solid foundation for my current expertise.As a registered investment advisor and professional money manager, I bring nearly a decade of experience in writing about income investing and biotech/pharma investing. My role at Vasuda Healthcare Analytics isn't just about leading; it's about fostering a community where breakthrough investment ideas in the biotech/pharma industry are not only shared but thrive.My contributions stand out for their depth and breadth, offering exclusive analysis of income investing and long-term takeover potential biotech/pharma stocks. I specialize in identifying both short-term, catalyst-driven opportunities and crafting long-term investment strategies. Additionally, I provide detailed biotech analysis tailored to specific requests, ensuring that my audience stays ahead in the fast-evolving biotech sector.Subscribers benefit from regular portfolio trade alerts and an interactive chat feature, fostering a dynamic dialogue and addressing any questions. Through my insights and guidance, investors can navigate the complexities of biotech investing with greater confidence and success.I authored the top-selling book titled, 'Winning Strategies For Biotech Investing', which is available on Amazon.I am also an instructor for an Udemy course on biotech investing.Specialties:High Growth Biotech/Pharma Investment Ideas, Exclusive Stock Analysis, Short-Term Catalyst-Driven and Long-Term Investment Strategies, Custom Biotech Analysis upon Request, Portfolio Trade Alerts and Interactive Dialogue.Learn more Analyst’s Disclosure: I/we have a beneficial long position in the shares of RCKT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Investing in the biotech/pharma sector is risky and may not be suitable for all investors. This note represents my own opinion and is not professional investment advice. Please conduct your own due diligence or consult your financial advisor before making any investment decisions....

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