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1. Company Snapshot

1.a. Company Description

Avalo Therapeutics, Inc., a clinical-stage precision medicine company, discovers, develops, and commercializes targeted therapeutics for patients with unmet clinical need in immunology, immuno-oncology, and rare genetic diseases.It develops AVTX-002, a fully human anti-LIGHT monoclonal antibody, which is under Phase II clinical trial for the treatment of non-eosinophilic asthma, as well as inflammatory bowel disease, including moderate to severe Crohn's disease, and ulcerative colitis; and Phase III clinical trial for the treatment of COVID-19 acute respiratory distress syndrome.The company also engages in developing AVTX-007, a fully human Anti-IL-18 monoclonal antibody that is under Phase I clinical trial for the treatment of still's disease, including adult-onset still's disease and systemic juvenile idiopathic arthritis.


Its products for rare genetic diseases in Phase III clinical trials include AVTX-801, a D-galactose substrate replacement therapy for the treatment of phosphoglucomutase 1 deficiency (PGM1), also known as PGM1-CDG; and AVTX-803, a L-fucose substrate replacement therapy for the treatment of LADII, also known as SLC35C1-CDG.The company was formerly known as Cerecor Inc.and changed its name to Avalo Therapeutics, Inc.


in August 2021.Avalo Therapeutics, Inc.was incorporated in 2011 and is headquartered in Rockville, Maryland.

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1.b. Last Insights on AVTX

Avalo Therapeutics' recent performance was driven by several positive developments. The company completed enrollment in its Phase 2 LOTUS trial of AVTX-009 for hidradenitis suppurativa, with topline data expected in mid-2026. Additionally, Avalo expanded its leadership team with key appointments in business development and human resources. The company also appointed Kevin Lind to its Board of Directors, bringing over 20 years of leadership experience. Furthermore, Avalo's cash and short-term investments of approximately $112 million are expected to provide a runway into 2028.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Avalo Therapeutics Announces Inducement Grants to New Employees Under Nasdaq Listing Rule 5635(c)(4)

Nov -17

Source: globenewswire.com

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Avalo Therapeutics Reports Third Quarter 2025 Financial Results and Recent Business Updates

Nov -06

Source: globenewswire.com

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Avalo Therapeutics to Participate in Upcoming Investor Conferences

Nov -03

Source: globenewswire.com

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Avalo Therapeutics Announces Completion of Enrollment in Phase 2 LOTUS Trial of AVTX-009 for the Treatment of Hidradenitis Suppurativa

Oct -29

Source: globenewswire.com

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Avalo Therapeutics Expands Leadership Team with Key Appointments in Business Development and Human Resources

Oct -01

Source: globenewswire.com

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Avalo Therapeutics Appoints Kevin R. Lind to Board of Directors

Sep -22

Source: globenewswire.com

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Avalo Therapeutics to Participate in Upcoming Investor Conferences

Aug -27

Source: globenewswire.com

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Avalo Therapeutics: Speculative Buy Ahead Of AVTX-009's LOTUS Results

Aug -18

Source: seekingalpha.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (3.00%)

6. Segments

Pharmaceutical

Expected Growth: 3.0%

Avalo Therapeutics' 3.0 growth is driven by increasing demand for rare disease treatments, strategic partnerships, and a strong pipeline of novel therapies. The company's focus on gene therapy and gene editing technologies also contributes to its growth, as these areas are expected to experience significant expansion in the coming years.

License and Other

Expected Growth: 3.0%

Avalo Therapeutics' 3.0% growth in License and Other revenue is driven by increasing demand for its innovative therapies, strategic partnerships, and expansion into new markets. Additionally, the company's strong research and development pipeline, coupled with its ability to secure lucrative licensing agreements, contributes to this growth.

7. Detailed Products

AVTX-007

AVTX-007 is a topical formulation of a potent and selective janus kinase (JAK) inhibitor, being developed for the treatment of various inflammatory skin disorders.

AVTX-801

AVTX-801 is a recombinant human Fc fusion protein that binds to and neutralizes the activity of interleukin-22 (IL-22), a cytokine that plays a key role in the pathogenesis of various autoimmune and inflammatory diseases.

AVTX-002

AVTX-002 is a monoclonal antibody that targets the CD40 ligand, a key regulator of the immune response, being developed for the treatment of autoimmune and inflammatory diseases.

8. Avalo Therapeutics, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Avalo Therapeutics, Inc. has a moderate threat of substitutes due to the presence of alternative treatments and therapies for rare genetic disorders.

Bargaining Power Of Customers

Avalo Therapeutics, Inc. has a low bargaining power of customers due to the lack of alternative treatment options for rare genetic disorders, giving patients limited negotiating power.

Bargaining Power Of Suppliers

Avalo Therapeutics, Inc. has a moderate bargaining power of suppliers due to the presence of multiple suppliers for raw materials and equipment, but limited suppliers for specialized components.

Threat Of New Entrants

Avalo Therapeutics, Inc. has a high threat of new entrants due to the growing interest in gene therapy and the increasing availability of funding for biotech startups.

Intensity Of Rivalry

Avalo Therapeutics, Inc. operates in a highly competitive industry with multiple established players, leading to a high intensity of rivalry among competitors.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 25.78%
Debt Cost 10.03%
Equity Weight 74.22%
Equity Cost 10.03%
WACC 10.03%
Leverage 34.73%

11. Quality Control: Avalo Therapeutics, Inc. passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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FibroGen

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Value: 10.0

Growth: 2.4

Quality: 7.2

Yield: 0.0

Momentum: 9.0

Volatility: 0.7

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scPharma

A-Score: 4.8/10

Value: 8.2

Growth: 4.7

Quality: 4.5

Yield: 0.0

Momentum: 9.0

Volatility: 2.3

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Dyadic International

A-Score: 4.5/10

Value: 8.2

Growth: 5.0

Quality: 4.6

Yield: 0.0

Momentum: 8.0

Volatility: 1.3

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Avalo Therapeutics

A-Score: 4.5/10

Value: 7.0

Growth: 5.7

Quality: 4.7

Yield: 0.0

Momentum: 9.0

Volatility: 0.7

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GlycoMimetics

A-Score: 3.7/10

Value: 6.2

Growth: 4.6

Quality: 3.3

Yield: 0.0

Momentum: 6.0

Volatility: 2.0

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Allogene Therapeutics

A-Score: 3.3/10

Value: 7.8

Growth: 4.3

Quality: 6.1

Yield: 0.0

Momentum: 0.0

Volatility: 1.3

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

19.25$

Current Price

19.25$

Potential

-0.00%

Expected Cash-Flows