Apogee Therapeutics, Inc. (APGE)

Apogee Therapeutics' stock price has been impacted by several events in the past six months. Positive 16-week data from the Phase 2 APEX clinical trial of APG777 for moderate-to-severe atopic dermatitis led to a stock price surge. The company announced and closed a $300 million public offering, eventually reaching $345 million with the underwriter's option. Apogee Therapeutics Inc. released its earnings results on August 11, 2025, reporting ($1.13) EPS for the quarter, missing the consensus estimate, and the stock drifted higher by 64.3%. Mizuho initiated coverage with an "Outperform" recommendation, and BTIG maintained a "Buy" rating. Analysts have a consensus "Moderate Buy" rating with an average price target of $94.00. Insiders have sold more stock than they have bought in the past three months, but over the last year, insiders collectively purchased $40.4 million and sold $7.83 million worth of stock.

As a clinical-stage biotechnology company, Apogee Therapeutics, Inc. does not currently have commercialized products on the market, so there is no information available regarding demand seasonality for its products and services.

Apogee Therapeutics, Inc. is a clinical-stage biotechnology company focused on discovering and developing novel biologics for inflammatory and immunology indications with high unmet medical needs. APG777, a subcutaneous extended half-life monoclonal antibody, is being developed for atopic dermatitis and is in early-stage clinical evaluation for asthma and eosinophilic esophagitis. Positive data from the Phase 2 APEX clinical trial of APG777 showed significant improvement in Eczema Area and Severity Index scores and rapid itch relief. APG808 is a subcutaneous extended half-life mAb targeting IL-4Rα for COPD and Type 2 allergic diseases. APG990 is a subcutaneous extended half-life mAb targeting OX40L for AD. APG222 is one or more extended half-life SQ antibodies targeting both IL-13 and OX40L, with potential to improve outcomes in AD. APG333 is a human mAb against thymic stromal lymphopoietin for the treatment of asthma and COPD.

Apogee Therapeutics, Inc. is headquartered in Waltham, Massachusetts, United States. Its primary operations are focused on research and development.

Apogee Therapeutics generally holds a positive brand reputation, particularly within the investment community. The company has a news sentiment score of 0.85. Analysts have a consensus "Moderate Buy" rating for the stock. Positive clinical trial results for APG777 have significantly contributed to this positive sentiment.

Apogee Therapeutics, Inc. has significant institutional ownership, with 404 institutional owners holding a total of 64,619,313 shares. Major institutional shareholders include VR Adviser, LLC, Fmr LLC, Wellington Management Group LLP, RTW Investments, LP, BlackRock, Inc., Driehaus Capital Management LLC, Vanguard Group Inc, and Fairmount Funds Management LLC. Individual insiders own 9.68% of the company's stock, including Nimish P. Shah, Michael Thomas Henderson, Carl Dambkowski, Jane Henderson, and Mark C. Mckenna. CEO Michael Henderson owns 1.1% of the company's shares.