We came across a bullish thesis on Celldex Therapeutics, Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on CLDX. Celldex Therapeutics, Inc.’s share was trading at $30.82 as of February 25th.
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Celldex Therapeutics Inc. (CLDX) is emerging as an attractive biotech pick for 2026, driven by its advancing immunology pipeline and promising clinical data. The company has initiated a second Phase III/registration trial for its lead compound, barzolvolimab (“barzo”), in chronic inducible urticaria (CIndU), mirroring its successful Phase III chronic spontaneous urticaria (CSU) design and incorporating a booster initial dose to enhance early efficacy, a well-established practice for injectable monoclonal antibodies.
Barzo is uniquely positioned as a “pipeline in a drug,” targeting multiple mast cell diseases and commanding potential premium pricing. While consensus Wall Street models assume roughly $40,000 annual pricing, management suggests that barzo’s durable efficacy—extending beyond a year of dosing—could support substantially higher reimbursement, comparable to Dupixent’s $60,000 annual cost, implying upward revisions to analyst forecasts and stock targets.
Beyond CSU and CIndU, Celldex is preparing for expansion into food allergies, capitalizing on the market traction achieved by Novartis’ Xolair. Barzo’s ability to address Xolair-refractory patients further strengthens its blockbuster potential. Additional indications, including prurigo nodularis, atopic dermatitis, and chronic urticaria, reinforce barzo’s long-term growth runway.
The company’s second mast cell-targeting monoclonal antibody, CDX-622, differentiates itself by inhibiting membrane-bound stem cell factor, complementing barzo and targeting non-overlapping mast cell populations. Early healthy volunteer trials show promising biological activity, including 50% tryptase inhibition at higher doses, paving the way for future studies in asthma and other immune-mediated conditions.
With pipeline progress, clinical milestones, and premium pricing potential creating multiple catalysts, CLDX presents an attractive investment, offering both upside from near-term data readouts and long-term blockbuster potential across multiple indications. Celldex’s clinical strategy, durable efficacy, and expanding market opportunities support a clear Buy recommendation.
Previously, we covered a bullish thesis on CRISPR Therapeutics AG (CRSP) by MADD-Scientis in March 2025, which highlighted Casgevy’s breakthrough for sickle cell disease, Vertex partnership, high-margin potential, and a broad gene-editing pipeline. CRSP’s stock price has appreciated by approximately 34.73% since our coverage. @MoneyShow shares a similar view but emphasizes Celldex Therapeutics Inc.’s (CLDX) barzolvolimab pipeline, Phase III milestones, and expansion into multiple mast cell indications.
Celldex Therapeutics, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 29 hedge fund portfolios held CLDX at the end of the third quarter which was 32 in the previous quarter. While we acknowledge the risk and potential of CLDX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CLDX and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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Disclosure: None.
