Scholar Rock: Apitegromab’s Path Forward Still Intact, Buy Rating Maintained

Analyst Willow Tree Research reaffirmed a **buy rating on Scholar Rock Holding Corp (SRRK)** going into 2026 and raised the stock’s **price target to $97**, citing growing confidence in the approval and commercial outlook for the company’s lead drug candidate, **apitegromab**. Despite regulatory setbacks tied to manufacturing issues rather than problems with the drug’s safety or effectiveness, the path toward approval remains “an issue of when rather than if,” the article noted. The FDA concerns stem from facility matters, and Scholar Rock is already working on remediation and adding a second contract manufacturing partner. Topline Phase 3 data support apitegromab’s novel mechanism of action and suggest a potentially broader label and market opportunity, which could expand the company’s pricing power and addressable patient population significantly. However, risks remain: further manufacturing delays, uncertainty in regulatory timing, and the possibility that an approval delay could pressure the company’s cash runway and force additional capital raises. #ScholarRock #Apitegromab #BiotechStocks #FDAApproval #SlimScan #GrowthStocks #CANSLIM