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    Capricor Therapeutics (CAPR) Is Down 8.8% After HOPE-3 Win And Nippon Shinyaku Deal News – Has The Bull Case Changed?

    Simply Wall St·12/18/2025 15:26:42
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    • Earlier this month, Capricor Therapeutics announced positive topline Phase 3 HOPE-3 results for Deramiocel in Duchenne muscular dystrophy, alongside a planned patient-focused webinar and an exclusive commercialization and distribution agreement with Nippon Shinyaku for the US and Japan, all subject to regulatory approval.
    • This combination of late-stage clinical success, regulatory engagement and a partnered commercialization path could be pivotal for Capricor’s transition from a development-stage biotech to a potential commercial organization.
    • We’ll now examine how HOPE-3’s positive topline data and the Nippon Shinyaku commercialization deal could reshape Capricor’s existing investment narrative.

    Find companies with promising cash flow potential yet trading below their fair value.

    Capricor Therapeutics Investment Narrative Recap

    To own Capricor today, you need to believe that Deramiocel can clear remaining FDA hurdles and become a first commercial product in Duchenne muscular dystrophy, while the company manages cash burn without excessive dilution. The HOPE-3 positive topline data and Nippon Shinyaku commercialization deal speak directly to the key near term catalyst of potential approval, but they do not remove the central risk that any regulatory delay could still push out revenues and pressure the balance sheet.

    Among recent developments, the US$150,000,000 follow on equity offering completed in early December stands out, as it directly affects how Capricor can fund operations through the HOPE-3 readout, regulatory review and any pre launch build out. This new capital may help bridge to potential commercialization and post approval commitments, but it also matters for investors weighing dilution against the value of getting Deramiocel across the regulatory finish line and into the market.

    Yet even with positive Phase 3 data in hand, investors still need to be aware of the risk that...

    Read the full narrative on Capricor Therapeutics (it's free!)

    Capricor Therapeutics’ narrative projects $134.4 million revenue and $14.4 million earnings by 2028. This requires 115.7% yearly revenue growth and an $84.4 million earnings increase from $-70.0 million today.

    Uncover how Capricor Therapeutics' forecasts yield a $44.56 fair value, a 70% upside to its current price.

    Exploring Other Perspectives

    CAPR 1-Year Stock Price Chart
    CAPR 1-Year Stock Price Chart

    Eight fair value estimates from the Simply Wall St Community span roughly US$8 to almost US$294 per share, showing how far apart views can be. Against this backdrop, the heavy reliance on Deramiocel and the possibility of regulatory delays mean you may want to compare several of these perspectives before deciding how much of your thesis rests on a smooth approval path.

    Explore 8 other fair value estimates on Capricor Therapeutics - why the stock might be a potential multi-bagger!

    Build Your Own Capricor Therapeutics Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.