Analyst Ratings February 10, 2026

Guggenheim Lifts Praxis Precision Medicines Target as Ulixacaltamide Opportunity Highlights Upside

Analyst cites a multibillion-dollar market for an ET-specific therapy and models substantial peak U.S. sales as other firms likewise raise targets

By Nina Shah PRAX
Guggenheim Lifts Praxis Precision Medicines Target as Ulixacaltamide Opportunity Highlights Upside
PRAX

Guggenheim increased its price target on Praxis Precision Medicines to $800 from $760 and kept a Buy rating, pointing to a large, underpenetrated market for ulixacaltamide in essential tremor. The firm models about $6 billion in U.S. peak sales for the drug, while other analysts have raised price targets sharply. Shares trade notably above a Fair Value estimate.

Key Points

  • Guggenheim raised its price target on Praxis Precision Medicines to $800 from $760 and maintained a Buy rating, citing a large market opportunity for ulixacaltamide in essential tremor.
  • Guggenheim estimates the total ET market at over $15 billion and models roughly $6 billion in peak U.S. sales for ulixacaltamide, while projecting $5-10 billion in potential peak sales globally.
  • Praxis is preparing NDAs for ulixacaltamide and relutrigine by mid-February 2026; both drugs have Breakthrough Therapy designation and the company has named Dr. Orrin Devinsky as Head of Clinical Strategy.

Guggenheim has adjusted its valuation view on Praxis Precision Medicines Inc. (NASDAQ:PRAX), raising the price target to $800 from $760 and reiterating a Buy rating. The brokerage's move follows its assessment of the commercial opportunity for ulixacaltamide, Praxis's oral therapy for essential tremor, which Guggenheim characterizes as "one of the largest and most underpenetrated markets in neurology."

The stock is quoted at $319.54, leaving sizable upside to Guggenheim's revised target. InvestingPro data cited in market reports notes that the shares are trading above their Fair Value estimate.

Guggenheim places the total addressable market for essential tremor at over $15 billion and projects ulixacaltamide could reach $5 billion to $10 billion in peak sales globally. In its more specific modeling, the firm forecasted roughly $6 billion in peak U.S. sales for the compound.

The brokerage referenced commentary from key opinion leaders who expect significant first-line branded use for an effective ET therapy, estimating branded prescription share above 25 percent of eligible patients within two years of launch. Guggenheim also indicated it anticipates relatively limited payer resistance for ulixacaltamide, a factor that supports its revenue assumptions.

Ulixacaltamide is described as a once-daily T-type calcium channel modulator and is positioned by Praxis as the first ET-specific branded standard of care. The company has outlined a commercial plan that targets roughly 13,000 U.S. neurologists and a patient database of about 200,000 to drive rapid uptake if the therapy reaches market.

Praxis submitted a mid-February New Drug Application for ulixacaltamide, and FDA approval is expected this year. Guggenheim has identified Praxis as one of its "Top Picks for 2026."

Separately, Praxis announced plans to file two NDAs with the U.S. Food and Drug Administration by mid-February 2026. The filings are for ulixacaltamide, aimed at essential tremor, and for relutrigine, intended to treat SCN2A/8A developmental and epileptic encephalopathies. Both candidates have received Breakthrough Therapy Designation from the FDA.

The company also named Dr. Orrin Devinsky as Head of Clinical Strategy. Devinsky is noted in company communications as an established expert in epilepsy, a development Praxis has highlighted alongside its regulatory and commercial plans.

Market analysts beyond Guggenheim have likewise raised their valuation work on Praxis. H.C. Wainwright lifted its price target to $1,245 and retained a Buy rating, citing higher peak sales assumptions for the firm’s key candidates. Piper Sandler increased its target to $1,200 and kept an Overweight rating, while noting confidence in potential approvals after an investor dinner with Praxis management.

Praxis's shares have risen sharply in recent months, with a 595 percent gain over the past six months as investor attention has focused on the company's late-stage assets and near-term regulatory milestones.


Summary

Guggenheim raised its price target on Praxis to $800 and kept a Buy rating, citing a large potential market for ulixacaltamide in essential tremor and modeling about $6 billion in peak U.S. sales. Other brokerages have also increased their targets and ratings. Praxis is pursuing FDA approvals for ulixacaltamide and relutrigine with Breakthrough Therapy designations, has appointed Dr. Orrin Devinsky as Head of Clinical Strategy, and plans commercial outreach to neurologists and a patient database.

Risks

  • Shares are trading above a Fair Value estimate, indicating elevated valuation risk for investors in the biotechnology and healthcare sectors.
  • Regulatory timing and outcomes remain uncertain despite expectations of FDA approval this year for ulixacaltamide; the reliance on near-term approvals affects biotech valuations and investor sentiment.
  • Potential payer access and reimbursement dynamics, while described as limited barriers by Guggenheim, remain a source of uncertainty for commercial uptake and revenue realization in the pharmaceuticals market.

More from Analyst Ratings

HSBC Lowers Synopsys Rating to Hold, Flags 2026 as Transition Year Feb 21, 2026 DA Davidson Cuts Uber Price Target Citing Elevated Investment; Buy Rating Intact Feb 20, 2026 Freedom Capital Markets Raises Freeport-McMoRan to Buy, Cites Copper Supply Tightness Feb 20, 2026 BofA Lifts CF Industries Price Target After Strong Q4 EBITDA; Maintains Underperform Rating Feb 20, 2026 Truist Lifts Tandem Diabetes Price Target as Company Shifts Toward Pharmacy Model Feb 20, 2026