Gossamer Bio

GOSS · NASDAQ

$9.58+$1.15 (+13.64%)TodayMarket closed · Oct 20, 7:48 PM ET

Prev close $8.43

GOSS analyst rating

HoldConsensus of 7 analysts over the last 12 months. 57% rate it a buy.

Strong buy0
Buy4
Hold2
Underperform1
Sell0

12-month price target · 7 analysts

Average $80.05 (+735.6% upside)

Low: $22.62
Now: $9.58
High: $126.00

Upgrades and downgrades

The latest rating actions, newest first

GOSS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Chardan Capital	Oct 15, 2026	Maintains	Buy	$160.00	45%
Chardan Capital	Oct 13, 2026	Initiates	Buy	$160.00	45%
HC Wainwright & Co.	Sep 21, 2026	Maintains	Buy	$2.00 → $90.00	33%
Piper Sandler	Aug 14, 2026	Maintains	Overweight	$15.00 → $4.00	37%
Leerink Partners	Jul 28, 2026	Upgrade	Market Perform → Outperform	$1.00	34%
HC Wainwright & Co.	Jul 27, 2026	Maintains	Buy	$2.00	33%
HC Wainwright & Co.	Jun 25, 2026	Maintains	Buy	$5.00 → $2.00	33%
HC Wainwright & Co.	May 26, 2026	Maintains	Buy	$5.00	33%
Barclays	May 19, 2026	Maintains	Underweight	$0.30 → $0.28	45%
Cantor Fitzgerald	Mar 23, 2026	Downgrade	Overweight → Neutral	—	49%

The case for and against

Updated Oct 21, 2026

Bull case

Gossamer Bio is attractive because seralutinib has a credible path to approval in pulmonary arterial hypertension, supported by PROSERA and TORREY, with the FDA framing the statistical-significance question as a review issue rather than a filing barrier. The company’s July and mid-June pre-NDA interactions suggest NDA acceptance is achievable, while an expert call described a “medium-high” approval chance, a likely broad Group 1 label, and early, additive use alongside sotatercept rather than as a niche therapy. Fundamentally, the stock’s upside rests on a large unmet need, a differentiated inhaled anti-proliferative/anti-inflammatory/anti-fibrotic mechanism, and the possibility of capturing roughly 10% of treated US PAH patients if launch execution is successful.

Bear case

Gossamer Bio is facing a deeply challenged investment case because seralutinib, the main value driver, failed to hit its prespecified statistical threshold in PROSERA, leaving FDA free to conclude that the Phase 3 data plus TORREY and other evidence still do not show substantial effectiveness. Safety also weakens the story, with discontinuations due to adverse events about three times higher than placebo (15.0% versus 5.8%) and adverse events of special interest more frequent (20.5% versus 6.3%), while a negative regulatory decision could force a Complete Response Letter, extra study, or narrower label. Beyond regulation, the company now bears full development and commercialization responsibility after Chiesi’s exit, faces dilution risk if more capital is needed, and must compete in a crowded PAH market where launch execution, payer access, and differentiation remain uncertain.

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