Arbutus Biopharma: LNP Litigation And Imdusiran Drive Near-Term Catalysts

2026-02-03 07:48:04 ET

Thesis: A busy few months for Arbutus

Arbutus Biopharma Corporation ( ABUS ) stock has gotten off to a pretty rocky start in 2026. Shares are down about 10% on the one-month chart as a patent dispute with Moderna ( MRNA ) has escalated in January. Initially, the market reaction was pretty negative, with shares dropping about 14% right after the company announced that the Board of Appeal of the European Patent Office had just revoked one of their patents. The patent itself is now part of a legal dispute between Arbutus and Moderna. However, this week the market sentiment feels far different after shares jumped due to a Delaware federal judge ruling that this long-running patent dispute must proceed to a jury trial. I think it's a development investors are now viewing as somewhat of a lifeline for Arbutus. They are, of course, the much smaller player and a positive outcome would keep alive the possibility of a meaningful legal win/settlement....

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