Analyst Ratings January 23, 2026

RBC Capital Adjusts GH Research Price Target Upwards to $40 Amid Positive Trial Outlook

Optimism grows following regulatory progress and drug pricing updates for GH001

By Priya Menon GHRS
RBC Capital Adjusts GH Research Price Target Upwards to $40 Amid Positive Trial Outlook
GHRS

RBC Capital has increased its price objective for GH Research PLC to $40 from the previous $33 while maintaining an Outperform rating, reflecting heightened confidence in the company's GH001 depression treatment. The adjustment comes after engagements at the Psychedelics Symposium and updated drug pricing assumptions parallel to Spravato, further boosted by the FDA lifting clinical holds and a forthcoming global Phase III trial.

Key Points

  • RBC Capital has raised the price target for GH Research to $40 from $33, citing optimistic outlook for GH001’s long-term sales potential informed by recent industry symposiums and stakeholder discussions.
  • The FDA has lifted a clinical hold on GH001, enabling a global Phase III trial set to commence in the latter half of 2026 and marking a significant regulatory milestone for the company.
  • Multiple analysts including Needham, Canaccord Genuity, Citizens, and TD Cowen have maintained or increased price targets and positive ratings based on recent clinical and regulatory developments.
  • These developments impact sectors involved in pharmaceuticals, biotechnology, and emerging psychedelics treatments, influencing investment sentiment and clinical trial advancement in these industries.

RBC Capital recently revised its price target for GH Research PLC (NASDAQ: GHRS) upward to $40 from $33, underlining robust potential against the current market price of $16.74. This projection follows extensive discussions during RBC’s Psychedelics Symposium as well as consultations with company leadership, healthcare payers, and medical professionals, which enhanced confidence in the long-term commercial prospects of GH Research's innovative depression treatment, GH001.

GH Research's shares have exhibited a notable appreciation of 90.66% over the past year, with a 31.81% gain so far this year, indicative of investor enthusiasm. The price target revision incorporates updated pricing expectations for GH001 aligned with the precedent set by Spravato, a comparable therapeutic agent.

The company anticipates holding an End-of-Phase 2 meeting later in the current year, with pivotal clinical trials for GH001 scheduled to initiate within the same timeframe. RBC Capital characterizes GH Research as a "high quality midstage story in the emerging psychedelics space," highlighting the promise embedded in its pipeline.

Further support for GH Research's outlook came with recent regulatory developments. The U.S. Food and Drug Administration (FDA) lifted a clinical hold on GH001 that had previously stalled U.S. clinical trials. This removal ensued after resolving concerns related to preclinical toxicology, thereby clearing the path for a global Phase III trial projected to begin in late 2026.

Market analysts have positively responded to these updates: Needham raised their price target to $29 and retained a Buy rating; Canaccord Genuity elevated its target to $39, referencing FDA progress as a pivotal factor; Citizens analyst Jason Butler sustained a Market Outperform stance with a $39 price target; and TD Cowen upheld a Buy rating after evaluating GH Research’s safety data from clinical and preclinical studies.

These acknowledgments underscore growing analyst confidence and could enhance investor interest in GH Research. The company’s trajectory in the psychedelics treatment field, along with its advancing clinical programs, positions it as a noteworthy contender in the specialty pharmaceuticals market.

Risks

  • The planned pivotal clinical trials for GH001 remain contingent on regulatory approvals and successful trial outcomes, which could affect timing and commercial viability if delayed or unsuccessful.
  • Continued pricing alignment with comparable therapies like Spravato assumes market acceptance and reimbursement favorable to GH001, subject to change based on competitive and payer dynamics.
  • The prevailing clinical hold lifted by the FDA was resolved, but any future safety or efficacy concerns during trials could present challenges and impact GH Research’s valuation and investor confidence.

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