Why this exciting ASX stock could rocket 90%!

Bell Potter is tipping this stock to almost double in value from current levels.

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Key points

  • A speculative ASX biotechnology stock is tipped for a potential 91% upside, following encouraging trial results for a novel osteoarthritis treatment.
  • The company targets a substantial market opportunity by repurposing a drug for knee osteoarthritis, with a phase 3 study currently involving hundreds of patients.
  • Analysts see a promising future given the massive addressable market in the US and a trimmed price target set significantly above the current share price.

If you have a high tolerance for risk, then it could be worth checking out the ASX stock in this article.

That's because analysts at Bell Potter believe that its shares could rise materially over the next 12 months.

Which ASX stock?

The stock that is being tipped as a buy is Paradigm Biopharmaceuticals Ltd (ASX: PAR).

It is an Australian biotechnology company focused on repurposing Pentosan Polysulfate Sodium (PPS) for the treatment of osteoarthritis (OA) in the knee.

Bell Potter notes that the global market for a safe, effective treatment that provides superior patient outcomes compared to the standard of care is a multiple blockbuster. And the good news is that the recently completed phase II study produced some highly encouraging results that are worthy of further clinical trials.

Speaking of which, enrolments are now underway for a phase 3 approval study. Bell Potter commented:

Patient enrolments in the Phase 3 approval study are now undergoing dosing at sites in the United States and Australia. PARA_OA_012 is a phase 3 randomised, controlled and blinded study to evaluate the safety and efficacy of iPPS in the treatment of osteoarthritis of the knee. The trial will enrol 466 patients randomised 1:1. Up to 65 sites will be involved once site activation processes are completed imminently.

If all goes to plan, this ASX stock would have a huge market opportunity to grow into. Bell Potter highlights:

In the US along the incidence of moderate to severe osteoarthritis is estimated at 30m persons. The pricing of the drug will ultimately be determined by the economic benefit associated with its use as well as the cost of other therapies. The conservative estimate is US$2,500 per year which places the addressable market in the tens of billions of US$.

Big returns

According to the note, the broker has reaffirmed its speculative buy rating on the company's shares with a trimmed price target of 65 cents (from 73 cents).

Based on its current share price of 34 cents, this implies potential upside of 91% for investors over the next 12 months.

Commenting on its buy recommendation, Bell Potter said:

Changes to FY26/FY27 earnings are not material. Valuation is amended to $0.65 following amendment to shares on issue following prospective new equity. The major catalyst is the interim efficacy data from PARA_OA_012 due in mid CY2026, albeit we expect minimal detail so as not to prejudice the outcome of the trial. The interim data is likely to be available under NDA for the purposes of partnering discussions.

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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