quantumup
@Quantumup1
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Joined November 2018
Needham reiterated $LUCD Buy-$3 and said yesterday, MoIDX conducted a Contractor Advisory Committee (CAC) Meeting as they reconsider LCD L39256 "MolDX: Molecular Testing for Detection of Upper Gastrointestinal Metaplasia, Dysplasia, Neoplasia." $PAVM $EXAS $LUNG Needham added,.
Canaccord Genuity reiterated $LUCD Buy/$3. $PAVM $EXAS $LUNG.Canaccord Genuity said: Intraday on Thursday, September 4, MoIDX-participating Medicare Administrative Contractors (MACs) convened a MoIDX Contractor Advisory Committee (CAC) meeting to reevaluate the usage (and.
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H.C. Wainwright⬆️ $AVDL's PT to $36 from $24, reiterated Buy after Avadel announced that it has entered into an exclusive global license agreement with privately-held XWPharma. $CNTA $ALKS $AXSM $JAZZ H.C. Wainwright added, Valiloxybate has been purposefully designed to deliver.
UBS⬆️ $AVDL's PT to $20 from $13, reiterated at a Buy and said, we are raising our PT to $20 (from $13) as we layer in risk-adj peak sales of $340m for the IH indication, which has a Ph3 read-out in 1Q26. $CNTA $ALKS $AXSM $JAZZ.UBS added:.The stock is up +20% following the 2Q.
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Truist🏁 $RVMD Buy/$99. Truist said in its initiation report: Revolution Medicines (RevMed, $RVMD) has gone big in targeting one of the biggest drivers of cancer (RAS) where mutations drive one-third of all new cancer diagnoses. The company has built the broadest pipeline.
Goldman Sachs🏁 $RVMD Buy-$65 and said, " $RVMD is a late stage clinical precision oncology company focused on developing a portfolio of RAS(On) inhibitors - both multi-selective and mutant-selective - to target RAS-addicted cancers, including PDAC, NSCLC, and CRC. Lead asset.
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Canaccord Genuity reiterated $LUCD Buy/$3. $PAVM $EXAS $LUNG.Canaccord Genuity said: Intraday on Thursday, September 4, MoIDX-participating Medicare Administrative Contractors (MACs) convened a MoIDX Contractor Advisory Committee (CAC) meeting to reevaluate the usage (and.
$LUCD Meeting was awesome! . Big Pharma attended along with big brokers. With a TAM OVER $10 Billion- .Every single doctor, KOL, SME , etc indicated with confidence they loved EsoGuard. This should get CMS approval hands down. The $2.50 price target could be reached by EOM if
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BofA⬆️the PT on $AVGO to $400 from $300 and reiterated at a Buy/Top Pick. Barclays⬆️ $AVGO PT to $400 fro $265 and reiterated at an Overweight rating. BofA said: Reiterate Buy, our top pick as $AVGO's custom Al chip (XPU) continues to build with a fourth large customer (OpenAl.
Piper Sandler⬆️the PT on $AVGO to $315 from $300, reiterated at an Overweight and said: Previewing FY3Q, Looking For Sustained Growth in Al Revenues.$NVDA $AAPL $AMD $INTc $QCOM.$MSFT $IBM $ORCL $NOW $AMZN.Piper Sandler said in its note: We are bullish on the prospects for $AVGO.
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Guggenheim y'day assumed coverage of $RLAY Buy-$15-Best Idea. Scorpion - $LLY $NVS $RHHBY.$BPMC - $SNY $SWTX - $MRK $DCPH - $OPHLY.Guggenheim said: If we woke up with no memory of the history of how biotech stocks got to trade as they do today, we think one of the first questions.
BofA trimmed the PT on $RLAY to $21 was $20 and reiterated at a Buy rating, says 'New data provide more support for key breast cancer drug'. BofA says in its research report:.$RLAY provided in conjunction with the #SABCS2024 a Ph1/2 data update on RLY-2608 (PIK3CAi) in 2L+ breast.
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Oppenheimer reiterated $IMVT Outperform/$54. $ROIV $ARGX $JNJ $VRDN $AMGN $RHHBY $TAK $TRML.Oppenheimer said: $IMVT announced inspiring remission data in uncontrolled Graves' patients that showed a high rate of durable responses off batoclimab which the company detailed in a call.
Stifel⬇️ $IMVT's PT to $50 from $61 and reiterated at a Buy rating. $ARGX $ROIV $UCBJY $JNJ $BHVN $AZN $VRDN $TAK.Stifel said in its note: We are reiterating our Buy rating on $IMVT following their F1Q26 update. We continue to think that the FcRn class represents a.
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H.C. Wainwright assumed coverage of $MDGL at a Buy rating and a $500 price target. $NVO $IVA $LLY $VKTX $ALGS $AKRO $ETNB $SGMT.H.C. Wainwright said:.A #MASH foundation set for sustainable market leadership. H.C. Wainwright went on to say:
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H.C. Wainwright y'day reiterated $TVTX Buy/$47. $SYBX $NVS $AHKSY $VRTX #ICIEM25.H.C. Wainwright said that in finds the long-term HCU data presented at the Int'l Congress of Inborn Errors of Metabolism as 'Highly Encouraging' w/ 'Clinically Meaningful Reductions in Key
H.C. Wainwright⬆️the PT on $TVTX to $47 from $30, reiterated Buy and said: FDA approves REMS labeling update for FILSPARI. $NVS $AHKSY $VRTX.H.C. Wainwright added: Yesterday after the close, Travere announced that the FDA approved an update to the REMS labeling for FILSPARI.
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Roth • MKM🏁 $SPRY at a Buy rating and a $40 price target. $AQST $VTRS $TEVA $AMRX $ORXOY.Roth • MKM said: We are initiating coverage of $SPRY with a Buy rating and $40 PT. Approved in March, neffy® is the first needle-free way to administer epinephrine, representing a vast.
Raymond James reiterated $SPRY Strong Buy/$32 after ARS Pharmaceuticals reported its 2Q25 earnings. $AQST $UNH $TEVA.Raymond James said: We remain Strong Buy on $SPRY following 2Q25 earnings, driven by strong net sales for neffy ($12.8M, hit our number exactly) on ~35k neffy.
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Guggenheim🏁 $JANX Buy/$72. $NVS $AMGN $JNJ $AZN $BNTX $MRK $BMY.Guggenheim said: We are initiating coverage of Janux.Therapeutics, Inc. ( $JANX ) with a Buy rating and $72 price target. We think $JANX could create significant shareholder value because the best-in-category.
Piper Sandler y'day🏁 $JANX Overweight-$42 and said that it continues to think JANX007 is 'a differentiated, potentially best-in-class program' in metastatic castration-resistant prostate cancer (mCRPC). $JNJ $AZN $BNTX $MRK $BMY.Piper Sandler said in its initiation note:.
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Barclays🏁 $IDYA Overweight/$40. Citizens🏁 $IDYA Market Outperform/$41. $ZLAB $AMGN $DSNKY $PFE $GILD $AZN $RHHBY.Barclays said in its initiation report: Phase 1 data in 3Q25 for IDE849 (DLL3 ADC) — a first-in-class, next-gen ADC in SCLC where prior DLL3 programs failed, but.
JPMorgan⬆️ $IDYA's PT to $74 from $72 and reiterated at Overweight ~it believes $IDYA's early-stage updates for IDE849 and IDE397 can drive investor interest in the pipeline beyond darovasertib. $PFE $GILD $DSNKY $AZN $RHHBY.JPMorgan said in its note to investors: IDEAYA.
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Oppenheimer🏁 $BBOT at an Outperform rating and a $23 price target. $BBIO $RHHBY $LLY $MRK $NVS.$RVMD $ERAS $VSTM.Oppenheimer said: We are initiating on $BBOT with an Outperform rating and $23 price target. The company's motto "Best-in-RAS" succinctly summarizes our investment.
$BBOT - $BBIO.Cantor🏁 $BBOT at an Overweight rating. Cantor said in its initiation report: $BBOT is developing potentially first- and best-in-class drugs that target the RAS pathway, including ON/OFF inhibitors of KRAS, and a novel inhibitor of PI3Ka. RAS and PI3K are two of
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Oppenheimer reiterated $OLMA Outperform-$22 and said that It Thinks a Bidding War is a Real Possibility if $RHHBY's PersevERA trial—Expected Any Day—Reads Out Positively. $PFE $NVS $RHHBY $AZN $LLY $XBI.Oppenheimer said in its note: We had a chance to speak with Olema management.
TD Cowen reit'd $OLMA Buy, after #SABCS24 abstract for the updated Ph2 pala+ribo data reported a strong 78-79% CBR—This exceeds the 43% bar from MAINTAIN—TD believes the strong CBRs from the abstract will translate to a strong 6-mo landmark PFS rate suggesting an impressive mPFS:
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Wells Fargo assumed coverage of $XENE at an Overweight rating and a $48 price target. $JAZZ $BHVN $NBIX $PRAX $RAPP $SUPN .Wells Fargo said: We are assuming coverage of $XENE at Overweight, as we think azetukalner is likely to succeed in X-TOLE2 given strong Ph2 data. We like.
RBC Capital⬆️ $XENE PT to $57 from $55, reiterated its Outperform and said, "Analysis Shows Strong Historical to Ph.III Translatability For Epilepsy Drugs".$BHVN $NBIX $JAZZ.RBC Capital added, "Our analysis of historical focal onset efficacy studies shows.
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Leerink⬆️ $WVE's PT to $26 from $24, reit'd Outperform & said it thinks invs should take advantage of weakness to buy, ahead of add'l important catalysts, which they remain optimistic investors will appreciate. $GSK $ARWR $TAK $KRRO $SNY $NTLA $BEAM.$LLY $NVO $VKTX $GPCR.Raymond
Canaccord Genuity y'day reiterated $WVE Buy/$19. $ALNY $QURE $PTCT $KRRO $CRSP.$LLY $NVO $VKTX $GPCR.Canaccord Genuity said: $WVE plans to report updated Ph1/2 WVE-006 [ $GSK ] data from the completed SAD and MAD 200mg cohorts this Q - we think sometime in the coming weeks.
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H.C. Wainwright reiterated $ARWR Buy/$80. $IONS $ETNB $NVS $AZN $ALNY $REGN .H.C. Wainwright said: lonis Pharmaceuticals reported top-line data on September 2 for olezarsen, a once-monthly antisense oligonucleotide, in severe hypertriglyceridemia (sHTG), including large.
B.Riley reiterated $ARWR Buy; $51 ( $SRPT $IONS $AMGN), says we believe $ARWR's (Buy, $51 PT) equity underperformance over the years fails to reflect the company's siRNA therapeutics' pipeline dominance/differentiation, particularly within CV-metabolic, pulmonary and CNS/muscle.
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H.C. Wainwright reiterated $RZLT Buy/$14'.$ZLDPY $ZLDPF $CRNX $AMLX.H.C. Wainwright said: The FDA's greenlight on a streamlined Phase 3 upLIFT study-following granting two Breakthrough Therapy Designation (BTD) this year-is another sign of the agency recognizing the value of.
BTIG reiterated $RZLT at Buy-$15 and said, "Enrollment in sunRIZE has completed with 62 participants enrolled (original target n=56), leaving data disclosure on track for December 2025. An estimated 15% of patients were enrolled from US sites and are expected to be included in.
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Oppenheimer🏁 $TECX Outperform.$80. $MRK $UTHR $CYTK $ALNY $BBIO $AZN $RHHBY $IONS $NVS $LLY $BAYZF $NTLA.Oppenheimer said: We initiate coverage of $TECX with an Outperform rating and 12- to 18-month price target of $80. We like lead asset TX45's prospects to address prevalent.
Truist🏁 $TECX Buy-$64 and said, "With This Much Asymmetric Upside Risk, We're Relaxin Ahead of Key HF Data".$AZN $NVS $LLY.Truist said in its initiation report:."Tectonic is advancing lead relaxin asset, TX45 for Group 2 PH-HFpEF. Despite what we view as compelling and.
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JPMorgan⬆️ $IDYA's PT to $74 from $72 and reiterated at Overweight ~it believes $IDYA's early-stage updates for IDE849 and IDE397 can drive investor interest in the pipeline beyond darovasertib. $PFE $GILD $DSNKY $AZN $RHHBY.JPMorgan said in its note to investors: IDEAYA.
Mizuho⬇️ $IDYA PT to $43 from $55, remained at an Outperform and said, "Given a fresh review of $IDYA's pipeline (a deep one, consisting of nine assets that are all expected to be in the clinic by YE25), we now reflect on multiple updates.".$PFE $GILD $DSNKY $AZN $RHHBY.Mizuho.
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