quantumup
@Quantumup1
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Joined November 2018
Cantor reiterated $PRQR Overweight-$8 and said "We hosted several days of virtual investor meetings with Netherlands- based ProQR this week and last.".$KRRO $WVE $VRTX $ARWR - $TAK $MREO $NTLA $PRME $BEAM $NVO $AZN $SNY $GILD $PLRX $GNFT .Cantor added, "Meetings included CEO.
Raymond James raised PT $PRQR $5 was $2/Outperform~after ProQR announced an expansion of its collaboration w/ $LLY. RJ believes RNA editing will become an impactful subsegment of oligo-based therapeutics, and the Axiomer program makes ProQR an intriguing idea. $gsk $wve $xbi $ibb.
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Citizens reiterated $RAPP Market Outperform-$28 after a KOL call reinforced its confidence in the pot'l for positive RAP-219 Phase 2 results in focal epilepsy. $PRAX $XENE $BHVN $NBIX $TAK $UCBJY.Citizens said in its note: "We recently hosted Dr. Vikram Rao, a neurologist from.
TD Cowen: 10 POTENTIAL "THOME RUN" CATALYSTS TO WATCH IN 2025: $ANAB, $UTHR, $QURE, $ALKS, $JAZZ, $PRME, $XENE, $PTCT, $RAPP, and $CMRX are highlighted:.Mentioned: $ITCI, $VRDN $MRNS, $ANAB $ADVM, $AXSM $THRD, $ALLK:. TD Cowen said: "We detail 10 expected 2025 catalysts from
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As usual, as w/ many companies reporting Obesity Data, I didn't see them report any safety data in their (Hengrui Pharma and Kailera Therapeutics) news release, from this injectable GLP-1/GIP Receptor Dual Agonist. $LLY $VKTX $NVO $GPCR $TERN $RHHBY $AMGN $MTSR $PFE.
$LLY -3.5%, $NVO -2.2%, $VKTX -2.6%, $REGN -4%, $PFE -2.9% . [Hengrui's HRS9531, a Chinese weight loss shot, achieved 18-19% weight loss, nearly matching Lilly's Zepbound (21%) in trials. This signals potential disruption from the booming Chinese biotech industry to U.S.
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BofA⬆️ $RYTM PT to $109 from $95 after speaking w/ KOL and said, "Improved tolerability with next-gen oral could expand HO market oppy; Reit. Buy—Positive readthrough to next-gen weekly MC4R agonist.".$VKTX $GPCR $LLY $NVO $SRRK.$SLNO $AARD.BofA additionally said in its note to
Goldman Sachs resumed $RYTM Buy/$97 .$SLNO $AARD $LLY $VKTX $GPCR $SRRK.Goldman Sachs said in their note: "We are positive on the size of the HO market and estimate a peak sales opportunity for $RYTM at $1.9B, based on physician feedback and the quality of data from the Ph3.
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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.
BofA⬆️the PT on $RVMD to $78 was 76 and reiterated at a Buy-Top Pick after 1Q25 Earnings, said "Combo, elironrasib data support class-leading RAS(ON) platform". BofA added, "RevMed's 1Q25 results focused on a slew of combination therapy updates while the development of pivotal.
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Goldman Sachs🏁 $ALKS But/$43. $BIIB $TAK $AXSM $JAZZ $CNTA.Goldman Sachs said in its initiation report:." $ALKS is an established commercial company whose mature portfolio of neuropsych assets (Aristada, Lybalvi, and Vivitrol for the treatment of schizophrenia, bipolar I.
Stifel reiterated $ALKS Buy-$42 and said "We remain Buy on $ALKS into the upcoming NT1 readout for ALKS2680, coming early-3Q.".$TAK $AXSM $JAZZ $CNTA .Stifel additionally said, "Bottom line: the risk/reward on this specific catalyst isn't great, simply because investors mostly.
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BofA reit'd $PRCT Buy-$84 after Center of Medicare and Medicaid Services (CMS) released its proposed physician fee schedule (PFS) for 2026 which includes what a doctor will get paid to perform PRCT's Aquablation under its new Category I CPT code. $BSX $ISRG $SYK $MDT $GEHC.BofA.
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Citizens reit'd $CRNX Mkt OP-$90 and said, " $CRNX presented new long-term safety and efficacy data from its open-label extension (OLE) trial of PATHFNDR-1, showing paltusotine maintained IGF-1 levels comparable to prior injected SRL therapy for up to 60 weeks. $NBIX.Citizens.
Citizens reiterated $CRNX Market Outperform-$90. $NBIX $CORT $IMVT $BBIO $ARGX $VRDN $AMGN $TRML $RGLS - $NVS $VRTX.Citizens said in its note:."Crinetics ( $CRNX, MO, $90 PT) will present Phase 2 TouCAHn data for atumelnant in congenital adrenal hyperplasia (CAH) during the oral.
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H.C. Wainwright reiterated $ABEO Buy-$20 after $RARE's CRL for UX111 F/K/A ABO-102 — views $RARE's UX111 as remaining eminently approvable — $ABEO would be entitled to royalties on net sales of this candidate if approved — notes that its valuation assessment does not factor in
Stifel⬇️the PT on $ABEO to $20 was $21/Buy after updating its ests to reflect shr count adj's/modestly-higher FY25E+ SG&A spend — views recent activation of the first Zevaskyn QTC /the anticipated Tx of the 1st pt in 8/25 as encouraging:.$KRYS $INMB.Stifel said in its note to.
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Jefferies🏁 $JBIO Buy-$16.$VRTX $OTSKF .Jefferies said in its initiation report:."We like $JBIO's long-acting anti-APRIL (JADE101) in IgAN:.1) our PK work suggests '101 can achieve Q8/12W dosing,.2) we think efficacy will be as good as povetacicept w/ pot'l upside on % clinical.
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Jefferies reiterated $MLYS Hold-$15 and said, "Competitor $AZN announced (+) topline Phase III data for baxdrostat, though the numerical efficacy and hyperkalemia data are embargoed until ESC on 8/30.".$NVS $LLY #ESCCongress #WCCardio #ESC25.Jefferies added, "We think the (+).
BofA reitd $MLYS Buy-$38~said, "On Saturday at the European Meeting on Hypertension and Cardiovascular Protection (ESH), Mineralys ( $MLYS ) shared full data from its Ph 3 Launch-HTN trial with lorundrostat (lor) in uncontrolled/resistant hypertension (u/rHTN).".$AZN $NVS $LLY.
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UBS reiterated $PTCT Buy-$71 after they hosted a medical geneticist and professor of pediatrics who is an expert on PKU and treats~320 patients. $BMRN $SRPT $JNJ $BIIB $NVS $RHHBY $LRMR $RARE $VRTX $EWTX $CAPR #KOL.UBS added, "Our discussion focused on the treatment paradigm in.
BofA⬆️ $PTCT to Buy-$68 was Neutral-$55, said "We raise our rating for $PTCT shares to Buy with new $68 PO as we update our model estimates for the PKU (rare metabolic disease) program now estimating $788mn in peak risk-adj. sales (30% of our NPV). $LRMR $BIIB.BofA added:."We.
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RT @semodough: Piper $BBIO could have two additional launches by YE.'26 KOL enthusiastic &stated that he would prescribe in nearly.every ge….
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Citizens JMP reiterated $ABVX Mkt OP-$33 on its High-Conviction Catalysts Pick and said, "Phase 3 ABTECT results for obefazimod in moderate-to-severe UC patients anticipated near term".$PTGX - $JNJ $MRK $LLY $TAK $VTYX.Citizens added. "We reiterate our Market Outperform rating.
Piper Sandler reiterated $ABVX Overweight-$42 and said, "Remain OW rated on $ABVX shares heading into pivotal induction data for obefazimod in ulcerative colitis later this quarter.".$PTGX - $JNJ $RXDX - $MRK $MORF - $LLY.$TAK $VTYX.Piper Sandler additionally said, "While we have.
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Citi reiterated $APP Buy-$600-Top Pick ahead of $APP's 2Q25 Earnings. $META $RBLX $GOOGL $TTD $PINS.Citi said in its note: "AppLovin reports 2Q25 results after the market closes on Wednesday, August 6th. We expect 2Q25 results to fall at the high end of the company's revenue and.
Piper Sandler⬆️the PT on $APP to $470 from $455, reiterated at an Overweight and said "Mixed Data, But Explainable . Remain Buyers".$GOOGL $META $RBLX $PINS $TTD.Piper Sandler added, "Proprietary PSC work points to some weakness in $APP supply-side trends, but this has not come.
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Jefferies🏁 $BBIO Buy-$70 and said, "We believe Attruby (oral TTR stabilizer) could become a $4B+ blockbuster pill in ATTR-CM heart disorder (a.pot'l $20B TAM)" - doc suggest add'l ⬆️side if Attruby real-world efficacy proves differentiated over tafamidis. $PFE $ALNY.Citi
Cantor reiterated $BBIO its Overweight-$95-#1 Pick and said, "There are plenty of catalysts in the coming months, and while we expect them to drive shares considerably higher, we suspect it's going higher anyway with the Attruby launch.".$ALNY $PFE.Cantor added, "Upcoming.
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RT @BiotechAnalysst: $BBIO KOL Webinar Highlights Expectations for BBP-418's Ph3 Interim Analysis in 2H25. trends toward stabilization on f….
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William Blair, on 7/7, reiterated $LENZ at an Outperform rating and said, "We see a potential blockbuster opportunity for LNZ100," after Lenz announced an exclusive license and commercialization agreement with Laboratoires Théa for LNZ100 in Canada.".$ABBV.William Blair.
Citi reiterated $LENZ Buy-$45, opened a 90- day +VE catalyst watch and said, "We expect LNZ100 (aceclidine) to receive FDA approval on or before the upcoming PDUFA date of August 8, 2025.".$ABBV.Cit added, "We believe approval is highly likely and should provide the next value.
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Goldman Sachs resumed $RYTM Buy/$97 .$SLNO $AARD $LLY $VKTX $GPCR $SRRK.Goldman Sachs said in their note: "We are positive on the size of the HO market and estimate a peak sales opportunity for $RYTM at $1.9B, based on physician feedback and the quality of data from the Ph3.
Stifel⬆️ $RYTM PT to $123 from $94, reit'd Buy and said, "We are increasing our $RYTM target price to $123, from $94, on the back of positive bivamelagon data in HO.".$LLY $VKTX $GPCR $SRRK $AARD $SLNO.BofA⬆️ $RYTM PT to $95 from $73, reit'd Buy and said, "Next-gen oral impresses
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Goldman Sachs, on 7/10,🏁 $SNDX Buy/$18. $INCY $KURA.Goldman Sachs said in their initiation report: "Our positive view is predicated on our assessment of the near-term and peak revenue opportunity for Revuforj, $SNDX's wholly-owned lead drug currently approved for the treatment.
Jefferies reiterated $SNDX Buy; $43. $KURA . Jefferies said in its research note:.As $SNDX transitioned into a commercial play, we focus on the following in 2025:.1) Revuforj's launch performance and we est $67M sales in '25;.2) NPM1 NCCN inclusion & sNDA in 1H25;.3) revu's 1L.
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