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@Quantumup1 quantumup

quantumup posts on X about $lly, $jnj, $pfe, $tak the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXXX +46%
X Month XXXXXXX -XXXX%
X Months XXXXXXXXX +48%
X Year XXXXXXXXX +207%

Mentions: XX #

X Week XX no change
X Month XXX +23%
X Months XXX +56%
X Year XXX +232%

Followers: XXXXX #

X Week XXXXX +0.40%
X Month XXXXX +2.10%
X Months XXXXX +13%
X Year XXXXX +31%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies #4893 countries XXXX% technology brands XXXX%

Social topic influence $lly 7.89%, $jnj #6, $pfe #5, $tak #1, goldman sachs 5.26%, $rhhby #3, $biib #1, $nvs #2, $jazz 4.21%, $vktx XXXX%

Top accounts mentioned or mentioned by @biopharmiq @appieananas @mihaidoho @biotech2k1 @ericflaningam @ftrinvestors @stockinf0 @theaiinvestor @geneinvesting @disruptorstocks @ronjonbsaas @ivanaspear @72weeks @semodough @developing @potus @andre_agtc @canoebrookbl @bambossie81 @joinyellowbrick

Top Social Posts #

Top posts by engagements in the last XX hours

"Mizuho $ALEC to Outperform-$3.5 from Neutral-$2.5 and additionallylatozinemab PoS to XX% from XX% after #KOL feedback was more +VE than Miz anticipated. $GSK $LLY $TAK $PASG $DNLI $HLBBF Mizuho said in its note to investors: "We upgrade $ALEC to Outperform and raise our PT to $XXXX (vs. $XXXX prior). Investing in the neuro space is hard particularly in names like $ALEC that focus on neurodegenerative diseases; that said with last reported cash of $350mn (and $ALEC valued at roughly half that) pessimism on the name seems overly excessive. Next for $ALEC we await top-line P3 data for lead asset"
@Quantumup1 on X 2025-07-28 16:28:08 UTC 3538 followers, XXX engagements

"BofA $RYTM PT to $XXX from $XX after speaking w/ KOL and said "Improved tolerability with next-gen oral could expand HO market oppy; Reit. BuyPositive readthrough to next-gen weekly MC4R agonist." $VKTX $GPCR $LLY $NVO $SRRK $SLNO $AARD BofA additionally said in its note to investors:"
@Quantumup1 on X 2025-07-15 17:33:05 UTC 3535 followers, 2753 engagements

"Goldman Sachs assigned $NUVL at a Buy-$105 after its previous No Rating on their Initiation plusits peak sales ests for nela/zide to $7B WW non-risk-adj'd or $5B risk-adj'd in 2040. $NUVB $PFE $BMY $RHHBY Goldman Sachs said in its note: "Upon the completion of zidesamtinib's (NVL-520) pivotal Ph. X ARROS-1 topline results in TKI pre-treated ROS1+ NSCLC patients we assign a Buy rating to $NUVL (from the previous Early-Stage Biotech designation) with a 12-month price target of $XXX. Our Buy rating is supported by: 1) zide's best-in-class efficacy/safety profile in ROS1+ NSCLC demonstrated in"
@Quantumup1 on X 2025-06-30 20:33:16 UTC 3534 followers, 1603 engagements

"Cantor reiterated $JANX Overweight-$200 and said " $JANX unveiled X new early-stage pipeline programs after the close." $JNJ $RHHBY $ABBV $GMAB $VIR $CNTX $MRK $LVTX Cantor added "In the context of the validation of its masked TCE platform from strong clinical data for JANX007 (PSMA x CD3 TCE) each of the programs resonates with us. They showcase both the versatility/modularity of the company's platform as well as the company's creative ability to solve difficult biology challenges. Why now Investor focus is obviously squarely on '007 so that these updates likely won't move the valuation"
@Quantumup1 on X 2025-07-25 12:03:47 UTC 3538 followers, 6288 engagements

"Jefferies $VRNA to Hold/$107 from Buy/$140 and said "we see no FTC risks" after $MRK's acquisition bid for $VRNA. $TRVI $INSM $REGN - $SNY $AMGN $GSK Jefferies said in its note: "Expected to close in Q4:25 Merck will acquire $VRNA for $107/sh (23% premium) in return for Ohtuvayre a novel PDE3/4 nebulizer for COPD. The implied $10B acquisition value suggests $3-3.5B+ in peak sales potential (based on a 3x multiple) which could be conservative as Ohtuvayre is in the midst of having the strongest COPD launch in history. We recently raised our peak sales by $1B to $4B based on our doctor survey."
@Quantumup1 on X 2025-07-09 14:17:46 UTC 3535 followers, 2780 engagements

"Cantor🏁 $TRVI Overweight-$25 and said "We are initiating coverage of $TRVI with an OW rating and $XX PT representing XXX% upside from current levels." $PLRX $RHHBY Cantor added "This is about as high conviction a call as we'll ever have for a pre-commercial program. Trevi's Haduvio is a mixed opioid agonist/antagonist in development for chronic cough. Haduvio has shown a very consistent and very strong (50% +) reduction in cough across multiple P2 studies in interstitial pulmonary fibrosis (IPF) and refractory chronic cough (RCC). Haduvio is the first and only drug to show positive data for"
@Quantumup1 on X 2025-07-01 12:05:20 UTC 3536 followers, 4464 engagements

"Stifel reiterated $ALKS Buy-$42 and said "We are reiterating our Buy rating on $ALKS on the back of positive top-line data for ALKS2680/"Alixorexton" in Narcolepsy Type-1." $TAK $BIIB $AXSM $JAZZ $CNTA Stifel added "Bottom line: this study was widely expected to succeed given prior ph1b data in NT1 and broader support via Takeda. Even still the results here look clearly positive with many key clinical endpoints hitting statistical significance at all doses with the exception of cataplexy attacks which "numerically improved" at all doses and only hit a p-value at the mid-dose (we await details"
@Quantumup1 on X 2025-07-21 11:03:38 UTC 3536 followers, 4962 engagements

"Stifel $RYTM PT to $XXX from $XX reit'd Buy and said "We are increasing our $RYTM target price to $XXX from $XX on the back of positive bivamelagon data in HO." $LLY $VKTX $GPCR $SRRK $AARD $SLNO BofA $RYTM PT to $XX from $XX reit'd Buy and said "Next-gen oral impresses with early BMI reduction data; Reiterate Buy" Stifel and BofA said in their PT increase notes:"
@Quantumup1 on X 2025-07-09 17:23:14 UTC 3534 followers, 4469 engagements

"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 study; recall that $RYTM has described a 5-10K prevalent population. However we view the debate on the size of the market willingness to treat patients (particularly adults) and pace of penetration to remain unresolved over the next year as the company executes on its regulatory filing and seeks approval in this expansion"
@Quantumup1 on X 2025-07-11 17:34:16 UTC 3535 followers, 4750 engagements

"Cantor reiterated $APLS Overweight/$39 after competitor $ALPMY reported preliminary IZERVAY figures. $OCUL $EYPT $REGN $SRZN $RHHBY William Blair reiterated $APLS at an Outperform rating after competitor $ALPMY hosted a business update call to provide a U.S. commercial update on Izervay. Both Seem to Question #s Cantor and William Blair said in their notes to investors:"
@Quantumup1 on X 2025-07-10 19:50:23 UTC 3539 followers, 5053 engagements

"H.C. Wainwright reitd $PRAX Buy-$105 after Praxis announced that FDA had granted Breakthrough Therapy Designation (BTD) for relutrigine for the treatment of pediatric patients with SCN2A and SCN8A DEEs. $RAPP $XENE $BHVN $DRUG $NBIX ( $LBPH - $HLBBF $HLUBF) H.C. Wainwright said in its note: "While investor attention has largely been on the upcoming readout of vormatrigine's RADIANT study in focal onset seizures there has been increasing appreciation that relutrigine is deserving of attention. There's a case to be made that relutrigine's commercial potential in DEEs may even exceed"
@Quantumup1 on X 2025-07-18 12:42:09 UTC 3536 followers, 2349 engagements

"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 of relapsed/refractory acute myeloid leukemia patients (with specific KMT2A rearrangements) and under regulatory review for r/r AML (with NPM1 mutations) with an October XX 2025 approval date. We estimate peak sales for the combined opportunities at $1.1B before considering potential use in the frontline setting where"
@Quantumup1 on X 2025-07-11 15:10:14 UTC 3534 followers, 1677 engagements

"TD Cowen says these MedTech & Device Names in its Coverage Universe are Least Affected by the New US Tariffs: $PRCT $HUMA $TMDX $RCEL $ALUR $ESTA $VCEL are all Buy Rated and $EW is Hold Rated. Also Mentioned in report: $MDWD $FSNUY TD Cowen said in its note to investors:"
@Quantumup1 on X 2025-04-03 15:16:07 UTC 3535 followers, 4562 engagements

"Piper Sandler reiterated $VRNA Overweight-$160 and said " $VRNA's OHTUVAYRE COPD launch continues further solidifying its trajectory to a blockbuster opportunity." $SNY - $REGN $AZN $AMGN $GSK Piper Sandler added "In the first X months of 2025 $VRNA has been trading up 95%+ given outstanding OHTUVAYRE launch progression that exceeded expectations. Accordingly Street is projecting for OHTUVAYRE to achieve sales of $91.8M in 2Q25 with a FY25 total of $409.1M (per FactSet) which we believe reflects continued confidence for strong uptake. That said we believe 2H25 will continue to be key for"
@Quantumup1 on X 2025-07-07 14:39:34 UTC 3535 followers, 9754 engagements

"JPMorgan reiterated $ORIC Overweight-$20-Focus List and said "We see a very low probability for a downside scenario being driven by mixed efficacy and / or mixed safety" in its scenario analysis. $PFE $ALPMY #ASCO25 JPMorgan also said it views " $ORIC shares should be 2-4X current levels to appropriately reflect the probability-adjusted potential of ORIC-944 alone." JPMorgan provided its Bull Bear and Base case share price scenarios and additionally said in their research note (in Image):"
@Quantumup1 on X 2025-05-20 19:29:46 UTC 3533 followers, 6471 engagements

"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 X PH-HFpEF. Despite what we view as compelling and de-risking Ph 1b hemodynamic data reported earlier this year the stock is currently trading at a$120M EV. The disconnect seems to be driven by the discontinuation of a competitive relaxin program. However we think the readthrough to TX45 should be limited given its superior PK profile and optimized trial design. We are cautiously"
@Quantumup1 on X 2025-07-21 16:29:30 UTC 3536 followers, 1637 engagements

"H.C. Wainwright🏁 $MAZE Buy-$34 and said "MZE782 a first-in-class SLC6A19 small molecule inhibitor for CKD can be a game changer for the stock with the Phase X PoC data reading out in 3Q 2025. $BMRN $PTCT $CALT $BAYZF H.C. Wainwright added "Maze's proprietary COMPASS platform uniquely transforms human genetic variant information into mechanism-based drug programs positioning the company as a leader in precision nephrology simultaneously broadening the pipeline potential in other indications. By functionally characterizing protective and pathogenic variants at scale COMPASS enables"
@Quantumup1 on X 2025-07-23 19:49:46 UTC 3539 followers, 1412 engagements

"Truist🏁 $BBIO Buy-$66 and said "Bullish on Attruby Launch & Pipeline Potential w/ Catalysts Galore Starting 2H25 - Key driver is Attruby launch in ATTR-CM which appears to be off to a strong start and we expect it should continue to beat expectations." $ALNY $PFE Truist added "Attruby has become the preferred 1st-line option for many given ease of procurement; it also seems to be getting used in taf-progressors given better stabilizer data/ ease of administration. We project the ATTR-CM market to grow to $20B and we see unrealized value for Attruby. While some discount may be warranted given"
@Quantumup1 on X 2025-07-21 11:48:13 UTC 3538 followers, 15.5K engagements

"TD Cowen🏁 $IDYA at a Buy rating. $PFE $GILD $DSNKY $AZN $RHHBY TD Cowen in its initiation report said "IDEAYA's pipeline with soon-to-be X clinical-stage programs represents the best of targeted oncology and is led by a world-class team. The lead daro + criz combo should launch in 2026 in mUM with a high likelihood of success in neoadjuvant. Near-term DLL3 ADC data are likely to be strong and MAT2A efficacy should add to Trodelvy with NT data. We initiate at Buy given the very attractive EV.""
@Quantumup1 on X 2025-07-22 11:42:28 UTC 3539 followers, 8327 engagements

"TD Cowen: XX 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 XX expected 2025 catalysts from across our coverage universe where we see the highest level of inbound interest and potential stock movement implications. ANAB UTHR QURE ALKS JAZZ PRME XENE PTCT RAPP and CMRX are highlighted:" - J. Thome"
@Quantumup1 on X 2025-01-06 17:09:58 UTC 3539 followers, 14.4K engagements

"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 Tha for LNZ100 in Canada." $ABBV William Blair additionally said "Lenz is eligible to receive over $XX million in milestones ($7.5 million in upfront and regulatory milestones and $XX million in commercial milestones) as well as tiered double-digit royalties on net sales. Overall we view this as a good deal for Lenz as the company retains good economics without having to build"
@Quantumup1 on X 2025-07-11 18:15:25 UTC 3539 followers, 2360 engagements

"Mizuho reiterated $AXSM Outperform-$210: $ALKS $ACAD $OTSKF $AVXL $BIIB "Next Monday AXSM will host an R&D Day to showcase its late-stage CNS pipeline which consists of four assets (AXS-05 AXS-12 AXS-14 and solriamfetol) being developed across eight indications and representing (per management guidance) an incremental peak revenue opp'y of$6-$13bn. From a stock perspective we're not necessarily expecting the event to serve as a significant catalyst but that said as we eagerly await an update on AXS-05/Auvelity in Alzheimer's disease agitation/ADA (easily the company's most important pipeline"
@Quantumup1 on X 2025-07-18 15:23:01 UTC 3536 followers, 2115 engagements

"Citizens reiterated $RAPP Market Outperform-$28 after a KOL call reinforced its confidence in the pot'l for positive RAP-219 Phase X results in focal epilepsy. $PRAX $XENE $BHVN $NBIX $TAK $UCBJY Citizens said in its note: "We recently hosted Dr. Vikram Rao a neurologist from UCSF and epilepsy KOL for a discussion on the upcoming Phase X proof-of-concept results for RAP-219 in focal epilepsy. Dr. Rao is optimistic about the potential for RAP-219 in focal epilepsy due to its validated yet differentiated mechanism of action compelling preclinical results and innovative Phase X trial design."
@Quantumup1 on X 2025-07-16 10:02:05 UTC 3535 followers, 2051 engagements

"Canaccord Genuity reiterated $GHRS Buy-$35 and said it expects the FDA to respond soon to $GHRS's clinical hold response submission. $JNJ $ATAI $CMPS $CYBN $MNMD Canaccord Genuity: "On 6/20 $GHRS announced that it submitted its complete response to the FDA "in June" on the clinical hold that the agency had placed on the company's investigational new drug (IND) application for GH001 (inhaled mebufotenin or 5-MeO-DMT). The FDA typically has XX days to respond following a submission which means we could get an answer from the FDA at any time. Recall $GHRS had announced solid data from its"
@Quantumup1 on X 2025-07-10 11:03:50 UTC 3537 followers, 3296 engagements

"Citizens $ABVX PT to $XX from $XX reiterated at a Market Outperform and said "Stellar Phase X results for obefazimod in ulcerative colitis support potential for broad and early use in clinical practice" $ABBV $BMY $PFE $TAK $JNJ $PTGX - $JNJ $VYTX $LLY Guggenheim $ABVX PT to $XXX from $XX reiterated Buy and said the data clearly beat its and the Buyside's expectations believes obe S/B valued $7-10B range given the recent M&A comps Gugg's KOL called data "striking" Citizens said "we reiterate our Market Outperform rating and increase our risk-adjusted DCF-derived price target to $XX from $33"
@Quantumup1 on X 2025-07-23 11:57:30 UTC 3536 followers, 2572 engagements

"Cantor reiterated $NBIX Overweight/$170. W/ $NBIX reporting 2Q25 next ThursCantor notes volatility around earnings (both&; avg 6%) over the last few yrsbut points to the last X years XX% of $NBIX earning prints have seen shares trade higher. $CRNX $BMY $TEVA $PTCT Cantor said in its note: " $NBIX reports 2Q25 next Thursday - shares tend to be volatile around earnings with avg moves of6% (either up or down) over the past few years. While we generally feel good about Crenessity (high confidence) and Ingrezza (low/medium confidence) we note that the volatility and imprecision predicting"
@Quantumup1 on X 2025-07-23 15:44:47 UTC 3536 followers, 1567 engagements

"Raymond James🏁 $JANX Outperform-$65 and said "We are initiating coverage of Janux Therapeutics (JANX) with an Outperform rating and $XX price target." $AMGN $REGN $JNJ Raymond James added "Janux is clinical-stage company focused on developing masked T-cell engagers (TCEs) for the treatment of several cancer types. Our investment thesis is predicated on four key points: Preliminary 3L+ PSA results for JANX007 (PSMA x CD3) in mCRPC are compelling at higher doses. We see results to date while not entirely devoid of TCE-related toxicities as strong proof-of-concept for the masking technology"
@Quantumup1 on X 2025-07-11 12:31:41 UTC 3539 followers, 9314 engagements

"Piper Sandler reiterated $PRAX Overweight-$270 and Provided its Takeaways From Their Well-Attended NYC Investor Dinner Ahead of Ph2 RADIANT $NBIX $BHVN $XENE $AQST $BIIB $DNLI $JAZZ $UCBJF Piper Sandler said in it research report: "We hosted $PRAX for an investor dinner ahead of vormatrigine's open-label Ph2 RADIANT readout mid-2025. Notably mgmt expects to imminently enter quiet period where we potentially expect FOS data by the end of July. Further mgmt reiterated the bar for success is 40-60% median seizure reduction with strong safety/tolerability. Importantly $PRAX emphasized RADIANT"
@Quantumup1 on X 2025-07-10 14:57:00 UTC 3539 followers, 10.4K engagements

"Barclays $IONS to Overweight-$57 from Equalweight-$51. $ARWR $AMGN $LLY $SLN $NVS Barclays said in its $IONS Upgrade and PT Increase: "Ahead of Tryngolza Ph3 CORE/CORE2 data (3Q25 likely Sept) in severe hypertriglyceridemia (sHTG) we spoke with three #KOLs and did a deep dive on historical clinical trials natural history data and statistical analysis. We see a high prob (90%) it will hit the primary endpoint of triglyceride (TG) % change from baseline. We also see a high prob (90%) it will hit all key 2nd biomarker endpoints prior to acute pancreatitis (AP) analysis per stats hierarchy. For"
@Quantumup1 on X 2025-07-01 13:05:31 UTC 3535 followers, 1504 engagements

"TD Cowen's Potential Beneficiaries of Microsoft's Security Flaws: $CYBR $SAIL $VRNS $PANW $OKTA $CRWD $ZS $NET $S $TENB $FTNT & $CRWD. TD Cowen said in its note to investors: "Press reports indicate that threat actors have exploited $MSFT security flaws to target victims that include high-profile organizations including the US Federal government. This attack for which no patch has yet been issued supports our view that good enough is not enough and underlines the importance of independent security vendors. Potential beneficiaries include $CYBR $SAIL $VRNS $PANW & $CRWD. On 7/20 the Washington"
@Quantumup1 on X 2025-07-21 14:39:19 UTC 3535 followers, XXX engagements

"Citizens y'day reiterated $GHRS Market Outperform-$39 and said "Focus remains on ongoing FDA engagement with strong Phase 2b and OLE data reinforcing the blockbuster potential of GH001" $ATAI $JNJ $CMPS $CYBN $MNMD Citizens added "We reiterate our Market Outperform rating and $XX risk-adjusted DCF-derived price target on GH Research. This morning GH Research announced that it has received feedback from the FDA on the recent submission to address the clinical hold for GH001. Only one topic the relevance respiratory tract histology findings in rats remains open with the FDA and all other items"
@Quantumup1 on X 2025-07-24 19:16:47 UTC 3535 followers, 1404 engagements

"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 clinical milestones include: BBP-418 interim P3 data in LGMD2I/R9 expected in 2H25 (company hosting a webinar on this program next week); Encaleret P3 data in ADH1 expected in 2H25 X July X 2025; Infigratinib P3 data in achondroplasia expected in 1H26. Such a uniquely positioned company with a uniquely capable management team"
@Quantumup1 on X 2025-07-03 12:14:39 UTC 3535 followers, 13K engagements

"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 Daniel de Boer new (as of April) CFO Dennis Hom new (also as of April) CMO Cristina Lopez Lopez and IR Sarah Kiely. Discussions were timely given 2H25 will be a key inflection point for ADAR editing and for $PRQR specifically. Clinical data will be announced for three independent programs including ProQR's own"
@Quantumup1 on X 2025-07-17 13:19:24 UTC 3537 followers, 3470 engagements

"Raymond James reiterated $BBIO Outperform-$57 and said "On Monday BridgeBio announced that they sold a portion of their acoramidis (Attruby U.S./Beyontra ex-U.S.) royalties from Bayer in European territories to HCRx and Blue Owl for $300M." $OWL $BAYZF $ALNY $PFE Raymond James added "Cash burn and risk of dilution has been an overhang for the company and the $300M cash infusion by our model helps bridge the company into at least 2027 during which we think acoramidis sales will be rapidly inflecting upward. Recall during March 2024 BridgeBio licensed acoramidis in Europe to Bayer in exchange"
@Quantumup1 on X 2025-06-30 18:46:27 UTC 3536 followers, 4515 engagements

"H.C. Wainwright reiterated $VKTX Buy-$102 after Viking announced 2Q25 financial results said "We continue to believe VK2735 is well-positioned within the GLP-1 landscape across both subcutaneous and oral formulations." $GPCR $LLY $NVO $TERN $AMGN $SRRK Cantor reiterated $VKTX Overweight-$104 and said "Viking announced 2Q25 earnings and while the company did not narrow timing of Phase X data for oral VK2735 (still 2H25) our understanding is it is simply because they do not have visibility on cleaning and ultimately timing of receipt of data from CRO. Viking has every incentive to announce"
@Quantumup1 on X 2025-07-24 13:20:24 UTC 3534 followers, 3188 engagements

"H.C. Wainwright reiterated $ATYR Buy-$35-Top Pick after $ATYR announced that the last patient has completed their last visit in the pivotal Phase X EFZO-FIT study of lead therapeutic candidate efzofitimod in patients with pulmonary sarcoidosis a major form of interstitial lung disease (ILD). H.C. Wainwright said in its note to investors: "This clinical milestone marks the completion of the first-ever global Phase X for patients with sarcoidosis to date. We remind investors efzofitimod has the potential to offer up a dramatic improvement to the treatment of pulmonary sarcoidosis. The global"
@Quantumup1 on X 2025-07-23 13:26:12 UTC 3535 followers, 8764 engagements

"Citizens reiterated $MDGL Market Outperform-$470. $AKRO $IVA $VKTX $ALGS $LLY $ETNB $SGMT #EASL Citizens said in its note to investors: "Madrigal ( $MDGL MO $XXX PT) will deliver a podium presentation highlighting a comparative meta-analysis of glucagon receptor agonists vs. Rezdiffra in #MASLD and #MASH during the "The Evolving Landscape of MASLD: From Pathophysiology to Therapeutic Innovations" session on Saturday July XX. Rezdiffra will be highlighted in two posters which will discuss meta-analyses comparing its efficacy to AkeroanIs ( $AKRO NC) FGF21 efruxifermin along with a systemic"
@Quantumup1 on X 2025-07-02 11:59:04 UTC 3537 followers, 7004 engagements

"Truist🏁 $CNTA Buy/$30 $ALKS $TAK $HRMY $JAZZ $AXSM Leerink reit $CNTA OP & says $ALKS' narcolepsy trial results are encouraging for $CNTA Truist in its initiation report said "New Transformative Therapy for Sleep-Wake Disorders with Derisking Data in 2025 We see significant upside potential for Orexin-2 receptor (OX2R) agonist ORX750 in Narcolepsy (both subtypes NT1/NT2) & Idiopathic Hypersomnia (IH). Narcolepsy is a $2.5B market which continues to grow as new treatments emerge and the IH opportunity is still mostly untapped. OX2R agonists as the first class of drugs to address the"
@Quantumup1 on X 2025-07-21 19:52:41 UTC 3537 followers, 2066 engagements

"Canaccord Genuity reiterated $APGE Buy-$89 and said they believe there is a high likelihood of success for the 52-week read-out to demonstrate effective quarterly to even semi-annual dosing: $REGN $SNY $LLY $CRVS $NKTR Jefferies $APGE PT to $XX from $XX reit'd Buy plusrisk-adj peak sales for mono to $1.45B after APG777's Ph.2a efficacy hit its base case: Canaccord Genuity: "Apogee announced positive proof-of-concept induction treatment results from the Phase II APEX study for its IL-13 mAb APG777 in atopic dermatitis (AD). The study met its primary and secondary endpoints and demonstrated a"
@Quantumup1 on X 2025-07-08 11:15:33 UTC 3536 followers, 4049 engagements

"Goldman Sachs on 7/10 resumed $TGTX Neutral-$37. $RHHBY $NVS $BIIB $SNY $TEVA This report is "Very Bullish" for a Neutral-$37. Seems like this analyst made a mistake the same type of mistake that she made on $RYTM July-2022 where I pointed to her Neutral/$6 PT but her note was "Massively Bullish and look at it now $XXXX high Y'day. Anyway GS said in its Note to investors: "Briumvi has had a successful commercial launch to-date and we now anticipate that the product will continue to gain share of the overall market within multiple sclerosis from here. Further we anticipate that this commercial"
@Quantumup1 on X 2025-07-11 11:11:05 UTC 3535 followers, 11.3K engagements

"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 reiterated $BBIO Buy-$67 after BridgeBio held an educational webinar to discuss pipeline drug BBP-418 and limb-girdle muscular dystrophy type 21/R9 (LGMD21/R9). Jefferies and Citi said in their research reports:"
@Quantumup1 on X 2025-07-14 10:24:50 UTC 3536 followers, 14.2K engagements

"Citizens reiterated $MDGL Mkt OP/$470 after its 2Q25 survey showed a XX% prescription rate for Rezdiffra (up from XX% in its 1Q survey)" $IVA $AKRO $ALGS $VKTX $ETNB $SGMT $LLY #MASH Citizens in its note to investors said "Our 2Q25 survey shows a XX% prescription rate for Rezdiffra (up from XX% in our 1Q survey) with XX% of patients on paid drug and consistent high persistence; we reiterate our Market Outperform rating and $XXX risk-adjusted DCF-derived price target on Madrigal Pharmaceuticals. Most metrics in our 2Q25 physician survey improved from 1Q which is a good sign coming out of the"
@Quantumup1 on X 2025-07-22 12:03:39 UTC 3537 followers, 4829 engagements

"BTIG🏁 $ORKA Buy-$44 and said "Orukas pipeline has been carefully curated to improve on market-leading therapies in major IL-23- and IL-17-driven diseases." $ABBV $JNJ $PTGX BTIG added "Consistent with other spin outs of Paragon Therapeutics (Private) Oruka leverages well-validated YTE modifications to focus on well-defined opportunities where optimized PK has high odds of translating to commercially-relevant improvements in adherence/convenience and potentially better efficacy while not compromising safety. We expect Oruka's anti-IL-23 (ORKA-001) and anti-IL-17 (ORKA-002) mAbs to thrive as"
@Quantumup1 on X 2025-05-22 12:14:49 UTC 3535 followers, 4292 engagements

"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 long viewed obefazimod's profile in UC as differentiated based on its body of P2 data we have fielded a number of investor questions around expectations for induction data and the bar for success. Herein we provide a refresher of obefazimod's experience in UC to date comparative safety/efficacy to approved advanced"
@Quantumup1 on X 2025-07-02 18:53:13 UTC 3539 followers, 5825 engagements

"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 disorder alcohol dependence and opioid dependence alongside Vumerity royalties) is on track to achieve FY25 guidance of $1340-1430mn (GSe of $1368mn). We are focused however on the emerging orexin receptor X (OX2R) agonist portfolio which we see as the next leg of growth where lead asset ALKS 2680 is poised to unlock a"
@Quantumup1 on X 2025-07-15 13:14:31 UTC 3534 followers, 4448 engagements

"Stifel reiterated $ORKA Buy-$47 after $ORKA's disclosure of the IND clearance for ORKA-001 and then catching up w/ mgmt. $ABBV $PTGX $JNJ #EADV25 $UCBJY $MLTX Stifel said in its note: "We caught up with management who noted that the IND clearance was based on interim Ph1 data (safety/tolerability) and Ph2a sites are open and actively enrolling -- Ph1 results to be presented at #EADV in September. Recall ORKA-001 is a next-gen IL-23p19 which is designed to explore greater exposure and improved dosing vs. mega-blockbuster Skyrizi based on exploratory IST results in Psoriasis demonstrating"
@Quantumup1 on X 2025-07-21 13:12:41 UTC 3534 followers, 4283 engagements

"Piper Sandler y'day reit'd $CRNX OW-$97-Top Pick after🗣w/ a Leading ENDOhe Tx's a couple hundred acromegaly ptsplans to offer PALSONIFY immediately to almost all pts +was impressed w/ atumelnant's Ph1b/2a Cushing's data/is +VE on this opp $BCHMY $IPSEY $NVS $CORT $XERS Piper Sandler in its note to investors said:"
@Quantumup1 on X 2025-07-22 18:41:19 UTC 3538 followers, 1968 engagements

"H.C. Wainwright $LENZ PT to $XX from $XX and reiterated at a Buy-2H25 Top Pick after speaking w/ #KOLs ahead of LNZ100's PDUFA (8/8/25). $ABBV H.C. Wainwright said "Ahead of the near-term August X 2025 PDUFA date for $LENZ's novel aceclidine daily eye drop for presbyopia an alternative to the need for physical reading glasses we specifically asked KOLs across optometry and ophthalmology practices their views to understand the presbyopia market opportunity and LNZ100 receptivity. Overall we were greatly encouraged by our discussions which were supportive of our previous selection of $LENZ as"
@Quantumup1 on X 2025-07-28 13:12:27 UTC 3538 followers, 1095 engagements

"TD Cowen Notes $RARE $EXLS $KVYO $PLTK and $GXO as its 2025 Best SMID-cap Ideas. Re: $RARE $MREO TD Cowen said "Shares are undervalued given steady commercial growth promising pipeline + multiple key data readouts. Ph2 Ol data boosts confidence in Ph3 success (likely at 2IA but ought to be meaningful if hits in final analysis in Q4:25). Ongoing Angelman Ph3 study should provide additional upside. Pivotal Ph3 OTCD data in H2:25. Aug XX PDUFA for UX111 (MPS Illa) and BLA filing for DTX401 mid-'25. We believe $RARE's current share price provides an attractive entry point given a favorable"
@Quantumup1 on X 2025-06-23 15:00:26 UTC 3535 followers, 5195 engagements

"UBS reiterated $PTCT Buy-$71 after they hosted a medical geneticist and professor of pediatrics who is an expert on PKU and treats320 patients. $BMRN $SRPT $JNJ $BIIB $NVS $RHHBY $LRMR $RARE $VRTX $EWTX $CAPR #KOL UBS added "Our discussion focused on the treatment paradigm in PKU with current management options (low-Phe diet Kuvan/sapropterin Palnynziq) as well as $PTCT's sepiapterin (recently approved in Europe as Sephience US FDA PDUFA 7/29). Overall we think the call was highly supportive of a strong potential launch for $PTCT's sepiapterin. Key takeaways from the call: 1) Potential for a"
@Quantumup1 on X 2025-07-14 16:12:31 UTC 3539 followers, 4368 engagements

"Cantor on June 20🏁 $REPL at an Overweight rating and said "We are initiating the coverage of Replimune with an Overweight rating ahead of RP1's PDUFA date of July 22nd in advanced melanoma." $BMY $IOVA Cantor added "Shares have been volatile due to FDA and CBER leadership changes since May'25. But we see a clearer path for Accelerated Approval (AA) of RP1 given positive regulatory signs including BTD (breakthrough therapy designation) no Adcom completion of late-cycle inspection and seemingly a "business as usual" CBER. The main investor debate is likely centered on commercial adoption of"
@Quantumup1 on X 2025-06-25 19:53:47 UTC 3539 followers, 20.4K engagements

"Citi reiterated $BBIO Buy-$58 and said "BridgeBio today announced a partial monetization of royalties for the European sales of acoramidis (brand name Beyonttra in EU aka Attruby in US)." $OWL $BAYZF $ALNY $PFE $ASND $AZN Citi added "Under the terms of the agreement with HealthCare Royalty (HCRx) and Blue Owl Capital BridgeBio received a $300M upfront payment that will be used for the continued US launch of Attruby and developing late stage R&D programs. In return the company sold XX% of the royalties it is due to receive from exclusive European partner Bayer on the first $500M of annual"
@Quantumup1 on X 2025-06-30 15:09:58 UTC 3535 followers, 4561 engagements

"H.C. Wainwright reiterated $KRRO Buy-$100 and said "Yesterday we hosted Korro Bio in the latest episode of our H.C. Wainwright @ Home series." $BEAM $WVE $PRQR $ARWR $IONS $ALNY H.C Wainwright added "We have three key takeaways from our discussion: (1) while DNA-editing approaches and exogenous protein therapies are alternative options to treat AATD RNA therapy is uniquely positioned as it is a highly-specific approach that harnesses the body's machinery to restore normal protein levels and address the disease in both the lung and liver; (2) KRRO-110's IV route of administration provides a"
@Quantumup1 on X 2025-07-24 12:22:13 UTC 3534 followers, 2022 engagements

"H.C. Wainwright assumed coverage on $RARE Buy/$80. $MREO $XBI H.C. Wainwright said "We are assuming coverage of Ultragenyx Pharmaceuticals with a Buy rating and 12-month price target of $XX. In our view Ultragenyx shares represent an attractive opportunity at current levels down XX% YTD vs. only a XXX% decline in the benchmark $XBI index. From our vantage point Ultragenyx shares have primarily come under pressure due to investor disappointment in the interim readout from the pivotal Orbit trial of its candidate UX143 (setrusumab) which is being developed for treatment of osteogenesis"
@Quantumup1 on X 2025-07-28 11:39:24 UTC 3538 followers, 10.5K engagements

"Goldman Sachs 7/10🏁 $NBIX Buy-$182. $CRNX $TAK $BMY Goldman Sachs said in its initiation report: "Based on our estimates $NBIX has an attractive growth profile relative to mid-cap peers accounting for the ongoing Crenessity launch (where KOL feedback and precedent launch analysis suggests conservative consensus estimates) and intermediate-term Ingrezza commercial headwinds (competitive headwinds potential IRA pricing inclusion in 2029). Taken together our estimates for the two products imply 11%/7% CAGR to 2030E/2035E revenues which compares favorably to peers (9%/4% at median). Despite its"
@Quantumup1 on X 2025-07-11 15:00:32 UTC 3534 followers, 2928 engagements

"Citizens reiterated $ABVX at a Market Outperform rating a $XX PT and a High-Conviction name after its confidence in the pot'l for +VE obefazimod Ph3 results in moderate-to-severe ulcerative colitis were reinforced by its #KOL call" $PTGX - $JNJ $VTYX $LLY $PFE Citizens added "On Wednesday we hosted Dr. Marla Dubinsky a gastroenterologist at Mt. Sinai and an IBD #KOL for a discussion on the upcoming Phase X results for obefazimod in ulcerative colitis. Dr. Dubinsky is encouraged about the potential for positive results for obefazimod in moderate-to-severe ulcerative colitis due to the positive"
@Quantumup1 on X 2025-07-18 11:05:09 UTC 3534 followers, 5220 engagements

"Benchmark: July 1st: $UNCY: Note Regarding CRL Issue: Unicycive ( $UNCY) Will Seek Type A Meeting to Resolve CRL Issues $TAK $ARDX $SNY $AKBA $FMS Benchmark said in its note: "Recall that on June XX Unicycive Therapeutics said that an FDA manufacturing inspection of a third-party contractor for its CDMO identified deficiencies in cGMP compliance which must be resolved before final labeling discussions with the Agency can begin. Yesterday the company said The Agency plans to issue a complete response letter (CRL) for the Oxylanthanum Carbonate (OLC) New Drug Application (NDA) and that it plans"
@Quantumup1 on X 2025-07-02 15:57:22 UTC 3534 followers, 1257 engagements

"H.C. Wainwright reit'd $ORKA Buy/$45 after Oruka📰that the FDA had cleared its IND application for its Phase 2a trial of ORKA-001 (the company's long-acting anti-IL-23p19 antibody) in moderate-to-severe PsO called EVERLAST-A. $ABBV $PTGX - $JNJ #EDAV25 H.C. Wainwright said in its note: "This program is a randomized double-blind placebo-controlled Phase 2a trial designed to evaluate the safety and efficacy of a single dose level of ORKA-001 in moderate-to-severe psoriasis patients. EVERLAST-A will enroll approximately XX patients randomized 3:1 to receive ORKA-001 or matching placebo. The"
@Quantumup1 on X 2025-07-23 18:20:33 UTC 3534 followers, 1266 engagements

"Citi reiterated - Plus Opened a 30-Day Upside Catalyst Watch on $PTCT (Neutral-$50). $BMRN $OTSKY Citi in its note said "We are not expecting challenges to sepiapterin's approvability for PKU and in fact think the rise in $PTCT stock since 1Q earnings (+30% since May 6th) has increasingly been reflective of pricing in a sepiapterin approval. Data from its phase X APHENITY study demonstrated increased efficacy or better safety / tolerability over the two currently approved therapeutics for PKU and we do see a segment of patients for whom sepiapterin could be an option - particularly for"
@Quantumup1 on X 2025-07-25 13:08:21 UTC 3538 followers, 1802 engagements

"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"
@Quantumup1 on X 2025-07-15 19:28:44 UTC 3537 followers, 4422 engagements

"UBSthe PT on $ACAD to $XX from $XX and reiterated at a Buy rating: $HZNP $ITCI $BPMC $BIVV $AZN $NVS $AXSM $JAZZ $SLNO $AARD $RYTM UBS Said in its note: "We have become incrementally more positive on the Acadia thesis since the current CEO took the helm making significant strides on multiple fronts: 1) Daybue has started to stabilize 2) Nuplazid IP got extended & 3) pipeline diversification has started to work out. Further mgmt's confidence around putting long-term guide can continue to drive investor excitement from here. We note that multiple SMID-biotech stocks such as $HZNP $ITCI $BPMC"
@Quantumup1 on X 2025-06-27 18:20:50 UTC 3537 followers, 1547 engagements

"Piper Sandler reiterated $ACLX Overweight-$115 $GILD $LEGN - $JNJ $BMY $NVS $GLPG Piper Sandler said in its note: "For several months investors have been monitoring the competitive dynamic as $ACLX's anito-cel pivotal data started to emerge with two very important questions - does it have a differentiated safety profile on delayed neurotox and what is driving Carvykti's delayed neurotoxicity safety profile. A recent study was published in Nature Communications (Jul 2025) that reported a comparative analysis of patients treated with Carvytki and Abecma. While the study was limited in size"
@Quantumup1 on X 2025-07-08 13:08:25 UTC 3535 followers, 1791 engagements