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@Quantumup1 Avatar @Quantumup1 quantumup

quantumup posts on X about $azn, $sny, $bmy, $acad the most. They currently have XXXXX followers and 1728 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence stocks finance cryptocurrencies currencies technology brands countries

Social topic influence $azn #5, $sny #2, $bmy #19, $acad #2, $nvs #1, $jnj #36, $biib #4, $rhhby #1, $rytm, $barcl #67

Top assets mentioned AstraZeneca PLC (AZN) Synthetify (SNY) Bristol-Myers Squibb Co (BMY) Acadia Pharmaceuticals Inc. (ACAD) Novartis AG (NVS) Johnson & Johnson (JNJ) Biogen Inc (BIIB) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Eli Lilly and Company (LLY) Alnylam Pharmaceuticals, Inc. (ALNY) Soleno Therapeutics, Inc. Common Stock (SLNO) Pfizer, Inc. (PFE) Regeneron Pharmaceuticals Inc (REGN) Cytokinetics Inc. (CYTK) Axsome Therapeutics, Inc (AXSM) Novo-Nordisk (NVO) Viking Therapeutics, Inc (VKTX) Intellia Therapeutics, Inc (NTLA) Amgen, Inc. (AMGN) IDEAYA Biosciences, Inc. Common Stock (IDYA) Vertex Protocol (VRTX) Jazz Pharmaceuticals, Inc. (JAZZ) Edgewise Therapeutics, Inc. Common Stock (EWTX) United Therapeutics, Corp. (UTHR) BridgeBio Pharma, Inc. Common Stock (BBIO) GSK plc (GSK) Dawn Protocol (DAWN) Alkermes Inc. plc (ALKS) Arrowhead Research Corporation (ARWR) BEAM (BEAM) PTC Therapeutics, Inc. (PTCT) CRISPR Therapeutics AG (CRSP) AbbVie Inc (ABBV) Merck & Co., Inc. (MRK) Goldman Sachs (GS) Insmed, Inc. (INSM) Protagonist Therapeutics, Inc (PTGX) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Akropolis (AKRO) monday.com Ltd. Ordinary Shares (MNDY) Atlassian Corporation PLC (TEAM) DigitalOcean Holdings, Inc. (DOCN) Pegasystems Inc (PEGA) SPS Commerce, Inc. (SPSC) Intuit Inc. (INTU) Dayforce, Inc. (DAY)

Top Social Posts #

Top posts by engagements in the last XX hours

"Wells Fargo🏁 $MNDY at an Overweight rating and a $XXX price target. $TEAM $DOCN Wells Fargo said in its initiation report: A refreshed architecture with mondayDB in late-23 helped take a lead within application SaaSWells Fargo calls out MNDY's scaling multi-product and upmarket motion early signs of Al adoption among its customers and an easier setup into Q3 as key positives"
X Link @Quantumup1 2025-09-30T21:06Z 3827 followers, 2291 engagements

"$DAWN's Chief Development Officer Davy Chiodin Will Join the FDA & Osteosarcoma Institute Workshop Advancing Osteosarcoma Drug Development Connecting Research and Regulatory Pathways for Improved Outcomes on Oct XX 2025 at 3:00-4:00 PM. $AZN $GSK EXEL SESSION 7: The Path Forward How advocacy academic industry and regulatory parties can collaborate on a path forward through specific product development trial design endpoints combination and platform trials. Panelists will discuss opportunities for advocacy academia industry and regulatory parties to collaborate on a path forward to advance"
X Link @Quantumup1 2025-10-03T16:23Z 3826 followers, 1823 engagements

"Barclays🏁 $ANAB Overweight/$78 $LLY $ABVX PTGX JNJ SNY GSK Barclays said in its initiation report: Our Overweight rating rests on several factors: compelling data to date for rosnilimab a novel mechanism in rheumatoid arthritis (RA) and a positive outlook ahead of the ulcerative colitis (UC) readout in 4Q25. While there are some lingering questions in RA we see upside in upcoming updates in RA and competitive clinical remission rates in UC. In our view the near-term upside to AnaptysBio from its UC readout is substantial and the mechanism by which the drug works supports activity in this"
X Link @Quantumup1 2025-10-13T15:57Z 3827 followers, 4406 engagements

"B.Riley🏁 $AXSM Buy/$179 $BMY $JNJ B.Riley said in its initiation report: AXSM is a multi-product pure-play neuro growth story with Auvelity depression (MDD) revenue powering a dense 2nd/3rd wave of pipeline-in-a-product drugs in large-TAM indications. While investors have mostly overlooked minor regulatory/clinical missteps we believe a window is open for entry ahead of 3Q earnings a 2nd wave of potential 2026 approvals and initiation of a third wave of late-stage candidates in 4Q25E. We model AXSM EV/sales at 4x based on FY27E revenue just below its current 4.4x multiple and peer group"
X Link @Quantumup1 2025-10-01T11:26Z 3825 followers, 1692 engagements

"Cantor y'day reiterated $EPRX Overweight-$11 $SNY Cantor Fitzgerald said in its note: We already knew about the emerging durability profile indicating that EP-104GI can support efficacy out to XX months based on Cohort 5-7 data. Today we saw just how deep the tissue responses could be as early as week X in the highest dose. The combination of 1) adding the second Phase 2b dose of X mg per injection and 2) upsizing the Phase 2b trial gives us more confidence that the company will see significant benefit vs. placebo. As we highlighted in our recent note (HERE) we know that steroids work in EoE"
X Link @Quantumup1 2025-09-30T12:06Z 3827 followers, 3388 engagements

"Leerink $WVE's PT to $XX from $XX 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 James reit'd $WVE Outperform-$14 & said We continue to view $WVE's wholly-owned gene-editing programs as more likely LT value drivers - sees WVE-007 (INHBE) in obesity (4Q 2025) as the most important near-term stock-moving catalyst with an attractive risk/ reward skew. Leerink and Raymond James said in their notes to"
X Link @Quantumup1 2025-09-03T18:17Z 3827 followers, 5979 engagements

"Jefferies🏁 $NUVB Buy/$10 $NUVL $BMY Jefferies said: Lead asset Ibtrozi has full FDA approval for ROS1+ NSCLC w/ a broad line-agnostic label -- multi-year treatment duration could drive significant revenue stacking vs what Street forecasts. Pipeline provides upside optionality w/ safusidenib (IDH1m glioma) set to advance into phase X and '1511 novel oral drug conjugate approach w/ clinical update in 2H. Cash $608M runway into 1H28 (our est). Initiate at Buy w/ PT $10"
X Link @Quantumup1 2025-09-30T13:57Z 3827 followers, 2786 engagements

"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 w/slides. About XX% (17/21) of patients followed after the positive Phase 2's treatment portion maintained normal thyroid hormone levels six months off bato of whom half (8/17) achieved remission without anti-thyroid drugs. These results not only underscore FcRn inhibition as a means to address the 25-30% of Graves'"
X Link @Quantumup1 2025-09-04T17:14Z 3827 followers, 2888 engagements

"Leerink reiterated $LRMR Outperform/$25 $BIIB $LXEO Bottom Line: The stock is under pressure on the X anaphylaxis events that occurred in the open label study. However we believe that the efficacy and clinical data are quite compelling especially given Friedreich's ataxia (FA) is a devastating disorder making the risk/reward profile favorable. This morning LRMR provided an update on their Phase X open label (OL) trial. As anticipated in our preview key focus areas included safety frataxin levels and enrollment progress to assess whether the company remains on track to file their BLA in 2Q26"
X Link @Quantumup1 2025-09-29T18:56Z 3825 followers, 13.7K engagements

"Citizens reiterated $TSHA Market Outperform-$6 and said Taysha Gene Therapies is developing TSHA-102 for Rett Syndrome with remarkable impact on developmental milestones. $ALPMY TSHA-102 employs an unmodified AAV9 which has not been modified and therefore does not penetrate the BBB. Zolgensma and approved AAV9- based therapy has been safely used for years. To reach the tissue of interest TSHA-102 is delivered intrathecally providing consistent biodistribution across the brain and spinal cord using a minimally invasive approach without systemic exposure of the AAV. Delivered at 5.7E14 or 1E15"
X Link @Quantumup1 2025-09-12T11:42Z 3827 followers, 4228 engagements

"Stifel🏁 $AARD Buy-$24 and said: We're initiating coverage of Aardvark with a Buy rating and a $XX target price $SLNO $RYTM Stifel added: Aardvark's ARD-101 represents an under-the-radar late-stage Prader-Willi (PWS) play with: (1) a unique MOA; (2) a ph2 clinical signal; and (3) a near(ish)-term ph3 readout (3Q26). Now the clinical data and biology are imperfect (par for the course in PWS) and the trial could fail simply by chance (PWS is very challenging). That said we conducted a deep dive into both the data and biology/mechanism where we're optimistic '101 has a shot-and has a higher POS"
X Link @Quantumup1 2025-09-29T11:10Z 3825 followers, 3348 engagements

"Citizens reiterated $TSHA Market Outperform-$6 and said We continue to highlight TSHA as an opportunity based on the efficacy in Rett clean safety (non-systemic) and regulatory clarity. $NGNE $ACAD Citizens JMP added: A key consideration for investors interested in TSHA has been comparison to NGNE the most relevant Rett gene therapy competitor. We continue to see distinct differences between the Rett clinical strategies of TSHA and NGNE and supportive data: Overall both TSHA & NGNE maintain that their asset has better biodistribution with their chosen administration routeintrathecal lumbar"
X Link @Quantumup1 2025-10-13T15:34Z 3827 followers, 1357 engagements

"Barclays🏁 $IDYA Overweight/$40. Citizens🏁 $IDYA Market Outperform/$41. $ZLAB $AMGN $DSNKY $PFE $GILD $AZN $RHHBY Barclays said in its initiation report: Phase X data in 3Q25 for IDE849 (DLL3 ADC) a first-in-class next-gen ADC in SCLC where prior DLL3 programs failed but more recent peer validation (Amgen Zai Lab) and early IDE849 signals suggest improved probability of success. Bar for success: ORR XX% median PFS X months discontinuation rate 10%. Our analysis of Zai Lab's durability data in Phase X suggests the DLL3 ADC class of drugs should achieve mPFS X months; exceeding current"
X Link @Quantumup1 2025-09-04T12:51Z 3827 followers, 6747 engagements

"Piper Sandler $LENZ PT to $XX from $XX and reiterated at an Overweight after Surveyed ECPs Signal Strong Launch Potential For VIZZ $ABBV Orasis Pharmaceuticals Piper Sandler said in its note: With VIZZ now commercially available we surveyed XX ECPs to understand potential prescribing and sampling expectations. Acknowledging the need for better treatment options in presbyopia (particularly for younger pts) survey participants anticipated VIZZ to dominate the topical eye drop market. Specifically they estimated that XX% of presbyopes under their care would be prescribed VIZZ by 1H26 XX% by 2H26"
X Link @Quantumup1 2025-10-10T12:25Z 3827 followers, 2141 engagements

"RBC Capital reiterated $CTNM Outperform/$25 $BMY RBC Capital said: Though investors are frequently focused on CTNM's promising IPF drug'791 likely given validation around the target from BMY's developmental LPA1Rs in the indication we expect increasing attention on their other mid-stage pipeline asset M1 antagonist '307 as key POC data approach in relapsing remitting MS. We had the opportunity to dive deeply into the program through a call with CTNM's team coming out of which we continue to see solid rationale for '307's mechanism some indirect clinical validation and a broad trial design"
X Link @Quantumup1 2025-10-14T10:51Z 3827 followers, 1538 engagements

"H.C. Wainwright reiterated $MAZE Buy/$50 $VRTX $UNCY HCW said in its note to investors: We continue to believe that the next wave of kidney disease innovation will be defined by therapies that can demonstrate clinically meaningful proteinuria reductions and supportive eGFR trends in genetically enriched populations with regulatory acceptance of these measures as surrogate endpoints. Towards that we think Maze's MZE829 is uniquely positioned as the leading APOL1 targeted therapy directly aligned with the recent PARASOL initiative and Rosenberg et al.'s validation of proteinuria and slope as"
X Link @Quantumup1 2025-10-03T11:51Z 3827 followers, 3250 engagements

"Citizens reiterated $ACAD Market Outperform/$38. Re: PWS data on track to report in 4Q25: sees 20-30%(55% PoS) on +VE data; 10-15% (45% PoS)on -VE data. Citizens said in its note to investors: Phase X results for ACP-101 in Prader-Willi syndrome (PWS) expected in early 4Q25; we reiterate our Market Outperform rating and risk-adjusted DCF-derived $XX price target on Acadia Pharmaceuticals. Acadia remains on track to report top-line results in early 4Q25 from the Phase X COMPASS-PWS trial evaluating ACP-101 to treat hyperphagia in patients with Prader-Willi syndrome. COMPASS-PWS has been"
X Link @Quantumup1 2025-09-19T12:21Z 3826 followers, 1854 engagements

"BofA🏁 $SRRK Buy-$53 $BIIB $RHHBY NVS and says Scholar Rock flexes its muscle with plans to enter $5bn SMA marketview apitegromab as a pot'l blockbuster Tx w/ the ability to expand the franchise into other muscular diseasesKOLs would rec apitegromab to all pts included in label citing high unmet need in preserving motor function. BofA sad in its initiation report: We initiate coverage of Scholar Rock (SRRK) with a Buy rating and a $XX PO. SRRK is developing an IV-administered adjunctive antibody therapy apitegromab (api') for spinal muscular atrophy (SMA) a rare genetic neuromuscular disease"
X Link @Quantumup1 2025-10-09T10:35Z 3827 followers, 7394 engagements

"Jefferies🏁 $BEAM Buy/$41believes BEAM-302 for AATD has shown a superior profile as a pot'l one-time Tx for a largely underDx'd genetic disease affecting about 100K ptsests $2.5B in peak sales for '302 to address both liver and lung manifestations. $VRTX $CRSP Jefferies said in its initiation report: BEAM's AATD ('302) ph.I/II data+dev plan early'26 & SCD ('101) ph.I/II data YE25 are X major catalysts for the stock. AATD has shown superior tgt protein correction as a pot'l one-time tx for AATD for both liver+lung; we think AATD durability+clarity on reg path could move the stock (+25%/-10%)."
X Link @Quantumup1 2025-10-09T17:08Z 3827 followers, 1661 engagements

"Citizens reiterated $IDYA Market Outperform-$45 and said 'We Remain Bullish On IDYA's Upcoming ESMO Update That Can Help Investors To Estimate The PoS Of The Neoadjuvant Uveal Melanoma Opportunity.' $IMCR $AURA Citizens additionally said: We currently only model $400M risk-adjusted sales for the neoadjuvant setting (42.5% PoS) which is 1/2 of our total risk adjusted darovasertib sales estimate. For enucleation based on our calculation and assuming XX evaluable patients a XX% eye preservation rate would clear the XX% lower bound of a 95CI (Ph3 endpoint) FDA bar. If IDYA's unprecedented 61%"
X Link @Quantumup1 2025-10-07T12:12Z 3827 followers, 5683 engagements

"Barclaysthe PT on $CYTK to $XX from $XX and reiterated at an Overweight rating. $BMY $EWTX Barclays said in its note: Ahead of aficamten Ph3 ACACIA data (1H26 likely March/April) in non-obstructive hypertrophic cardiomyopathy (nHCM) we spoke with X KOLs and conducted a deep dive on historical clinical data and statistical analysis. We see a high prob for a positive outcome for dual primary endpoints KCCQ-CSS (75%) and pVO2 (55%). We expect aficamten to become the first approved drug in nHCM and continue to see a high probability of on time (PDUFA Dec 26) approval in oHCM with a differentiated"
X Link @Quantumup1 2025-10-06T11:26Z 3827 followers, 5587 engagements

"Oppenheimer🏁 $CTMX Outperform-$7 and said it believes CX-2051 is a blockbuster drug in colorectal cancer (CRC)Calls data the most compelling they've seen in years. $HCM $TAK $BMY $DSNKY $AZN $EXEL $MRK $CRDF Oppenheimer said "We are initiating on CytomX with an Outperform rating and $X PT based on our belief that CX-2051 is a blockbuster drug in colorectal cancer (CRC). Despite the known challenges of developing drugs for CRC this data is the most compelling we've seen in years. It is rare to see monotherapy response rates approaching XX% in an unselected population; the last drug to get"
X Link @Quantumup1 2025-07-31T12:38Z 3827 followers, 3217 engagements

"Truist🏁 $DNTH Buy/$56 $ARGX $AZN NVS JNJ IMVT CABA Truist said in its initiation report: Dianthus' differentiated approach to targeting the autoantibody mediated complement cascade (C1s inhibition) may offer similar efficacy as available complement (C5) inhibitors but with a cleaner safety profile. The recent Ph X proof-of-concept (PoC) results with claseprubart in generalized myasthenia gravis (gMG) were overall supportive of this thesis. In our view gMG data are also relatively de-risking for the ongoing Ph X chronic inflammatory demyelinating polyneuropathy (CIDP) trial for which we see"
X Link @Quantumup1 2025-10-14T10:43Z 3827 followers, 1341 engagements

"Oppenheimer raised $IMRX's PT to $XX from $XX reiterated at an Outperform and said: Good things come in threes as IMRX surprised with an earlier-than-expected update on atebimetinib in 1L PDAC. $SNY $RVMD Oppenheimer added: The sooner the better when data are this strong exceeding expectations that we had recently laid out: 1) Encouragingly the 9-month OS rate a key focus of the update achieved XX% well above our XX% expectation and clearly separated from historical GnP benchmarks. 2) The favorable OS outcome was further supported by an impressive XX% PFS rate at X months which altogether"
X Link @Quantumup1 2025-09-25T14:34Z 3827 followers, 2629 engagements

"Cantor reiterated Top Pick $VERA at an Overweight rating and a $XXX PT $VRTX $OHSKY Cantor Fitzgerald said: With P3 data in hand a BLA filing this Q and a potential approval/launch in mid-'26 we are highlighting XX reasons we are bullish on VERA a "Top Pick" and its candidate atacicept (APRIL/BAFF inh; Breakthrough Designation) for IgA nephropathy (IgAN). With detailed P3 ORIGIN 36-wk data that will support the BLA filing coming in the near-term (likely at ASN Nov 6-9) we continue to see VERA shares as undervalued ($1.9B market cap with $557M in cash as of 3Q25) as the blockbuster potential"
X Link @Quantumup1 2025-10-13T12:16Z 3827 followers, 1422 engagements

"Citizens reiterated $IDYA Market Outperform/$45 $IMCR $PFE BMY Citizens JMP said: OS update is top of mind for investors because 1) it is the endpoint required for eventual full approval in MUM in the Ph3; and 2) the comparator arm includes IO which has long survival tails as a bar for the targeted therapy (darovasertib). The controversy about this data that we have been hearing is that due to the long OS tail of the IO comparator the darovasertib Ph3 may carry some risk. We remain bullish on the outcome and believe daro+crizo can provide superior OS for the following reasons: 1) ORR/DCR"
X Link @Quantumup1 2025-10-13T10:03Z 3827 followers, 4015 engagements

"Goldman Sachs🏁 $SLNO's at Buy-$125 and said 'We See Vykat XR Becoming A Mainstay Treatment For Prader-Willi Syndrome (PWS); Attractive Entry Point Given Recent Volatility.' $AARD $RYTM Goldman Sachs added: After decades of there being no effective treatment options we think Vykat XR will evolve into a foundational treatment for PWS and grow into a blockbuster franchise. We are cognizant that investors have raised concerns about Vykat XR's safety profile with regard to edema/pulmonary edema potentially occurring while on treatment but our channel checks suggest that appropriate patient"
X Link @Quantumup1 2025-10-07T10:32Z 3825 followers, 10.4K engagements

"Stifel reiterated Favorite Idea $CYTK at Buy/$96 $BMY $EWTX CYTK shared longer-term FOREST-HCM non-obstructive data that overall we think are supportive for aficamten/ACACIA-HCM. Efficacy remains consistent while most importantly: XX% patients are on 15/20mg doses while LVEF (less than XX% remains infrequent (4 over 96-wks). This is important in the context of ODYSSEY's failure which we continue to think suggests: (1) CMI's have benefit in nHCM (p=0.056/p=0.066); (2) mavacamten wasn't the right tool for the job (40% at 5mg; XX% w/treatment interruptions); and (3) aficamten-with superior"
X Link @Quantumup1 2025-09-29T11:42Z 3827 followers, 38.7K engagements

"Oppenheimer lowered $LRMR's price target to $XX from $XX to reflect the share count change following Larimar's recent capital raise; reiterated at Outperform. $BIIB $LXEO Oppenheimer said: Larimar reported positive results from the 50mg OLE cohort of nomla supporting its use as the potentially first disease-modifying treatment in Friedreich's Ataxia (FA). Data were positive demonstrating all OLE patients at 6-months reached skin frataxin levels over XX% of healthy volunteers along with improvements in clinical outcomes though the seven cases of reported anaphylaxis in the OLE drew concern;"
X Link @Quantumup1 2025-10-02T14:22Z 3826 followers, 8529 engagements

"Needhamthe PT on $STOK to $XX from $XX and reiterated at a Buy rating after STOK presented new zorevuneren OLE data in Dravet Syndrome (DS) at the 54th Child Neurology Society (CNS) annual meeting yesterday. $BIIB $JAZZ UCBJY UCBJF Needham said in its note: The new data showed 1) patients treated with zorevunersen had continued improvements in clinical outcomes through X years and 2) an analysis of patients in the OLE who received a similar dosing regimen as the ongoing Ph3 trial continued to show improvements in the Vineland-3 (cognition & behavior) at X years vs. a DS natural history study."
X Link @Quantumup1 2025-10-10T11:46Z 3827 followers, 1688 engagements

"Citizens reit'd $LRMR at Mkt OP/$18 after hosting a call w/ the CEO of the Friedreich's Ataxia Research Alliance (FARA) Jennifer Farmer on Friday who said 'The Patient Community Believes Nomlabofusp's Potential Benefits Outweigh Its Risks' $BIIB $LXEO Citizens JMP said: Ms. Farmer started with the frataxin data which she views as a key takeaway as getting to carrier levels is incredibly impactful and means a lot to the patient community as it gets to the root cause of FA. She was encouraged to see multiple clinical endpoints moving in the right direction. She said the 2.25-point mFARS"
X Link @Quantumup1 2025-10-06T11:18Z 3827 followers, 6668 engagements

"Stifel trimmed $SLNO's PT to $XXX from $XXX and reiterated at a Buy after refreshing its PWS model to reflect recent KOL feedbackStifel still sees pot'l $2B+ World-wide rev. oppy. $AARD $RYTM Stifel said in its note: Management remains confident in Vykat's safety and broader risk/benefit profile (i.e. consistent with data/label and known AE-profile) noting feedback from KOLs and patient advocacy groups is positive. Looking ahead management remains confident in the growth trajectory of Vykat even as naturally there's some element of a "bolus" here (2Q numbers can't be extrapolated linearly in"
X Link @Quantumup1 2025-10-01T11:51Z 3825 followers, 16.6K engagements

"UBSthe PT on $INSM to $XXX from $XXX and reiterated at Buy after adding in additional Brinsupri indications to its model. $LQDA $UTHR UBS said that it expects rapid uptake of Brinsupri in non-cystic fibrosis bronchiectasis (NCFB) patientsINSM is well-positioned to execute on the launch as the sales force was deployed approximately XX months prior to launch engaging with physicians on disease education. UBS additionally said: We are raising our PT to $XXX (from $140) as we layer in additional Brinsupri indications in our model. INSM stock is up +136% YTD but we see more upside from here as -"
X Link @Quantumup1 2025-10-14T13:53Z 3827 followers, 2925 engagements

"Truist🏁 $UPB Buy/$47 $AZN $AMGN REGN SNY Truist said in its Upstream Bio initiation: In our view UPB's TSLP-receptor inhibitor verekitug offers a differentiated and now de-risked biologic treatment option for I&I respiratory diseases - which represents a rapidly growing multi-billion dollar market. TSLP ligand blockade has shown broader/ deeper efficacy vs other biologics for severe asthma with the approved drug Tezspire (AMGN (Hold Devarakonda)/ AZN (NR)). Verekitug offers similarly robust efficacy but with a much improved dosing schedule via targeting the receptor. Given the size of the"
X Link @Quantumup1 2025-10-14T12:11Z 3827 followers, 1388 engagements

"Clear Street🏁 $WVE Buy/$22: We are initiating coverage of Wave Life Sciences (WVE) with a BUY rating and a $XX PT. $LLY $VKTX NVO PTGX ARWR KRRO RNA DYN MRNA Our Buy rating on WVE reflects the belief that the company has consistently shown the propensity to innovate to the point of producing first-in-class and best-in-class genetic medicines and they now have a deep pipeline of attractive drug candidates. WVE-007 targets obesity by manipulating a novel biological pathway and if successful would enter into an outsize commercial market for obesity treatments. We believe 4Q25 and 1Q26 catalysts"
X Link @Quantumup1 2025-10-14T20:47Z 3827 followers, 1773 engagements

"Stifel reiterated $SLNO at Buy-$118 and said $ACAD announced ACP-101's ph3 trial in Prader-Willi failed. In light of some of the noise around Vykat's safety $ACAD's readout (even as we think most were skeptical) had become a meaningful overhang for the stock. The setup into these data in the backdrop of headline risk questions about potential near-term M&A etc. we think collectively was a major driver for the pressure on the stock (vs. a complete/fundamental reset on peak sales). As such this should be a nice clearing event for the stock and allow shares to work again into 3Q EPS where with a"
X Link @Quantumup1 2025-09-24T11:57Z 3826 followers, 10.4K engagements

"BofA $TSHA's PT to $X from $X and reiterated at a Buy. BofA currently assigns TSHA-102 a XX% LoS & XX% mkt shr for peak risk-adj'd sales of $1.3B in '31 ('27 launch) whereas its KOLs think the geneTx could capture XX% of mkt. $ACAD $NGNE Here's what BofA had to say: We continue to be encouraged by the regulatory alignment and highlight recent from our KOLs that the study is likely to be successful as they see significant see significant readthrough from the positive Part A study. Our KOLs cite high excitement for the gene therapy class in Rett viewing the current clinical data as clearly"
X Link @Quantumup1 2025-10-09T16:19Z 3827 followers, 5309 engagements

"Cantor reiterated $EPRX Overweight-$11 and said: EoE is a sizeable and growing market. $SNY (NC) which markets Dupixent in EoE and other indications estimates the treated U.S. EoE population at 159K and a 2025 study using MarketScan and Medicare data showed a 5-fold prevalence increase since 2009. We know that steroids work in EoE for reducing both symptoms and fibrostenotic progression that leads to food impaction and long-term tissue changes in the esophagus. Thus EPRX's approach is clinically de-risked as we already know the mechanism is valid. EoE patients are already recommended to"
X Link @Quantumup1 2025-09-26T11:07Z 3827 followers, 4686 engagements

"Guggenheimthe PT on $ABVX to $XXX from $XXX plus added to its Best Idea List while reiterating at a Buy rating after they attended the UEGW conference in Berlin and also hosted an investor dinner with Abivax's management team. $JNJ - $PTGX Guggenheim said in its note: The feedback from KOLs on obefazimod's (oral miR-124 inducer) data in ulcerative colitis (UC) was highly positive. While we still need to see long-term maintenance data (expected in 2Q26) there was a unanimous agreement among the KOLs that the use and adoption of obefazimod is likely to be broad (from front-line to later-line"
X Link @Quantumup1 2025-10-10T10:22Z 3827 followers, 29.9K engagements

"Barclays🏁 $ONC Overweight-$385 and said BeOne (ONC) is a commercial oncology company developing therapies across hematologic and solid tumors. $ONC's broad oncology pipeline positions it for durable growth. Barclay additionally said: We initiate coverage of BeOne (ONC) with an Overweight rating and $XXX PT ahead of two value-inflecting pivotal data readouts; 1) Data for BTK inhibitor in first line mantle cell lymphoma in 2H25; and 2) Data in first line gastroesophageal cancer for PD1 inhibitor + anti-HER2 combination in 4Q25"
X Link @Quantumup1 2025-09-18T12:23Z 3827 followers, 1373 engagements

"H.C. Wainwright Assumed Coverage on $TGTX at Buy-$60 and said: An MS franchise in the making; we expect Briumvi's market penetration to grow significantly in the next few yearsestimate that SC Briumvi could take peak US revenues from $3.1B to $5.1B in 2038. $RHHBY $NVS H.C. Wainwright additionally said:"
X Link @Quantumup1 2025-10-06T11:17Z 3826 followers, 11.8K engagements

"Truist reiterated $CNTA Buy-$30 and said Don't Sleep On It: Previewing ORX750 Ph X Narcolepsy Data. $ALKS $JAZZ $AXSM $TAK $HRMY #SLEEP2025 Truist additionally said in its note: ORX750 Ph 2a data are due sometime before YE. We believe investors are looking for a best-in-class profile from ORX750 and competitors' OX2R agonist data which will be presented at World Sleep #SLEEP2025 (Sept 5-10) will set the bar for $CNTA. We think ORX750 is likely to demonstrate best-in-class properties in the approaching Ph 2a data and see potential upside of30% to XXX% from current levels depending on the level"
X Link @Quantumup1 2025-08-20T16:31Z 3827 followers, 4912 engagements

"Stifel trimmed the PT on $CYTK to $XX from $XX and maintained at a Buy rating to Reflect the Company's Recently Upsized Convertible Notes Offering. $BMY $EWTX This is what Stifel had to say in its note to investors: Following the recent late-cycle meeting CYTK continues to expect a differentiated REMS/label where along with recent strong MAPLE data management expects aficamten to (1) expand the CMI prescriber base; and (2) obtain preferential share vs. Camzyos -- potentially even within the first year. Meanwhile in-light of ODYSSEY (almost working despite dosing challenges) management's"
X Link @Quantumup1 2025-10-01T12:11Z 3827 followers, 7562 engagements

"Jones Trading🏁 $AARD Buy/$33 $SLNO $RYTM Jones Trading said: We are initiating coverage of Aardvark Therapeutics (ticker: AARD) with a Buy Rating and $XX PT. Aardvark is a clinical-stage biotech company focused on treating obesity and hyperphagia (excessive eating). The core of Aardvark's portfolio is ARD-101 an oral small molecule agonist of TAS2R which increases gut-localized secretion of satiety hormones including GLP-1 and CCK. The lead program is for Prader Willi Syndrome (PWS) a rare genetic disorder characterized by extreme hyperphagia; Ph3 data are expected in 3Q26. ARD-101 is the"
X Link @Quantumup1 2025-10-01T10:29Z 3827 followers, 1904 engagements

"RBC Capital $ALNY's PT to $XXX from $XXX reit'd at OP and said it thinks another beat and raise is coming after the latest script data came out late last week (their survey of XX cardiologists corroborates script data)now models $9.2B peak Amvuttra sales: $REGN $BBIO $PFE"
X Link @Quantumup1 2025-09-19T11:10Z 3827 followers, 9874 engagements

"Piper Sandler reiterated $CRNX Overweight-$97 and said we are buyers and continue to be bullish on PALSONIFY's launch opportunity/trajectory. $NVS $AZN Piper Sandler additionally said: CRNX has been up XX% over the last month after PALSONIFY approval in acromegaly with a clean/broad label and thoughtful pricing. In our deep dive we review channel checks and believe expectations heading into launch are fair with a lucrative US acromegaly TAM of36K (11.5K initial addressable market). Importantly prior KOLs see a significant utility for PALSONIFY and would expect it to be eventually used in 70%"
X Link @Quantumup1 2025-10-08T14:19Z 3827 followers, 3249 engagements

"Piper Sandler reiterated $BBIO Overweight-$68 and said: We hosted a fireside chat with the mgmt team of BBIO and here are our main takeaways. $ALNY $PFE Piper Sanler added: The differentiated efficacy profile is helping support the strong launch dynamics for Attruby. For Q3 mgmt expects for Q3 to follow similar trends to Q2 in terms of free-drug and GTN. Additionally mgmt reiterated they expect to capture 30-40% of the US ATTR-CM market at peak. The launch of Beyonttra (Attruby) in Germany was stronger compared to the US initially due to wide access at approval and has approximately XX% of"
X Link @Quantumup1 2025-09-30T15:12Z 3827 followers, 2263 engagements

"Jefferies $DNTH $66/said we believe $DNTH is undervalued at$580M EV following (+)ve de-risking gMG data based on est $2B peak sales in gMG CIDP & MMN. $ARGX $SNY Jefferies added: Updates from maturing OLE can derisk pot'l monthly dosing. 2026 will be catalyst-rich: 1) $ARGX's DM ph.ll 1H26; 2) CIDP ph.Ill interim responder analysis 2H26; 3) MMN top-line 2H26; 4) 2H26 pivotal readouts from $SNY (CIDP) & $ARGX (MMN). PT to $XX (vs prior $51)"
X Link @Quantumup1 2025-09-10T15:30Z 3827 followers, 2913 engagements

"H.C. Wainwright reiterated $DAWN at a Buy rating and a $XX price target after getting inbound questions on Ojemda's growth trajectory from investors particularly around the slope into year-end 2025 and the outlook for 2026. This is what H.C. Wainwright had to say in its note to investors:"
X Link @Quantumup1 2025-09-26T12:27Z 3826 followers, 2649 engagements

"Citizens $OCUL's PT to $XX from $XX and reiterated at a Market Outperform rating $REGN $EYPT Citizens JMP said in its note:"
X Link @Quantumup1 2025-10-01T10:40Z 3827 followers, 26.8K engagements

"BMO Capital $PTGX's PT to $XXX from $XX reiterated at an Outperform and said This Protagonist's Story Is Not Done Yet $JNJ $ABVX BMO Capital added: Following reports of a potential acquisition by JnJ we've revised our Protagonist model and outlined valuation scenario for PTGX shares. Following deal reports by WSJ on Friday 10/10/25 we saw PTGX shares re-rate closing at $87/share +30% vs the prior day's close of $XXXXX. The share move clearly contemplates the stocks potential take out premium but we think the market is currently under-pricing what Protagonist could be worth. On our new"
X Link @Quantumup1 2025-10-13T10:05Z 3827 followers, 5327 engagements

"BofA reiterated $TSHA Buy-$8 and says that it thinks BTD validates TSHA-102 as addressing a high unmet need in Rett syndrome as potentially the first disease-modifying therapy for patientsFinalized pivotal trial design retains 6-month interim read $ACAD $AVXL BofA said: TSHA announced that FDA had granted Breakthrough Therapy designation to TSHA-102 based on the 12-patient safety and efficacy data generated from REVEAL Part A. We think the designation validates TSHA-102 as addressing a high unmet need in Rett syndrome as potentially the first disease-modifying therapy for patients. BofA"
X Link @Quantumup1 2025-10-02T15:51Z 3826 followers, 6585 engagements

"H.C. Wainwrightthe PT on $LXEO to $XX from $X plusLX2006's odds of approval to XX% from XX% and movedthe expected launch to 2028 from 2030 after the Co📰that the FDA has indicated openness to a BLA submission for accelerated approval (AA); reiterated Buy. $LRMR $BIIB"
X Link @Quantumup1 2025-10-07T15:29Z 3826 followers, 2518 engagements

"TD Cowenthe PT on $INSM to $XXX from $XXX and reiterated at a Buy rating after INSM presented its impressive Ph2 PAH data with TPIP as late breaker at ERS. $LQDA $UTHR TD Cowen said: X EPs show TPIP improved hemodynamic parameters suggesting favorable impacts on heart fxn and supports the pulmonary selectivity of TPIP. Topline data was also reviewed: stat sig XX% PVR rdxn stat sig 35.5m 6MWD improvement and stat sig XX% NT-proBNP rdxn. A TPIP Ph3 PAH trial should initiate in early 2026"
X Link @Quantumup1 2025-10-02T14:07Z 3827 followers, 8546 engagements

"Mizuho reiterated $TECX Outperform-$85 and said Tectonic will present Phase 1b (Part B) hemodynamic data for TX45 in pulmonary hypertension patients with HFrEF (PH-HFrEF) in early 4Q25. $MRK $AZN Mizuho added: We connected with Tectonic. Overall management expects the hemodynamic effects for TX45 in PH-HFrEF to move in the same direction as what was observed in patients with PH-HFpEF (Part A) where PCWP (left-sided filling pressure) mPAP PVR all declined meaningfully and cardiac output increased. KOLs we consulted also expect HFpEF and HFrEF patients to exhibit a similar pulmonary hemodynamic"
X Link @Quantumup1 2025-10-14T11:09Z 3827 followers, 12.7K engagements

"JPMorgan🏁 $CDTX Overweight/$200says CD388 receiving BTD underscores the game-changing pot'l of the productassumes peak sales of $4B+ in the US alone w/ a XX% POSsee CD388 as strategically attractive. H.C. Wainwright $CDTX's PT to $XXXXXX and reiterated at Buy. H.C. Wainwright said: Cidara announced on October X that the FDA has granted Breakthrough Therapy designation to CD388 targeting prevention of influenza A and B (adults and adolescents) at higher risk of complications due to immunodeficiency despite influenza vaccination vaccine contraindicated. This represents a significant update on"
X Link @Quantumup1 2025-10-10T11:13Z 3825 followers, 2158 engagements

"Clear Street🏁 $VTYX at a Buy rating and an $XX price target. $SNY Clear Street said: We initiate VTYX with a Buy ahead of two seminal NLRP3 inhibitors' catalysts poised to drive valuation and partnership upside. Forthcoming 4Q25 data for VTX2735 (peripheral drug) may advance it to pivotal recurrent pericarditis (RP) trials ($3B+ US TAM) supported by $209.0M cash and runway into 2H26. Simultaneously VTX3232's (CNS-penetrant NLRP3i) 4Q25 data in obesity-related cardiometabolic diseases will open Sanofi's (SNY Not Rated) right-of-first-negotiation window echoing its August 2025 Vigil"
X Link @Quantumup1 2025-09-30T20:37Z 3825 followers, 1840 engagements

"Chardan Capital🏁 $OCUL Buy-$21 and said Axpaxli (OTX-TKI) is an axitinib intravitreal hydrogel based on the company's proprietary ELUTYX bioresorbable hydrogel formulation technology. The therapy is designed to deliver axitinib a pan-VEGF receptor inhibitor intravitreally where it is slowly released over several months and has a potential to significantly reduce anti-VEGF treatment burden for patients with wet age-related macular degeneration (wet AMD) and non-proliferative diabetic retinopathy (NPDR). In wet AMD VEGF promotes the abnormal growth of new blood vessels in the back of the eye"
X Link @Quantumup1 2025-09-15T11:04Z 3827 followers, 10.1K engagements

"Stifel reiterated $IVA Buy/$17 $MDGL $NVO VKTX ALGS Stifel said in its note: With an over-enrolled NATiV3 trial and new leadership IVA outlined lanifibranor/Lani's unique best-in-class profile-highlighting its unique panPPAR mechanism-of-action that offers a multi-targeted approach to addressing both underlying metabolic drivers of MASH and liver-specific fibrotic damage. The Ph.2b NATIVE trial validated this three-pronged effect (apoptosis anti-inflammatory/antifibrotic insulin sensitization) demonstrating both MASH resolution AND fibrosis improvement at X months with pivotal NATiV3 poised"
X Link @Quantumup1 2025-10-09T12:17Z 3827 followers, 2961 engagements

"Guggenheim reiterated $SYRE Buy-$65-Top Pick after hosting a dinner at UEGW with investors and SYRE's CEO (Cameron Turtle) and CMO (Sheldon Sloan). $JNJ $ABBV Guggenheim said in its note: Key takeaways include: (1) One prominent KOL noted during a late breaker session that "this is the only conference we are taking about monotherapy; from ECCO onwards it will all about combos." We believe JNJ's DUET data will readout likely at the ECCO conference next February; (2) In terms of expectations for DUET our KOLs believe a pbo-adj10% in clinical remission above the monotherapy arms would be"
X Link @Quantumup1 2025-10-07T12:34Z 3827 followers, 2113 engagements

"Truist🏁 $MDGL Buy/$580 and says KOL Feedback Shows High Interest in Rezdiffra and Supports Peak Sales of $6.2B in its View. $IVA $NVO Truist said in its MDGL initiation: Key investment points - 1) First drug approved (Rezdiffra) for MASH with early launch metrics indicating high demand & potential for upside from continued strong launch; 2) Sizable opportunity in MASH (10-20M US patients) not fully reflected at current levels; 3) KOL feedback shows high interest in Rezdiffra in our view supports peak sales of $6.2B vs. $4.5B cons (2036E) in the approved F2/F3 subtype; 4) Potential for upside"
X Link @Quantumup1 2025-10-14T20:14Z 3827 followers, 2582 engagements

"BTIG y'day $ABVX's PT $XXX from $XXX reit'd Buy plusobefazimod penetration in UC to XX% (from 35%) =93K pts on Tx at peak in the U.Ssays data supports broad use across the Tx paradigm. Leerinkthe PT to $XXX from $XXX reit'd Outperform &WW rev ests for obe across both UC (2.3bn vs. 2.1bn prior) & CD (2.2bn vs. 1.9bn prior) indications on the basis of supportive efficacy analysis at UEGW which raised its conviction in obe's competitive positioning and commercial opportunity in IBD. Leerink said: We continue to believe that obe features the most compelling late-stage clinical profile for a novel"
X Link @Quantumup1 2025-10-07T10:26Z 3826 followers, 15.4K engagements

"BofA $APGE's PT to $XX from $XX to reflect Wednesday's capital raisemade no changes to APG777 launch timing or PoS assumptions; Reiterated Buy. $REGN $SNY BofA said: Next catalysts in 1Q after development timeline updates APGE has narrowed guidance for the following APG777 (IL-13) readouts: 1) AD Ph X Part A 52-week maintenance readout now expected in 1Q26 (vs 1H-2026 previously) 2)asthma Ph 1b readout also now expected in 1Q26 (vs 1H-2026 previously) and 3) AD2 Part B 16-week readout now expected 2Q26 (vs mid-2026 previously). APGE still guides for 2029 launch. Other readouts are on track"
X Link @Quantumup1 2025-10-09T18:11Z 3827 followers, 2225 engagements

"H.C. Wainwright reit'd $ARWR Buy-$80/said With the November XX PDUFA action date for plozasiran in familial chylomicronemia syndrome (FCS) approaching we conducted several calls with Arrowhead management and key opinion leaders (KOLs) in the space. $IONS H.C. Wainwright added Management emphasized that launch readiness is on track and the commercial buildout is nearly complete. Importantly plozasiran represents both Arrowhead's first commercial opportunity and a foundation for subsequent cardiometabolic launches with management commentary focused on sales force hiring payer engagement patient"
X Link @Quantumup1 2025-10-08T11:44Z 3827 followers, 5076 engagements