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@Quantumup1 Avatar @Quantumup1 quantumup

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

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% technology brands XXXX% countries XXXX% automotive brands XXXX% currencies XXXX%

Social topic influence $lly #14, $nvs 9.85%, $amgn 9.09%, $biib #1, $pfe 8.33%, $sny 7.58%, $jnj #7, $rytm 6.06%, $regn 6.06%, $nbix XXXX%

Top accounts mentioned or mentioned by @bioinvestor24 @72weeks @least @biopharmiq @ej23ny @bambossie81 @knielsen2000 @andre_agtc

Top assets mentioned Eli Lilly and Company (LLY) Novartis AG (NVS) Amgen, Inc. (AMGN) Biogen Inc (BIIB) Pfizer, Inc. (PFE) Synthetify (SNY) Johnson & Johnson (JNJ) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Regeneron Pharmaceuticals Inc (REGN) Neurocrine Biosciences, Inc. (NBIX) Acadia Pharmaceuticals Inc. (ACAD) Soleno Therapeutics, Inc. Common Stock (SLNO) Goldman Sachs (GS) AstraZeneca PLC (AZN) Bristol-Myers Squibb Co (BMY) Merck & Co., Inc. (MRK) Jazz Pharmaceuticals, Inc. (JAZZ) BridgeBio Pharma, Inc. Common Stock (BBIO) Vertex Protocol (VRTX) Crinetics Pharmaceuticals, Inc. (CRNX) Gilead Sciences, Inc. (GILD) Alkermes Inc. plc (ALKS) PTC Therapeutics, Inc. (PTCT) Axsome Therapeutics, Inc (AXSM) Alnylam Pharmaceuticals, Inc. (ALNY) Viking Therapeutics, Inc (VKTX) Novo-Nordisk (NVO) GSK plc (GSK) Xenon Pharmaceuticals Inc (XENE) Morgan Stanley (MS) Sarepta Therapeutics, Inc. (SRPT) Edgewise Therapeutics, Inc. Common Stock (EWTX) Blueprint Medicines Corporation (BPMC) Protagonist Therapeutics, Inc (PTGX) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Immunovant, Inc. Common Stock (IMVT) Intra-Cellular Therapies Inc. (ITCI) One Cash (ONC) SuperRare (RARE) AbbVie Inc (ABBV) Revolution Medicines, Inc. Common Stock (RVMD) Scholar Rock Holding Corporation Common Stock (SRRK) Insmed, Inc. (INSM) Denali Therapeutics Inc. Common Stock (DNLI) Corcept Therapeutics Inc. (CORT) Tourmaline Bio, Inc. Common Stock (TRML) Incyte Corporation (INCY) United Therapeutics, Corp. (UTHR) Adverum Biotechnologies, Inc. Common Stock (ADVM) Mirati Therapeutics, Inc. Common Stock (MRTX) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) GE HealthCare Technologies Inc. Common Stock (GEHC) PROCEPT BioRobotics Corporation Common Stock (PRCT) Basilisk (BSX) Intuitive Surgical, Inc. (ISRG) Stryker Corporation (SYK) Measurable Data Token (MDT) Cytokinetics Inc. (CYTK)

Top Social Posts #

Top posts by engagements in the last XX hours

"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 Avatar @Quantumup1 on X 2025-07-15 17:33:05 UTC 3521 followers, 2552 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 Avatar @Quantumup1 on X 2025-07-09 14:17:46 UTC 3523 followers, 2677 engagements

"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 (+) data was expected on our view both $MLYS's and $AZN's ASI's look similar - i.e. both efficacy and safety data should be within the ballpark of each other. Commercial success in our view will depend on access rebating and marketing which we think $AZN should have a major edge currently. Thinking about the setup now $MLYS has"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-14 18:30:13 UTC 3523 followers, 5259 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 Avatar @Quantumup1 on X 2025-07-10 19:50:23 UTC 3523 followers, 2745 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 Avatar @Quantumup1 on X 2025-07-18 12:42:09 UTC 3521 followers, 1835 engagements

"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 XX weeks. $NBIX Citizens added "Similarly the OLE trial of PATHFNDR-2 showed decreased IGF-1 levels in newly treated patients and maintained levels in previously treated patients over XX weeks. Over XX% of patients continued into the OLE trials indicating high enthusiasm for paltusotine which is poised to be the first daily oral drug approved for"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-15 12:42:15 UTC 3522 followers, 2382 engagements

"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 $XX PT) will present Phase X TouCAHn data for atumelnant in congenital adrenal hyperplasia (CAH) during the oral session "All About Congenital Adrenal Hyperplasia and Adrenal Insufficiency" on Saturday July XX. While the abstract remains embargoed previously released data show the once-daily oral ACTH antagonist induces rapid and sustained reductions of androstenedione and 17- hydroxyprogesterone over XX weeks with most patients"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-02 17:51:06 UTC 3522 followers, 7511 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 Avatar @Quantumup1 on X 2025-07-11 15:10:14 UTC 3523 followers, 1493 engagements

"Guggenheim $CDTX PT to Nice from $XX and reiterated at a Buy. $JNJ $MRNA $RHHBY $GILD $SNY Guggenheim said in its note: "We are updating our model following $CDTX's recent equity capital raise and the NAVIGATE Phase 2b data which in our view provided critical validation of CD388 as a compelling flu prevention option (takeaways here). CD388's XX% protective efficacy at the 450mg dose in healthy adults and clean safety profile combined with broad protection against influenza (including pandemic strains) in our view supports multibillion dollar blockbuster potential with significant"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-09 12:43:19 UTC 3522 followers, 1235 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 Avatar @Quantumup1 on X 2025-07-07 14:39:34 UTC 3522 followers, 9634 engagements

"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 Adj. EBITDA guidance range. We believe investors will focus on: 1) eCommerce advertising initiative; 2) launch timing of self-serve tools (we expect 4Q25); 3) implications of changes to app store fees on mobile ad spend; 4) capital allocation; and 5) updates to the competitive landscape following Unity Vector launch."
@Quantumup1 Avatar @Quantumup1 on X 2025-07-14 11:31:08 UTC 3522 followers, 1359 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 Avatar @Quantumup1 on X 2025-01-06 17:09:58 UTC 3522 followers, 13.9K 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 Avatar @Quantumup1 on X 2025-07-18 15:23:01 UTC 3521 followers, 1634 engagements

"H.C. Wainwright reiterated $CRNX Buy-$81 and said "One of the pillars of our investment thesis in Crinetics has been the company's ability to discover new drugs. $NBIX H.C. Wainwright added "That attribute was on full display yesterday at the company-hosted R&D meeting. It was particularly interesting to hear from Stephen Betz the company's Chief Scientific Officer and co-founder (and we learned yesterday that Betz was the originator of the company's dog-friendly culture and workplace). The focus of yesterday's meeting was on three of the company's early-stage assets. While paltusotine and"
@Quantumup1 Avatar @Quantumup1 on X 2025-06-27 19:19:27 UTC 3522 followers, 5139 engagements

"Leerink🏁 $RYTM OP-$88 and said "We view $RYTM as well-positioned to deliver meaningful revenue expansion through a multi-pronged strategy anchored in rare genetic obesity and driven by a key near-term launch plus long-term lifecycle planning." $VRTX $GILD $LLY $VKTX $GPCR Leerink added "The base business continues to grow off currently approved rare genetic obesity indications (POMC/PCSK1 LEPR and Bardet-Biedl syndrome BBS) for lead MC4R agonist Imcivree (setmelanotide) with global rollout still underway. Our 2025 Imcivree est. is $177M. The next leg of growth is launch in acquired"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-07 10:48:42 UTC 3522 followers, 3683 engagements

"RBC $IDYA PT to $XX from $XX reiterated at OP and said "Ph.III Readout in 2H25 Should Drive Upside and Unlock A $1B Revenue Oppt'y; We are updating our views on $IDYA following additional diligence KOL discussions and meeting with mgmt" $MRK $DSNKY $ZLAB $ONC $PFE $GILD RBC Capital added "While the stock has been largely range bound this year with less investor attention we believe as we enter the second half $IDYA should garner more attention given a major ph.Ill event for lead drug daro as well as a number of supporting pipeline updates. We see a 65%+ likelihood of success for the ph.Ill"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-09 14:52:22 UTC 3522 followers, 1625 engagements

"Leerink $ZLAB PT to $XX was $XX and reiterated at an Outperform. $AMGN $REGN $BMY $PFE $NVCR Leerink said in its note to investors: " $ZLAB partner $AMGN (MP Risinger) announced today that the Phase III FORTITUDE-101 study evaluating bemarituzumab in combination with chemotherapy in 1L FGFR2b+ gastric cancer had met its primary endpoint. Recall bemarituzumab (Bema anti-FGFR2b) is being developed by $AMGN for 1L FGFR2b+ gastric cancer across two Phase III trials: FORTITUDE-101 (Bema + chemo) and FORTITUDE-102 (Bema + chemo + nivolumab). $ZLAB holds Greater China rights to Bema and has"
@Quantumup1 Avatar @Quantumup1 on X 2025-06-30 18:28:00 UTC 3522 followers, 4652 engagements

"Citi reiterated $RARE Buy/$110 and says to Buy here - there is an XX% chance ORBIT hits final analysis. $MREO Goldman Sachs reiterated $RARE Buy/$82 and said it remains +VE on final analysis. Citi and Goldman Sachs said in their notes:"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-10 10:42:06 UTC 3522 followers, 22K engagements

"Ladenburg Thalmann🏁 $ORIC Buy-$15. $PFE $ALPMY $AMGN $TNGX Ladenburg Thalmann said in its research report: "Initiating coverage of $ORIC with a Buy rating and $XX price target based on 1) emerging profile of the PRC2 inhibitor ORIC-944 as a potential fast-follower to mevrometostat in treatment AR-experienced mCRPC 2) strategic pivot for development of ORIC-114 from 2nd-line exon XX EGFR/HER2 tumors to the 1st-line representing a larger addressable population and opportunity to maximize clinical differentiation based on potential best-in-class CNS activity and 3) experienced management team"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-08 12:24:34 UTC 3523 followers, 1423 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 Avatar @Quantumup1 on X 2025-07-16 10:02:05 UTC 3520 followers, 1860 engagements

"Raymond James reiterated $SPRY Strong Buy-$32 and said "As a result of heavy investor interest in our neffy script analysis note we caught up with management to get additional detail on the key dynamics impacting the 2Q number and beyond." $AQST $TEVA $UNH Raymond James added "Most notably management implied script capture rate moved into the greater-than-90% range by the end of the quarter suggesting the 2Q rate could potentially be closer to XX% than to what we referred to as our not very rigorous XX% estimate. Given the available script data this primarily impacts our 2Q number so while we"
@Quantumup1 Avatar @Quantumup1 on X 2025-06-30 20:13:00 UTC 3523 followers, 1999 engagements

"Stephens🏁 $PRCT Overweight-$70 and said "Premium Price Premium Potential: A Surgical Disruptor in BPH; Initiating OW-Vol./$70 PT" $BSX $ISRG $SYK $MDT $GEHC #BPH #PCa Stephens said in its note that it expects $PRCT to post robust growth and margin expansion as adoption of Aquablation continues to expand. Stephens added: Aquablation is disrupting the benign prostatic hyperplasia (BPH) market by taking share from existing procedures and capturing patients who historically delayed or avoided surgery. Believes expanding into prostate cancer has the potential to drive meaningful growth longer-term"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-09 13:06:19 UTC 3522 followers, 2447 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 Avatar @Quantumup1 on X 2025-07-10 11:03:50 UTC 3523 followers, 1730 engagements

"Piper Sandler reiterated $EWTX Overweight-$51-Best Idea and said " $EWTX remains one of our 2025 best ideas as we feel confident that sevasemten's BMD regulatory update in 2Q25 will indicate FDA giving the green light to file for accelerated approval." $SRPT $CAPR $BMY $CYTK Piper Sandler added "As investors may not yet appreciate sevasemten's opportunity in BMD we believe clarity on next steps should drive share gains. Subsequently EDG-7500's 12- week Cohort D topline in 2H25 is another key catalyst de-risked for PoS with potential to establish no ECHO-based titrations (driving key"
@Quantumup1 Avatar @Quantumup1 on X 2025-06-11 18:27:01 UTC 3519 followers, 4452 engagements

"Jefferies $COGT PT to $XX from $XX reit'd at Buy and said it thinks the pivotal SUMMIT data hit the home run scenario - SURVEY suggests $1B oppy for bezu in ISM alone - sees read-across to ASM & GIST ($1.3B TAM). $BPMC - $SNY $GSK $NVS Leerink $COGT Pt to $XX from $XX reit'd OP plusBezu' PoS in ISM to $XX% from XX% after Bezu' data was slightly above the "home run" scenario - plus said "Despite enrolling a more severe population in SUMMIT bezu's 8.91- point benefit is XX% better than $BPMC's (MP) Ayvakit which had a 5.7-point pbo-adjusted improvement at the 25mg dose. Comparisons to Ayva are"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-07 15:36:06 UTC 3520 followers, 3825 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 Avatar @Quantumup1 on X 2025-07-11 12:31:41 UTC 3523 followers, 2806 engagements

"Citi $COGT $XX from $XX reit Buy/said "Recent top-line results for bezuclastinib's (bezu) SUMMIT trial (our recap HERE) in non-advanced systemic mastocytosis (NonAdvSM) was well-received propelling Cogent up XX% (+6% for the $XBI; see our Catalyst Watch HERE)." $BPMC - $SNY Citi added "Investors are beginning to see bezu as an upgrade over Blueprint's Ayvakit. Though SUMMIT's top-line readout is behind us other catalysts remain ahead. Key symptom and biomarker data at a future medical meeting (perhaps #ASH in December) should further bolster bezu's case. Beyond this we highlight two"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-18 11:33:41 UTC 3522 followers, 1312 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 Avatar @Quantumup1 on X 2025-07-10 14:57:00 UTC 3520 followers, 9241 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 Avatar @Quantumup1 on X 2025-07-01 13:05:31 UTC 3522 followers, 1474 engagements

"RBC Capital reiterated $EWTX Outperform-$48 and said "We Remain Bullish On Sevasemten's Potential In Becker's DMD Can Serve As Upside" $CAPR $SRPT $BMY $CYTK RBC Capital added This morning $EWTX shared updates on sevasemten in both BMD & DMD - we came away noting the following: 1) a clear registrational path to become the first-ever approved therapy for BMD though no accelerated approval 2) seva demonstrating sustained disease stabilization in BMD patients for up to X yrs in MESA 3) mgmt confident drug is active in DMD though ph.Ill plans still being finalized. While the optics of the update"
@Quantumup1 Avatar @Quantumup1 on X 2025-06-27 15:00:04 UTC 3522 followers, 3671 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 Avatar @Quantumup1 on X 2025-07-03 12:14:39 UTC 3522 followers, 12.7K 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 Avatar @Quantumup1 on X 2025-07-17 13:19:24 UTC 3522 followers, 3172 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 Avatar @Quantumup1 on X 2025-06-30 18:46:27 UTC 3523 followers, 4452 engagements

"Citi reiterated $COGT Buy-$15 Opened a 30-Day Upside Catalyst Watch and said it Sees R/R for Bezuclastinib's July Data Update as Skewed to Highly +VE. $BPMC - $SNY $GSK $NVS Citi said in its note: "Topline results from bezuclastinib's Part X registrational portion of the Ph2 SUMMIT trial in non-advanced systemic mastocytosis (NonAdvSM) patients are expected in July. Since results from SUMMIT Part X were reported through 2024 and 2025 YTD investors have essentially priced a successful readout in which the drug is deemed competitive with Blueprint's Ayvakit out of the stock. We have conducted a"
@Quantumup1 Avatar @Quantumup1 on X 2025-06-30 12:26:57 UTC 3519 followers, 3921 engagements

"Morgan Stanley assumed $ARQT Overweight-$20 and said "Focus remains on Zoryve commercial execution and its share gains within the branded non-steroidal topical dermatology products." $AMGN $ABBV $JNJ $LLY $NVS $NKTR Morgan Stanley added "We estimate peak sales for Zoryve cream in PsO and AD of $266M and $189M respectively and peak for Zoryve foam in seb. derm and scalp PsO of $267M and $77M. Arcutis is developing topical dermatology therapies across both commercial and clinical stages with investor attention primarily focused on execution of the marketed Zoryve franchise and available"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-03 15:01:30 UTC 3522 followers, 3557 engagements

"Cantor Fitzgerald reiterated $ACHR Overweight-$13 says "we Remain Bullish on $ACHR over the long-term and continue to see it amongst the best positioned in the industry." $XPEV $JOBY $EH $ARKQ $UAL $STLA Cantor Fitzgerald said in its $ACHR note: "We continue to view the partnerships with Anduril (private) the Department of Defense (DOD) United Airlines (NC) and Stellantis (NC) as important differentiators that should help the company ramp up its commercialization efforts increase its TAM and facilitate operations and manufacturing respectively. We are also encouraged by the recent"
@Quantumup1 Avatar @Quantumup1 on X 2025-03-03 15:34:51 UTC 3522 followers, 1508 engagements

"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 daraxonrasib (RAS(On) multi-selective inhibitor) is currently in two registrational Ph3 trials in 2L metastatic PDAC (RASolute 302; data in 2026) and 2L/3L metastatic NSCLC (RASolve 301) for patients whose tumors are driven by RAS mutations with two additional Ph3 trial initiations planned to expand utilization into earlier"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-15 13:23:23 UTC 3523 followers, 1788 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 Avatar @Quantumup1 on X 2025-07-02 11:59:04 UTC 3523 followers, 2868 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 Avatar @Quantumup1 on X 2025-07-08 11:15:33 UTC 3522 followers, 3998 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 Avatar @Quantumup1 on X 2025-07-11 11:11:05 UTC 3522 followers, 11.1K engagements

"Stifel $SLNO PT to $XXX from $XXX and reiterated at Buy plusVykat peak sales to $2.5B after conducting a Survey of XX MDs. $ACAD $BIIB $RYTM $AARD $HRMY Stifel said in its note to investors: "We conducted a survey of XX physicians that we think is highly favorable for Vykat and broadly supports the $SLNO bull case: (1) demand is significant (48 TRx) and widespread (70% of docs are prescribing -- most in multiple patients); (2) interestingly adult utilization is consistent with pediatrics -- not our expectation and could be a significant tailwind; (3) docs have a favorable view of Vykat's"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-07 20:52:52 UTC 3523 followers, 4443 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 Avatar @Quantumup1 on X 2025-07-14 10:24:50 UTC 3522 followers, 11.4K 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 Avatar @Quantumup1 on X 2025-05-22 12:14:49 UTC 3522 followers, 1282 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 Avatar @Quantumup1 on X 2025-07-02 18:53:13 UTC 3521 followers, 5446 engagements

"Stifel reiterated $SLNO Buy-$115 and said " $SLNO reported preliminary 2Q results including Vykat revenue expectations in the $31-$33MM range and XXX start-forms from XXX unique prescribers." $AARD $RYTM $ACAD $BIIB $HRMY Stifel additionally said "In short we think these numbers look excellent are well-above investor expectations based on discussions in recent days (on revenues; start-forms generally in-line) and align with our recent bullish survey (LINK) which suggested robust/ broad demand (across peds/adults specialties practice settings) and favorable reimbursement dynamics. We're a"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-10 12:11:31 UTC 3523 followers, 4239 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 Avatar @Quantumup1 on X 2025-07-15 13:14:31 UTC 3522 followers, 1758 engagements

"Citizens JMP reiterated $ABVX Mkt OP-$33 on its High-Conviction Catalysts Pick and said "Phase X 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 and risk-adjusted DCF derived $XX price target on Abivax. Abivax remains on track to report top-line results in 3Q25 from the Phase X induction trials evaluating obefazimod in moderate-to-severe ulcerative colitis. We remain confident in the potential for positive results in the Phase X trial driven by strong efficacy"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-14 11:35:52 UTC 3521 followers, 5602 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 Avatar @Quantumup1 on X 2025-07-14 16:12:31 UTC 3522 followers, 2266 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 Avatar @Quantumup1 on X 2025-06-25 19:53:47 UTC 3522 followers, 18.2K 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 Avatar @Quantumup1 on X 2025-06-30 15:09:58 UTC 3523 followers, 4494 engagements

"Canaccord Genuity reiterated $JOBY Buy-$12 and said "We are reiterating our BUY rating on $JOBY and $XX PT." $XPEV $ACHR $EH $ARKQ Canaccord Genuity added "Joby has continued to execute on its performance and flight-testing targets which we believe investors will view positively. The company's eVTOL prototypes have flown well over 40000 miles in a variety of geographic and climate conditions generating an extensive record of flight data for the FAA to evaluate as part of the type certificate process. Joby has also advanced its flight cadence to multiple flights per day the majority of which"
@Quantumup1 Avatar @Quantumup1 on X 2025-06-30 16:46:38 UTC 3523 followers, 1064 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 Avatar @Quantumup1 on X 2025-07-11 15:00:32 UTC 3523 followers, 1347 engagements

"Citizens reiterated $ONC Market Outperform-$348 and said "We reiterate our Market Outperform rating for BeOne Medicines and our price target of $XXX based on a discounted EPS and revenue multiple analysis." $ZLAB $ABBV $AMGN $AZN $LLY $PFE $KYMR $NUVL $NRIX $RVMD $ARGX $ASND $ALNY Citizens added "During the 2025 R&D day the company highlighted key clinical data for Sonrotoclax + Zanubrutinib in TN and R/R CLL/SLL as well as the BTK degrader BGB-16673 in R/R WM and R/R CLL/SL which we view as best-in-class molecules with the potential to take the company to the next valuation inflection point."
@Quantumup1 Avatar @Quantumup1 on X 2025-07-01 19:18:26 UTC 3523 followers, 2432 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 Avatar @Quantumup1 on X 2025-07-18 11:05:09 UTC 3521 followers, 2282 engagements

"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 said "In the release physician fees for most resective #BPH procedures fell more than XX% on average (Aquablation down 28%) which we believe was expected. Importantly we do not expect the doc payment cuts to have much impact on PRCT's momentum because 1) Aquablation adoption thus far has been based on impressive"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-15 12:59:17 UTC 3523 followers, 1236 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 Avatar @Quantumup1 on X 2025-07-15 19:28:44 UTC 3522 followers, 4236 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 Avatar @Quantumup1 on X 2025-06-27 18:20:50 UTC 3522 followers, 1528 engagements

"Citi reiterated $APGE Buy-$95 and said "We see today's Phase 2a data for APG777 ('777) in atopic dermatitis (AD) as a major de-risking event for the program." $REGN $LLY $SNY $CRVS $NKTR Citi additionally said "In the trial '777 demonstrated impressive efficacy achieving a competitive pbo-adjusted EASI-75 score of XXXX% with good safety profile (SAE and discontinuation rates of XXX% and 2.4%). While some investors have raised concerns around higher conjunctivitis rates (18%) this is comparable to rates seen with Dupixent (Phase 2b 9-10%; real world evidence: 20%) and Ebglyss (Phase X 10%;"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-07 18:28:59 UTC 3522 followers, 7168 engagements

"Baird $SLNO PT to $XXX from $XXX reiterated Outperform and said "Positive on launch progress. $RYTM $ACAD $AARD $BIIB $RHHBY Baird added "Soleno's preliminary 2Q results feature impressive Vykat XR sales through the end of June of $31-$33M in just the first XXX months following the mid-April launch. The guided range is well ahead of our/consensus expectations and coupled with the formidable rate of new start forms we have further strengthened confidence in Vykat's blockbuster potential. We are revising our price target to $XXX accordingly.""
@Quantumup1 Avatar @Quantumup1 on X 2025-07-11 10:16:48 UTC 3523 followers, 1921 engagements

"UBS $NBIX PT to $XXX from $XXX reiterated Buy and said "Lot less polarized vs 4Q24 and 1Q25 set-up: we expect outperformance at 2Q" $CRNX $TAK UBS added "We continue to see steady upside on the stock for remainder of 2025. For the stock to break from the recent range-bound action we believe consistently strong uptake on Crenessity is key. Based on our incomings we believe the stock is lot less polarized heading into the 2Q25 print as opposed to 4Q24 (Crenessity elevated expectations) and 1Q25 (Ingrezza bear case). We are raising our PT to $XXX (from $152) based on 5.25x EV/'30E sales (prior"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-09 10:20:07 UTC 3522 followers, 2449 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 Avatar @Quantumup1 on X 2025-07-08 13:08:25 UTC 3522 followers, 1637 engagements

"Stifel reiterated $LXEO Buy-$21. $SLNO $BIIB $LRMR $PTCT $SRPT Stifel said in its note: " $LXEO announced that they received Breakthrough Designation for LX2006 in FA-CM -- the company also disclosed that they've been selected to participate in a CMC pilot program to expedite timelines and they're actively working with FDA to finalize an SAP for their pivotal trial where they remain on-track to start in early-2026. Recall earlier this year $LXEO shared that following an RMAT Type-B meeting they aligned on a registrational study with an external control (currently enrolling patients) along"
@Quantumup1 Avatar @Quantumup1 on X 2025-07-07 11:46:48 UTC 3522 followers, 3585 engagements