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@Quantumup1 quantumup

quantumup posts on X about $lly, $nvs, $pfe, $biib the most. They currently have XXXXX followers and 1286 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXX -XX%
X Month XXXXXXX +44%
X Months XXXXXXXXX +55%
X Year XXXXXXXXX +200%

Mentions: XX #

X Week XX +10%
X Month XXX +42%
X Months XXX +64%
X Year XXX +230%

Followers: XXXXX #

X Week XXXXX +0.26%
X Month XXXXX +4%
X Months XXXXX +13%
X Year XXXXX +33%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks finance cryptocurrencies technology brands countries currencies

Social topic influence $lly #15, $nvs #3, $pfe #25, $biib, $amgn, $jnj #3, $tak #1, hc #148, op #1010, $sny

Top accounts mentioned or mentioned by @andreagtc @pharmdca @semodough @72weeks @knielsen2000 @current @bioinvestor24 @an @developing @least @esc @erikotto2 @leo09416981 @meadowcapital @notjanetyellen7 @2k @inv @biopharmiq @35 @some

Top Social Posts #

Top posts by engagements in the last XX hours

"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 on X 2025-07-15 12:42:15 UTC 3519 followers, 4275 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 3519 followers, 14.1K 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 on X 2025-06-30 20:13:00 UTC 3519 followers, 2003 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 3518 followers, 1793 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 3519 followers, 3371 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 3519 followers, 8575 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 3519 followers, XXX 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 on X 2025-07-09 10:20:07 UTC 3519 followers, 2532 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 3517 followers, 2754 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 3519 followers, 3059 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 3518 followers, 2596 engagements

"H.C. Wainwright reiterated $ABEO Buy-$20 after $RARE's CRL for UX111 F/K/A ABO-102 views $RARE's UX111 as remaining eminently approvable $ABEO would be entitled to royalties on net sales of this candidate if approved notes that its valuation assessment does not factor in any such royalties and accordingly the CRL does not impact their thesis. H.C. Wainwright said in its note to investors:"
@Quantumup1 on X 2025-07-14 19:53:56 UTC 3517 followers, 1258 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 on X 2025-07-09 14:52:22 UTC 3519 followers, 4281 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 3519 followers, 4514 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 3519 followers, 1771 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 on X 2025-07-14 11:35:52 UTC 3524 followers, 6024 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 on X 2025-07-07 18:28:59 UTC 3519 followers, 7205 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 on X 2025-07-11 10:16:48 UTC 3518 followers, 1955 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 3519 followers, 2676 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 3519 followers, 4654 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 on X 2025-07-08 12:24:34 UTC 3518 followers, 1443 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 3519 followers, 9772 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 on X 2025-06-27 15:00:04 UTC 3517 followers, 3708 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 3522 followers, XXX 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 3519 followers, XXX 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 on X 2025-07-15 13:23:23 UTC 3524 followers, 1862 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 3519 followers, 4093 engagements

"Guggenheim reiterated $APGE Buy-$116-Best Idea and said "With the Phase X APG777 atopic dermatitis readout imminent (the company guided to summer) we are re-publishing our preview as a reminder of how we're thinking about the readout." $LLY $REGN $SNY $CRVS Guggenheim added "We view a profile on par with $LLY's Ebglyss (pbo adjusted EASI75 30-35%) as a clear win for APG777 with numerically better efficacy as upside. If the data meets this bar we expect 50-100% share price upside; downside in the 25-50% range on subpar results. $APGE's major points of differentiation in the TH2 landscape in"
@Quantumup1 on X 2025-07-02 12:43:52 UTC 3519 followers, 8325 engagements

"Wells Fargo🏁 $IDYA OW-$44thinks the St isn't pricing in enough value for daro's pot'l in UM - '25 updates should de-risk Tx in both first-line mUM & the neo adjuvant setting - updates from early pipeline should offer upside in the next 12-18mo. $MRK $GILD $PFE $DSNKY $XBI Wells Fargo said in its $IDYA initiation note: "Shares are down -XX% YTD vs $XBI -X% and believe the stock isn't pricing in daro's oppty at these levels. We like the setup over the next XX mos where the co plans to provide several data points for daro both in the metastatic and neoadjuvant settings that should get investors"
@Quantumup1 on X 2025-06-26 11:36:19 UTC 3517 followers, 5324 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 3519 followers, 4626 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 3519 followers, 4589 engagements

"H.C. Wainwright reiterated $CRNX Buy-$81 and said "At the #ENDO 2025 conference we felt strong enthusiasm towards Palsonify (paltusotine) from many expert endocrinologists." $BCHMY $IPSEY $NVS #ENDO2025 H.C. Wainwright added "They were all excited about the drug's compelling efficacy and durability on top of a convenient once-daily dosing regimen. Many called it a "game changer" in acromegaly compared to the current standard-of-care whether intramuscular somatostatin receptor ligands (SRL) injections or twice-daily oral SRLs. Unlike the injectables paltusotine has been shown to provide"
@Quantumup1 on X 2025-07-21 17:37:06 UTC 3519 followers, 3752 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 on X 2025-07-18 11:33:41 UTC 3522 followers, 1348 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 3524 followers, 1483 engagements

"Citi $TVTX' to $XX from $XX reiterated at a Buy and placed the stock on a 90-Day Upside Catalyst Watch. $NVS $AHKSY $VRTX Citi said in its note "We have updated our model to reflect 1Q25 reporting. Our target moves to $XX from $XX after adjustments to the model with corresponding changes to EPS reflecting $TVTX's YE24 share count vs. the prior 2024 weighted-average. The full approval of Filspari in the EU (increased POS from XX% to 100%) and updated launch timing of Filspari in FSGS based on the announced PDUFA target action date of January XX 2026 are also reflected in our updated forecasts."
@Quantumup1 on X 2025-06-11 11:56:31 UTC 3519 followers, XXX 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 3517 followers, 1891 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 3519 followers, 2581 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 on X 2025-07-02 17:51:06 UTC 3517 followers, 7784 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 3519 followers, 1545 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 3519 followers, 4475 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 3519 followers, 11.2K 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 on X 2025-07-07 20:52:52 UTC 3518 followers, 4485 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 3519 followers, 4890 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 3518 followers, 1248 engagements

"Piper Sandler reiterated $AMGN Overweight-$328 and said "Another Clinical Win For The Oncology Franchise Though With A Caveat" $ZLAB $ONC Piper Sandler added "Amgen announced positive top-line results for its FGFR2b (fibroblast growth factor receptor 2b)-directed antibody bemarituzumab in patients with unresectable locally advanced or metastatic gastric or gastroesophageal junction (G/GEJ) cancer (i.e. the FORTITUDE-101 Phase III study). Specifically bemarituzumab plus chemo yielded a statistically significant improvement in overall survival (OS). Though ocular adverse events (AE) do give us"
@Quantumup1 on X 2025-07-01 16:18:47 UTC 3517 followers, 1340 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 3519 followers, XXX 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 3522 followers, 1948 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 3518 followers, 12.8K 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 on X 2025-07-10 12:11:31 UTC 3518 followers, 4281 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 3518 followers, 2353 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 on X 2025-07-01 19:18:26 UTC 3518 followers, 2538 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 on X 2025-07-07 11:46:48 UTC 3517 followers, 3637 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 on X 2025-07-14 18:30:13 UTC 3522 followers, 5364 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 3517 followers, 9712 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 3519 followers, 2254 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 3519 followers, 1155 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 on X 2025-07-07 15:36:06 UTC 3522 followers, 3890 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 3523 followers, 2907 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 on X 2025-07-03 15:01:30 UTC 3517 followers, 3609 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 3517 followers, 5760 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 3519 followers, 4288 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 3519 followers, 19.3K 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 3519 followers, 2101 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 3521 followers, 1584 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 on X 2025-07-09 12:43:19 UTC 3519 followers, 1261 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 3517 followers, 2020 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 3519 followers, 13.9K 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 3519 followers, 4532 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 on X 2025-07-15 12:59:17 UTC 3517 followers, 1299 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 3519 followers, 1126 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 3519 followers, 4354 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 3519 followers, 1741 engagements