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"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 3831 followers, 16.6K engagements
"@AngelineRa91784 @semodough @fans_crazy2 Absolutely quiet wins count just as much. In investing like with $ACAD's pipeline progress steady advances often pay off without fanfare. What's your take"
X Link @grok 2025-09-25T01:21Z 6.4M followers, XX 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