#  @Quantumup1 quantumup Several biotech companies have recently received positive ratings and price target increases from analysts. Viking Therapeutics ($VKTX) and Insmed ($INSM) have seen significant upgrades, with Cantor Fitzgerald and UBS reiterating their buy ratings and increasing price targets, citing promising data and growth potential. Other companies, such as BridgeBio ($BBIO) and Revolution Medicines ($RVMD), have also received upgrades and price target increases, driven by positive earnings results and pipeline developments. ### Engagements: [-----] [#](/creator/twitter::1060595604022280192/interactions)  - [--] Week [------] +18% - [--] Month [-------] -35% - [--] Months [---------] +13% - [--] Year [---------] +44% ### Mentions: [--] [#](/creator/twitter::1060595604022280192/posts_active)  - [--] Week [---] +3.90% - [--] Month [---] -3.30% - [--] Months [---] +25% - [--] Year [-----] +93% ### Followers: [-----] [#](/creator/twitter::1060595604022280192/followers)  - [--] Week [-----] +0.22% - [--] Month [-----] +0.80% - [--] Months [-----] +12% - [--] Year [-----] +27% ### CreatorRank: [---------] [#](/creator/twitter::1060595604022280192/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 91.81% [finance](/list/finance) 29.82% [cryptocurrencies](/list/cryptocurrencies) 11.7% [currencies](/list/currencies) 10.53% [financial services](/list/financial-services) #1650 [automotive brands](/list/automotive-brands) 1.75% [technology brands](/list/technology-brands) 0.58% **Social topic influence** [we are](/topic/we-are) 18.13%, [target](/topic/target) 16.96%, [rating](/topic/rating) #728, [strong](/topic/strong) 15.79%, [$jnj](/topic/$jnj) #13, [$bmy](/topic/$bmy) #6, [$sny](/topic/$sny) #3, [$pfe](/topic/$pfe) #102, [$nvs](/topic/$nvs) #3, [goldman sachs](/topic/goldman-sachs) #283 **Top accounts mentioned or mentioned by** [@biopharmiq](/creator/undefined) [@semodough](/creator/undefined) [@tlorriman](/creator/undefined) [@brianskorney](/creator/undefined) [@samfazeli8](/creator/undefined) [@yaronwerber](/creator/undefined) [@lubagreenwood](/creator/undefined) [@daphnezohar](/creator/undefined) [@colongracee](/creator/undefined) [@jmaraganore](/creator/undefined) [@nkjellson](/creator/undefined) [@bradloncar](/creator/undefined) [@lifescivc](/creator/undefined) [@timopler](/creator/undefined) [@buydaras](/creator/undefined) [@andreagtc](/creator/undefined) [@biowino](/creator/undefined) **Top assets mentioned** [Johnson & Johnson (JNJ)](/topic/$jnj) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Synthetify (SNY)](/topic/$sny) [Pfizer, Inc. (PFE)](/topic/$pfe) [Novartis AG (NVS)](/topic/$nvs) [Goldman Sachs (GS)](/topic/goldman-sachs) [Eli Lilly and Company (LLY)](/topic/$lly) [AstraZeneca PLC (AZN)](/topic/$azn) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Biogen Inc (BIIB)](/topic/$biib) [Aardvark Therapeutics, Inc (AARD)](/topic/$aard) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Edgewise Therapeutics, Inc. (EWTX)](/topic/$ewtx) [Born in [--] (19)](/topic/$19) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Immuneering Corporation (IMRX)](/topic/$imrx) [4D Molecular Therapeutics Inc. (FDMT)](/topic/$fdmt) [Lexeo Therapeutics, Inc (LXEO)](/topic/$lxeo) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Morgan Stanley (MS)](/topic/morgan-stanley) [Novo-Nordisk (NVO)](/topic/$nvo) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Tyra Biosciences, Inc. (TYRA)](/topic/$tyra) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Erasca, Inc. (ERAS)](/topic/$eras) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Immunocore Holdings Limited (IMCR)](/topic/$imcr) [Taysha Gene Therapies, Inc. (TSHA)](/topic/$tsha) [AbbVie Inc (ABBV)](/topic/$abbv) [Vera Therapeutics, Inc. (VERA)](/topic/$vera) [Alkermes Inc. plc (ALKS)](/topic/$alks) [Insmed, Inc. (INSM)](/topic/$insm) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Legend Biotech Corp (LEGN)](/topic/$legn) [Arcellx, Inc. (ACLX)](/topic/$aclx) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [MapLight Therapeutics, Inc (MPLT)](/topic/$mplt) [Jade Biosciences, Inc. (JBIO)](/topic/$jbio) [Vertex Protocol (VRTX)](/topic/$vrtx) ### Top Social Posts Top posts by engagements in the last [--] hours "Oppenheimer🏁 $TBPH Outperform/$27 $VTRS $HLUBF HLBBF TAK GSK AZN Oppenheimer said We are launching on Theravance Biopharma at Outperform with a $27 PT. We see potential for the company's 1Q26 Phase [--] ampreloxetine readout to be transformative with a positive risk/reward into topline data. Our 50% PoS supports 50% upside potential and approval would likely support a roughly doubling of our valuation expectations. Downside risk is offset with Yupelri supporting the company at near cash flow breakeven along with an anticipated pro forma cash balance after royalty milestones of $500M. Theravance" [X Link](https://x.com/Quantumup1/status/1996181124494610902) 2025-12-03T11:34Z [----] followers, [----] engagements "Raymond James reiterated $BHVN Strong Buy-$75 and said Premarket Action Seemingly in Sympathy to $QURE's Contention That FDA Reversed Itself is Misplaced. Raymond James additionally said While we continue to characterize this quarter's PDUFA decision on troriluzole in SCA as high-risk we think today's premarket action (down 25%) seemingly in sympathy to QURE's contention that FDA reversed itself relative to the submission of AMT-130 (a gene therapy for Huntington's disease) is misplaced. For starters we are talking different centers CDER for BHVN and CBER for QURE. Additionally FDA's feedback" [X Link](https://x.com/Quantumup1/status/1985360534393299303) 2025-11-03T14:56Z [----] followers, 29.8K engagements "Oppenheimer reiterated $NKTR Outperform/$98 APGE CRVS $REGN $SNY LLY ABBV Here's what Oppenheimer had to say in its note to investors: Following the 3Q update on Thursday NKTR presented additional findings from the REZOLVE-AD Ph2b study of rezpeg in atopic dermatitis in a late-breaking oral presentation at ACAAI. New results showed that across dose cohorts rezpeg treatment demonstrated significant and clinically meaningful improvements in prespecified ACQ-5 scores in AD patients who reported a history of asthma. We view the new findings as further strengthening rezpeg's differentiated profile" [X Link](https://x.com/Quantumup1/status/1987847975389831368) 2025-11-10T11:41Z [----] followers, 15.8K engagements "Wedbush Added $WVE to it Best Idea List whilethe PT to $33 and reiterating at an Outperform rating. $ARWR $RYTM LLY NVO VKTX AMGN GPCR GSK SRPT IONS SLDB PTCT Here's what Wedbush had to say: We are adding WVE to the Wedbush Best Ideas List and raising PT from $20 to $33 following the positive initial WVE-007 Ph1 data in obesity (note). Additional data from higher dose cohorts in 1Q&2Q26 could show further improved weight reduction with good muscle preservation and the WVE-006 clinical update in a-1 antitrypsin deficiency (AATD) in 1Q26 and NDA submission for WVE-N531 in Duchenne muscular" [X Link](https://x.com/Quantumup1/status/1999469871310967131) 2025-12-12T13:22Z [----] followers, [----] engagements "Citizens reiterated $OCUL Market Outperform/$29 REGN $EYPT $FDMT SRZN RGNX - ABBV Citizens said in its note: OCUL has taken the road less traveled with the Phase [--] SOL-1 trial evaluating Axpaxli's superiority to Eylea which will be a first for the field. The clinical meaningfulness of the data is limited given the rescue criteria and disconnect between Eylea's use in the study and real world practice. That being said the SOL-1 readout is important for several reasons: 1) OCUL now plans on submitting its NDA based on SOL-1 so success could mean a quicker path to approval than previously" [X Link](https://x.com/Quantumup1/status/2000891948375138422) 2025-12-16T11:33Z [----] followers, 13.9K engagements "H.C. Wainwright keeps $XERS at Buy; $10 and said in its [----] JPM Conference Takeaways Packet: $CORT $TEVA Upcoming Catalyst March [--] 2026: Formal [----] guidance and outlook following strong [----] preliminaries. 2026: Initiation of XP-8121 Phase [--] trial in hypothyroidism. 2026: Continued commercial execution across Recorlev Gvoke and Keveyis. Analyst View Rating maintained Buy [----] revenues ($292M total revenue; 4Q25 annualizing $344M) make [----] consensus appear achievable or beatable with Recorlev outperforming and [---] patients already on therapy. Recorlevs growth trajectory suggests revenue" [X Link](https://x.com/Quantumup1/status/2014764673988542626) 2026-01-23T18:18Z [----] followers, [----] engagements "Canaccord Genuity $CMPX's PT to $13 from $10 reiterated at Buy and said We see upside to $13 and downside to $4 on upcoming Phase 2/3 data for tovecimig + paclitaxel expected end of 1Q26. $BMY TEVA $SNY PFE AMGN We see a low bar vs paclitaxel monotherapy and note Compass demonstrated a statistically significant benefit for response rate. We also believe safety is manageable with Grade 3+ neutropenia likely lower vs Phase [--]. We also benchmarked Progression Free Survival and Overall Survival (OS) against standard of care FOLFOX. $CMPX daily break attempt https://t.co/uc74ZuWEUg $CMPX daily" [X Link](https://x.com/Quantumup1/status/2019136625545261355) 2026-02-04T19:50Z [----] followers, [----] engagements "Truist $CGON's PT to $75 and reiterated at a Buy rating. $URGN JNJ MRK IBRX PFE TARA $TYRA Here's what Truist said: CGON is set to disclose PIVOT-006 topline in IR NMIBC in 1H26 - a setting with a large addressable market & less competition where Creto is the most advanced candidate with broad disease coverage (LG/HG Ta including newly diagnosed patients). Here we provide a mini-primer on the IR NMIBC landscape and PIVOT-006's setup against our efficacy bars (HR 12-mos RFS). We see a potential for -/+30% stock move & assign a 55% PoS to our Good/Best-case scenarios (PoS-adj 6% upside" [X Link](https://x.com/Quantumup1/status/2021306302299877607) 2026-02-10T19:32Z [----] followers, [----] engagements "Truist believes $ROIV (Buy/$23) could be up today following news of +VE Ph2 results for brepocitinib in NIU. The +VE results point to pot success in NIU & add'l indication being evaluated dermatomyositis (Ph3 readout '25) w/ $1B comm opp (comb'd indications) =upside to ests. Guggenheim🏁 $ROIV Buy/$17 VTAMA is a breakthrough commercial-stage topical cream with a lot of room to grow; approval in atopic dermatitis (AD) could be a major inflection point on the course to generate $2.5B in peak sales. Adds RVT-3101 could be $imvt $pfe https://t.co/39Ui1vQ4Ii Guggenheim🏁 $ROIV Buy/$17 VTAMA is a" [X Link](https://x.com/Quantumup1/status/1775144043199992207) 2024-04-02T12:51Z [----] followers, [----] 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 [--] 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" [X Link](https://x.com/Quantumup1/status/1940439665967878183) 2025-07-02T15:57Z [----] followers, [----] engagements "H.C. Wainwright reiterated $RZLT Buy/$14' $ZLDPY $ZLDPF $CRNX $AMLX H.C. Wainwright said: The FDA's greenlight on a streamlined Phase [--] upLIFT study-following granting two Breakthrough Therapy Designation (BTD) this year-is another sign of the agency recognizing the value of ersodetug in treating hyperinsulinism (HI) a rare disease. We believe this FDA decision is in part based on the real-world evidence (RWE) of ersodetug in over [--] patients with tumor HI consistent with the FDA guidance of integrating RWE in decision-making in rare diseases. The revised upLIFT is a single-arm open-label" [X Link](https://x.com/Quantumup1/status/1963250265324216811) 2025-09-03T14:38Z [----] followers, [----] engagements "Truist🏁 $UPB Buy/$47 $AZN $AMGN REGN SNY Truist said in its Upstream Bio initiation: In our view UPB's TSLP-receptor inhibitor verekitug offers a differentiated and now de-risked biologic treatment option for I&I respiratory diseases - which represents a rapidly growing multi-billion dollar market. TSLP ligand blockade has shown broader/ deeper efficacy vs other biologics for severe asthma with the approved drug Tezspire (AMGN (Hold Devarakonda)/ AZN (NR)). Verekitug offers similarly robust efficacy but with a much improved dosing schedule via targeting the receptor. Given the size of the" [X Link](https://x.com/Quantumup1/status/1978071036223439301) 2025-10-14T12:11Z [----] followers, [----] engagements "MapLight Therapeutics' ( $MPLT ) IPO is Reportedly Well Oversubscribed Ahead of its Scheduled Pricing on October [--] - Yesterday As Per Bloomberg/BBG. $KRTX - $BMY The current offering is [-----] million shares at $17 each to raise $250.8 million. The company is expected to stop taking orders Thursday after markets close in New York; the offering is scheduled to price on October [--] according to a management presentation. Morgan Stanley Jefferies Financial Group Inc. Leerink Partners and Stifel Financial Corp. are working on the offering. MapLight is pioneering the discovery development and" [X Link](https://x.com/Quantumup1/status/1980618291476365619) 2025-10-21T12:52Z [----] followers, [----] engagements "JPMorganthe PT on $IDYA to $79 from $74 reiterated at an Overweight and darovasertib's probability of success (PoS) in the neoadjuvant setting to 70% from 60%estimates peak sales of $500M in the U.S. alonesees share upside into the mUM update. $IMCR $PFE MRK BMY RBC Capitalthe PT on $IDYA to $41 from $38 and reiterated at an Outperform after at ESMO IDYA presented data on eye and visual acuity preservation from daro in the neo-adjuvant setting building on abstract data in the metastatic setting from Friday. $IMCR $PFE BMY RBC Capital RBC Capitalthe PT on $IDYA to $41 from $38 and reiterated" [X Link](https://x.com/Quantumup1/status/1981321729168253108) 2025-10-23T11:28Z [----] followers, [----] engagements "Truist reiterated $EWTX Buy-$46 and said We See Risk/Reward of 30-40% Up/20-30% Down into 4Q data $CYTK $BMY Truist added As we head into Ph2 HCM readout in 4Q we reiterate our Buy rating. As a reminder EWTX reported data from Ph2 B/C cohorts in April. While data showed favorable efficacy & LVEF excursion rates with potential to differentiate vs CMIs incidence of atrial fibrillation became a primary concern for investors. We see risk/reward of 30-40% up/20-30% down into 4Q data & note 1) Part D patient screening is key (details below); 2) KOL checks do not highlight AF as a concern; 3) In our" [X Link](https://x.com/Quantumup1/status/1985356217896583189) 2025-11-03T14:39Z [----] followers, [----] engagements "Cantor reiterated $TSHA Overweight/$13 $NGNE $ACAD Cantor said in its note: Neurogene (NGNE NC) reported updated Phase 1/2 data for its ICV-administered gene therapy NGN-401 in Rett syndrome (rare neurodevelopmental disorder). From our conversations we believe investors have spent more time focusing on key differences between the approaches although there have also been questions about how to interpret cross-data comparisons with Taysha's TSHA-102 (intrathecally administered AAV9-based gene therapy). NGNE shares closed -15% today (vs. -8% for TSHA) which we believe could be in part related to" [X Link](https://x.com/Quantumup1/status/1989313427957846496) 2025-11-14T12:44Z [----] followers, [----] engagements "BofA $IMTX's PT to $14 from $12 reiterated at Buy and said PRAME Franchise Continues to Deliver Ahead of SUPRAME Pivotal Data $IMCR $GILD BofA added We continue to like Immatics' PRAME franchise which we'd argue is coming into its own with recent bispecific data adding another key player to the franchise. Immatics remains well-capitalized ($505.8M in cash runway into 2H27e) to support pipeline developments and reach a potential launch for IMA203 (guided for 2H27e). The nearest-term data catalyst will be IMA203CD8 (to be presented on Dec. 11th at the ESMO Immunooncology Congress) where we'll" [X Link](https://x.com/Quantumup1/status/1990464262003712479) 2025-11-17T16:57Z [----] followers, [----] engagements "Jefferies🏁 $MPLT Buy/$32 KRTX - $BMY CERE - $ABBV NBIX Jefferies said in its initiationMPLT has an intriguing Phase II pipeline that could ultimately disrupt the CNS/neuro landscape starting with ML-007C-MA (oral M1/M4 agonist) in schizophrenia (SCZ) and Alzheimer's disease psychosis (ADP). Second asset ML-004 is an oral 5-HT1B/1D for autism spectrum disorder (ASD). Each program represents a $1B+ blockbuster opportunity and all of them will have pbo-controlled Phase II data in 2026-27 (3 shots on goal). As such we like the risk/reward at $660M cap since $1B+ in peak sales (conservative) x" [X Link](https://x.com/Quantumup1/status/1991856810710437992) 2025-11-21T13:10Z [----] followers, [----] engagements "Cantor reit'd $VERA OW-$100/saidWe continue to view VERA shares as undervalued ($1.8B mkt cap with $497M cash as of Sep 30) given the competitive profile in lgAN a multi-$B market that can easily accommodate multiple disease-modifying B cell modulators. $OTSKY $JBIO ALNY ABBV VRTX NVS IONS Cantor additionally said: This view is in line with that of multiple investors we spoke to at ASN who believe IgAN is a $10B market for B-cell modulators. Our math suggests IgAN patients with proteinuria [---] g/day (76% according to literature (here)) represent 85K-151K US patients. Assuming annualized" [X Link](https://x.com/Quantumup1/status/1993656292674576894) 2025-11-26T12:21Z [----] followers, 10.9K engagements "Cantor reiterated $LXEO Overweight/$19 after survey $LRMR $BIIB Cantor said in its note: Overall sentiment was very positive on LXEO with investors expressing that the value of FA cardiomyopathy (AAVrh10- based gene therapy LX2006) alone is undervalued (although consensus is that LXEO has a good case to support a broad FA label). Beyond this there is some excitement around PKP2-ACM especially as LXEO could differentiate on safety and it represents a significant market opportunity. That said to an extent we still think it is under the radar and not all investors we we have spoken with" [X Link](https://x.com/Quantumup1/status/1995478362978988253) 2025-12-01T13:01Z [----] followers, [----] engagements "B.Riley $CNTA's PT to $42 from $33 and reiterated at a Buy rating after Data Deep Dive $ALKS $TAK AVDL ESALY HRMY B.Riley said: We are raising our price target from $33 to $42 for buy-rated CNTA following Ph2 CRYSTAL-1 data deep dive that we believe positions ORX750 as significantly de-risked for potential first-in-class status in NT2 and IH and best-in-class in NT1. Notably ORX750 achieved [--] min placebo-adjusted MWT improvement at just 1.5mg matching TAK-861 (20 min) and ALKS' alixorexton (22-26 min at 4-8mg) at 5-15x lower doses. Cataplexy reduction (87%) and ESS normalization were robust" [X Link](https://x.com/Quantumup1/status/1995483436018970734) 2025-12-01T13:21Z [----] followers, [----] engagements "Canaccord Genuity (Nov. 2025) before recent data also $GUTS's (Buy; $8) PoS for Revita to 70% from 60% pluspeak penetration to 2% from 1% in the weight maintenance population. So Canaccord Genuity had a nice PoS going into recent data and on the peak penetration in their earlier July report they had peak sales of $400M in [----] on only 1% peak penetration so now they're at 2%. CG also spoke to KOLs (N=4) in that same July report where CG said this "Assuming at least 1yr durability the very conservative market share estimates by the docs are still more aggressive than what we're currently" [X Link](https://x.com/Quantumup1/status/1996192804603617417) 2025-12-03T12:20Z [----] followers, 12.8K engagements "Jefferies reiterated $MPLT Buy/$32 KRTX - $BMY CERE - $ABBV NBIX Jefferies said in its note to investors: In H2:26 we think oral ML-007C-MA (novel M1/M4 muscarinic) has a 30-40% PoS to generate superior Phase II schizophrenia data (pot'l +100% stock move) helping de-risk the second program in Alzheimer's psychosis which has Phase II data in H2:27 (another pot'l +100% move). Approved in SCZ BMY's Cobenfy (M1/M4) is delaying its Phase III ADP readout (ADEPT-2) to YE:26 (likely after MPLT's SCZ data) allowing '007 to first prove whether it is superior in SCZ." [X Link](https://x.com/Quantumup1/status/1996246026093555856) 2025-12-03T15:51Z [----] followers, [----] engagements "Rothschild & Co Redburn🏁 $INSM Buy/$263 $LQDA $UTHR Rothschild & Co Redburn saidInsmed is well positioned in large therapy areas with limited competition. With the recent approvals of Brinsupri a first-in-class therapy for bronchiectasis we anticipate strong uptake given the lack of competitors. Along with potential indication expansion opportunities we believe Brinsupri has peak sales of c$12bn above the consensus median of c$10bn. TPIP is the next important growth driver with multi-billion-dollar blockbuster potential. We launch coverage of Insmed with a Buy recommendation and a $263 price" [X Link](https://x.com/Quantumup1/status/1996566454213251445) 2025-12-04T13:05Z [----] followers, [----] engagements "Leerink y'day $IMTX's PT to $17 from $16 and reiterated at an Outperform rating. $IMCR $IDYA GILD AZN AMGN IOVA Leerink said in its research notewe conducted a deeper dive into the opportunity for anzu-cel in cutaneous melanoma to frame our views ahead of the Phase III SUPRAME readout in [----]. We came away from our analysis with increased confidence in the story. Recall IMTX is evaluating anzu-cel (anzutresgene autoleucel IMA203 PRAME TCR T-cell therapy) in the Phase III SUPRAME study for patients with previously treated unresectable or metastatic cutaneous melanoma with data expected in" [X Link](https://x.com/Quantumup1/status/1996972164738691486) 2025-12-05T15:57Z [----] followers, [----] engagements "RBC Capital $OCUL's PT to $30 from $24 and reiterated at an Outperform rating. $EYPT $FDMT REGN RGNX - ABBV SRZN RBC Capital said: Our view: OCUL's first of two pivotal wAMD studies SOL-1 is on track to read out 1Q26. We think the superiority study is highly likely to work given our RBC Elements analysis suggesting a 50% delta between treatment and control is achievable at 9-months. We also surveyed [--] retina specialists who think the TKIs could be used in over half of wAMD patients [--] years into launch. Feedback from our conversations with [--] payers suggests a superiority study could help with" [X Link](https://x.com/Quantumup1/status/1998359378030739741) 2025-12-09T11:49Z [----] followers, 12.3K engagements "Citizens y'day reiterated $RAPP Market Outperform-$80 and said 'New Data and Analyses Reinforce our Belief in the Best-In-Class Profile of RAP-219.' $PRAX $XENE BHVN JAZZ H.C. Wainwrightthe PT to $40 from $34 and reit'd at Buy after recent '219 data and said these additional analyses reinforce our belief that RAP-219 is perhaps the most potent ASM ever seen and has a lot of dosing flexibility in Phase [--] to further improve its risk/benefit profile. At the AES conference we also sensed widespread physicians' enthusiasm for new therapies and a much more favorable reimbursement environment for" [X Link](https://x.com/Quantumup1/status/1998391132317688106) 2025-12-09T13:55Z [----] followers, [----] engagements "TD Cowen Named $INSM a [----] Best IdeaPT to $269 from $231 reiterated at a Buy and said Best Ideas 2026: INSM's Quad Shot At Significant Upside $LQDA $UTHR TD Cowen additionally said: INSM is a biopharmaceutical company developing novel therapies for patients with severe or life-threatening lung diseases. Their first commercial product Arikayce is a once-daily inhaled liposomal amikacin for Non-Tuberculous Mycobacteria (NTM) lung infections. The company's current main value driver Brinsupri (brensocatib an oral DPP-1 inhibitor) was recently approved in August [----] as the first treatment for" [X Link](https://x.com/Quantumup1/status/1998767097212482024) 2025-12-10T14:49Z [----] followers, [----] engagements "Bernstein🏁 $BBIO at an Outperform-$94 and said 'Ample Upside Even if Attruby Hits Choppy Seas. Initiate at Outperform $94 PT' $ALNY $PFE AZN BAYRY BMRN ASND Bernstein additionally said in its BridgeBio initiation report: We believe expectations for ATTR-CM drug Attruby are reasonable near/mid-term and arguably too high long term while we see upside to consensus numbers for infigratinib and encaleret. We are in line for BBP-418. Key proprietary analyses in this initiation: ATTR-CM doc survey infigratinib doc feedback infigratinib Ph3 trial analysis. Our survey of N=30 ATTR docs was less" [X Link](https://x.com/Quantumup1/status/1999075008165924906) 2025-12-11T11:13Z [----] followers, [----] engagements "Raymond James reiterated $AARD Strong Buy/$47 $RYTM $SLNO Raymond James saidRemain Strong Buy rated on AARD shares following Rhythm's (RYTM not covered) presentation of preliminary Phase [--] data for setmelanotide in PWS. Recall this drug's mechanism differs from ARD-101 and it appears the drug's clinical utility differs as well. As we highlight herein setmelanotide appears to impact BMI more that hyperphagia and given the complexity of this disease we think combination therapy is likely where standard of care is headed. Given this we think ARD-101's value proposition as potentially" [X Link](https://x.com/Quantumup1/status/1999169730847080460) 2025-12-11T17:29Z [----] followers, [----] engagements "BofA $RYTM's PT to $140 from $127 reiterated at a Buy rating and said 'Encouraging Early BMI and Hyperphagia Reduction SignalModel Changes' $SLNO $AARD Morgan StanleyPT to $150 from $129 reit'd at Buy/said Preliminary Ph2 setmelanotide data in PWS indicate promising and consistent signs of activity (BMI and hyperphagia) despite a challenging population supporting advancement into Ph3. We view early data as encouraging indicating potential to expansion into another blockbuster opportunity. Here's what else BofA had to say: Goldman Sachs trimmed $RYTM's PT to $141 from $142/keeps at a Buy" [X Link](https://x.com/Quantumup1/status/1999184429684822485) 2025-12-11T18:28Z [----] followers, [----] engagements "H.C. Wainwright $STOK's PT to $50 from $35 and reiterated at Buy $BIIB UCBJY UCBJF JAZZ $PRAX H.C. Wainwright saidZorevunersen's rigorous propensity-weighted analysis reveals a clinically transformative 82% seizure reduction and significant cognitive gains substantially de-risking the Phase [--] EMPEROR study which is powered for far more modest improvements. With strong KOL validation supporting its use in severe patients despite safety signals and new data expanding the addressable market to "Atypical Dravet" Stoke offers a scientifically validated "root cause" opportunity with significant" [X Link](https://x.com/Quantumup1/status/2000929502931652655) 2025-12-16T14:02Z [----] followers, [----] engagements "Oppenheimer $NKTR's PT to $115 from $98 and reiterated at an Outperform rating. LLY $REGN SNY PFE ABBV $APGE CRVS JNJ Oppenheimer said in its note: NKTR provided updates on topline results from the Ph2b REZOLVE-AA study evaluating rezpeg in alopecia areata. While technically the study missed the primary endpoint (mean percent SALT change at week-36) by a whisker excluding four patients with eligibility violations suggests a nominal statistical significance for both 24mcg/kg and 18mcg/kg doses. Moreover about 15% of patients achieved SALT [--] which aligns with the lower end (15-25%) of the" [X Link](https://x.com/Quantumup1/status/2000962088865558648) 2025-12-16T16:11Z [----] followers, [----] engagements "H.C. Wainwrightthe PT on $NKTR to $135 from $120 and reiterated at a Buy rating. LLY $REGN SNY $APGE CRVS JNJ Here's what H.C. Wainwright said in its note to investors: Oppenheimer $NKTR's PT to $115 from $98 and reiterated at an Outperform rating. LLY $REGN SNY PFE ABBV $APGE CRVS JNJ Oppenheimer said in its note: NKTR provided updates on topline results from the Ph2b REZOLVE-AA study evaluating rezpeg in alopecia areata. While technically Oppenheimer $NKTR's PT to $115 from $98 and reiterated at an Outperform rating. LLY $REGN SNY PFE ABBV $APGE CRVS JNJ Oppenheimer said in its note: NKTR" [X Link](https://x.com/Quantumup1/status/2001272178008875122) 2025-12-17T12:44Z [----] followers, 14K engagements "Guggenheim $RYTM's PT to $140/reit'd at Buy $SLNO $AARD Canaccord Genuity 12/12PT to $141 from $114 plus added $2.1 B peak sale@ 50% PoS in PWS to its model; reit'd Buy Citizens 12/12PT to $167 from $141reit'd Mkt OP/now includes PWS@ 50% POS/peaksales=$700M in '32 Here's what the Analysts had to say: BofA $RYTM's PT to $140 from $127 reiterated at a Buy rating and said 'Encouraging Early BMI and Hyperphagia Reduction SignalModel Changes' $SLNO $AARD Morgan StanleyPT to $150 from $129 reit'd at Buy/said Preliminary Ph2 setmelanotide data in PWS indicate promising and https://t.co/tRZTNw0muv" [X Link](https://x.com/Quantumup1/status/2001326934664368194) 2025-12-17T16:21Z [----] followers, [----] engagements "Citizens🏁 $NSRX at a Market Outperform/$19 $SPRY $AQST VTRS TEVA AMRX Citizens said in its note: We initiate coverage on Nasus Pharma with a Market Outperform rating and $19 risk-adjusted DCF-derived price target. Nasus leverages its proprietary Nasax platform to develop dry powder-based intranasal therapies for emergency medical conditions. Its lead candidate NS002 is a nasal spray formulation of epinephrine currently in Phase [--] development with the potential to reach the U.S. market by mid-2028. We believe the opportunity for needle-free alternatives to epinephrine autoinjectors (i.e." [X Link](https://x.com/Quantumup1/status/2001658718442713351) 2025-12-18T14:20Z [----] followers, [----] engagements "Canaccord Genuity reiterated $GUTS Buy-$8 and said over the last week we hosted a number of virtual investor meetings with GUTS' Dr. Harith Rajagopalan M.D. Ph.D (Co-founder and CEO) and Brian Luque (Head of IR and Corp Dev). Discussion spanned a range of topics including 1) the underlying mechanism of duodenal ablation 2) Revita procedure and its clinical profile 3) current development and regulatory status 4) commercial opportunity and reimbursement and 5) upcoming 6mo REMAIN-1 midpoint data readout in Jan. We came away from the discussions encouraged as it largely revolved around the" [X Link](https://x.com/Quantumup1/status/2001981033067970944) 2025-12-19T11:40Z [----] followers, 10.2K engagements "BofA $MLYS's PT to $46 from $43/reiterated at Buy $AZN $ALNY - RHHBY NVS StifelPT to $52 from $45 reit'd at Buy and said NDA preparations are underway for MLYS' lead asset lorundrostat following two strong pivotal trials in u/rHTN. MLYS has strategically designed a comprehensive clinical data package for lorundrostat to show efficacy under the most rigorous clinical conditions (Ph.2b/3 ADVANCE [----] mmHg pbo-adjusted ABPM at Week 12) in more realistic clinical practice scenarios (Ph.3 LAUNCH [-----] mmHg pb-adjusted AOBP at Week 12) and in renally-compromised populations (Ph.2 EXPLORE-CKD -7.5" [X Link](https://x.com/Quantumup1/status/2002047867654136129) 2025-12-19T16:06Z [----] followers, [----] engagements "a/o Friday: BMO Capital reiterated $IRON Outperform/$120 Jefferies reiterated Buy/$154 TD Cowen reiterated Buy Stifel analyst reiterated Buy/$125 $CLVLY Mitsubishi Tanabe Pharma NVS ABBV GERN $PTGX - TAK Here's what the Analysts had to say on Friday: H.C. Wainwright reiterated $IRON Buy/$118 $RVMD $ACHV Yesterday the FDA selected bitopertin as one of nine recipients of the Commissioner's National Priority Voucher (CNPV). This voucher allows recipients to receive a decision within 1-2 months after submitting a complete H.C. Wainwright reiterated $IRON Buy/$118 $RVMD $ACHV Yesterday the FDA" [X Link](https://x.com/Quantumup1/status/2003065869375885491) 2025-12-22T11:31Z [----] followers, [----] engagements "BTIG reiterated $APGE Buy/$115 $JNJ $REGN - SNY NKTR KYMR CLDX ACRS CRVS AZN AMGN BTIG said in its note to investors: JNJ's (Not Rated) DUPLEX-AD trial was the only other clinical-stage effort we are aware of that was comparing a novel construct (JNJ-5939 bispecific mAb targeting IL-4Ralpha and IL-31; acquired for $1.25B in 2024) directly to Dupixent (SNY REGN; both Not Rated) in atopic dermatitis. We view this update as a positive clearing event for APG279 (co-formulated anti-IL-13 and anti-OX40L; a more compelling combo in our opinion) and potentially APG777 as well considering APEX Part A" [X Link](https://x.com/Quantumup1/status/2005729363875016775) 2025-12-29T19:55Z [----] followers, [----] engagements "Guggenheim reiterated $UNCY Buy/$46 $SNY $MAZE TVTX TAK ARDX AKBA Unicycive announced today that it has resubmitted to the FDA the NDA for oxylanthanum carbonate (OLC) following the Complete Response Letter (CRL) the company received back in June. Recall the company previously disclosed that the CRL was due to a single deficiency identified at a third-party manufacturing vendor and not tied to any safety or efficacy data for OLC itself. Management states the NDA was resubmitted based on continued progress the original third-party manufacturing vendor is making in resolving the FDA-cited" [X Link](https://x.com/Quantumup1/status/2005990714652364820) 2025-12-30T13:13Z [----] followers, [----] engagements "Leerink transferred coverage on $LRMR at an Outperform rating and a $12 PT. $BIIB $LXEO PTCT Leerink said: Bottom Line: We are transferring coverage of LRMR with an Outperform rating and a $12 PT. As we approach LRMR's regulatory discussion and open-label study updates in 1Q26 ahead of their plans to submit their BLA filing in 2Q26 there are a lot of questions for this program so we are taking a fresh look at it and the stock's potential reaction to upcoming updates. After speaking with several MEDACorp specialists and taking many factors into consideration we believe that the FDA could" [X Link](https://x.com/Quantumup1/status/2008153713748156492) 2026-01-05T12:28Z [----] followers, [----] engagements "Chardan transferred coverage on $STOK w/ a Buy rating and a $35 PT. $PRAX $BIIB UCBJY UCBJF JAZZ Cantor reiterated Stoke Therapeutics at an Overweight rating. Chardan Said: We maintain our Buy rating and set our price target at $35 based on the potential of its lead asset zorevunersen (STK-001) for the treatment of Dravet syndrome. We believe that based on the safety and efficacy data from its phase I/II studies in which zorevunersen has demonstrated enhanced and substantial seizure reductions on top of SOC that zorevunersen has good chance of achieving a positive result in its ongoing" [X Link](https://x.com/Quantumup1/status/2008178701653901498) 2026-01-05T14:08Z [----] followers, [----] engagements "Stifel reiterated $CRNX Buy-$75 and said CRNX reported solid updates across the Palsonify and atumelnant franchises. $NBIX $CORT SRRK NVS Stifel additionally said On atumelnant Cohort [--] and OLE data from the Ph2 CAH study yielded clean safety and supportive evidence for the ongoing Ph3 adult study which features a primary endpoint of both A4 normalization and achievement of physiologic GC doses. Cohort [--] achieved a 67% A4 reduction in-line with the prior 80mg cohort (70%) despite morning dosing and GC titration. Additionally patients in the OLE maintained A4 reductions despite GC titration" [X Link](https://x.com/Quantumup1/status/2008197156239225255) 2026-01-05T15:21Z [----] followers, [----] engagements "Truist y'dayFavorite Pick $IDYA's PT to $60 from $59 reiterated at Buy and said: Daro 1L MUM PFS Topline in 1Q26 - Favorable Reward-Risk Supports Potential 2H26E Launch & Our 1x1 Tidbits $IMCR $REPL BMY PFE MRK Truist added: IDYA one of our favorite picks for [----] is approaching the most important near-term catalyst with daro's topline PFS readout in 1L MUM (1Q26). Based on strong data and supportive KOL feedback we view the setup as attractive with favorable reward-risk profile and assign 85% PoS for our Good/Best Case scenarios - potential for 15-25% upside. In our 1x1 mgmt reiterated that" [X Link](https://x.com/Quantumup1/status/2008864478524305437) 2026-01-07T11:33Z [----] followers, [----] engagements "BTIGits PT on $DRUG to $147 from $72 and reiterated at a Buy rating. HLUBF / HLBBF $UCBJY $JAZZ PRAX STOK - BIIB SLNO RYTM AARD BTIG said in its note: The first readout was probably as good as could be hopedthe drug is clearly active in absence seizures. This is a large market with three drugs that are generally used all of which have significant safety issues. The absence cohort was heavily pre-treated having failed [---] prior ASMs. This probably equates to all three of the generally used ASMs and one off label guessso these patients were highly treatment resistant. The 73% reduction in the" [X Link](https://x.com/Quantumup1/status/2008883937020354987) 2026-01-07T12:50Z [----] followers, [----] engagements "RBC Capital says these stocks should continue to have good launch momentum ( $NBIX's Crenessity $PTCT's Sephience $INSM's Brinsupri $ASND's Yorvipath $ARGX's Vyvgart) in its BioTech Earnings Preview. Stocks also Mentioned in note: $REGN $BIIB $JAZZ $VRTX $GILD $ONC Here's what RBC Capital had to say in its note: Variable prescription trends and holiday weeks could impact 4Q numbers for several of our commercial-stage co's and "26 guidance for the larger caps (which have increasingly skewed conservatively anyway) could highlight biosimilar/generic headwinds (REGN BIIB JAZZ) maturing franchises" [X Link](https://x.com/Quantumup1/status/2009274296711942178) 2026-01-08T14:41Z [----] followers, [---] engagements "BofATopPick $RVMD' PT to $109reitd@Buy+dara's PoS in 1L PDAC to 65% from 60% in NSCLC from 40% to 50% in 1L &zoldonrasib's PoS in 1L to 55% from 45% & 2L PDAC to 50% from 40% & to 50% from 40% in 2L+ NSCLC after the Tx received BTD in this setting $BBOT $IMRX ERAS Here's what BofA had to say in its note to investors: Stifel y'day reiterated $RVMD Buy-$85 w/ PT under review. $BBOT $ERAS IMRX BMY AMGN Stifel saidNews regarding ABBV being in advanced talks to acquire RVMD was circulating this afternoon - this news was later refuted by ABBV but we have gotten a lot of questions on what take" [X Link](https://x.com/Quantumup1/status/2009319180013543632) 2026-01-08T17:39Z [----] followers, [----] engagements "Raymond James🏁 $BBOT Outperform/$24 $RVMD MRK $BBIO spinout Raymond James said: We are initiating coverage of BridgeBio Oncology (BBOT) with an Outperform rating and a price target price of $24. Our rating is based on four points: 1) We see the preliminary activity and safety profile of BBO-8520 a KRAS G12C selective inhibitor observed in a Phase [--] NSCLC trial as promising. BBO-8520 is poised to become a new contender in the 1L NSCLC setting with pembrolizumab combination data as well. 2) The company's pan-KRAS inhibitor BBO-11818 has a broad and potent inhibitory activity while avoiding" [X Link](https://x.com/Quantumup1/status/2009611624445804661) 2026-01-09T13:02Z [----] followers, [----] engagements "Jefferies $CYTK's PT to $90 from $80 reiterated at Buy and said CYTK's upcoming Ph.3 study ACACIA in non-obstructive HCM (nHCM) is one of the biggest readouts in SMID cap biotech in 1H'26. $BMY $EWTX Jefferies added If successful it could open up aficamten in nHCM which represents 250-400k US pts or35% of the HCM market and is est. to do $800Mn PS in US in cons models. Additionally it could be another sign of clear differentiation for aficamten vs Camzyos and could catalyze even stronger strategic interest. That said there are some reasons for concern: 1) the biological rationale for a" [X Link](https://x.com/Quantumup1/status/2009618917161861240) 2026-01-09T13:31Z [----] followers, [----] engagements "BTIG reiterated $LQDA Buy/$49 $UTHR $INSM BTIG said in its note: The price action today is curious to us as 4Q25 Yutrepia revenue ($90.1M) beat consensus ($78.3M) and our estimate ($70.3M). Yutrepia uptake (2200 patients on Tx and [----] unique prescriptions through December 2025) likely exceeds our prior expectations of [----] payor-reimbursed pts on Tx by end of December. The rate of conversion was consistent with 3Q25 at 85% and total prescribers have increased to [---] through December (600 as of October 2025). LQDA outlined clinical development plans for [----] including the completion of ASCENT" [X Link](https://x.com/Quantumup1/status/2009657733755072817) 2026-01-09T16:05Z [----] followers, [----] engagements "TD Cowenthe PT on $RYTM to $130 from $120 while keeping a Buy rating. $SLNO $AARD Here's what TD Cowen had to say: RYTM announced prelim Q4 rev of $57MM (+11% Q/Q) beating consensus of $55MM and our $54MM. RYTM will report topline data from both the Japanese HO cohort and the Ph III EMANATE trial in Q1:26. We expect approval of Imcivree in HO on/before the March [--] PDUFA. Based on Dec's POC data in PWS our model now includes conservative PWS rev. estimates with a P.T. of $130 (previously $120). Remain Buy. And here's what TD Cowen said in GROK 1920s Gangster mode: See TD Cowen just jacked up" [X Link](https://x.com/Quantumup1/status/2009697613407453274) 2026-01-09T18:43Z [----] followers, [----] engagements "Leerink reiterated $ANAB Outperform/$64 after $RPRX and $TEVA announced a funding agreement of up to $500 million to accelerate development of TEV-53408 TEVA's IL-15 monoclonal antibody. We view this transaction as incrementally positive for ANAB as it further validates the IL-15/CD122 axis and should benefit investor perception of this therapeutic class including ANB033. Under the agreement RPRX will provide $75 million to fund a Ph2b program with an option to invest an additional $425 million to support later-stage development. Recall TEVA is advancing TEV-53408 in two ongoing studies: a" [X Link](https://x.com/Quantumup1/status/2010674232506663309) 2026-01-12T11:24Z [----] followers, [----] engagements "Stifel said that it Believes $REGN's Announcements at JPMorgan HC Conf. Validates $APGE's Thesis. SNY $NKTR KYMR $CLDX ACRS CRVS AZN AMGN Here's what Stifel had to say: Within their JPM presentation REGN announced new Th2-targeted programs including extension of Dupixent dosing intervals a half-life extended IL-4Ra program as well as half-life extended IL-4 and IL-13s and a bispecific (IL-4xIL-13). For APGE REGN alluding to the announcement of these programs at JPM over the last several months has represented an overhang. That said we think today's announcement broadly validates APGE's" [X Link](https://x.com/Quantumup1/status/2010698303252427020) 2026-01-12T13:00Z [----] followers, [----] engagements "TD Cowen reiterated $BBIO Buy; PT [--] $ALNY $PFE AZN - IONS NVO Here's what TD Cowen had to say: Attruby Q4 sales of $146MM beat expectations by 9% leading to an impressive first full year of sales of $362MM. New patient starts surged with an estimated 25% NBRx share signaling growing market leadership. The late-stage pipeline anchors the next leg of growth with Phase III wins for LGMD21 and ADH1 while infi's Q1 data could easily support a best-in-class profile each with $1B+ potential. Morgan Stanley🏁 $BBIO Overweight/$96 and said: Initiating coverage of BridgeBio Pharma (BBIO) with an" [X Link](https://x.com/Quantumup1/status/2010798638084358390) 2026-01-12T19:38Z [----] followers, [----] engagements "BTIG reiterated $LQDA Buy/$49 $UTHR $JNJ $MRK $INSM BTIG said: We left our meeting this week more positive on LQDA's upcoming development plans and expect they were likely overshadowed by Yutrepia's strong 4Q25 beat announced this past Friday ($90.1M vs. $78.3M consensus). Physicians love data to inform use even when not necessary for regulatory approval and we see LQDA's three planned open-label studies as thoughtful ways to address specific patient segments that have high commercial relevance to Yutrepia. These trials include assessing Yutrepia in 1) PAH patients with inadequate response to" [X Link](https://x.com/Quantumup1/status/2011073992057139619) 2026-01-13T13:52Z [----] followers, [----] engagements "Cantor reiterated $CAPR Overweight-$62 and said We believe investors are still pricing in regulatory risk for the stock and wouldn't be surprised if shares continue to climb up into a PDUFA date if the package is accepted for review. $EWTX SRPT DYN SLDB $PTCT Cantor additionally said Several have suggested to us that they believe there is still 100% to unlock on an approval. Based on our projections and where the stock is trading today we estimate the market is factoring in a 25% PoS which in our view is far too low for a company that had positive Phase [--] data in a market where there is clear" [X Link](https://x.com/Quantumup1/status/2011429161374535948) 2026-01-14T13:24Z [----] followers, [----] engagements "Citizens reiterated Top Pick $MIRM Market Outperform/$140 $GSK IPSEY GILD $ALGS Citizens said in its note: MIRM is one of our top picks in [----] with Livmarli and the bile acid portfolio showing robust [----] sales with continued growth expected this year and several key late-stage readouts which will provide valuation inflection points over the next [--] months. Up first is the pivotal data in 2Q26 for volixibat in PSC where we have high conviction (80% POS) and we estimate WW peak sales of $700M. Additionally we think that data will de-risk the pivotal data coming in 1H27 in PBC. Also this year" [X Link](https://x.com/Quantumup1/status/2011781677870149725) 2026-01-15T12:45Z [----] followers, [----] engagements "Oppenheimer (a/o January 7) reiterated $IMRX Buy-$30 and said Atebi's OS and QoL Results Continue to Impress $RVMD $SNY Oppenheimer added IMRX provided an update on the 12-month overall survival (OS) data from the Ph2a trial evaluating atebimetinib plus mGnP in 1L PDAC. Most importantly the 12-month OS rate landed at 64% consistent with our 65% expectation as we discussed earlier. We view the update as a favorable outcome further supporting the contribution of atebimetinib on the efficacy front without introducing QoL liability as the tolerability profile remains clean. Additionaly IMRX is" [X Link](https://x.com/Quantumup1/status/2011896715205353616) 2026-01-15T20:22Z [----] followers, [----] engagements "BTIG (a/o Dec. 10)🏁 $AVBP at a Buy rating and a $45 PT. $ORIC $BDTX Cantor (a/o Dec 22)🏁 AVBP at an Overweight rating. Oppenheimer (a/o Jan. 6) reiterated AVBP at an Outperform rating and a $44 PT Here's what the Analysts had to say: https://twitter.com/i/web/status/2012137134136701209 https://twitter.com/i/web/status/2012137134136701209" [X Link](https://x.com/Quantumup1/status/2012137134136701209) 2026-01-16T12:17Z [----] followers, [----] engagements "Cantor reiterated $CAPR Overweight-$62 $EWTX $PTCT SRPT DYN SLDB Cantor said in its note: We received clarity on filing plans for deramiocel for DMD following the recent positive HOPE-3 Phase [--] data. The FDA saw the top-line data CAPR is submitting the entirety of it in mid-February and expects a filing acceptance decision [--] days after. We wouldn't be surprised if shares continue to climb up into a PDUFA date should this be accepted for review. Cantor reiterated $CAPR Overweight-$62 and said We believe investors are still pricing in regulatory risk for the stock and wouldn't be surprised if" [X Link](https://x.com/Quantumup1/status/2012149525494800778) 2026-01-16T13:06Z [----] followers, [----] engagements "Cantor reiterated $ARWR at an Overweight rating. $LLY IONS RHHBY REGN TEVA $WVE Here's what Cantor had to say: Early data for the INHBE and tirzepatide combination in obese and diabetic patients are very intriguing but management also acknowledged the data are still very early. For the next update ARWR aims to provide a more comprehensive readout across cohorts which is why the company is not committing to specific timelines except to say "additional data in 2026." Due to the current regulatory environment for obesity drugs the goal is to demonstrate incremental (higher quality) weight loss" [X Link](https://x.com/Quantumup1/status/2012152512472666517) 2026-01-16T13:18Z [----] followers, [----] engagements "Piper Sandler reiterated $CNTA Overweight-$38 and said There are two main catalysts for CNTA shares this quarter. $ALKS $TAK HRMY ESALY Piper Sandler added First the company expects to start Phase [--] trials testing ORX750 in NT1 NT2 and IH. Second CNTA expects to provide add'l data from the ongoing CRYSTAL-1 Phase [--] trial. We should receive data from at least one of the three indication cohorts. Of the three indications we believe the most underappreciated question for investors is if orexin agonists can translate meaningfully into idiopathic hypersomnia (IH) a biologically heterogeneous" [X Link](https://x.com/Quantumup1/status/2012165210115555703) 2026-01-16T14:09Z [----] followers, [----] engagements "Cantor reiterated $MNPR Overweight/$109 $AZN Cantor said in its note: Monopar tells us they met with the FDA last year and that the company remains on track to file an NDA in 1H26. Recall there is also a Patient-Focused Drug Development (PFDD) Meeting taking place next week 1/29. This is the core priority for the company this year. If you've ever met CEO Dr. Chandler Robinson then you'll know there is nothing more important to him than getting this therapy to patients. While he understands that investors are curious to hear the specifics behind these meetings it's very important for him to" [X Link](https://x.com/Quantumup1/status/2013948016701456528) 2026-01-21T12:13Z [----] followers, [----] engagements "RBC Capital $RVMD's PT to $140 from $77 and reiterated at Outperform $ERAS $IMRX AMGN BMY RHHBY LLY RBC Capital saidRecent investor excitement about M&A optionality has driven RVMD share prices up substantially and we see shares trading more on sentiment currently. To adjust accordingly we have increased our model's EPS multiple from 20x to 30x. Simultaneously we've expanded our fundamentals-based valuation after recent promising data cuts. This is not to imply we think the fundamentals of the opportunity are unattractive - and to account for recent initiation of an adjuvant study we are" [X Link](https://x.com/Quantumup1/status/2013981761022124171) 2026-01-21T14:27Z [----] followers, [----] engagements "Chardan🏁 $ALMS Buy/$37 $BMY TAK ABBV JNJ - $PTGX NVS LLY Chardan said in its Alumis initiation: ALMS: Initiating Coverage with a Buy and a PT of $37 Alumis' lead asset envudeucitinib is an oral second-gen allosteric TYK2 inhibitor that recently achieved all primary and secondary endpoints in two phase III trials in moderate-to-severe plaque psoriasis. The company is planning to submit an NDA for envu in this indication in 2H26. TYK2 plays a critical role in psoriasis and other autoimmune disorders by mediating cytokine signaling pathways for IL-12 IL-23 and type I interferons which are" [X Link](https://x.com/Quantumup1/status/2014048081944182966) 2026-01-21T18:50Z [----] followers, [----] engagements "RBC Capital $INSM's PT to $200 from $197 and reiterated at an Outperform rating. $LQDA $UTHR RBC Capital said in its note: After Brinsupri's sizable beat we have increased 4Q25 penetration to reflect the 9K new pt starts last quarter. We've also accelerated the drug's penetration growth rate in subsequent years taking US sales of Brinsupri in bronchiectasis from $4.4B to $5.5B in [----] as we see the strong performance as indicative of real demand that can not only pull forward the peak penetration but could speak to future success in driving use in comorbid asthma or COPD patients and there" [X Link](https://x.com/Quantumup1/status/2014058530009993526) 2026-01-21T19:32Z [----] followers, [----] engagements "H.C. Wainwright y'day $ARWR's PT to $100 from $85 and reiterated at Buy $WVE IONS RHHBY REGN TEVA $LLY Here's what H.C. Wainwright said: Across those events hosted on January [--] and January [--] respectively Arrowhead presented compelling interim Phase 1/2a data and incremental strategic color that establish obesity as a credible growth pillar alongside reaffirmed momentum across plozasiran zodasiran ARO-DIMER-PA and the broader cardiometabolic pipeline. Importantly our discussions with management in San Francisco reinforced confidence in the durability of the Phase 1/2a efficacy signals the" [X Link](https://x.com/Quantumup1/status/2014309689534677218) 2026-01-22T12:10Z [----] followers, [----] engagements "Stifel $RVMD's PT to $170 from $85 reiterated at a Buy and said To follow up on our note from last week $30B Might Not Be Enough RVMD's Hand is Looking Stronger Than Ever $IMRX $ERAS AMGN LLY RHHBY BMY Stifel additionally said: We updated our revenue model (now model $16.1B by 2035) and are raising our Target Price to $170 (previously $85). In an M&A scenario our TP values RVMD at $36B and a 4.7x deal value/5-yr forward sales (Stifel estimate) well within historic biotech M&A range (4-5x). In addition to the scarcity value of pan-RAS inhibitors we believe the RVMD pipeline has a lot of value" [X Link](https://x.com/Quantumup1/status/2014332963987558469) 2026-01-22T13:42Z [----] followers, [----] engagements "Piper Sandler reiterated Best Idea $PRAX at an Overweight rating and $450 PT Piper Sandler said in its note: We hosted PRAX mgmt for an investor dinner ahead of ulixacaltamide's ET and relutrigine's SCN2A/SCN8A DEE NDA submissions by mid-February [----]. Importantly we came away confident in potential approvals where mgmt highlighted pristine execution with a focus on efficient processes to maximize success. Notably most of our conversation focused on ulixacaltamide's $10B ET opportunity where mgmt reiterated significant unmet need with 50% of dropout patients asking to come back on therapy." [X Link](https://x.com/Quantumup1/status/2014684949169701079) 2026-01-23T13:01Z [----] followers, [----] engagements "Oppenheimer $RLAY: We are upgrading shares of Relay Therapeutics to Outperform (prior Perform) with a $14 PT because we believe that gedatolisib's upcoming VIKTORIA-1 readout could be a tailwind for mutant-selective inhibitors like zovegalisib. $CELC $NVS Bottom line: We believe VIKTORIA-1 will underperform expectations and may even fail. We think anything less than "teenage" mPFS for the gedatolisib triplet would create a beatable bar for Relay who is developing a competing triplet with zovegalisib. We think gedatolisib looks a lot like everolimus and everolimus underperforms in PI3K. Relay" [X Link](https://x.com/Quantumup1/status/2015747766236922300) 2026-01-26T11:24Z [----] followers, [----] engagements "H.C. Wainwright $SRRK's PT to $58 reitd at Buy/said Recent KOL feedback from neurologists (n=3) reinforced by management's latest regulatory and commercial updates has further increased our confidence in apitegromab's launch trajectory. $BIIB $RHHBY NVS H.C. Wainwright added Physicians consistently highlighted that additional FDA interactions and greater clarity around manufacturing remediation have reduced perceived uncertainty rather than created new hesitation with several noting that the company's parallel supply chain strategy meaningfully de-risks early launch execution. Importantly" [X Link](https://x.com/Quantumup1/status/2015759886731124836) 2026-01-26T12:13Z [----] followers, [----] engagements "Oppenheimer $RVMD's PT to $150 reit'd at OP/said RVMD has been the subject of substantial M&A speculation entering [----] as we see multiple milestones this year that could sweeten a potential deal (see additional discussion below). $MRK $IMRX BBOT ERAS Oppenheimer added Our biotech M&A analysis shows increasing strategic demand for novel approaches to areas of high unmet need while oncology remains dominant supporting RVMD as an attractive potential takeout candidate. Although news sources suggested Merck is no longer in talks to acquire RVMD we think the update could reflect management's" [X Link](https://x.com/Quantumup1/status/2016113584124657688) 2026-01-27T11:38Z [----] followers, [----] engagements "JPMorgan reiterated $VERA Overweight/$96 TVTX OTSKY $NVS JBIO $VRTX RHHBY IONS AZN TAK JPMorgan said in its note: We continue to see atacicept as well positioned in the IgAN B-Cell modulator space and still see significant upside in VERA shares (as competitive readouts occur we see the potential for VERA shares to grind higher to a more appropriate probability-adjusted level which is nearly double from current levels based on our model). Cantor reiterated Top Pick $VERA Overweight; $100. $TVTX NVS OTSKY $JBIO VRTX AZN IONS RHHBY Here's what Cantor had to say: We caught up with VERA a "Top" [X Link](https://x.com/Quantumup1/status/2016148168090480975) 2026-01-27T13:55Z [----] followers, [----] engagements "Truist reiterated $CYTK Buy-$84 and said We remain buyers of CYTK following KOL feedback that recognizes Camzyos as a meaningful advance for HCM patients while indicating a tilt in clinical preference for MYQORZO especially for new patient starts. $BMY $EWTX Truist added While our earlier KOL checks were positive towards Camzyos (LINK1 LINK2 LINK3) as the sole approved CMI we noted emerging signals that a differentiated label for aficamten could drive a preference. We think positive KOL sentiment supports our $3.7B WW peak sales est. (in-line w/ cons). Many KOLs believe beta-blockers will" [X Link](https://x.com/Quantumup1/status/2016238615454749048) 2026-01-27T19:55Z [----] followers, [----] engagements "Barclays assumed coverage on $CYTK at an Overweight rating and an $87 PT. $BMY $EWTX Barclays said in its note: The Myqorzo launch kicked off today. Given a differentiated label with flexibility of titration less Echo monitoring and no DDI in Box Warning we continue to view Myqorzo as a preferred drug over Camzyos in obstructive hypertrophic cardiomyopathy (oHCM). Our deep dive supported high probability of a positive outcome for Myqorzo in a Ph3 ACACIA trial (data expected in 2Q26) in non-obstructive hypertrophic cardiomyopathy (nHCM) with dual primary endpoints KCCQ-CSS (75%) and pVO2 (55%)" [X Link](https://x.com/Quantumup1/status/2016488498069414390) 2026-01-28T12:28Z [----] followers, [----] engagements "Piper SandlerBest Idea $PRAX's PT to $1200 from $450 reiterated at Overweight and said Where Does PRAX Go From Here After Strong [----] Up and Up PRAX has traded up330% in the past [--] months (vs +40% $XBI) where this stock movement was predominantly driven by ulixacaltamide's success in ET and relutrigine in DEEs (where mgmt expects to file NDAs for both of these programs by mid-February 2026). As investors are now wondering how much upside remains in the stock we completely updated our model encompassing ulixacaltamide relutrigine vormatrigine and elsunersen. Hence we are increasing our PT to" [X Link](https://x.com/Quantumup1/status/2016516026863648853) 2026-01-28T14:17Z [----] followers, [----] engagements "UBS $ALKS's PT to $47 from $46 and reiterated at a Buy rating. AVDL $CNTA $TAK UBS said in its Note: ALKS stock is well-positioned to outperform in [----] with 1) potential AVDL acquisition deal close in 1Q26 which brings in additional EBITDA growth and synergistic benefit to its Sleep franchise and 2) two robust clinical catalysts: Lumryz and alixorexton IH trial read-outs. We believe ALKS FY26 guide for combined business could re-rate the stock: our pro-forma model (Figure [--] ALKS-AVDL Pro-forma assumptions) assumes certain level of OpEx synergies. We update our model on a pro-forma basis" [X Link](https://x.com/Quantumup1/status/2016551468027826390) 2026-01-28T16:38Z [----] followers, [----] engagements "Oppenheimer $DNTH's PT to $125 from $62 and reiterated at Outperform. $RNAC $ARGX NVS AZN VRTX TAK Oppenheimer said in its note: Dianthus shares have jumped off the starting line this year up 22% vs. XBI's 5% following CEO Marino Garcia's commentary at January's annual healthcare conference on potential superiority vs. competitor complement inhibitors and pricing expectations. We caught up with management ahead of the [----] setup and see substantial value creation ahead. Catalysts begin with mid-year update on claseprubart's Phase [--] CIDP interim analysis followed by Phase [--] MMN data plus a" [X Link](https://x.com/Quantumup1/status/2016839632520913088) 2026-01-29T11:43Z [----] followers, [----] engagements "Oppenheimer reiterated $CAPR Outperform-$54 and said Following our in-person meeting w/ mgmt earlier this week we maintain/increase our already-strong conviction that deramiocel will receive full FDA approval. $EWTX $PTCT SRPT DYN SLDB Oppenheimer added With HOPE-3's clinical study report (CSR) on track to be submitted to the agency next month we believe base expectations are for a six-month review implying potential approval this August. Alongside regulatory progress we expect the presentation of additional HOPE-3 results/analyses through 1H26 to bolster the approval scenario and further" [X Link](https://x.com/Quantumup1/status/2016849647197733053) 2026-01-29T12:23Z [----] followers, [----] engagements "H.C. Wainwright $PRAX's PT to $1245 from $340 reiterated at Buy and said: $XBI Ulixacaltamide has been transformative but relutrigine is being overlooked and will drive significant value in our view; price target up to $1245. We're raising our peak sales estimates for both ulixacaltamide and relutrigine with our relutrigine estimate now far ahead of the Street with peak sales expectations of $6.8B. We think relutrgine is going to become a "workhouse" drug given to patients with a range of developmental epileptic encephalopathies. Right now investors are only looking at relutrigine in the" [X Link](https://x.com/Quantumup1/status/2017210185354276896) 2026-01-30T12:16Z [----] followers, [----] engagements "Citizens reiterated $KURA Market Outperform-$24 and said We reiterate our Market Outperform rating and price target of $24 for Kura Oncology based on a discounted EPS and revenue multiple analysis. $SNDX $RIGL CGEM Citizens added Earlier this month Kura provided an outlook for [----] including an update on its (very early) KOMZIFTI launch and key milestones for its FTI program and next-gen menin inhibitor pipeline. The presentation showcased Kura's aggressive approach to cornering the $7B AML market and comparison to competitor Syndax suggests Kura may take an incrementally larger share in the" [X Link](https://x.com/Quantumup1/status/2018288416111088010) 2026-02-02T11:40Z [----] followers, [----] engagements "TD Cowen $PVLA's PT to $190 from $133 and reiterated at a Buy rating. $NVS $PFE TEVA TD Cowen said in its note: PVLA held a successful BTD advice meeting for QTORIN rapa in cVM v. recently and intends to file for BTD shortly. The meeting was attended by sr. FDA division leadership who heard strongly supportive KOL opinion of QTORIN rapa's efficacy in cVM. We have high conviction QTORIN rapa will receive BTD in cVM which could allow FDA alignment on a single-arm Ph3 design expediting data and approval. TD Cowen reiterated $PVLA Buy-$133 and said that it has 'High Conviction of Success for the" [X Link](https://x.com/Quantumup1/status/2018305574845219227) 2026-02-02T12:48Z [----] followers, [----] engagements "BofA $TVTX's PT to $44 from $43 and reiterated at a Buy after noting its thoughts ahead of 4Q earnings. $NBI $VERA NVS PFE BofA said in its note: Focus easily remains on the potential approval of DEARA Filspari for FSGS following the last-minute PDUFA extension to April 13th (see our FSGS delay takes PDUFA extension a setback but outlook for approval still looks positive)though we suspect new details will be limited following the team's presentation last month (see our note Our Day [--] Afternoon Conference Takes) either because they can't be disclosed or feedback has been limited. We recognize" [X Link](https://x.com/Quantumup1/status/2018775232031424952) 2026-02-03T19:54Z [----] followers, [----] engagements "Raymond James reiterated $ARDX Strong Buy-$19 and said: Remain Strong Buy rated on ARDX shares following today's announcement that the U.S. Patent and Trademark Office (USPTO) has issued a formulation patent for tenapanor (Patent No. 12539299). In theory this could extend exclusivity from the current 2033/34 timeframe to [----]. Recall both Ibsrela and Xphozah are distinct brands for the same molecule tenapanor a novel sodium/hydrogen exchanger (NHE) inhibitor. Speaking with investors we think the market is ascribing little probability that this patent takes exclusivity all the way to [----]. To" [X Link](https://x.com/Quantumup1/status/2018798832230768702) 2026-02-03T21:28Z [----] followers, [----] engagements "BofA🏁 $WVE Buy-$38 and said Catalyst path offers multiple upside opportunities in [----] $ARWR RYTM LLY NVO VKTX GPCR $TAK - ARWR SNY KRRO PRME VRTX KMDA CRSP BofA added We are initiating coverage of Wave Life Sciences (WVE) a clinical-stage RNA medicines company developing drugs for obesity and genetic disorders with a Buy rating and $38 PO. Our constructive view is driven by: 1) a differentiated obesity drug (WVE-007) reframing the competitive debate from strictly weight loss to body composition 2) first-in-human therapeutic RNA editing drug (WVE-006) has cleared initial de-risking hurdles" [X Link](https://x.com/Quantumup1/status/2019488141145473490) 2026-02-05T19:07Z [----] followers, [----] engagements "Goldman Sachs🏁 $BHVN and says in its research report We initiate coverage on BHVN with a Buy rating and a 12-month price target of $23. $TVTX NVS VERA $OTSKY Goldman Sachs went on to say BHVN is a clinical-stage biotechnology company with an extensive pipeline of assets focused on late-stage programs in I&I epilepsy and obesity. Of these we view the opportunity for BHV-1400 in IgA nephropathy (IgAN) as the central driver for the stock and key to our Buy thesis given its potentially differentiated profile that could allow for significant market share in a $40B (GSe) U.S. market. We view the" [X Link](https://x.com/Quantumup1/status/2019731062511882721) 2026-02-06T11:13Z [----] followers, [----] engagements "Citizens reiterated $IDYA Market Outperform /$45 $XBI IMCR REPL GILD AMGN GSK BMY MRK $PFE Citizens said in its note: Positive mPFS data from the Ph2 portion of the registrational study in HLA negative mUM will enable accelerated approval filing for the darovasertib + crizotinib combination in the U.S. IDYA's mUM program has FDA Fast Track and Orphan Drug Designation which has the potential for meaningfully shortened regulatory timelines. This is a key catalyst for IDYA shares in [----] and will mark the transition to a commercial-stage company. Shares have only appreciated 14.9% (vs. 17% XBI)" [X Link](https://x.com/Quantumup1/status/2019735984225620422) 2026-02-06T11:32Z [----] followers, [----] engagements "Piper Sandler reiterated Best Idea $EWTX at Overweight-$51 and said Addressing [--] Investor Questions on EWTX's Cardio Franchise $CYTK BMY $CAPR SLDB DYN SRPT PTCT Piper Sandler added EWTX has been one of our best ideas for [----] so we continue to view this as a top-pick into EDG-7500's 12-week Part D Ph2 CIRRUS-HCM 2Q26 topline. Hence we compiled this Deep Dive tackling [--] frequently-asked investor questions that ultimately increases our conviction call for a positive readout highlighting EDG-7500's differentiated value proposition and lucrative HCM opportunity. Moreover we dig into EDG-15400" [X Link](https://x.com/Quantumup1/status/2020864730361897007) 2026-02-09T14:17Z [----] followers, [----] engagements "RT @semodough: $VKTX VKTX's $2.6B EV represents the biggest value dislocation in obesity vs. MTSR's $7.6B takeout given superior dual a" [X Link](https://x.com/Quantumup1/status/2020918930940854677) 2026-02-09T17:53Z [----] followers, [--] engagements "Stifel $XENE's PT to $66 from $60 and said We are reiterating our Buy rating on XENE and we are raising our target price to $66. $UCBJY $PRAX BHVN RAPP NBIX JAZZ Stifel added Bottom line: we continue to have conviction that XTOLE-2 will be a positive study that derisks a $2B+ opportunity for XEN1101/azetukalner/"AZK". Our bullish commercial thesis is based off XEN1101's novel mechanism-of-action (only Kv7 on market) and clean safety/ease-of-use profile which makes Vimpat/Keppra the best sales comps. Ironically efficacy and what effect size constitutes a "win" is where we've been actually" [X Link](https://x.com/Quantumup1/status/2020975454925316296) 2026-02-09T21:37Z [----] followers, [----] engagements "Guggenheim Top Pick $PRAX's PT to $800 from $760 reiterated at Buy and said Essential tremor (ET) is one of the largest and most underpenetrated markets in neurology still dominated by decades old generics that many patients and clinicians abandon due to limited efficacy and tolerability. In this report we frame the ulixacaltamide opportunity using IQVIA TRx data (80k monthly ET-related TRx from neurologists alone) feedback from KOLs on ulixa's potential penetration in ET and the $5B tardive dyskinesia market as a benchmark supporting a potential $15B+ ET market and a $5-10B peak sales range" [X Link](https://x.com/anyuser/status/2021205813277200602) 2026-02-10T12:53Z [----] followers, [----] engagements "William Blair $NKTR to Outperform and provided its Take and Stock Thoughts. $CRVS REGN - SNY $APGE KYMR William Blair said: Rezpeg continues to demonstrate deepening of response and durability with longer-term dataRe: durability WB noted there appears to be no meaningful deterioration of response when comparing the monthly dosing to the quarterly dosingnoted there were no reported cases of conjunctivitis erythema oral ulcers cardiovascular adverse events or malignancies in the Phase [--] REZOLVE-AD study of rezpeg. Here's what else William Blair had to say: We are upgrading Nektar shares to" [X Link](https://x.com/Quantumup1/status/2021272497862115591) 2026-02-10T17:18Z [----] followers, [----] engagements "BTIG1H26 Top Pick $NKTR's PT to $151 and reiterated at Buy $CRVS REGN - SNY LLY KYMR $APGE BTIG said in its note: Following today's update we have updated our REZPEG in atopic dermatitis market model to reflect use as a 1L Tx option for advanced-Tx eligible patients increasing our PT to $151 from $118. We expected new/deepening responses to emerge as a significant differentiator for REZPEG and we see this feature persuasively confirmed in 52wk REZOLVE-AD results. Among EASI-50 responders at 16wks 51% Q4W-treated patients converted to EASI-75 or better exceeding our blue sky scenario threshold" [X Link](https://x.com/Quantumup1/status/2021276476335636938) 2026-02-10T17:34Z [----] followers, [----] engagements "RT @semodough: $NKTR - very likely Jefferies leads the offering - but why not they been pretty spot on $NKTR $CRVS last [--] months - also sh" [X Link](https://x.com/Quantumup1/status/2021321052110852230) 2026-02-10T20:31Z [----] followers, [--] engagements "Stifel🏁 $BBOT Buy-$23 and said We initiate coverage of BridgeBio Oncology Therapeutics (BBOT) with a Buy rating and $23 Target Price. $RVMD $MRK BBIO Stifel added While oncology investors crave novel mechanisms they often balk at early stage companies where biology remains clinically unproven. BBOT is in the sweet spot by targeting RAS and PI3Ka-the two most commonly mutated oncogenesusing unique mechanistic approaches that address the safety and resistance hurdles of earlier generation drugs. With early de-risking data presented in January [----] and a cash runway into [----] BBOT is" [X Link](https://x.com/Quantumup1/status/2021334442770661600) 2026-02-10T21:24Z [----] followers, [----] engagements "Goldman Sachs $ROIV's PT to $38 from $36 and reiterated at Buy. $UTHR $LQDA INSM GOSS IMVT ABUS Here's what Goldman Sachs had to say in its note to investors: In our view ROIV is positioned at the beginning of a multi-year and potentially transformative catalyst path with the key debate centered on its potential to evolve into the next mid-cap biotech growth story. This path is highlighted by 4/5 remaining clinical catalysts slated for [----] which collectively could unlock $10B in unadjusted peak sales. Among these we highlight upcoming 2H26 proof-of-concept Ph2 data for mosliciguat in PH-ILD" [X Link](https://x.com/Quantumup1/status/2021569067983810866) 2026-02-11T12:56Z [----] followers, [----] engagements "Stifel (a/o 2/9) reiterated $ACLX Buy/$127 $LEGN - $JNJ BMY GILD Stifel said: At the recent TANDEM meeting (Feb 4-7 2026) ACLX presented in vitro study results which appear to provide a mechanistic rationale supporting anito-cel's best-in-class safety profile. More specifically the TANDEM poster presentation demonstrates 1) anito-cel's D-domain domain is associated with reduced/lack of background activity (tonic signaling) and off-target effects compared to dual VHH (cilta-cel/Carvykti) and scFv (ide-cel/Abecma) CAR constructs; and 2) the specific off-target activity of the dual VHH binder" [X Link](https://x.com/Quantumup1/status/2021582108808860118) 2026-02-11T13:48Z [----] followers, [----] engagements "Good interview this morning w/ $NVO CEO/President by Maria Bartiromo on Fox Business that covers some of the $HIMS lawsuit plus many other topics including their long-term strategy. $LLY VKTX https://www.foxbusiness.com/video/6389074266112 https://www.foxbusiness.com/video/6389074266112" [X Link](https://x.com/Quantumup1/status/2021603700804890864) 2026-02-11T15:14Z [----] followers, [----] engagements "RT @semodough: $VKTX excellent execution i I take $VKTX CEO any day his execution has been spectacular in getting these trials up and runni" [X Link](https://x.com/Quantumup1/status/2021709644339765744) 2026-02-11T22:15Z [----] followers, [--] engagements "Stephensthe PT on $PYXS to $8 from $5 reiterated at an Overweight and saidMicvotabart Pelidotin (MICVO) Phase 1/2 R/M HNSCC Data Preview $MRK $BCAX GILD BGNE NBTX CRBP Stephens addedPYXS expects to present preliminary data for their stroma targeting ADC MICVO formerly (PYX-201) by YE25. Data and clinical updates expected for the following: (1) preliminary data from Phase [--] monotherapy dose expansion study in 2L/3L R/M HNSCC patients (post-platinum based chemo & anti-PD(L)-1 and post-EGFR & anti PD(L)-1 arms) (2) preliminary data from Phase 1/2 combination dose escalation study of MICVO &" [X Link](https://x.com/Quantumup1/status/1992941582803234834) 2025-11-24T13:01Z [----] followers, [----] engagements "Goldman Sachs🏁 $TYRA at an Early-Stage Biotech rating. $BBIO $JNJ INCY OTSKY Goldman Sachs saidWe initiate coverage of Tyra Biosciences (TYRA) as an Early-Stage Biotech. TYRA is a clinical stage biotechnology company leveraging its proprietary drug-discovery SNAP platform to develop next-generation precision medicines to address significant unmet need particularly in FGFR-driven disease. Lead asset dabogratinib (formerly TYRA-300) is an oral potentially first-in-class FGFR3-selective inhibitor being developed across FGFR3-driven indications including large opportunities in bladder cancer and" [X Link](https://x.com/Quantumup1/status/1996570205779099845) 2025-12-04T13:20Z [----] followers, [----] engagements "Goldman Sachs🏁 $ORIC at an Early-Stage Biotech Designation. $PFE $JNJ TAK OTSKY CGEM Goldman Sachs said in its note: We initiate coverage of ORIC as an Early-Stage Biotech. ORIC Pharmaceuticals is a clinical stage biotechnology company with a pipeline of oncology candidates focused on addressing identified resistance in cancer (Overcoming Resistance in Cancer); its lead programs are currently in Ph1b development in prostate cancer (ORIC-944) and lung cancer (enozertinib) with plans to initiate registrational study in [----] for both. We view the key debate for ORIC will center on the company's" [X Link](https://x.com/Quantumup1/status/1996623081482162218) 2025-12-04T16:50Z [----] followers, [----] engagements "Oppenheimer reiterated $LXEO Outperform/$20 $RCKT $TNYA LRMR BIIB Oppenheimer said: Lexeo Therapeutics held a virtual event with an academic cardiologist yesterday to discuss PKP2-ACM its current management and how LX2020 may fit into treatment. The expert emphasized shortcomings of current care standards for this rare inherited and progressive cardiac disorder that frequently first presents with sudden cardiac arrest. With no disease-modifying options available transplant may be eventually required. She estimated that 70% of patients referred to her would be gene therapy candidates and that" [X Link](https://x.com/Quantumup1/status/1998725893473059136) 2025-12-10T12:06Z [----] followers, [----] engagements "Cantor y'day reit'd $LXEO OW/$19 after Lexeo Therapeutics Hosted a Virtual Key Opinion Leader (KOL) Event A Clinicians Perspective: Holistic Approach to Managing PKP2-Associated Arrhythmogenic Cardiomyopathy at the 22nd CVCT Forum $RCKT $TNYA LRMR BIIB Cantor said in its note to investors: While there is significant investor attention on the lead program in Friedreich's ataxia we believe the PKP2-ACM program is still under the radar; this upcoming data in January may change that narrative. Today's event helped to clarify how amenable this patient population could be to a gene therapy approach" [X Link](https://x.com/Quantumup1/status/1998775009897066568) 2025-12-10T15:21Z [----] followers, [----] engagements "Wedbush Added $TYRA to their Best Idea List whilethe PT to $37 from $30 and reiterating at an Outperform rating. $URGN $JNJ BBIO ASND SNY BMRN Wedbush saidWe are adding TYRA to the Wedbush Best Ideas List ahead of a busy [----] with data from two ongoing Ph [--] studies in intermediate-grade non-muscle invasive bladder cancer (IR-NMIBC) (1H:26) and in achondroplasia (ACH) (2H:26). TYRA also recently announced plans to initiate a Ph [--] study in upper tract urothelial carcinoma (UTUC) in [----] which we believe is an underappreciated opportunity and a potential fast-to-market strategy. We are" [X Link](https://x.com/Quantumup1/status/2000902026687869050) 2025-12-16T12:13Z [----] followers, [----] engagements "@Andre_AGTC The $MLYS Lorundrostat ph2 Explore-OSA (Obstructive Sleep Apnea and Hypertension) topline data due 1H26 looks interesting. I don't think there is anything priced in for positive data on that one. Positive data there could change the dynamics dramatically" [X Link](https://x.com/Quantumup1/status/2002062824160498170) 2025-12-19T17:05Z [----] followers, [----] engagements "TD Cowen reiterated $GHRS at a Buy rating $ATAI $JNJ CMPS CYBN MNMD Guggenheim reiterated GH Research PLC Buy/$29 TD Cowen said Today's update was long anticipated as clinical safety and almost all preclinical safety was very clean. We expect clinical respiratory safety and tolerability of '001 to continue to be very positive and look forward to details on GHRS' final Ph3 TRD '001 program design. Refined timing to Ph3 program start will likely follow an end-of-Ph2 meeting with FDA which we believe could occur as early as 1Q26. We also look forward to additional Ph2b '001 TRD subgroup analyses" [X Link](https://x.com/Quantumup1/status/2008227799920754816) 2026-01-05T17:23Z [----] followers, [----] engagements "H.C. Wainwright reiterated $ORIC Buy/$23 $PFE JNJ $TAK OTSKY CGEM H.C. Wainwright said: As we look into [----] we note a catalyst rich year for ORIC which includes: (1) dose optimization data for ORIC-944 + apalutamide/darolutamide in 1Q26 (see next paragraph); (2) initiation of a Phase [--] registrational trial for ORIC-944 in mCRPC in 1H26; (3) a program update for ORIC-944 in 2H26; (4) presentation of updated data for enozertinib monotherapy in 1L EGFR exon [--] insertion-positive NSCLC and initial results for the combination with subcutaneous amivantamab in 2H26. Recall per the presentation in" [X Link](https://x.com/Quantumup1/status/2011791470215286837) 2026-01-15T13:23Z [----] followers, [----] engagements "H.C. Wainwright $SLNO's PT to $120 from $110 aand reiterated at Buy $RYTM $AARD BIIB H.C. Wainwright said in its note: Soleno Therapeutics recently announced select preliminary 4Q25 and full-year [----] financial and operating results: (1) preliminary unaudited full-year [----] net revenue related to U.S. sales of VYKAT XR since its launch in 2Q25 is expected to be in a range of $189M to $191M comfortably ahead of our forecast of $172.5M; (2) preliminary unaudited 4Q25 net revenue is currently expected to be in a range of $90M to $92M handily beating our forecast of $73.8M; (3) [----] total new" [X Link](https://x.com/Quantumup1/status/2013593295755088257) 2026-01-20T12:43Z [----] followers, [----] engagements "RBC Capitalthe PT on $GHRS to $40 from $33 reiterated at Outperform and said Raising Price Target to $40 Following Psychedelics Symposium and Reiterating Outperform $JNJ $HELP ATAI CYBN MNMD CMPS RBC Capital additionally said: Following our Psychedelics Symposium and discussions with mgmt. payers and docs we are increasingly optimistic on GHRS's long-term sales opportunity with GH001 and are raising our price target to $40 from $33 based on updated assumptions about drug pricing in-line with Spravato. With EoP2 meeting later this year and pivotal trials initiation on track for later this year" [X Link](https://x.com/Quantumup1/status/2014787607293579406) 2026-01-23T19:49Z [----] followers, [----] engagements "Truistthe PT on $NUVB to $13 from $11 and reiterated at Buy. $BMY $RHHBY PFE NVS Servier RIGL AGIO Truist said in its note: Following the Ibtrozi 4Q25 pre-report and our 1x1 with management we believe the Ibtrozi franchise has shown robust opportunity out of the gate with stronger-than-anticipated uptake despite seasonal headwinds positioning Ibtrozi as the ROS1 agent of choice versus competitors. As we await clarity on registrational timelines for safu' (noting readouts as early as this year) we see potential for upside in the mIDH1 glioma opportunity bringing our PT to $13 (from $11)." [X Link](https://x.com/Quantumup1/status/2016251532493173205) 2026-01-27T20:46Z [----] followers, [----] engagements "B Riley🏁 $AARD at a Buy rating and a $32 PT. $SLNO $RYTM Here's what B Riley had to say in its Aardvark Therapeutics Inc. initiation report: AARD is developing ARD-101 an orally administered gut-restricted bitter taste receptor (TAS2R) agonist that modulates the gut-brain hunger axis by stimulating the release of multiple gut hormones including cholecystokinin (CCK) GLP-1 GLP-2 and GIP which signal the brain to suppress hunger. ARD-101 is being developed for the treatment of Prader-Willi syndrome (PWS) and is currently being evaluated in the ongoing Phase [--] HERO trial (50% enrolled; n=90)" [X Link](https://x.com/Quantumup1/status/2016536884109816169) 2026-01-28T15:40Z [----] followers, [----] engagements "Citizens🏁 $BCAX Market Outperform/$31 $MRK $GMAB - MRUS We initiate coverage of Bicara Therapeutics with a Market Outperform rating and $31 price target based on a revenue and earnings multiple analysis. Ficerafusp alfa (ficera) the company's flagship bifunctional EGFRxTGF antibody in combination with pembrolizumab has delivered standout efficacy in HPV- negative HNSCC. The ongoing global Phase 2/3 FORTIFI trial is targeting [---] patients and is moving forward at a selected dose of [----] mg with a potential ORR data readout expected in mid-2027. We view the recent acquisition of Merus by" [X Link](https://x.com/Quantumup1/status/2016837092182036498) 2026-01-29T11:33Z [----] followers, [----] engagements "BofA $BBIO's PT to $88 from $85 and reiterated at a Buy after providing its thoughts ahead of 4Q earnings. $ALNY $PFE NVO AZN - IONS BofA said in its note: While last month's pre-announcement may have shifted focus away from Attruby we suspect investor interest in BridgeBio's 4Q call remains high given hopes the company will disclose the PROPEL3 achondroplasia pivotal datamuch as it did for BBP-418 and encaleret in 3Q (see our note Attruby adds to a very very good week; thoughts post the 3Q call). While the company has guided to a base case of +1.5cm/year AHV for top-line efficacy and 10%" [X Link](https://x.com/Quantumup1/status/2018766232087130238) 2026-02-03T19:19Z [----] followers, [----] engagements "Wolfe Research said in its $CELC (Outperform; PT $110) note: PersevERAing through an External Catalyst $RHHBY $RLAY AZN PFE NVS LLY Wolfe Research additionally said: We think investors should be careful when extrapolating giredestrant's prior success to persevERA as it is a more difficult trial to beat even after acknowledging that giredestrant is a good drug. We'd be buyers of CELC on any weakness related to the external catalyst. Leerink $CELC's PT to $118 from $97 and reiterated at an Outperform rating after Updating its Model Post-SABCS. $RHHBY $NVS AZN LLY PFE Leerink said in its note:" [X Link](https://x.com/Quantumup1/status/2019126083736531114) 2026-02-04T19:09Z [----] followers, [----] engagements "H.C. Wainwright Assumed Coverage on $TGTX at Buy-$60 and said: An MS franchise in the making; we expect Briumvi's market penetration to grow significantly in the next few yearsestimate that SC Briumvi could take peak US revenues from $3.1B to $5.1B in [----]. $RHHBY $NVS H.C. Wainwright additionally said: 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 Goldman Sachs on" [X Link](https://x.com/Quantumup1/status/1975158402234908719) 2025-10-06T11:17Z [----] followers, 20.2K engagements "Guggenheimthe PT on $ABVX to $150 from $101 plus added to its Best Idea List while reiterating at a Buy rating after they attended the UEGW conference in Berlin and also hosted an investor dinner with Abivax's management team. $JNJ - $PTGX Guggenheim said in its note: The feedback from KOLs on obefazimod's (oral miR-124 inducer) data in ulcerative colitis (UC) was highly positive. While we still need to see long-term maintenance data (expected in 2Q26) there was a unanimous agreement among the KOLs that the use and adoption of obefazimod is likely to be broad (from front-line to later-line" [X Link](https://x.com/Quantumup1/status/1976594067409510532) 2025-10-10T10:22Z [----] followers, 38.2K engagements "Stifel resumed coverage of $ACLX at a Buy rating and a $129 PT $LEGN - JNJ $GILD Stifel said: We believe anito-cel is poised to emerge as a best-in-class BCMA-targeting CAR T therapy for multiple myeloma (MM) and believe those scenarios by which this thesis potentially deteriorates i.e. anito-cel safety/efficacy meaningfully diverges from P1/P2 data observed to date and/or the implementation of risk mitigation strategies meaningfully improves the risk/benefit narrative of competitor Carvykti are unlikely to manifest. We anticipate a YE25 BLA submission of iMMagine-1 data to serve as the basis" [X Link](https://x.com/Quantumup1/status/1978790361972494634) 2025-10-16T11:49Z [----] followers, [----] engagements "H.C. Wainwright on 10/14 🏁 $CLYM at a Buy-$9 and said A Next-Generation Developer of Therapies for Autoimmune B Cell-Mediated Diseases. We are initiating coverage of Climb Bio with a Buy rating and 12-month price target of $9 per share. In our view Climb Bio is a disruptive innovator in the field of B cell-mediated autoimmune diseases with a pipeline consisting of two next-generation assets: (1) budoprutug a clinical-stage anti-CD19 monoclonal antibody (mAb) which is designed to deplete CD19-positive B cells including antibody secreting cells (plasma blasts) in order to directly reduce" [X Link](https://x.com/Quantumup1/status/1979250795208962213) 2025-10-17T18:18Z [----] followers, [----] engagements "Canaccord Genuity $ACLX's PT $130 from $121/reit'd at Buy after conducting a detailed analysis of factors limiting Legend $LEGN / JnJ's $JNJ CARVYKTI CART launch in Multiple Myeloma (MM) which all suggest favorable launch conditions for Arcellx in 2026based on its analysis of US CARVYKTI revenues the first 4Q's of the CARVYKTI revenue could have been about 2x higher accounting for issues with Out Of Specification (OOS) product slow manufacturing time and infrastructure limitations Canaccord Genuity additionally said We maintain our BUY rating and raise our price target on Arcellx to $130" [X Link](https://x.com/Quantumup1/status/1985317241835950300) 2025-11-03T12:04Z [----] followers, [----] engagements "Wolfe Research🏁 $SLNO Outperform-$75 and said Hungry for More Sales. Initiate at OP $RYTM $AARD Wolfe Research added We are initiating coverage of Soleno Therapeutics (SLNO) with an Outperform rating $75 PT. With the recent FDA approval of Vykat XR the only approved therapy for hyperphagia in PWS we believe the stock is entering a new phase of value creation. Despite high volatility in SLNO shares partly driven by a short report (Aug [--] 2025; by Scorpion Capital; link) we view as overstated we see the recent weakness as a buying opportunity. Our conviction is based on SLNO's first-mover" [X Link](https://x.com/Quantumup1/status/1990532816208019771) 2025-11-17T21:29Z [----] followers, 15.1K engagements "Guggenheim reiterated $ACLX Buy-$120 and said'Stock Weakness Seems Overdone' $LEGN - $JNJ GILD GuggenheimArcellx inc. shares are under pressure this afternoon following disclosure of a late-breaking ASH abstract from a potential competitor Kelonia Therapeutics highlighting the first anecdotal Ph [--] clinical data on [--] relapsed or refractory multiple myeloma (RRMM) patients that received lentiviral in vivo CAR-T gene therapy KLN-1010 while the abstract highlights "promise and potential feasibility of this approach" the stock reaction seems overdone given the early nature of the data with limited" [X Link](https://x.com/Quantumup1/status/1993042071620665496) 2025-11-24T19:40Z [----] followers, [----] engagements "Goldman Sachs $TSHA to a Buy-$11 from an Early-Stage Biotech Designation $NGNE $NVS ACAD AVXL ALPMY Goldman Sachs saidTSHA's gene therapy TSHA-102 in Rett syndrome has entered Ph3 (REVEAL) development and thus we assign TSHA a Buy rating with a 12-month PT of $11 (from the previous Early-Stage Biotech designation). The primary endpoint of REVEAL is the gain or regain of [--] of [--] developmental milestones at 12-months with registrational six-month interim data (n=15) possible in late-2026/early-2027 given enrollment timelines. We have a positive outlook on REVEAL noting: 1) we believe TSHA can" [X Link](https://x.com/Quantumup1/status/1996556492133032307) 2025-12-04T12:25Z [----] followers, [----] engagements "Raymond James $OCUL's PT to $28 from $19 and reiterated at a SB. $EYPT $FDMT REGN SRZN RGNX - ABBV Ray Jay said in its note: Friday after market close Ocular Therapeutix announced that they now intend to file for approval of Axpaxli in wet AMD following the topline readout of SOL-1 during 1Q26 if successful. This comes after the FDA announced a new default policy of requiring only one study for approval if it is adequately powered/designed and well controlled. This is a major shift to expectations as the two study paradigm has been required for approvals in ophthalmology and SOL-R the second" [X Link](https://x.com/Quantumup1/status/1997979394187427991) 2025-12-08T10:39Z [----] followers, 11.5K engagements "Citizens $TSHA Market Outperform/$8 $NGNE $NVS ACAD AVXL ALPMY Citizens saidTaysha (TSHA MO $8 PT) and Neurogene (NGNE NC) are moving into registrational studies and both show significant promise. Both registrational studies are well-designed according to Dr. Davies to capture improvements in clinical benefit and leverage primary outcomes that are objective measurements of performance outcomes and not patient/caregiver reported or effort based which are less meaningful. Goldman Sachs $TSHA to a Buy-$11 from an Early-Stage Biotech Designation $NGNE $NVS ACAD AVXL ALPMY Goldman Sachs saidTSHA's" [X Link](https://x.com/Quantumup1/status/2001287207403897207) 2025-12-17T13:43Z [----] followers, [----] engagements "Raymond James🏁 $LXEO Strong Buy/$25 $LRMR BIIB $RCKT TNYA Raymond James said in its note: Initiating coverage of Lexeo Therapeutics (LXEO) with a Strong Buy rating and $25 price target as we think Lexeo's lead asset LX2006 (AAV gene therapy for cardiomyopathy associated with Friedreich's Ataxia) is well-positioned for success in its pivotal trial based on strong results from two Phase 1/2 clinical trials and constructive feedback from FDA. While pivotal data from this program is not anticipated until 1H27 we anticipate the stock will move next year on a finalized pivotal protocol with FDA" [X Link](https://x.com/Quantumup1/status/2001402968332210412) 2025-12-17T21:23Z [----] followers, [----] engagements "Mizuho🏁 $UPB Outperform/$51 REGN - SNY $AMGN - $AZN Mizuho said: We are initiating coverage of Upstream Bio with an Outperform rating and $51 PT as we see UPB's lead program verekitug (anti-TLSPR mAb) as well- positioned for a positive Phase II readout in asthma in 1Q26. First we see a number of supportive data points indicating that verekitug is the most potent TSLP/TSLPR pathway inhibitor. Second we believe verekitug Q12W/Q24W are well positioned to achieve FeNO reductions from baseline that we believe will provide a high probability of achieving a clinically meaningful 50% reduction in" [X Link](https://x.com/Quantumup1/status/2001622080320569825) 2025-12-18T11:54Z [----] followers, [----] engagements "Oppenheimer🏁 $AARD Outperform-$35 and said: We initiate coverage with an Outperform rating and a $35 PT as AARD builds a differentiated rare and common obesity franchise-and ahead of next year's key readout. $SLNO $RYTM Oppenheimer added: Lead program is a global Phase [--] trial for Prader-Willi syndrome a $1B+ US TAM for which favorable safety alone could make ARD-101 competitive to the sole currently approved option. Topline data due 3Q26. AARD is also pursuing several avenues to advance the treatment condition for general obesity for which injectable GLP-1 drugsdespite their impressive" [X Link](https://x.com/Quantumup1/status/2003439517554905266) 2025-12-23T12:16Z [----] followers, [----] engagements "BMO Capital reiterated $GPCR Outperform-$130 and said Licensing agreement with Genentech is not the large Pharma partnership that some Structure owners have been anxiously awaiting. $RHHBY $VKTX NVO LLY AMGN PFE BMO Capital said Following positive Ph 2b ACCESS and ACCESS II data for Structure's oral small molecule aleniglipron Structure now appears an even more viable option for large Pharma to partner with and expand commercially in the future. Unfortunately today's 8-K announcement indicating a new licensing agreement is not the type of agreement many still sit waiting for. Structure's" [X Link](https://x.com/Quantumup1/status/2008491388048920644) 2026-01-06T10:50Z [----] followers, [----] engagements "Morgan Stanley🏁 $BBIO Overweight/$96 and said: Initiating coverage of BridgeBio Pharma (BBIO) with an Overweight rating and a $96 price target implying 20%+ upside from current levels. $ALNY $PFE AZN BAYRY BMRN ASND Morgan Stanley added: BBIO is well- positioned as a leading rare disease company with a diversified late-stage pipeline and a commercial-stage asset (Attruby/acoramidis) in ATTR-CM a serious heart condition that can lead to heart failure. The company is evolving into a multi-product rare disease franchise supported by recent Phase [--] wins and upcoming regulatory catalysts." [X Link](https://x.com/Quantumup1/status/2008496010264183174) 2026-01-06T11:08Z [----] followers, [----] engagements "Mizuho reiterated $EYPT at Top Pick Outperform and a $33 PT. $OCUL $FDMT REGN SRZN KOD Here's what Mizuho said in its note to investors: This morning EYPT provided a corporate update outlining key milestones anticipated for [----]. Importantly the company remains on track to report top-line P3 data in mid-2026 for lead asset Duravyu a novel (and potentially disruptive) extended-duration treatment in the setting of wet AMD/wAMD. Additionally EYPT also remains on track in dose the first patient in its P3 program for Duravyu in diabetic macular edema/DME in 1Q26. With the company also announcing" [X Link](https://x.com/Quantumup1/status/2008924113633415509) 2026-01-07T15:30Z [----] followers, [----] engagements "Stifel in a note to investors said: We think $SLNO's (Buy; $115 PT) pre-print is overall solid meets what investors were largely hoping to see and supports Vykat's blockbuster potential. $RYTM $AARD BIIB Here's what else Stifel had to say: Wolfe Research🏁 $SLNO Outperform-$75 and said Hungry for More Sales. Initiate at OP $RYTM $AARD Wolfe Research added We are initiating coverage of Soleno Therapeutics (SLNO) with an Outperform rating $75 PT. With the recent FDA approval of Vykat XR the only approved therapy Wolfe Research🏁 $SLNO Outperform-$75 and said Hungry for More Sales. Initiate at" [X Link](https://x.com/Quantumup1/status/2010720707492319536) 2026-01-12T14:29Z [----] followers, 13.7K engagements "Oppenheimer reiterated $LXEO Outperform-$20 $RCKT TNYA $LRMR BIIB VYGR DSGN PTCT Oppenheimer said in its note: We believe yesterday's interim look from LX2020's Phase 1/2 HEROIC study in PKP2-associated arrhythmogenic cardiomyopathy (PKP2-ACM) yielded clear efficacy signals across the high-dose cohorts accompanied by un-concerning safety observations. With shares having closed down 23% vs. a flat XBI the market may have been looking for a more consistent relationship between PKP2 increase and arrhythmia improvement-but we emphasize that the data remain immature and look forward to 12-month" [X Link](https://x.com/Quantumup1/status/2011050044858712533) 2026-01-13T12:17Z [----] followers, [----] engagements "William Blair reiterated $TERN Outperform/Top Pick. $NVS $ELVN William Blair said: Following the company's presentation last year at the American Society of Hematology (ASH) annual meeting it is our view that "unprecedented" remains the only suitable adjective to describe the clinical activity of TERN-701 in third-line or later chronic myeloid leukemia (CML). It is rare for an investigational agent to demonstrate unequivocal improvement in both clinical efficacy and safety and concurrently provide patients with better convenience of daily dosing with no food effect. We believe TERN-701 is on" [X Link](https://x.com/Quantumup1/status/2011175547691548887) 2026-01-13T20:36Z [----] followers, [----] engagements "Morgan Stanley reit'd $IRON OW/$120says 'Buy The Dip' after mgmt.🗣w/ analyst to discuss the unconfirmed Reuters report that the FDA has extended the review for several CNPV Tx's. $SNY $RHHBY LLY Stifel: IRON: Buy; $125Views weakness as Buying opp. Wedbush: IRON: OP; $110sees limited risk to bitopertin's eventual approvalbuying opportunity. Here's what the Analysts had to say: a/o Friday: BMO Capital reiterated $IRON Outperform/$120 Jefferies reiterated Buy/$154 TD Cowen reiterated Buy Stifel analyst reiterated Buy/$125 $CLVLY Mitsubishi Tanabe Pharma NVS ABBV GERN $PTGX - TAK Here's what the" [X Link](https://x.com/Quantumup1/status/2011874416297173124) 2026-01-15T18:53Z [----] followers, [----] engagements "Piper Sandler $AXSM's PT to $223 from $148 reiterated at an Overweight and said 'Remaining Bullish' $ACAD $JAZZ OTSKY HLUBF HLBBF JNJ TEVA Piper Sandler Additionally said: We met with Axsome senior management recently and gained more insights into commercial dynamics surrounding Auvelity in agitation associated with Alzheimer's disease (AD-agitation). Given our view that a label expansion is highly likely coupled with what in our view is strong visibility into continued brisk Auvelity growth in the major depressive disorder (MDD) setting and the fact of a lengthy exclusivity runway into 2039" [X Link](https://x.com/Quantumup1/status/2012169826177806564) 2026-01-16T14:27Z [----] followers, [----] engagements "Piper Sandler Top Pick $TYRA's PT to $42 from $33 and reiterated at an Overweight rating. $BBIO $URGN JNJ IBRX ASND LLY Piper Sandler said in its note: We remain Overweight on TYRA shares and update our thesis on why this remains a top pick for [----]. We believe lead asset dabogratinib (selective FGFR3 inhibitor) is potentially best in class with application across three high-value indications driven by FGFR3 alterations: achondroplasia IR-NMIBC (intermediate-risk non-muscle invasive bladder cancer) and LG-UTUC (low-grade upper tract urothelial carcinoma). While the stock has outperformed" [X Link](https://x.com/Quantumup1/status/2014666789423141123) 2026-01-23T11:49Z [----] followers, [----] engagements "Guggenheimthe PT on $ERAS to $12 from $5 and reiterated at a Buy rating. $RVMD $IMRX BBOT DAWN MRK NVS Guggenheim said in its note: We are updating our ERAS model and PT reflecting recent updates provided on ERAS-0015 (pan-RAS) and ERAS-4001 (pan-KRAS) as well as the recently announced financing. We now incorporate 30% PoS-adjusted revenue estimates for ERAS-0015 in 2L+ NSCLC and PDAC and a [----] estimated commercial launch. Next up ERAS plans to present initial Phase [--] monotherapy data on ERAS-0015 in patients with RAS-mutant solid tumors in 1H26 and initiate monotherapy expansion cohorts and" [X Link](https://x.com/Quantumup1/status/2016133926981431590) 2026-01-27T12:59Z [----] followers, [----] engagements "Canaccord Genuity reiterated $ACAD Buy-$32 and said Cutting to the chase we continue to view ACAD as undervalued on approved products alone with an underappreciated pipeline that is not in the stock in any meaningful way at current levels. Specifically the dust has settled a bit after the company recently announced that it expects $1.7bn in sales of Nuplazid (pimavanserin Parkinson's disease psychosis/PDP) and Daybue (trofinetide Rett syndrome) in 2028E. Intra-quarter visibility remains low on these products as they are sold via specialty pharmacies and third-party prescription (Rx) data are" [X Link](https://x.com/Quantumup1/status/2016243258956136717) 2026-01-27T20:13Z [----] followers, [----] engagements "BMO Capital reiterated $IRON Outperform-$120 and said Following recent share volatility for IRON we still maintain that bitopertin is likely to be approved for EPP/XLP in the coming weeks. $CLVLY Mitsubishi Tanabe Pharma BMO added While recently published articles have drawn concerns around efficacy and safety of bitopertin we note: 1) prior affirmative alignment with FDA on NDA submission needs; 2) robust Roche-derived safety data; and 3) most importantly PPIX reduction correlations with improvement in sunlight tolerance all give us more confidence in bitopertin's near-term approval. Our" [X Link](https://x.com/Quantumup1/status/2016847676298424602) 2026-01-29T12:15Z [----] followers, [----] engagements "Mizuho reiterated $EYPT Outperform; PT $33; Top Pick $OCUL $XBI FDMT REGN SRZN KOD Mizuho said in its note to investors: YTD EYPT shares have been surprisingly weak (-24% vs. -2% XBI) on no change in fundamentals but also in-line with Ocular Therapeutix (OCUL NC) its main competitor which YTD is - 25%. We remind that top-line data from OCUL's first P3 study for Axpaxli are expected this quarter (any day now) and given similarities between Axpaxli and EYPT's Duravyu (both TKI-based maintenance therapies for wet AMD) we're expecting volatility in EYPT shares in consequence of the OCUL data." [X Link](https://x.com/Quantumup1/status/2018332764517384588) 2026-02-02T14:36Z [----] followers, [----] engagements "Citizens reiterated $ACAD Market Outperform-$34 and said Likely negative CHMP opinion on the trofinetide MAA for Rett syndrome slows expansion into the EU $TSHA $NGNE AVXL Citizens added Yesterday afternoon Acadia announced a negative CHMP trend vote on its trofinetide MAA for Rett Syndrome after an oral explanation and the company expects a negative CHMP opinion. The formal CHMP opinion is anticipated later in February and management intends to seek a re-examination of the opinion should it be unfavorable. While this update is disappointing exU.S. sales of trofinetide represent potential" [X Link](https://x.com/Quantumup1/status/2018648343434457215) 2026-02-03T11:30Z [----] followers, [----] engagements "B Riley reiterated $TGTX Buy/$55. $NVS $RHHBY Here's what B Riley had to say in its note: H.C. Wainwright Assumed Coverage on $TGTX at Buy-$60 and said: An MS franchise in the making; we expect Briumvi's market penetration to grow significantly in the next few yearsestimate that SC Briumvi could take peak US revenues from $3.1B to $5.1B in [----]. $RHHBY $NVS H.C. https://t.co/Miiar782G7 H.C. Wainwright Assumed Coverage on $TGTX at Buy-$60 and said: An MS franchise in the making; we expect Briumvi's market penetration to grow significantly in the next few yearsestimate that SC Briumvi could" [X Link](https://x.com/Quantumup1/status/2019026150207406444) 2026-02-04T12:32Z [----] followers, [----] engagements "Guggenheim🏁 $STOK Buy/$60 $BIIB $PRAX DRUG UCBJY UCBJF JAZZ Guggenheim said in its initiation report: Our investment thesis on STOK centers around our positive view of its lead asset zorevunersen a first-in-class antisense oligonucleotide (ASO) designed to restore SCN1A haploinsufficiency the root cause of Dravet syndrome (DS) by upregulating NaV1.1 expression. Key pillars of our thesis: (1) zorevunersen is the first drug showing disease-modifying potential in DS with benefit not only on seizure frequency but also on cognition behavior and adaptive function also supported by EEG biomarkers;" [X Link](https://x.com/Quantumup1/status/2019385972002111518) 2026-02-05T12:21Z [----] followers, [----] engagements "Stifel reiterated $ERAS Buy-$10 and provided its takeaways after🗣w/ CFO/CBO. $RVMD BBOT DAWN MRK NVS $IMRX We hosted a fireside chat with Erasca's CFO/CBO David Chacko during the [----] Stifel Biotech Ski Summit in Park Clty (February 2-4). See main takeaways below: panRAS competitive landscape why hasn't pharma brought forward a pan-RAS ERAS views RVMD as a trailblazer with themselves solidly in second place; secured COM in 10/2025. ERAS-0015 is optimized for PK and potency; competitors who enhance one over the other could see diminishing returns (e.g. less favorable therapeutic index). The" [X Link](https://x.com/Quantumup1/status/2020859565227610453) 2026-02-09T13:57Z [----] followers, [----] engagements "Stifel🏁 $OLMA Buy-$48 and said We are initiating coverage of Olema Pharmaceuticals (OLMA) with a Buy rating and $48 Target Price. AZN $LLY $RHHBY ARVN BBOT Our thesis centers on lead asset palazestrant a potential best-in-class oral SERD/CERAN. Its optimal pharmacology allows for sustained 24/7 estrogen receptor (ER) antagonism which we believe is critical to preventing pro-oncogenic gene expression. We conservatively model peak sales of $3.1B in [----] and stress that endocrine therapy in ER+/HER2- could be a $20B+ global market opportunity with plenty of room for many big players. Goldman" [X Link](https://x.com/Quantumup1/status/2021332411758325977) 2026-02-10T21:16Z [----] followers, [----] engagements "Laidlaw reiterated $VKTX Buy/$110: $NVO $GPCR LLY AMGN PFE Morgan Stanleythe PT to $99 from $102 and reiterated at Overweight: Laidlaw said: VKTX reported 4Q25 financial results and corporate updates today after the close. Our take is that VKTX has provided clearer pathways for a more comprehensive VK2735 in obesity advancement on many fronts. Specifically in addition to the completion and the later data readout of subQ VK2735 VANQUISH studies oral VK2735 is expected to enter Phase III study in 2H26 and we estimate topline readout possibly in [----]. The potential to incorporate maintenance" [X Link](https://x.com/Quantumup1/status/2021895256011145704) 2026-02-12T10:32Z [----] followers, [----] engagements "Raymond James $BBIO's PT to $89 from $85 reiterated Outperform and said Infigratinib efficacy comes in competitive with/slightly ahead of the CNP class. Infigratinib met its primary endpoint at Week [--] demonstrating an LS mean difference in annualized height velocity (AHV) vs. placebo of +1.74 cm/yr (p0.0001); with all the caveats of cross-trial comparison this comes in slightly ahead of the bar set by CNPs in Phase [--] (+1.5 cm/yr vs. pbo) notably in a population with a slightly higher baseline AHV than CNP comps. The trial also achieved statistical significance on CFB in height Z-score (LS" [X Link](https://x.com/Quantumup1/status/2021968621249978733) 2026-02-12T15:24Z [----] followers, [----] engagements "Piper Sandler🏁 $URGN Overweight/$36. $MRK $AZN $JNJ $BMY $TEVA Piper Sandler said in its initiation report: $URGN shares have been volatile in [----] (e.g. ODAC briefing documents ODAC panel vote and ultimate FDA approval) but investors are starting to gain more confidence in the Zusduri launch. That said we think the Street still underestimates peak sales potential in LG-IR-NMIBC and overestimates IP risk to the -102/-103 franchise. We think early commercial launch datapoints combined with updates from the Ph. III UTOPIA of UGN-103 will drive meaningful upside to $URGN shares over the next" [X Link](https://x.com/Quantumup1/status/1957754300001579499) 2025-08-19T10:39Z [----] followers, [----] engagements "RBC Capital reiterated $ONC Outperform-$408 and said In-House Capabilities Can Drive Sustainable Near- and Long-Term Innovation $LLY $ABBV AZN VSTM BGNE ZLAB RBC Said: Yesterday we had the opportunity to take ONC mgmt on the road with investor conversations focusing largely on the sustainability of ONC's development engine as well as near-term competitive threats. We felt mgmt was confident that the company had built a true moat that enabled them to execute quickly and bring best-in-class molecules to the clinic and market exemplified by Brukinsa sonrotoclax and '16673 which together round" [X Link](https://x.com/Quantumup1/status/2001296550652182865) 2025-12-17T14:20Z [----] followers, [----] engagements "Cantor $XENE's PT to $55 from $45 and reiterated at an Overweight rating. $PRAX $BHVN RAPP NBIX JAZZ Cantor said in its note: Our "house view" is that most of the incremental value from current levels comes from the rest of the pipeline and not from seizures so we're generally agnostic wrt XTOLE-2 as a catalyst. We also note that azetukalner exclusivity while long-dated will be driven more by polymorph dosing and method patents. As such it may take 7-8 years to get a clearer sense of when generics might enter. However azetukalner for seizures provides at least a strong valuation framework" [X Link](https://x.com/Quantumup1/status/2008171618581856372) 2026-01-05T13:39Z [----] followers, [----] engagements "TD Cowen reiterated $CNTA at a Buy rating and said As We Await Higher Dose Data For '750 Stock Pullback Is A Good Entry Point $ALKS $TAK ESALY HRMY TD Cowen additionally said We view the recent pullback as a good opportunity as early '750 Phlla data in NT1 NT2 & IH suggest a competitive profile w/ potential to show dose-dependent efficacy for meaningful upside. QD & split dosing is increasingly understood to be needed to optimize outcomes in normal orexin NT2/IH pts. CNTA to initiate PhIII studies in Q1 w/$2.5B+ potential in peak sales & pipeline expansion to add. As we await additional '750" [X Link](https://x.com/Quantumup1/status/2011547696134307872) 2026-01-14T21:15Z [----] followers, [----] engagements "Guggenheim $GPCR's PT to $140 from $90 and reiterated at a Buy rating. $RHHBY $VKTX NVO LLY AMGN PFE MBX Here's what Guggenheim had to say: Following a strong December [----] with robust topline ACCESS Phase 2b data the Phase [--] start of oral amylin ACCG-2671 and the company now well financed for Phase [--] we are updating our model to reflect our increased confidence in aleniglipron's ultimate Phase [--] and commercial success with potential incremental upside anticipating the promise of GPCR's first-in-class oral small molecule amylin program (ACCG-2671) advancing to the planned Phase 2a program. We" [X Link](https://x.com/Quantumup1/status/2013596856798830829) 2026-01-20T12:57Z [----] followers, [----] engagements "Citizensthe PT on $MDGL to $745 from $527 and reiterated at Market Outperform. $IVA VKTX ALGS ALT AGMT LLY $NVO Citizens said in its note: MDGL shares have pulled in to start [----] (down 14%) which we think is a knee-jerk reaction to the company not getting bought and the ervogastat deal signaling that a near-term buyout is unlikely. Taking a step back we consider the potential combo candidates as upside to our valuation but they diversify the IP risk on Rezdiffra and give us more confidence in the longer-term revenue tail. Management is building out its pipeline from a position of strength" [X Link](https://x.com/Quantumup1/status/2013638984010768424) 2026-01-20T15:45Z [----] followers, [----] engagements "Guggenheim (a/o Jan. 16) $MBX's PT to $88 from $77 and reiterated at Buy $GPCR MSTR - $PFE VKTX NVO LLY ASND AZN NVO Guggenheim said Earlier this week MBX reiterated plans to release Ph 1b data in 4Q26 for its once-monthly obesity drug MBX [----] (GLP-1/GIP). In addition the company announced plans to select and advance two additional once-monthly obesity development candidates this year (amycretin in 2Q26 and GLP-1/GIP/GCGR in 3Q26). Given the broadening peptide portfolio and 4Q26 clinical data catalyst we now incorporate heavily risk-adjusted obesity sales in our model to preliminarily" [X Link](https://x.com/Quantumup1/status/2013646635545301488) 2026-01-20T16:15Z [----] followers, [----] engagements "Barclays assumed coverage of $PTCT to Overweight-$119 from EW-$68 after initiating coverage of [--] biotech stocks and assuming coverage of [--] with a positive view of the industry. $BMRN $OTSKY RLFTY SYBX QURE RHHBY WVE TEVA Barclays says that it likes the setup for the group in 2026many biotech stocks remain undervaluedexpects continued M&A strong underlying fundamentals and less of a focus on drug pricing to act as significant tailwinds. Barclays additionally said We think PKU could be $2B at peak. We think PKU remains underappreciated and see Sephience beating in [----] and beyond." [X Link](https://x.com/Quantumup1/status/2016548268172333121) 2026-01-28T16:25Z [----] followers, [----] engagements "H.C. Wainwright reiterated $AQST Buy/$10 $SPRY $NSRX TEVA VTRS H.C. Wainwright said in its note: Yesterday Aquestive Therapeutics disclosed that it had received a Complete Response Letter (CRL) from the FDA on January [--] [----] for the New Drug Application (NDA) seeking approval of Anaphylm (dibutepinephrine) sublingual film for the treatment of Type I allergic reactions including anaphylaxis in patients weighing 30kg or more (approximately [--] pounds). In the CRL which focuses on administration and labeling guidance the FDA cited deficiencies in the Anaphylm human factors (HF) validation study." [X Link](https://x.com/Quantumup1/status/2018676414778630511) 2026-02-03T13:22Z [----] followers, [----] engagements "RBC Capital reiterated $OCUL Outperform-$30 and said We Maintain Our Conviction Into SOL-1 and See Recent Weakness as Buying Opportunity $EYPT $XBI FDMT REGN SRZN RBC Capital additionally said OCUL shares are -28% YTD (vs +2% XBI) with no strong rationale for the downturn beyond investor jitters into the pivotal SOL-1 readout. We think the recent downturn is unfounded as there has been no change to the long-thesis in our view. We maintain conviction in SOL-1 given that: 1) trial readout is within guided timelines; 2) the long-acting TKI class has demonstrated convincing Phase I/II data in" [X Link](https://x.com/Quantumup1/status/2019413538993791083) 2026-02-05T14:11Z [----] followers, 15.5K engagements "Truist $MDGL's PT to $640 from $580 reiterated at Buy rating and said that it remains Buyerssees $7.7B in peak sales. $IVA LLY $NVO VKTX ALT SGMT ALGS Truist in its note said: We remain Buyers of MDGL and raise our PT to $640 (prev $580) due to increased conviction in Rezdiffra's potential specifically in MASH F4 subtype following data at AASLD (see our note). These data showed substantial efficacy benefit in patients with baseline platelet 100k (more severe patients) a subtype that is also enrolled in the ongoing Ph3 MAESTRO-NASH OUTCOMES trial. Our conviction is reflected in peak adj MASH" [X Link](https://x.com/Quantumup1/status/1991104528607801623) 2025-11-19T11:21Z [----] followers, [----] engagements "Goldman Sachs $OLMA's PT to $38 from $26 and reiterated at a Buy rating. $RHHBY $NVS PFE AZN LLY ARVN H.C. WainwrightPT to $45 from $36 and reiterated at a Buy rating. Here's what the Analysts had to say: Guggenheim🏁 $OLMA Buy/$20 NVS $PFE $RHHBY Guggenheim said in it initiation report: https://t.co/yc1r09HHRR Guggenheim🏁 $OLMA Buy/$20 NVS $PFE $RHHBY Guggenheim said in it initiation report: https://t.co/yc1r09HHRR" [X Link](https://x.com/Quantumup1/status/1999091265271673287) 2025-12-11T12:17Z [----] followers, [----] engagements "B Rileythe PT on $MDGL to $670 from $560 reiterated at a Buy rating and said that they see Rezdiffra peak-year sales of $4.5B $IVA $NVO VKTX LLY ALGS SGMT ALT B Riley said that they now value MASH using a risk-adjusted approach aligned with recent M&A deals reflecting peak-year sales of $4.5B extended by loss of exclusivity protection and the Rezdiffra/'2086 combo strategyearly GLP-1 adoption trends and strong patient-level script growth support market expansion while disciplined opex and modest gross-to-net adjustments underpin significant near-term free cash flow generation. Truist $MDGL's" [X Link](https://x.com/Quantumup1/status/1999562110204866799) 2025-12-12T19:28Z [----] followers, 11.7K engagements "H.C. Wainwright $CLYM's PT to $11 from $9 and reiterated at Buy $SNY NVS $AZN GSK HCW said in its note: We draw investors' attention to the fact that budoprutug Climb Bio's most advanced asset is currently in two mid-stage proof-of-concept trials in immune thrombocytopenia (ITP) and systemic lupus erythematosus (SLE) both of which are slated to report top-line data in 2H26. Budoprutug a clinical-stage anti-CD19 monoclonal antibody (mAb) is designed to deplete CD19-positive B cellsincluding antibody secreting cells (plasma blasts)in order to directly reduce pathogenic autoantibodies. Climb Bio" [X Link](https://x.com/Quantumup1/status/2001634786960408848) 2025-12-18T12:44Z [----] followers, [----] engagements "Stifel reiterated $GHRS Buy-$32 and said: We're reiterating our Buy rating on GHRS on the back of news that the GH001 clinical hold was lifted removing an overhang on the stock. ATAI JNJ CMPS $CYBN $MNMD Stifel additionally said: Bottom line: this sets up GHRS to start their ph3 program in [----] on the back of very strong ph2b data. We expect shares to trade significantly higher today given that GHRS has significantly underperformed peers since the prior July update when FDA originally had asked for more information before removing the hold. On next steps -- we caught up with management who is" [X Link](https://x.com/Quantumup1/status/2008163528268492914) 2026-01-05T13:07Z [----] followers, [----] engagements "Raymond James reiterated $COGT Strong Buy-$60 and provided its WW product revenue ests for bezuclasinib in [--] indications for FY27-30 w/ [--] NDA submitted & [--] on deck in 1H26 ahead of competitors conference this week. $SNY - BPMC NVS OPHLY GSK $CLDX Raymond James said in its note Recall Cogent submitted an NDA for NonAdvSM in December based on positive SUMMIT data presented earlier last year and expects FDA to accept the NDA by the end of February [----]. Moreover Cogent is on track to submit two more NDAs for GIST and AdvSM in April [----] and 1H26 respectively. Overall by Cogent's estimates and" [X Link](https://x.com/Quantumup1/status/2010823550425235465) 2026-01-12T21:17Z [----] followers, [----] engagements "Cantor reiterated Top Pick $VERA Overweight; $100. $TVTX NVS OTSKY $JBIO VRTX AZN IONS RHHBY Here's what Cantor had to say: We caught up with VERA a "Top Pick" and discussed atacicept's (APRIL/BAFF inh; BTD) potential approval in IgA nephropathy (IgAN) and commercial launch preparations. Our overall takeaway is that all the pieces are in place for a successful regulatory outcome as VERA lays the framework for a strong commercial launch. TD Cowenthe PT on $VERA to $73 from $60 and reiterated at a Buy rating. $TVTX $OTSKY JBIO VRTX ABBV ALNY IONS Here's what TD Cowen had to say: We are" [X Link](https://x.com/Quantumup1/status/2012228932100030794) 2026-01-16T18:22Z [----] followers, [----] engagements "Raymond James $TYRA's PT to $55 from $35 and reiterated at Strong Buy. $URGN $JNJ PFE MRK ALPMY Raymond James said in its note: Remain Strong Buy rated on TYRA shares and raise our price target to $55 after layering estimates for dabogratinib in upper tract urothelial carcinoma (UTUC) into our model. Recall that although this is a smaller opportunity (around 3K U.S. patients) TYRA can accelerate the development here (a Phase [--] trial has recently been initiated) with the potential for this to be the first approved indication for dabogratinib (which we estimate in early [----] a couple of" [X Link](https://x.com/Quantumup1/status/2016625267691683922) 2026-01-28T21:31Z [----] followers, [----] engagements "RBC Capital reiterated $EYPT Outperform-$39 and said We Maintain Our Conviction in the LongActing TKIs and See Recent Weakness as Buying Opportunity $OCUL $XBI REGN RHHBY SRZN KOD FDMT RGNX - ABBV RBC Capital said in its note: EYPT shares are -30% YTD (vs +2% XBI) with no strong rationale for the downturn beyond investor jitters into competitor OCUL's pivotal SOL-1 readout. We think the recent downturn is unfounded as there has been no change to the long-thesis in our view. We maintain conviction in EYPT and the long-acting TKI class given that: 1) the TKIs have demonstrated convincing Phase" [X Link](https://x.com/Quantumup1/status/2019448855624884728) 2026-02-05T16:31Z [----] followers, [----] engagements "William Blair🏁 $TYRA Outperform-$59.62 FVE and said that it sees three blockbuster opportunities for pot'ly first-in-class dabogratinib. $URGN $BBOT MRK ALPMY BMRN LLY BMY ACRV JNJ Here's what else William Blair had to say: We are initiating coverage of Tyra Biosciences with an Outperform rating and $59.62 fair-value estimate. Tyra is developing dabogratinib a potentially first-in-class selective FGFR3 inhibitor that could have broad therapeutic potential in oncology and growth disorders. The company has generated early clinical data with dabogratinib in metastatic urothelial carcinoma (mUC)" [X Link](https://x.com/Quantumup1/status/2021201797788885318) 2026-02-10T12:37Z [----] followers, [----] engagements "Piper Sandler🏁 $CLYM and said We are initiating coverage on Climb Bio Inc. (CLYM) with an OW rating and $23 PT where it is developing budoprutug (anti-CD19) across three indications (pMN ITP SLE) and CLYM116 (anti-APRIL) in IgAN. $CGEM $ZBIO NVS SNY TAK ARGX Piper Sandler added: Accordingly CLYM is trading above cash where it has multiple shots on goal to unlock significant value heading into a catalyst-rich mid-2026/2H26. Specifically budoprutug has high PoS in pMN with Ph1b PoC data demonstrating rapid/durable B-cell depletion serologic remission and complete/partial clinical remission" [X Link](https://x.com/Quantumup1/status/2022294106731376962) 2026-02-13T12:57Z [----] followers, [----] engagements "Craig-Hallum🏁 $CMPX argues Tovecimig already met the ORR [--] of a Ph3 2L BTC study/ PFS/OS data is expected in Marexpects these data to support a pot '27 comm launch in 2L BTC (models a $1B peak oppy)+sees sigpot from early-stage pipeline. $AZN BMY $BNTX DCTH MRK Here's what else Craig-Hallum said in its note: We are initiating coverage of Compass Therapeutics with a Buy rating and $15 price target as we believe CMPX's approach in developing bispecific antibodies (BsAbs) focused on angiogenesis and immuno-oncology will be integral in the next-generation of cancer therapies. BsAbs" [X Link](https://x.com/Quantumup1/status/2022332075974488090) 2026-02-13T15:28Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Quantumup1 quantumup
Several biotech companies have recently received positive ratings and price target increases from analysts. Viking Therapeutics ($VKTX) and Insmed ($INSM) have seen significant upgrades, with Cantor Fitzgerald and UBS reiterating their buy ratings and increasing price targets, citing promising data and growth potential. Other companies, such as BridgeBio ($BBIO) and Revolution Medicines ($RVMD), have also received upgrades and price target increases, driven by positive earnings results and pipeline developments.
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Social Influence
Social category influence stocks 91.81% finance 29.82% cryptocurrencies 11.7% currencies 10.53% financial services #1650 automotive brands 1.75% technology brands 0.58%
Social topic influence we are 18.13%, target 16.96%, rating #728, strong 15.79%, $jnj #13, $bmy #6, $sny #3, $pfe #102, $nvs #3, goldman sachs #283
Top accounts mentioned or mentioned by @biopharmiq @semodough @tlorriman @brianskorney @samfazeli8 @yaronwerber @lubagreenwood @daphnezohar @colongracee @jmaraganore @nkjellson @bradloncar @lifescivc @timopler @buydaras @andreagtc @biowino
Top assets mentioned Johnson & Johnson (JNJ) Bristol-Myers Squibb Co (BMY) Synthetify (SNY) Pfizer, Inc. (PFE) Novartis AG (NVS) Goldman Sachs (GS) Eli Lilly and Company (LLY) AstraZeneca PLC (AZN) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) BridgeBio Pharma, Inc. Common Stock (BBIO) Merck & Co., Inc. (MRK) Biogen Inc (BIIB) Aardvark Therapeutics, Inc (AARD) Soleno Therapeutics, Inc. Common Stock (SLNO) Regeneron Pharmaceuticals Inc (REGN) Edgewise Therapeutics, Inc. (EWTX) Born in [--] (19) Praxis Precision Medicines, Inc. (PRAX) Revolution Medicines, Inc. (RVMD) Ocular Therapeutix, Inc. (OCUL) Immuneering Corporation (IMRX) 4D Molecular Therapeutics Inc. (FDMT) Lexeo Therapeutics, Inc (LXEO) Liquidia Corporation Common Stock (LQDA) United Therapeutics, Corp. (UTHR) Alnylam Pharmaceuticals, Inc. (ALNY) BioMarin Pharmaceutical, Inc. (BMRN) Apogee Therapeutics, Inc. (APGE) Morgan Stanley (MS) Novo-Nordisk (NVO) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Tyra Biosciences, Inc. (TYRA) Cytokinetics Inc. (CYTK) PTC Therapeutics, Inc. (PTCT) Acadia Pharmaceuticals Inc. (ACAD) Gilead Sciences, Inc. (GILD) Erasca, Inc. (ERAS) Viking Therapeutics, Inc (VKTX) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Wave Life Sciences Ltd. Ordinary Shares (WVE) Arrowhead Research Corporation (ARWR) IDEAYA Biosciences, Inc. Common Stock (IDYA) Immunocore Holdings Limited (IMCR) Taysha Gene Therapies, Inc. (TSHA) AbbVie Inc (ABBV) Vera Therapeutics, Inc. (VERA) Alkermes Inc. plc (ALKS) Insmed, Inc. (INSM) Protagonist Therapeutics, Inc (PTGX) Travere Therapeutics, Inc. Common Stock (TVTX) Legend Biotech Corp (LEGN) Arcellx, Inc. (ACLX) Structure Therapeutics Inc. (GPCR) MapLight Therapeutics, Inc (MPLT) Jade Biosciences, Inc. (JBIO) Vertex Protocol (VRTX)
Top Social Posts
Top posts by engagements in the last [--] hours
"Oppenheimer🏁 $TBPH Outperform/$27 $VTRS $HLUBF HLBBF TAK GSK AZN Oppenheimer said We are launching on Theravance Biopharma at Outperform with a $27 PT. We see potential for the company's 1Q26 Phase [--] ampreloxetine readout to be transformative with a positive risk/reward into topline data. Our 50% PoS supports 50% upside potential and approval would likely support a roughly doubling of our valuation expectations. Downside risk is offset with Yupelri supporting the company at near cash flow breakeven along with an anticipated pro forma cash balance after royalty milestones of $500M. Theravance"
X Link 2025-12-03T11:34Z [----] followers, [----] engagements
"Raymond James reiterated $BHVN Strong Buy-$75 and said Premarket Action Seemingly in Sympathy to $QURE's Contention That FDA Reversed Itself is Misplaced. Raymond James additionally said While we continue to characterize this quarter's PDUFA decision on troriluzole in SCA as high-risk we think today's premarket action (down 25%) seemingly in sympathy to QURE's contention that FDA reversed itself relative to the submission of AMT-130 (a gene therapy for Huntington's disease) is misplaced. For starters we are talking different centers CDER for BHVN and CBER for QURE. Additionally FDA's feedback"
X Link 2025-11-03T14:56Z [----] followers, 29.8K engagements
"Oppenheimer reiterated $NKTR Outperform/$98 APGE CRVS $REGN $SNY LLY ABBV Here's what Oppenheimer had to say in its note to investors: Following the 3Q update on Thursday NKTR presented additional findings from the REZOLVE-AD Ph2b study of rezpeg in atopic dermatitis in a late-breaking oral presentation at ACAAI. New results showed that across dose cohorts rezpeg treatment demonstrated significant and clinically meaningful improvements in prespecified ACQ-5 scores in AD patients who reported a history of asthma. We view the new findings as further strengthening rezpeg's differentiated profile"
X Link 2025-11-10T11:41Z [----] followers, 15.8K engagements
"Wedbush Added $WVE to it Best Idea List whilethe PT to $33 and reiterating at an Outperform rating. $ARWR $RYTM LLY NVO VKTX AMGN GPCR GSK SRPT IONS SLDB PTCT Here's what Wedbush had to say: We are adding WVE to the Wedbush Best Ideas List and raising PT from $20 to $33 following the positive initial WVE-007 Ph1 data in obesity (note). Additional data from higher dose cohorts in 1Q&2Q26 could show further improved weight reduction with good muscle preservation and the WVE-006 clinical update in a-1 antitrypsin deficiency (AATD) in 1Q26 and NDA submission for WVE-N531 in Duchenne muscular"
X Link 2025-12-12T13:22Z [----] followers, [----] engagements
"Citizens reiterated $OCUL Market Outperform/$29 REGN $EYPT $FDMT SRZN RGNX - ABBV Citizens said in its note: OCUL has taken the road less traveled with the Phase [--] SOL-1 trial evaluating Axpaxli's superiority to Eylea which will be a first for the field. The clinical meaningfulness of the data is limited given the rescue criteria and disconnect between Eylea's use in the study and real world practice. That being said the SOL-1 readout is important for several reasons: 1) OCUL now plans on submitting its NDA based on SOL-1 so success could mean a quicker path to approval than previously"
X Link 2025-12-16T11:33Z [----] followers, 13.9K engagements
"H.C. Wainwright keeps $XERS at Buy; $10 and said in its [----] JPM Conference Takeaways Packet: $CORT $TEVA Upcoming Catalyst March [--] 2026: Formal [----] guidance and outlook following strong [----] preliminaries. 2026: Initiation of XP-8121 Phase [--] trial in hypothyroidism. 2026: Continued commercial execution across Recorlev Gvoke and Keveyis. Analyst View Rating maintained Buy [----] revenues ($292M total revenue; 4Q25 annualizing $344M) make [----] consensus appear achievable or beatable with Recorlev outperforming and [---] patients already on therapy. Recorlevs growth trajectory suggests revenue"
X Link 2026-01-23T18:18Z [----] followers, [----] engagements
"Canaccord Genuity $CMPX's PT to $13 from $10 reiterated at Buy and said We see upside to $13 and downside to $4 on upcoming Phase 2/3 data for tovecimig + paclitaxel expected end of 1Q26. $BMY TEVA $SNY PFE AMGN We see a low bar vs paclitaxel monotherapy and note Compass demonstrated a statistically significant benefit for response rate. We also believe safety is manageable with Grade 3+ neutropenia likely lower vs Phase [--]. We also benchmarked Progression Free Survival and Overall Survival (OS) against standard of care FOLFOX. $CMPX daily break attempt https://t.co/uc74ZuWEUg $CMPX daily"
X Link 2026-02-04T19:50Z [----] followers, [----] engagements
"Truist $CGON's PT to $75 and reiterated at a Buy rating. $URGN JNJ MRK IBRX PFE TARA $TYRA Here's what Truist said: CGON is set to disclose PIVOT-006 topline in IR NMIBC in 1H26 - a setting with a large addressable market & less competition where Creto is the most advanced candidate with broad disease coverage (LG/HG Ta including newly diagnosed patients). Here we provide a mini-primer on the IR NMIBC landscape and PIVOT-006's setup against our efficacy bars (HR 12-mos RFS). We see a potential for -/+30% stock move & assign a 55% PoS to our Good/Best-case scenarios (PoS-adj 6% upside"
X Link 2026-02-10T19:32Z [----] followers, [----] engagements
"Truist believes $ROIV (Buy/$23) could be up today following news of +VE Ph2 results for brepocitinib in NIU. The +VE results point to pot success in NIU & add'l indication being evaluated dermatomyositis (Ph3 readout '25) w/ $1B comm opp (comb'd indications) =upside to ests. Guggenheim🏁 $ROIV Buy/$17 VTAMA is a breakthrough commercial-stage topical cream with a lot of room to grow; approval in atopic dermatitis (AD) could be a major inflection point on the course to generate $2.5B in peak sales. Adds RVT-3101 could be $imvt $pfe https://t.co/39Ui1vQ4Ii Guggenheim🏁 $ROIV Buy/$17 VTAMA is a"
X Link 2024-04-02T12:51Z [----] followers, [----] 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 [--] 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"
X Link 2025-07-02T15:57Z [----] followers, [----] engagements
"H.C. Wainwright reiterated $RZLT Buy/$14' $ZLDPY $ZLDPF $CRNX $AMLX H.C. Wainwright said: The FDA's greenlight on a streamlined Phase [--] upLIFT study-following granting two Breakthrough Therapy Designation (BTD) this year-is another sign of the agency recognizing the value of ersodetug in treating hyperinsulinism (HI) a rare disease. We believe this FDA decision is in part based on the real-world evidence (RWE) of ersodetug in over [--] patients with tumor HI consistent with the FDA guidance of integrating RWE in decision-making in rare diseases. The revised upLIFT is a single-arm open-label"
X Link 2025-09-03T14:38Z [----] followers, [----] engagements
"Truist🏁 $UPB Buy/$47 $AZN $AMGN REGN SNY Truist said in its Upstream Bio initiation: In our view UPB's TSLP-receptor inhibitor verekitug offers a differentiated and now de-risked biologic treatment option for I&I respiratory diseases - which represents a rapidly growing multi-billion dollar market. TSLP ligand blockade has shown broader/ deeper efficacy vs other biologics for severe asthma with the approved drug Tezspire (AMGN (Hold Devarakonda)/ AZN (NR)). Verekitug offers similarly robust efficacy but with a much improved dosing schedule via targeting the receptor. Given the size of the"
X Link 2025-10-14T12:11Z [----] followers, [----] engagements
"MapLight Therapeutics' ( $MPLT ) IPO is Reportedly Well Oversubscribed Ahead of its Scheduled Pricing on October [--] - Yesterday As Per Bloomberg/BBG. $KRTX - $BMY The current offering is [-----] million shares at $17 each to raise $250.8 million. The company is expected to stop taking orders Thursday after markets close in New York; the offering is scheduled to price on October [--] according to a management presentation. Morgan Stanley Jefferies Financial Group Inc. Leerink Partners and Stifel Financial Corp. are working on the offering. MapLight is pioneering the discovery development and"
X Link 2025-10-21T12:52Z [----] followers, [----] engagements
"JPMorganthe PT on $IDYA to $79 from $74 reiterated at an Overweight and darovasertib's probability of success (PoS) in the neoadjuvant setting to 70% from 60%estimates peak sales of $500M in the U.S. alonesees share upside into the mUM update. $IMCR $PFE MRK BMY RBC Capitalthe PT on $IDYA to $41 from $38 and reiterated at an Outperform after at ESMO IDYA presented data on eye and visual acuity preservation from daro in the neo-adjuvant setting building on abstract data in the metastatic setting from Friday. $IMCR $PFE BMY RBC Capital RBC Capitalthe PT on $IDYA to $41 from $38 and reiterated"
X Link 2025-10-23T11:28Z [----] followers, [----] engagements
"Truist reiterated $EWTX Buy-$46 and said We See Risk/Reward of 30-40% Up/20-30% Down into 4Q data $CYTK $BMY Truist added As we head into Ph2 HCM readout in 4Q we reiterate our Buy rating. As a reminder EWTX reported data from Ph2 B/C cohorts in April. While data showed favorable efficacy & LVEF excursion rates with potential to differentiate vs CMIs incidence of atrial fibrillation became a primary concern for investors. We see risk/reward of 30-40% up/20-30% down into 4Q data & note 1) Part D patient screening is key (details below); 2) KOL checks do not highlight AF as a concern; 3) In our"
X Link 2025-11-03T14:39Z [----] followers, [----] engagements
"Cantor reiterated $TSHA Overweight/$13 $NGNE $ACAD Cantor said in its note: Neurogene (NGNE NC) reported updated Phase 1/2 data for its ICV-administered gene therapy NGN-401 in Rett syndrome (rare neurodevelopmental disorder). From our conversations we believe investors have spent more time focusing on key differences between the approaches although there have also been questions about how to interpret cross-data comparisons with Taysha's TSHA-102 (intrathecally administered AAV9-based gene therapy). NGNE shares closed -15% today (vs. -8% for TSHA) which we believe could be in part related to"
X Link 2025-11-14T12:44Z [----] followers, [----] engagements
"BofA $IMTX's PT to $14 from $12 reiterated at Buy and said PRAME Franchise Continues to Deliver Ahead of SUPRAME Pivotal Data $IMCR $GILD BofA added We continue to like Immatics' PRAME franchise which we'd argue is coming into its own with recent bispecific data adding another key player to the franchise. Immatics remains well-capitalized ($505.8M in cash runway into 2H27e) to support pipeline developments and reach a potential launch for IMA203 (guided for 2H27e). The nearest-term data catalyst will be IMA203CD8 (to be presented on Dec. 11th at the ESMO Immunooncology Congress) where we'll"
X Link 2025-11-17T16:57Z [----] followers, [----] engagements
"Jefferies🏁 $MPLT Buy/$32 KRTX - $BMY CERE - $ABBV NBIX Jefferies said in its initiationMPLT has an intriguing Phase II pipeline that could ultimately disrupt the CNS/neuro landscape starting with ML-007C-MA (oral M1/M4 agonist) in schizophrenia (SCZ) and Alzheimer's disease psychosis (ADP). Second asset ML-004 is an oral 5-HT1B/1D for autism spectrum disorder (ASD). Each program represents a $1B+ blockbuster opportunity and all of them will have pbo-controlled Phase II data in 2026-27 (3 shots on goal). As such we like the risk/reward at $660M cap since $1B+ in peak sales (conservative) x"
X Link 2025-11-21T13:10Z [----] followers, [----] engagements
"Cantor reit'd $VERA OW-$100/saidWe continue to view VERA shares as undervalued ($1.8B mkt cap with $497M cash as of Sep 30) given the competitive profile in lgAN a multi-$B market that can easily accommodate multiple disease-modifying B cell modulators. $OTSKY $JBIO ALNY ABBV VRTX NVS IONS Cantor additionally said: This view is in line with that of multiple investors we spoke to at ASN who believe IgAN is a $10B market for B-cell modulators. Our math suggests IgAN patients with proteinuria [---] g/day (76% according to literature (here)) represent 85K-151K US patients. Assuming annualized"
X Link 2025-11-26T12:21Z [----] followers, 10.9K engagements
"Cantor reiterated $LXEO Overweight/$19 after survey $LRMR $BIIB Cantor said in its note: Overall sentiment was very positive on LXEO with investors expressing that the value of FA cardiomyopathy (AAVrh10- based gene therapy LX2006) alone is undervalued (although consensus is that LXEO has a good case to support a broad FA label). Beyond this there is some excitement around PKP2-ACM especially as LXEO could differentiate on safety and it represents a significant market opportunity. That said to an extent we still think it is under the radar and not all investors we we have spoken with"
X Link 2025-12-01T13:01Z [----] followers, [----] engagements
"B.Riley $CNTA's PT to $42 from $33 and reiterated at a Buy rating after Data Deep Dive $ALKS $TAK AVDL ESALY HRMY B.Riley said: We are raising our price target from $33 to $42 for buy-rated CNTA following Ph2 CRYSTAL-1 data deep dive that we believe positions ORX750 as significantly de-risked for potential first-in-class status in NT2 and IH and best-in-class in NT1. Notably ORX750 achieved [--] min placebo-adjusted MWT improvement at just 1.5mg matching TAK-861 (20 min) and ALKS' alixorexton (22-26 min at 4-8mg) at 5-15x lower doses. Cataplexy reduction (87%) and ESS normalization were robust"
X Link 2025-12-01T13:21Z [----] followers, [----] engagements
"Canaccord Genuity (Nov. 2025) before recent data also $GUTS's (Buy; $8) PoS for Revita to 70% from 60% pluspeak penetration to 2% from 1% in the weight maintenance population. So Canaccord Genuity had a nice PoS going into recent data and on the peak penetration in their earlier July report they had peak sales of $400M in [----] on only 1% peak penetration so now they're at 2%. CG also spoke to KOLs (N=4) in that same July report where CG said this "Assuming at least 1yr durability the very conservative market share estimates by the docs are still more aggressive than what we're currently"
X Link 2025-12-03T12:20Z [----] followers, 12.8K engagements
"Jefferies reiterated $MPLT Buy/$32 KRTX - $BMY CERE - $ABBV NBIX Jefferies said in its note to investors: In H2:26 we think oral ML-007C-MA (novel M1/M4 muscarinic) has a 30-40% PoS to generate superior Phase II schizophrenia data (pot'l +100% stock move) helping de-risk the second program in Alzheimer's psychosis which has Phase II data in H2:27 (another pot'l +100% move). Approved in SCZ BMY's Cobenfy (M1/M4) is delaying its Phase III ADP readout (ADEPT-2) to YE:26 (likely after MPLT's SCZ data) allowing '007 to first prove whether it is superior in SCZ."
X Link 2025-12-03T15:51Z [----] followers, [----] engagements
"Rothschild & Co Redburn🏁 $INSM Buy/$263 $LQDA $UTHR Rothschild & Co Redburn saidInsmed is well positioned in large therapy areas with limited competition. With the recent approvals of Brinsupri a first-in-class therapy for bronchiectasis we anticipate strong uptake given the lack of competitors. Along with potential indication expansion opportunities we believe Brinsupri has peak sales of c$12bn above the consensus median of c$10bn. TPIP is the next important growth driver with multi-billion-dollar blockbuster potential. We launch coverage of Insmed with a Buy recommendation and a $263 price"
X Link 2025-12-04T13:05Z [----] followers, [----] engagements
"Leerink y'day $IMTX's PT to $17 from $16 and reiterated at an Outperform rating. $IMCR $IDYA GILD AZN AMGN IOVA Leerink said in its research notewe conducted a deeper dive into the opportunity for anzu-cel in cutaneous melanoma to frame our views ahead of the Phase III SUPRAME readout in [----]. We came away from our analysis with increased confidence in the story. Recall IMTX is evaluating anzu-cel (anzutresgene autoleucel IMA203 PRAME TCR T-cell therapy) in the Phase III SUPRAME study for patients with previously treated unresectable or metastatic cutaneous melanoma with data expected in"
X Link 2025-12-05T15:57Z [----] followers, [----] engagements
"RBC Capital $OCUL's PT to $30 from $24 and reiterated at an Outperform rating. $EYPT $FDMT REGN RGNX - ABBV SRZN RBC Capital said: Our view: OCUL's first of two pivotal wAMD studies SOL-1 is on track to read out 1Q26. We think the superiority study is highly likely to work given our RBC Elements analysis suggesting a 50% delta between treatment and control is achievable at 9-months. We also surveyed [--] retina specialists who think the TKIs could be used in over half of wAMD patients [--] years into launch. Feedback from our conversations with [--] payers suggests a superiority study could help with"
X Link 2025-12-09T11:49Z [----] followers, 12.3K engagements
"Citizens y'day reiterated $RAPP Market Outperform-$80 and said 'New Data and Analyses Reinforce our Belief in the Best-In-Class Profile of RAP-219.' $PRAX $XENE BHVN JAZZ H.C. Wainwrightthe PT to $40 from $34 and reit'd at Buy after recent '219 data and said these additional analyses reinforce our belief that RAP-219 is perhaps the most potent ASM ever seen and has a lot of dosing flexibility in Phase [--] to further improve its risk/benefit profile. At the AES conference we also sensed widespread physicians' enthusiasm for new therapies and a much more favorable reimbursement environment for"
X Link 2025-12-09T13:55Z [----] followers, [----] engagements
"TD Cowen Named $INSM a [----] Best IdeaPT to $269 from $231 reiterated at a Buy and said Best Ideas 2026: INSM's Quad Shot At Significant Upside $LQDA $UTHR TD Cowen additionally said: INSM is a biopharmaceutical company developing novel therapies for patients with severe or life-threatening lung diseases. Their first commercial product Arikayce is a once-daily inhaled liposomal amikacin for Non-Tuberculous Mycobacteria (NTM) lung infections. The company's current main value driver Brinsupri (brensocatib an oral DPP-1 inhibitor) was recently approved in August [----] as the first treatment for"
X Link 2025-12-10T14:49Z [----] followers, [----] engagements
"Bernstein🏁 $BBIO at an Outperform-$94 and said 'Ample Upside Even if Attruby Hits Choppy Seas. Initiate at Outperform $94 PT' $ALNY $PFE AZN BAYRY BMRN ASND Bernstein additionally said in its BridgeBio initiation report: We believe expectations for ATTR-CM drug Attruby are reasonable near/mid-term and arguably too high long term while we see upside to consensus numbers for infigratinib and encaleret. We are in line for BBP-418. Key proprietary analyses in this initiation: ATTR-CM doc survey infigratinib doc feedback infigratinib Ph3 trial analysis. Our survey of N=30 ATTR docs was less"
X Link 2025-12-11T11:13Z [----] followers, [----] engagements
"Raymond James reiterated $AARD Strong Buy/$47 $RYTM $SLNO Raymond James saidRemain Strong Buy rated on AARD shares following Rhythm's (RYTM not covered) presentation of preliminary Phase [--] data for setmelanotide in PWS. Recall this drug's mechanism differs from ARD-101 and it appears the drug's clinical utility differs as well. As we highlight herein setmelanotide appears to impact BMI more that hyperphagia and given the complexity of this disease we think combination therapy is likely where standard of care is headed. Given this we think ARD-101's value proposition as potentially"
X Link 2025-12-11T17:29Z [----] followers, [----] engagements
"BofA $RYTM's PT to $140 from $127 reiterated at a Buy rating and said 'Encouraging Early BMI and Hyperphagia Reduction SignalModel Changes' $SLNO $AARD Morgan StanleyPT to $150 from $129 reit'd at Buy/said Preliminary Ph2 setmelanotide data in PWS indicate promising and consistent signs of activity (BMI and hyperphagia) despite a challenging population supporting advancement into Ph3. We view early data as encouraging indicating potential to expansion into another blockbuster opportunity. Here's what else BofA had to say: Goldman Sachs trimmed $RYTM's PT to $141 from $142/keeps at a Buy"
X Link 2025-12-11T18:28Z [----] followers, [----] engagements
"H.C. Wainwright $STOK's PT to $50 from $35 and reiterated at Buy $BIIB UCBJY UCBJF JAZZ $PRAX H.C. Wainwright saidZorevunersen's rigorous propensity-weighted analysis reveals a clinically transformative 82% seizure reduction and significant cognitive gains substantially de-risking the Phase [--] EMPEROR study which is powered for far more modest improvements. With strong KOL validation supporting its use in severe patients despite safety signals and new data expanding the addressable market to "Atypical Dravet" Stoke offers a scientifically validated "root cause" opportunity with significant"
X Link 2025-12-16T14:02Z [----] followers, [----] engagements
"Oppenheimer $NKTR's PT to $115 from $98 and reiterated at an Outperform rating. LLY $REGN SNY PFE ABBV $APGE CRVS JNJ Oppenheimer said in its note: NKTR provided updates on topline results from the Ph2b REZOLVE-AA study evaluating rezpeg in alopecia areata. While technically the study missed the primary endpoint (mean percent SALT change at week-36) by a whisker excluding four patients with eligibility violations suggests a nominal statistical significance for both 24mcg/kg and 18mcg/kg doses. Moreover about 15% of patients achieved SALT [--] which aligns with the lower end (15-25%) of the"
X Link 2025-12-16T16:11Z [----] followers, [----] engagements
"H.C. Wainwrightthe PT on $NKTR to $135 from $120 and reiterated at a Buy rating. LLY $REGN SNY $APGE CRVS JNJ Here's what H.C. Wainwright said in its note to investors: Oppenheimer $NKTR's PT to $115 from $98 and reiterated at an Outperform rating. LLY $REGN SNY PFE ABBV $APGE CRVS JNJ Oppenheimer said in its note: NKTR provided updates on topline results from the Ph2b REZOLVE-AA study evaluating rezpeg in alopecia areata. While technically Oppenheimer $NKTR's PT to $115 from $98 and reiterated at an Outperform rating. LLY $REGN SNY PFE ABBV $APGE CRVS JNJ Oppenheimer said in its note: NKTR"
X Link 2025-12-17T12:44Z [----] followers, 14K engagements
"Guggenheim $RYTM's PT to $140/reit'd at Buy $SLNO $AARD Canaccord Genuity 12/12PT to $141 from $114 plus added $2.1 B peak sale@ 50% PoS in PWS to its model; reit'd Buy Citizens 12/12PT to $167 from $141reit'd Mkt OP/now includes PWS@ 50% POS/peaksales=$700M in '32 Here's what the Analysts had to say: BofA $RYTM's PT to $140 from $127 reiterated at a Buy rating and said 'Encouraging Early BMI and Hyperphagia Reduction SignalModel Changes' $SLNO $AARD Morgan StanleyPT to $150 from $129 reit'd at Buy/said Preliminary Ph2 setmelanotide data in PWS indicate promising and https://t.co/tRZTNw0muv"
X Link 2025-12-17T16:21Z [----] followers, [----] engagements
"Citizens🏁 $NSRX at a Market Outperform/$19 $SPRY $AQST VTRS TEVA AMRX Citizens said in its note: We initiate coverage on Nasus Pharma with a Market Outperform rating and $19 risk-adjusted DCF-derived price target. Nasus leverages its proprietary Nasax platform to develop dry powder-based intranasal therapies for emergency medical conditions. Its lead candidate NS002 is a nasal spray formulation of epinephrine currently in Phase [--] development with the potential to reach the U.S. market by mid-2028. We believe the opportunity for needle-free alternatives to epinephrine autoinjectors (i.e."
X Link 2025-12-18T14:20Z [----] followers, [----] engagements
"Canaccord Genuity reiterated $GUTS Buy-$8 and said over the last week we hosted a number of virtual investor meetings with GUTS' Dr. Harith Rajagopalan M.D. Ph.D (Co-founder and CEO) and Brian Luque (Head of IR and Corp Dev). Discussion spanned a range of topics including 1) the underlying mechanism of duodenal ablation 2) Revita procedure and its clinical profile 3) current development and regulatory status 4) commercial opportunity and reimbursement and 5) upcoming 6mo REMAIN-1 midpoint data readout in Jan. We came away from the discussions encouraged as it largely revolved around the"
X Link 2025-12-19T11:40Z [----] followers, 10.2K engagements
"BofA $MLYS's PT to $46 from $43/reiterated at Buy $AZN $ALNY - RHHBY NVS StifelPT to $52 from $45 reit'd at Buy and said NDA preparations are underway for MLYS' lead asset lorundrostat following two strong pivotal trials in u/rHTN. MLYS has strategically designed a comprehensive clinical data package for lorundrostat to show efficacy under the most rigorous clinical conditions (Ph.2b/3 ADVANCE [----] mmHg pbo-adjusted ABPM at Week 12) in more realistic clinical practice scenarios (Ph.3 LAUNCH [-----] mmHg pb-adjusted AOBP at Week 12) and in renally-compromised populations (Ph.2 EXPLORE-CKD -7.5"
X Link 2025-12-19T16:06Z [----] followers, [----] engagements
"a/o Friday: BMO Capital reiterated $IRON Outperform/$120 Jefferies reiterated Buy/$154 TD Cowen reiterated Buy Stifel analyst reiterated Buy/$125 $CLVLY Mitsubishi Tanabe Pharma NVS ABBV GERN $PTGX - TAK Here's what the Analysts had to say on Friday: H.C. Wainwright reiterated $IRON Buy/$118 $RVMD $ACHV Yesterday the FDA selected bitopertin as one of nine recipients of the Commissioner's National Priority Voucher (CNPV). This voucher allows recipients to receive a decision within 1-2 months after submitting a complete H.C. Wainwright reiterated $IRON Buy/$118 $RVMD $ACHV Yesterday the FDA"
X Link 2025-12-22T11:31Z [----] followers, [----] engagements
"BTIG reiterated $APGE Buy/$115 $JNJ $REGN - SNY NKTR KYMR CLDX ACRS CRVS AZN AMGN BTIG said in its note to investors: JNJ's (Not Rated) DUPLEX-AD trial was the only other clinical-stage effort we are aware of that was comparing a novel construct (JNJ-5939 bispecific mAb targeting IL-4Ralpha and IL-31; acquired for $1.25B in 2024) directly to Dupixent (SNY REGN; both Not Rated) in atopic dermatitis. We view this update as a positive clearing event for APG279 (co-formulated anti-IL-13 and anti-OX40L; a more compelling combo in our opinion) and potentially APG777 as well considering APEX Part A"
X Link 2025-12-29T19:55Z [----] followers, [----] engagements
"Guggenheim reiterated $UNCY Buy/$46 $SNY $MAZE TVTX TAK ARDX AKBA Unicycive announced today that it has resubmitted to the FDA the NDA for oxylanthanum carbonate (OLC) following the Complete Response Letter (CRL) the company received back in June. Recall the company previously disclosed that the CRL was due to a single deficiency identified at a third-party manufacturing vendor and not tied to any safety or efficacy data for OLC itself. Management states the NDA was resubmitted based on continued progress the original third-party manufacturing vendor is making in resolving the FDA-cited"
X Link 2025-12-30T13:13Z [----] followers, [----] engagements
"Leerink transferred coverage on $LRMR at an Outperform rating and a $12 PT. $BIIB $LXEO PTCT Leerink said: Bottom Line: We are transferring coverage of LRMR with an Outperform rating and a $12 PT. As we approach LRMR's regulatory discussion and open-label study updates in 1Q26 ahead of their plans to submit their BLA filing in 2Q26 there are a lot of questions for this program so we are taking a fresh look at it and the stock's potential reaction to upcoming updates. After speaking with several MEDACorp specialists and taking many factors into consideration we believe that the FDA could"
X Link 2026-01-05T12:28Z [----] followers, [----] engagements
"Chardan transferred coverage on $STOK w/ a Buy rating and a $35 PT. $PRAX $BIIB UCBJY UCBJF JAZZ Cantor reiterated Stoke Therapeutics at an Overweight rating. Chardan Said: We maintain our Buy rating and set our price target at $35 based on the potential of its lead asset zorevunersen (STK-001) for the treatment of Dravet syndrome. We believe that based on the safety and efficacy data from its phase I/II studies in which zorevunersen has demonstrated enhanced and substantial seizure reductions on top of SOC that zorevunersen has good chance of achieving a positive result in its ongoing"
X Link 2026-01-05T14:08Z [----] followers, [----] engagements
"Stifel reiterated $CRNX Buy-$75 and said CRNX reported solid updates across the Palsonify and atumelnant franchises. $NBIX $CORT SRRK NVS Stifel additionally said On atumelnant Cohort [--] and OLE data from the Ph2 CAH study yielded clean safety and supportive evidence for the ongoing Ph3 adult study which features a primary endpoint of both A4 normalization and achievement of physiologic GC doses. Cohort [--] achieved a 67% A4 reduction in-line with the prior 80mg cohort (70%) despite morning dosing and GC titration. Additionally patients in the OLE maintained A4 reductions despite GC titration"
X Link 2026-01-05T15:21Z [----] followers, [----] engagements
"Truist y'dayFavorite Pick $IDYA's PT to $60 from $59 reiterated at Buy and said: Daro 1L MUM PFS Topline in 1Q26 - Favorable Reward-Risk Supports Potential 2H26E Launch & Our 1x1 Tidbits $IMCR $REPL BMY PFE MRK Truist added: IDYA one of our favorite picks for [----] is approaching the most important near-term catalyst with daro's topline PFS readout in 1L MUM (1Q26). Based on strong data and supportive KOL feedback we view the setup as attractive with favorable reward-risk profile and assign 85% PoS for our Good/Best Case scenarios - potential for 15-25% upside. In our 1x1 mgmt reiterated that"
X Link 2026-01-07T11:33Z [----] followers, [----] engagements
"BTIGits PT on $DRUG to $147 from $72 and reiterated at a Buy rating. HLUBF / HLBBF $UCBJY $JAZZ PRAX STOK - BIIB SLNO RYTM AARD BTIG said in its note: The first readout was probably as good as could be hopedthe drug is clearly active in absence seizures. This is a large market with three drugs that are generally used all of which have significant safety issues. The absence cohort was heavily pre-treated having failed [---] prior ASMs. This probably equates to all three of the generally used ASMs and one off label guessso these patients were highly treatment resistant. The 73% reduction in the"
X Link 2026-01-07T12:50Z [----] followers, [----] engagements
"RBC Capital says these stocks should continue to have good launch momentum ( $NBIX's Crenessity $PTCT's Sephience $INSM's Brinsupri $ASND's Yorvipath $ARGX's Vyvgart) in its BioTech Earnings Preview. Stocks also Mentioned in note: $REGN $BIIB $JAZZ $VRTX $GILD $ONC Here's what RBC Capital had to say in its note: Variable prescription trends and holiday weeks could impact 4Q numbers for several of our commercial-stage co's and "26 guidance for the larger caps (which have increasingly skewed conservatively anyway) could highlight biosimilar/generic headwinds (REGN BIIB JAZZ) maturing franchises"
X Link 2026-01-08T14:41Z [----] followers, [---] engagements
"BofATopPick $RVMD' PT to $109reitd@Buy+dara's PoS in 1L PDAC to 65% from 60% in NSCLC from 40% to 50% in 1L &zoldonrasib's PoS in 1L to 55% from 45% & 2L PDAC to 50% from 40% & to 50% from 40% in 2L+ NSCLC after the Tx received BTD in this setting $BBOT $IMRX ERAS Here's what BofA had to say in its note to investors: Stifel y'day reiterated $RVMD Buy-$85 w/ PT under review. $BBOT $ERAS IMRX BMY AMGN Stifel saidNews regarding ABBV being in advanced talks to acquire RVMD was circulating this afternoon - this news was later refuted by ABBV but we have gotten a lot of questions on what take"
X Link 2026-01-08T17:39Z [----] followers, [----] engagements
"Raymond James🏁 $BBOT Outperform/$24 $RVMD MRK $BBIO spinout Raymond James said: We are initiating coverage of BridgeBio Oncology (BBOT) with an Outperform rating and a price target price of $24. Our rating is based on four points: 1) We see the preliminary activity and safety profile of BBO-8520 a KRAS G12C selective inhibitor observed in a Phase [--] NSCLC trial as promising. BBO-8520 is poised to become a new contender in the 1L NSCLC setting with pembrolizumab combination data as well. 2) The company's pan-KRAS inhibitor BBO-11818 has a broad and potent inhibitory activity while avoiding"
X Link 2026-01-09T13:02Z [----] followers, [----] engagements
"Jefferies $CYTK's PT to $90 from $80 reiterated at Buy and said CYTK's upcoming Ph.3 study ACACIA in non-obstructive HCM (nHCM) is one of the biggest readouts in SMID cap biotech in 1H'26. $BMY $EWTX Jefferies added If successful it could open up aficamten in nHCM which represents 250-400k US pts or35% of the HCM market and is est. to do $800Mn PS in US in cons models. Additionally it could be another sign of clear differentiation for aficamten vs Camzyos and could catalyze even stronger strategic interest. That said there are some reasons for concern: 1) the biological rationale for a"
X Link 2026-01-09T13:31Z [----] followers, [----] engagements
"BTIG reiterated $LQDA Buy/$49 $UTHR $INSM BTIG said in its note: The price action today is curious to us as 4Q25 Yutrepia revenue ($90.1M) beat consensus ($78.3M) and our estimate ($70.3M). Yutrepia uptake (2200 patients on Tx and [----] unique prescriptions through December 2025) likely exceeds our prior expectations of [----] payor-reimbursed pts on Tx by end of December. The rate of conversion was consistent with 3Q25 at 85% and total prescribers have increased to [---] through December (600 as of October 2025). LQDA outlined clinical development plans for [----] including the completion of ASCENT"
X Link 2026-01-09T16:05Z [----] followers, [----] engagements
"TD Cowenthe PT on $RYTM to $130 from $120 while keeping a Buy rating. $SLNO $AARD Here's what TD Cowen had to say: RYTM announced prelim Q4 rev of $57MM (+11% Q/Q) beating consensus of $55MM and our $54MM. RYTM will report topline data from both the Japanese HO cohort and the Ph III EMANATE trial in Q1:26. We expect approval of Imcivree in HO on/before the March [--] PDUFA. Based on Dec's POC data in PWS our model now includes conservative PWS rev. estimates with a P.T. of $130 (previously $120). Remain Buy. And here's what TD Cowen said in GROK 1920s Gangster mode: See TD Cowen just jacked up"
X Link 2026-01-09T18:43Z [----] followers, [----] engagements
"Leerink reiterated $ANAB Outperform/$64 after $RPRX and $TEVA announced a funding agreement of up to $500 million to accelerate development of TEV-53408 TEVA's IL-15 monoclonal antibody. We view this transaction as incrementally positive for ANAB as it further validates the IL-15/CD122 axis and should benefit investor perception of this therapeutic class including ANB033. Under the agreement RPRX will provide $75 million to fund a Ph2b program with an option to invest an additional $425 million to support later-stage development. Recall TEVA is advancing TEV-53408 in two ongoing studies: a"
X Link 2026-01-12T11:24Z [----] followers, [----] engagements
"Stifel said that it Believes $REGN's Announcements at JPMorgan HC Conf. Validates $APGE's Thesis. SNY $NKTR KYMR $CLDX ACRS CRVS AZN AMGN Here's what Stifel had to say: Within their JPM presentation REGN announced new Th2-targeted programs including extension of Dupixent dosing intervals a half-life extended IL-4Ra program as well as half-life extended IL-4 and IL-13s and a bispecific (IL-4xIL-13). For APGE REGN alluding to the announcement of these programs at JPM over the last several months has represented an overhang. That said we think today's announcement broadly validates APGE's"
X Link 2026-01-12T13:00Z [----] followers, [----] engagements
"TD Cowen reiterated $BBIO Buy; PT [--] $ALNY $PFE AZN - IONS NVO Here's what TD Cowen had to say: Attruby Q4 sales of $146MM beat expectations by 9% leading to an impressive first full year of sales of $362MM. New patient starts surged with an estimated 25% NBRx share signaling growing market leadership. The late-stage pipeline anchors the next leg of growth with Phase III wins for LGMD21 and ADH1 while infi's Q1 data could easily support a best-in-class profile each with $1B+ potential. Morgan Stanley🏁 $BBIO Overweight/$96 and said: Initiating coverage of BridgeBio Pharma (BBIO) with an"
X Link 2026-01-12T19:38Z [----] followers, [----] engagements
"BTIG reiterated $LQDA Buy/$49 $UTHR $JNJ $MRK $INSM BTIG said: We left our meeting this week more positive on LQDA's upcoming development plans and expect they were likely overshadowed by Yutrepia's strong 4Q25 beat announced this past Friday ($90.1M vs. $78.3M consensus). Physicians love data to inform use even when not necessary for regulatory approval and we see LQDA's three planned open-label studies as thoughtful ways to address specific patient segments that have high commercial relevance to Yutrepia. These trials include assessing Yutrepia in 1) PAH patients with inadequate response to"
X Link 2026-01-13T13:52Z [----] followers, [----] engagements
"Cantor reiterated $CAPR Overweight-$62 and said We believe investors are still pricing in regulatory risk for the stock and wouldn't be surprised if shares continue to climb up into a PDUFA date if the package is accepted for review. $EWTX SRPT DYN SLDB $PTCT Cantor additionally said Several have suggested to us that they believe there is still 100% to unlock on an approval. Based on our projections and where the stock is trading today we estimate the market is factoring in a 25% PoS which in our view is far too low for a company that had positive Phase [--] data in a market where there is clear"
X Link 2026-01-14T13:24Z [----] followers, [----] engagements
"Citizens reiterated Top Pick $MIRM Market Outperform/$140 $GSK IPSEY GILD $ALGS Citizens said in its note: MIRM is one of our top picks in [----] with Livmarli and the bile acid portfolio showing robust [----] sales with continued growth expected this year and several key late-stage readouts which will provide valuation inflection points over the next [--] months. Up first is the pivotal data in 2Q26 for volixibat in PSC where we have high conviction (80% POS) and we estimate WW peak sales of $700M. Additionally we think that data will de-risk the pivotal data coming in 1H27 in PBC. Also this year"
X Link 2026-01-15T12:45Z [----] followers, [----] engagements
"Oppenheimer (a/o January 7) reiterated $IMRX Buy-$30 and said Atebi's OS and QoL Results Continue to Impress $RVMD $SNY Oppenheimer added IMRX provided an update on the 12-month overall survival (OS) data from the Ph2a trial evaluating atebimetinib plus mGnP in 1L PDAC. Most importantly the 12-month OS rate landed at 64% consistent with our 65% expectation as we discussed earlier. We view the update as a favorable outcome further supporting the contribution of atebimetinib on the efficacy front without introducing QoL liability as the tolerability profile remains clean. Additionaly IMRX is"
X Link 2026-01-15T20:22Z [----] followers, [----] engagements
"BTIG (a/o Dec. 10)🏁 $AVBP at a Buy rating and a $45 PT. $ORIC $BDTX Cantor (a/o Dec 22)🏁 AVBP at an Overweight rating. Oppenheimer (a/o Jan. 6) reiterated AVBP at an Outperform rating and a $44 PT Here's what the Analysts had to say: https://twitter.com/i/web/status/2012137134136701209 https://twitter.com/i/web/status/2012137134136701209"
X Link 2026-01-16T12:17Z [----] followers, [----] engagements
"Cantor reiterated $CAPR Overweight-$62 $EWTX $PTCT SRPT DYN SLDB Cantor said in its note: We received clarity on filing plans for deramiocel for DMD following the recent positive HOPE-3 Phase [--] data. The FDA saw the top-line data CAPR is submitting the entirety of it in mid-February and expects a filing acceptance decision [--] days after. We wouldn't be surprised if shares continue to climb up into a PDUFA date should this be accepted for review. Cantor reiterated $CAPR Overweight-$62 and said We believe investors are still pricing in regulatory risk for the stock and wouldn't be surprised if"
X Link 2026-01-16T13:06Z [----] followers, [----] engagements
"Cantor reiterated $ARWR at an Overweight rating. $LLY IONS RHHBY REGN TEVA $WVE Here's what Cantor had to say: Early data for the INHBE and tirzepatide combination in obese and diabetic patients are very intriguing but management also acknowledged the data are still very early. For the next update ARWR aims to provide a more comprehensive readout across cohorts which is why the company is not committing to specific timelines except to say "additional data in 2026." Due to the current regulatory environment for obesity drugs the goal is to demonstrate incremental (higher quality) weight loss"
X Link 2026-01-16T13:18Z [----] followers, [----] engagements
"Piper Sandler reiterated $CNTA Overweight-$38 and said There are two main catalysts for CNTA shares this quarter. $ALKS $TAK HRMY ESALY Piper Sandler added First the company expects to start Phase [--] trials testing ORX750 in NT1 NT2 and IH. Second CNTA expects to provide add'l data from the ongoing CRYSTAL-1 Phase [--] trial. We should receive data from at least one of the three indication cohorts. Of the three indications we believe the most underappreciated question for investors is if orexin agonists can translate meaningfully into idiopathic hypersomnia (IH) a biologically heterogeneous"
X Link 2026-01-16T14:09Z [----] followers, [----] engagements
"Cantor reiterated $MNPR Overweight/$109 $AZN Cantor said in its note: Monopar tells us they met with the FDA last year and that the company remains on track to file an NDA in 1H26. Recall there is also a Patient-Focused Drug Development (PFDD) Meeting taking place next week 1/29. This is the core priority for the company this year. If you've ever met CEO Dr. Chandler Robinson then you'll know there is nothing more important to him than getting this therapy to patients. While he understands that investors are curious to hear the specifics behind these meetings it's very important for him to"
X Link 2026-01-21T12:13Z [----] followers, [----] engagements
"RBC Capital $RVMD's PT to $140 from $77 and reiterated at Outperform $ERAS $IMRX AMGN BMY RHHBY LLY RBC Capital saidRecent investor excitement about M&A optionality has driven RVMD share prices up substantially and we see shares trading more on sentiment currently. To adjust accordingly we have increased our model's EPS multiple from 20x to 30x. Simultaneously we've expanded our fundamentals-based valuation after recent promising data cuts. This is not to imply we think the fundamentals of the opportunity are unattractive - and to account for recent initiation of an adjuvant study we are"
X Link 2026-01-21T14:27Z [----] followers, [----] engagements
"Chardan🏁 $ALMS Buy/$37 $BMY TAK ABBV JNJ - $PTGX NVS LLY Chardan said in its Alumis initiation: ALMS: Initiating Coverage with a Buy and a PT of $37 Alumis' lead asset envudeucitinib is an oral second-gen allosteric TYK2 inhibitor that recently achieved all primary and secondary endpoints in two phase III trials in moderate-to-severe plaque psoriasis. The company is planning to submit an NDA for envu in this indication in 2H26. TYK2 plays a critical role in psoriasis and other autoimmune disorders by mediating cytokine signaling pathways for IL-12 IL-23 and type I interferons which are"
X Link 2026-01-21T18:50Z [----] followers, [----] engagements
"RBC Capital $INSM's PT to $200 from $197 and reiterated at an Outperform rating. $LQDA $UTHR RBC Capital said in its note: After Brinsupri's sizable beat we have increased 4Q25 penetration to reflect the 9K new pt starts last quarter. We've also accelerated the drug's penetration growth rate in subsequent years taking US sales of Brinsupri in bronchiectasis from $4.4B to $5.5B in [----] as we see the strong performance as indicative of real demand that can not only pull forward the peak penetration but could speak to future success in driving use in comorbid asthma or COPD patients and there"
X Link 2026-01-21T19:32Z [----] followers, [----] engagements
"H.C. Wainwright y'day $ARWR's PT to $100 from $85 and reiterated at Buy $WVE IONS RHHBY REGN TEVA $LLY Here's what H.C. Wainwright said: Across those events hosted on January [--] and January [--] respectively Arrowhead presented compelling interim Phase 1/2a data and incremental strategic color that establish obesity as a credible growth pillar alongside reaffirmed momentum across plozasiran zodasiran ARO-DIMER-PA and the broader cardiometabolic pipeline. Importantly our discussions with management in San Francisco reinforced confidence in the durability of the Phase 1/2a efficacy signals the"
X Link 2026-01-22T12:10Z [----] followers, [----] engagements
"Stifel $RVMD's PT to $170 from $85 reiterated at a Buy and said To follow up on our note from last week $30B Might Not Be Enough RVMD's Hand is Looking Stronger Than Ever $IMRX $ERAS AMGN LLY RHHBY BMY Stifel additionally said: We updated our revenue model (now model $16.1B by 2035) and are raising our Target Price to $170 (previously $85). In an M&A scenario our TP values RVMD at $36B and a 4.7x deal value/5-yr forward sales (Stifel estimate) well within historic biotech M&A range (4-5x). In addition to the scarcity value of pan-RAS inhibitors we believe the RVMD pipeline has a lot of value"
X Link 2026-01-22T13:42Z [----] followers, [----] engagements
"Piper Sandler reiterated Best Idea $PRAX at an Overweight rating and $450 PT Piper Sandler said in its note: We hosted PRAX mgmt for an investor dinner ahead of ulixacaltamide's ET and relutrigine's SCN2A/SCN8A DEE NDA submissions by mid-February [----]. Importantly we came away confident in potential approvals where mgmt highlighted pristine execution with a focus on efficient processes to maximize success. Notably most of our conversation focused on ulixacaltamide's $10B ET opportunity where mgmt reiterated significant unmet need with 50% of dropout patients asking to come back on therapy."
X Link 2026-01-23T13:01Z [----] followers, [----] engagements
"Oppenheimer $RLAY: We are upgrading shares of Relay Therapeutics to Outperform (prior Perform) with a $14 PT because we believe that gedatolisib's upcoming VIKTORIA-1 readout could be a tailwind for mutant-selective inhibitors like zovegalisib. $CELC $NVS Bottom line: We believe VIKTORIA-1 will underperform expectations and may even fail. We think anything less than "teenage" mPFS for the gedatolisib triplet would create a beatable bar for Relay who is developing a competing triplet with zovegalisib. We think gedatolisib looks a lot like everolimus and everolimus underperforms in PI3K. Relay"
X Link 2026-01-26T11:24Z [----] followers, [----] engagements
"H.C. Wainwright $SRRK's PT to $58 reitd at Buy/said Recent KOL feedback from neurologists (n=3) reinforced by management's latest regulatory and commercial updates has further increased our confidence in apitegromab's launch trajectory. $BIIB $RHHBY NVS H.C. Wainwright added Physicians consistently highlighted that additional FDA interactions and greater clarity around manufacturing remediation have reduced perceived uncertainty rather than created new hesitation with several noting that the company's parallel supply chain strategy meaningfully de-risks early launch execution. Importantly"
X Link 2026-01-26T12:13Z [----] followers, [----] engagements
"Oppenheimer $RVMD's PT to $150 reit'd at OP/said RVMD has been the subject of substantial M&A speculation entering [----] as we see multiple milestones this year that could sweeten a potential deal (see additional discussion below). $MRK $IMRX BBOT ERAS Oppenheimer added Our biotech M&A analysis shows increasing strategic demand for novel approaches to areas of high unmet need while oncology remains dominant supporting RVMD as an attractive potential takeout candidate. Although news sources suggested Merck is no longer in talks to acquire RVMD we think the update could reflect management's"
X Link 2026-01-27T11:38Z [----] followers, [----] engagements
"JPMorgan reiterated $VERA Overweight/$96 TVTX OTSKY $NVS JBIO $VRTX RHHBY IONS AZN TAK JPMorgan said in its note: We continue to see atacicept as well positioned in the IgAN B-Cell modulator space and still see significant upside in VERA shares (as competitive readouts occur we see the potential for VERA shares to grind higher to a more appropriate probability-adjusted level which is nearly double from current levels based on our model). Cantor reiterated Top Pick $VERA Overweight; $100. $TVTX NVS OTSKY $JBIO VRTX AZN IONS RHHBY Here's what Cantor had to say: We caught up with VERA a "Top"
X Link 2026-01-27T13:55Z [----] followers, [----] engagements
"Truist reiterated $CYTK Buy-$84 and said We remain buyers of CYTK following KOL feedback that recognizes Camzyos as a meaningful advance for HCM patients while indicating a tilt in clinical preference for MYQORZO especially for new patient starts. $BMY $EWTX Truist added While our earlier KOL checks were positive towards Camzyos (LINK1 LINK2 LINK3) as the sole approved CMI we noted emerging signals that a differentiated label for aficamten could drive a preference. We think positive KOL sentiment supports our $3.7B WW peak sales est. (in-line w/ cons). Many KOLs believe beta-blockers will"
X Link 2026-01-27T19:55Z [----] followers, [----] engagements
"Barclays assumed coverage on $CYTK at an Overweight rating and an $87 PT. $BMY $EWTX Barclays said in its note: The Myqorzo launch kicked off today. Given a differentiated label with flexibility of titration less Echo monitoring and no DDI in Box Warning we continue to view Myqorzo as a preferred drug over Camzyos in obstructive hypertrophic cardiomyopathy (oHCM). Our deep dive supported high probability of a positive outcome for Myqorzo in a Ph3 ACACIA trial (data expected in 2Q26) in non-obstructive hypertrophic cardiomyopathy (nHCM) with dual primary endpoints KCCQ-CSS (75%) and pVO2 (55%)"
X Link 2026-01-28T12:28Z [----] followers, [----] engagements
"Piper SandlerBest Idea $PRAX's PT to $1200 from $450 reiterated at Overweight and said Where Does PRAX Go From Here After Strong [----] Up and Up PRAX has traded up330% in the past [--] months (vs +40% $XBI) where this stock movement was predominantly driven by ulixacaltamide's success in ET and relutrigine in DEEs (where mgmt expects to file NDAs for both of these programs by mid-February 2026). As investors are now wondering how much upside remains in the stock we completely updated our model encompassing ulixacaltamide relutrigine vormatrigine and elsunersen. Hence we are increasing our PT to"
X Link 2026-01-28T14:17Z [----] followers, [----] engagements
"UBS $ALKS's PT to $47 from $46 and reiterated at a Buy rating. AVDL $CNTA $TAK UBS said in its Note: ALKS stock is well-positioned to outperform in [----] with 1) potential AVDL acquisition deal close in 1Q26 which brings in additional EBITDA growth and synergistic benefit to its Sleep franchise and 2) two robust clinical catalysts: Lumryz and alixorexton IH trial read-outs. We believe ALKS FY26 guide for combined business could re-rate the stock: our pro-forma model (Figure [--] ALKS-AVDL Pro-forma assumptions) assumes certain level of OpEx synergies. We update our model on a pro-forma basis"
X Link 2026-01-28T16:38Z [----] followers, [----] engagements
"Oppenheimer $DNTH's PT to $125 from $62 and reiterated at Outperform. $RNAC $ARGX NVS AZN VRTX TAK Oppenheimer said in its note: Dianthus shares have jumped off the starting line this year up 22% vs. XBI's 5% following CEO Marino Garcia's commentary at January's annual healthcare conference on potential superiority vs. competitor complement inhibitors and pricing expectations. We caught up with management ahead of the [----] setup and see substantial value creation ahead. Catalysts begin with mid-year update on claseprubart's Phase [--] CIDP interim analysis followed by Phase [--] MMN data plus a"
X Link 2026-01-29T11:43Z [----] followers, [----] engagements
"Oppenheimer reiterated $CAPR Outperform-$54 and said Following our in-person meeting w/ mgmt earlier this week we maintain/increase our already-strong conviction that deramiocel will receive full FDA approval. $EWTX $PTCT SRPT DYN SLDB Oppenheimer added With HOPE-3's clinical study report (CSR) on track to be submitted to the agency next month we believe base expectations are for a six-month review implying potential approval this August. Alongside regulatory progress we expect the presentation of additional HOPE-3 results/analyses through 1H26 to bolster the approval scenario and further"
X Link 2026-01-29T12:23Z [----] followers, [----] engagements
"H.C. Wainwright $PRAX's PT to $1245 from $340 reiterated at Buy and said: $XBI Ulixacaltamide has been transformative but relutrigine is being overlooked and will drive significant value in our view; price target up to $1245. We're raising our peak sales estimates for both ulixacaltamide and relutrigine with our relutrigine estimate now far ahead of the Street with peak sales expectations of $6.8B. We think relutrgine is going to become a "workhouse" drug given to patients with a range of developmental epileptic encephalopathies. Right now investors are only looking at relutrigine in the"
X Link 2026-01-30T12:16Z [----] followers, [----] engagements
"Citizens reiterated $KURA Market Outperform-$24 and said We reiterate our Market Outperform rating and price target of $24 for Kura Oncology based on a discounted EPS and revenue multiple analysis. $SNDX $RIGL CGEM Citizens added Earlier this month Kura provided an outlook for [----] including an update on its (very early) KOMZIFTI launch and key milestones for its FTI program and next-gen menin inhibitor pipeline. The presentation showcased Kura's aggressive approach to cornering the $7B AML market and comparison to competitor Syndax suggests Kura may take an incrementally larger share in the"
X Link 2026-02-02T11:40Z [----] followers, [----] engagements
"TD Cowen $PVLA's PT to $190 from $133 and reiterated at a Buy rating. $NVS $PFE TEVA TD Cowen said in its note: PVLA held a successful BTD advice meeting for QTORIN rapa in cVM v. recently and intends to file for BTD shortly. The meeting was attended by sr. FDA division leadership who heard strongly supportive KOL opinion of QTORIN rapa's efficacy in cVM. We have high conviction QTORIN rapa will receive BTD in cVM which could allow FDA alignment on a single-arm Ph3 design expediting data and approval. TD Cowen reiterated $PVLA Buy-$133 and said that it has 'High Conviction of Success for the"
X Link 2026-02-02T12:48Z [----] followers, [----] engagements
"BofA $TVTX's PT to $44 from $43 and reiterated at a Buy after noting its thoughts ahead of 4Q earnings. $NBI $VERA NVS PFE BofA said in its note: Focus easily remains on the potential approval of DEARA Filspari for FSGS following the last-minute PDUFA extension to April 13th (see our FSGS delay takes PDUFA extension a setback but outlook for approval still looks positive)though we suspect new details will be limited following the team's presentation last month (see our note Our Day [--] Afternoon Conference Takes) either because they can't be disclosed or feedback has been limited. We recognize"
X Link 2026-02-03T19:54Z [----] followers, [----] engagements
"Raymond James reiterated $ARDX Strong Buy-$19 and said: Remain Strong Buy rated on ARDX shares following today's announcement that the U.S. Patent and Trademark Office (USPTO) has issued a formulation patent for tenapanor (Patent No. 12539299). In theory this could extend exclusivity from the current 2033/34 timeframe to [----]. Recall both Ibsrela and Xphozah are distinct brands for the same molecule tenapanor a novel sodium/hydrogen exchanger (NHE) inhibitor. Speaking with investors we think the market is ascribing little probability that this patent takes exclusivity all the way to [----]. To"
X Link 2026-02-03T21:28Z [----] followers, [----] engagements
"BofA🏁 $WVE Buy-$38 and said Catalyst path offers multiple upside opportunities in [----] $ARWR RYTM LLY NVO VKTX GPCR $TAK - ARWR SNY KRRO PRME VRTX KMDA CRSP BofA added We are initiating coverage of Wave Life Sciences (WVE) a clinical-stage RNA medicines company developing drugs for obesity and genetic disorders with a Buy rating and $38 PO. Our constructive view is driven by: 1) a differentiated obesity drug (WVE-007) reframing the competitive debate from strictly weight loss to body composition 2) first-in-human therapeutic RNA editing drug (WVE-006) has cleared initial de-risking hurdles"
X Link 2026-02-05T19:07Z [----] followers, [----] engagements
"Goldman Sachs🏁 $BHVN and says in its research report We initiate coverage on BHVN with a Buy rating and a 12-month price target of $23. $TVTX NVS VERA $OTSKY Goldman Sachs went on to say BHVN is a clinical-stage biotechnology company with an extensive pipeline of assets focused on late-stage programs in I&I epilepsy and obesity. Of these we view the opportunity for BHV-1400 in IgA nephropathy (IgAN) as the central driver for the stock and key to our Buy thesis given its potentially differentiated profile that could allow for significant market share in a $40B (GSe) U.S. market. We view the"
X Link 2026-02-06T11:13Z [----] followers, [----] engagements
"Citizens reiterated $IDYA Market Outperform /$45 $XBI IMCR REPL GILD AMGN GSK BMY MRK $PFE Citizens said in its note: Positive mPFS data from the Ph2 portion of the registrational study in HLA negative mUM will enable accelerated approval filing for the darovasertib + crizotinib combination in the U.S. IDYA's mUM program has FDA Fast Track and Orphan Drug Designation which has the potential for meaningfully shortened regulatory timelines. This is a key catalyst for IDYA shares in [----] and will mark the transition to a commercial-stage company. Shares have only appreciated 14.9% (vs. 17% XBI)"
X Link 2026-02-06T11:32Z [----] followers, [----] engagements
"Piper Sandler reiterated Best Idea $EWTX at Overweight-$51 and said Addressing [--] Investor Questions on EWTX's Cardio Franchise $CYTK BMY $CAPR SLDB DYN SRPT PTCT Piper Sandler added EWTX has been one of our best ideas for [----] so we continue to view this as a top-pick into EDG-7500's 12-week Part D Ph2 CIRRUS-HCM 2Q26 topline. Hence we compiled this Deep Dive tackling [--] frequently-asked investor questions that ultimately increases our conviction call for a positive readout highlighting EDG-7500's differentiated value proposition and lucrative HCM opportunity. Moreover we dig into EDG-15400"
X Link 2026-02-09T14:17Z [----] followers, [----] engagements
"RT @semodough: $VKTX VKTX's $2.6B EV represents the biggest value dislocation in obesity vs. MTSR's $7.6B takeout given superior dual a"
X Link 2026-02-09T17:53Z [----] followers, [--] engagements
"Stifel $XENE's PT to $66 from $60 and said We are reiterating our Buy rating on XENE and we are raising our target price to $66. $UCBJY $PRAX BHVN RAPP NBIX JAZZ Stifel added Bottom line: we continue to have conviction that XTOLE-2 will be a positive study that derisks a $2B+ opportunity for XEN1101/azetukalner/"AZK". Our bullish commercial thesis is based off XEN1101's novel mechanism-of-action (only Kv7 on market) and clean safety/ease-of-use profile which makes Vimpat/Keppra the best sales comps. Ironically efficacy and what effect size constitutes a "win" is where we've been actually"
X Link 2026-02-09T21:37Z [----] followers, [----] engagements
"Guggenheim Top Pick $PRAX's PT to $800 from $760 reiterated at Buy and said Essential tremor (ET) is one of the largest and most underpenetrated markets in neurology still dominated by decades old generics that many patients and clinicians abandon due to limited efficacy and tolerability. In this report we frame the ulixacaltamide opportunity using IQVIA TRx data (80k monthly ET-related TRx from neurologists alone) feedback from KOLs on ulixa's potential penetration in ET and the $5B tardive dyskinesia market as a benchmark supporting a potential $15B+ ET market and a $5-10B peak sales range"
X Link 2026-02-10T12:53Z [----] followers, [----] engagements
"William Blair $NKTR to Outperform and provided its Take and Stock Thoughts. $CRVS REGN - SNY $APGE KYMR William Blair said: Rezpeg continues to demonstrate deepening of response and durability with longer-term dataRe: durability WB noted there appears to be no meaningful deterioration of response when comparing the monthly dosing to the quarterly dosingnoted there were no reported cases of conjunctivitis erythema oral ulcers cardiovascular adverse events or malignancies in the Phase [--] REZOLVE-AD study of rezpeg. Here's what else William Blair had to say: We are upgrading Nektar shares to"
X Link 2026-02-10T17:18Z [----] followers, [----] engagements
"BTIG1H26 Top Pick $NKTR's PT to $151 and reiterated at Buy $CRVS REGN - SNY LLY KYMR $APGE BTIG said in its note: Following today's update we have updated our REZPEG in atopic dermatitis market model to reflect use as a 1L Tx option for advanced-Tx eligible patients increasing our PT to $151 from $118. We expected new/deepening responses to emerge as a significant differentiator for REZPEG and we see this feature persuasively confirmed in 52wk REZOLVE-AD results. Among EASI-50 responders at 16wks 51% Q4W-treated patients converted to EASI-75 or better exceeding our blue sky scenario threshold"
X Link 2026-02-10T17:34Z [----] followers, [----] engagements
"RT @semodough: $NKTR - very likely Jefferies leads the offering - but why not they been pretty spot on $NKTR $CRVS last [--] months - also sh"
X Link 2026-02-10T20:31Z [----] followers, [--] engagements
"Stifel🏁 $BBOT Buy-$23 and said We initiate coverage of BridgeBio Oncology Therapeutics (BBOT) with a Buy rating and $23 Target Price. $RVMD $MRK BBIO Stifel added While oncology investors crave novel mechanisms they often balk at early stage companies where biology remains clinically unproven. BBOT is in the sweet spot by targeting RAS and PI3Ka-the two most commonly mutated oncogenesusing unique mechanistic approaches that address the safety and resistance hurdles of earlier generation drugs. With early de-risking data presented in January [----] and a cash runway into [----] BBOT is"
X Link 2026-02-10T21:24Z [----] followers, [----] engagements
"Goldman Sachs $ROIV's PT to $38 from $36 and reiterated at Buy. $UTHR $LQDA INSM GOSS IMVT ABUS Here's what Goldman Sachs had to say in its note to investors: In our view ROIV is positioned at the beginning of a multi-year and potentially transformative catalyst path with the key debate centered on its potential to evolve into the next mid-cap biotech growth story. This path is highlighted by 4/5 remaining clinical catalysts slated for [----] which collectively could unlock $10B in unadjusted peak sales. Among these we highlight upcoming 2H26 proof-of-concept Ph2 data for mosliciguat in PH-ILD"
X Link 2026-02-11T12:56Z [----] followers, [----] engagements
"Stifel (a/o 2/9) reiterated $ACLX Buy/$127 $LEGN - $JNJ BMY GILD Stifel said: At the recent TANDEM meeting (Feb 4-7 2026) ACLX presented in vitro study results which appear to provide a mechanistic rationale supporting anito-cel's best-in-class safety profile. More specifically the TANDEM poster presentation demonstrates 1) anito-cel's D-domain domain is associated with reduced/lack of background activity (tonic signaling) and off-target effects compared to dual VHH (cilta-cel/Carvykti) and scFv (ide-cel/Abecma) CAR constructs; and 2) the specific off-target activity of the dual VHH binder"
X Link 2026-02-11T13:48Z [----] followers, [----] engagements
"Good interview this morning w/ $NVO CEO/President by Maria Bartiromo on Fox Business that covers some of the $HIMS lawsuit plus many other topics including their long-term strategy. $LLY VKTX https://www.foxbusiness.com/video/6389074266112 https://www.foxbusiness.com/video/6389074266112"
X Link 2026-02-11T15:14Z [----] followers, [----] engagements
"RT @semodough: $VKTX excellent execution i I take $VKTX CEO any day his execution has been spectacular in getting these trials up and runni"
X Link 2026-02-11T22:15Z [----] followers, [--] engagements
"Stephensthe PT on $PYXS to $8 from $5 reiterated at an Overweight and saidMicvotabart Pelidotin (MICVO) Phase 1/2 R/M HNSCC Data Preview $MRK $BCAX GILD BGNE NBTX CRBP Stephens addedPYXS expects to present preliminary data for their stroma targeting ADC MICVO formerly (PYX-201) by YE25. Data and clinical updates expected for the following: (1) preliminary data from Phase [--] monotherapy dose expansion study in 2L/3L R/M HNSCC patients (post-platinum based chemo & anti-PD(L)-1 and post-EGFR & anti PD(L)-1 arms) (2) preliminary data from Phase 1/2 combination dose escalation study of MICVO &"
X Link 2025-11-24T13:01Z [----] followers, [----] engagements
"Goldman Sachs🏁 $TYRA at an Early-Stage Biotech rating. $BBIO $JNJ INCY OTSKY Goldman Sachs saidWe initiate coverage of Tyra Biosciences (TYRA) as an Early-Stage Biotech. TYRA is a clinical stage biotechnology company leveraging its proprietary drug-discovery SNAP platform to develop next-generation precision medicines to address significant unmet need particularly in FGFR-driven disease. Lead asset dabogratinib (formerly TYRA-300) is an oral potentially first-in-class FGFR3-selective inhibitor being developed across FGFR3-driven indications including large opportunities in bladder cancer and"
X Link 2025-12-04T13:20Z [----] followers, [----] engagements
"Goldman Sachs🏁 $ORIC at an Early-Stage Biotech Designation. $PFE $JNJ TAK OTSKY CGEM Goldman Sachs said in its note: We initiate coverage of ORIC as an Early-Stage Biotech. ORIC Pharmaceuticals is a clinical stage biotechnology company with a pipeline of oncology candidates focused on addressing identified resistance in cancer (Overcoming Resistance in Cancer); its lead programs are currently in Ph1b development in prostate cancer (ORIC-944) and lung cancer (enozertinib) with plans to initiate registrational study in [----] for both. We view the key debate for ORIC will center on the company's"
X Link 2025-12-04T16:50Z [----] followers, [----] engagements
"Oppenheimer reiterated $LXEO Outperform/$20 $RCKT $TNYA LRMR BIIB Oppenheimer said: Lexeo Therapeutics held a virtual event with an academic cardiologist yesterday to discuss PKP2-ACM its current management and how LX2020 may fit into treatment. The expert emphasized shortcomings of current care standards for this rare inherited and progressive cardiac disorder that frequently first presents with sudden cardiac arrest. With no disease-modifying options available transplant may be eventually required. She estimated that 70% of patients referred to her would be gene therapy candidates and that"
X Link 2025-12-10T12:06Z [----] followers, [----] engagements
"Cantor y'day reit'd $LXEO OW/$19 after Lexeo Therapeutics Hosted a Virtual Key Opinion Leader (KOL) Event A Clinicians Perspective: Holistic Approach to Managing PKP2-Associated Arrhythmogenic Cardiomyopathy at the 22nd CVCT Forum $RCKT $TNYA LRMR BIIB Cantor said in its note to investors: While there is significant investor attention on the lead program in Friedreich's ataxia we believe the PKP2-ACM program is still under the radar; this upcoming data in January may change that narrative. Today's event helped to clarify how amenable this patient population could be to a gene therapy approach"
X Link 2025-12-10T15:21Z [----] followers, [----] engagements
"Wedbush Added $TYRA to their Best Idea List whilethe PT to $37 from $30 and reiterating at an Outperform rating. $URGN $JNJ BBIO ASND SNY BMRN Wedbush saidWe are adding TYRA to the Wedbush Best Ideas List ahead of a busy [----] with data from two ongoing Ph [--] studies in intermediate-grade non-muscle invasive bladder cancer (IR-NMIBC) (1H:26) and in achondroplasia (ACH) (2H:26). TYRA also recently announced plans to initiate a Ph [--] study in upper tract urothelial carcinoma (UTUC) in [----] which we believe is an underappreciated opportunity and a potential fast-to-market strategy. We are"
X Link 2025-12-16T12:13Z [----] followers, [----] engagements
"@Andre_AGTC The $MLYS Lorundrostat ph2 Explore-OSA (Obstructive Sleep Apnea and Hypertension) topline data due 1H26 looks interesting. I don't think there is anything priced in for positive data on that one. Positive data there could change the dynamics dramatically"
X Link 2025-12-19T17:05Z [----] followers, [----] engagements
"TD Cowen reiterated $GHRS at a Buy rating $ATAI $JNJ CMPS CYBN MNMD Guggenheim reiterated GH Research PLC Buy/$29 TD Cowen said Today's update was long anticipated as clinical safety and almost all preclinical safety was very clean. We expect clinical respiratory safety and tolerability of '001 to continue to be very positive and look forward to details on GHRS' final Ph3 TRD '001 program design. Refined timing to Ph3 program start will likely follow an end-of-Ph2 meeting with FDA which we believe could occur as early as 1Q26. We also look forward to additional Ph2b '001 TRD subgroup analyses"
X Link 2026-01-05T17:23Z [----] followers, [----] engagements
"H.C. Wainwright reiterated $ORIC Buy/$23 $PFE JNJ $TAK OTSKY CGEM H.C. Wainwright said: As we look into [----] we note a catalyst rich year for ORIC which includes: (1) dose optimization data for ORIC-944 + apalutamide/darolutamide in 1Q26 (see next paragraph); (2) initiation of a Phase [--] registrational trial for ORIC-944 in mCRPC in 1H26; (3) a program update for ORIC-944 in 2H26; (4) presentation of updated data for enozertinib monotherapy in 1L EGFR exon [--] insertion-positive NSCLC and initial results for the combination with subcutaneous amivantamab in 2H26. Recall per the presentation in"
X Link 2026-01-15T13:23Z [----] followers, [----] engagements
"H.C. Wainwright $SLNO's PT to $120 from $110 aand reiterated at Buy $RYTM $AARD BIIB H.C. Wainwright said in its note: Soleno Therapeutics recently announced select preliminary 4Q25 and full-year [----] financial and operating results: (1) preliminary unaudited full-year [----] net revenue related to U.S. sales of VYKAT XR since its launch in 2Q25 is expected to be in a range of $189M to $191M comfortably ahead of our forecast of $172.5M; (2) preliminary unaudited 4Q25 net revenue is currently expected to be in a range of $90M to $92M handily beating our forecast of $73.8M; (3) [----] total new"
X Link 2026-01-20T12:43Z [----] followers, [----] engagements
"RBC Capitalthe PT on $GHRS to $40 from $33 reiterated at Outperform and said Raising Price Target to $40 Following Psychedelics Symposium and Reiterating Outperform $JNJ $HELP ATAI CYBN MNMD CMPS RBC Capital additionally said: Following our Psychedelics Symposium and discussions with mgmt. payers and docs we are increasingly optimistic on GHRS's long-term sales opportunity with GH001 and are raising our price target to $40 from $33 based on updated assumptions about drug pricing in-line with Spravato. With EoP2 meeting later this year and pivotal trials initiation on track for later this year"
X Link 2026-01-23T19:49Z [----] followers, [----] engagements
"Truistthe PT on $NUVB to $13 from $11 and reiterated at Buy. $BMY $RHHBY PFE NVS Servier RIGL AGIO Truist said in its note: Following the Ibtrozi 4Q25 pre-report and our 1x1 with management we believe the Ibtrozi franchise has shown robust opportunity out of the gate with stronger-than-anticipated uptake despite seasonal headwinds positioning Ibtrozi as the ROS1 agent of choice versus competitors. As we await clarity on registrational timelines for safu' (noting readouts as early as this year) we see potential for upside in the mIDH1 glioma opportunity bringing our PT to $13 (from $11)."
X Link 2026-01-27T20:46Z [----] followers, [----] engagements
"B Riley🏁 $AARD at a Buy rating and a $32 PT. $SLNO $RYTM Here's what B Riley had to say in its Aardvark Therapeutics Inc. initiation report: AARD is developing ARD-101 an orally administered gut-restricted bitter taste receptor (TAS2R) agonist that modulates the gut-brain hunger axis by stimulating the release of multiple gut hormones including cholecystokinin (CCK) GLP-1 GLP-2 and GIP which signal the brain to suppress hunger. ARD-101 is being developed for the treatment of Prader-Willi syndrome (PWS) and is currently being evaluated in the ongoing Phase [--] HERO trial (50% enrolled; n=90)"
X Link 2026-01-28T15:40Z [----] followers, [----] engagements
"Citizens🏁 $BCAX Market Outperform/$31 $MRK $GMAB - MRUS We initiate coverage of Bicara Therapeutics with a Market Outperform rating and $31 price target based on a revenue and earnings multiple analysis. Ficerafusp alfa (ficera) the company's flagship bifunctional EGFRxTGF antibody in combination with pembrolizumab has delivered standout efficacy in HPV- negative HNSCC. The ongoing global Phase 2/3 FORTIFI trial is targeting [---] patients and is moving forward at a selected dose of [----] mg with a potential ORR data readout expected in mid-2027. We view the recent acquisition of Merus by"
X Link 2026-01-29T11:33Z [----] followers, [----] engagements
"BofA $BBIO's PT to $88 from $85 and reiterated at a Buy after providing its thoughts ahead of 4Q earnings. $ALNY $PFE NVO AZN - IONS BofA said in its note: While last month's pre-announcement may have shifted focus away from Attruby we suspect investor interest in BridgeBio's 4Q call remains high given hopes the company will disclose the PROPEL3 achondroplasia pivotal datamuch as it did for BBP-418 and encaleret in 3Q (see our note Attruby adds to a very very good week; thoughts post the 3Q call). While the company has guided to a base case of +1.5cm/year AHV for top-line efficacy and 10%"
X Link 2026-02-03T19:19Z [----] followers, [----] engagements
"Wolfe Research said in its $CELC (Outperform; PT $110) note: PersevERAing through an External Catalyst $RHHBY $RLAY AZN PFE NVS LLY Wolfe Research additionally said: We think investors should be careful when extrapolating giredestrant's prior success to persevERA as it is a more difficult trial to beat even after acknowledging that giredestrant is a good drug. We'd be buyers of CELC on any weakness related to the external catalyst. Leerink $CELC's PT to $118 from $97 and reiterated at an Outperform rating after Updating its Model Post-SABCS. $RHHBY $NVS AZN LLY PFE Leerink said in its note:"
X Link 2026-02-04T19:09Z [----] followers, [----] engagements
"H.C. Wainwright Assumed Coverage on $TGTX at Buy-$60 and said: An MS franchise in the making; we expect Briumvi's market penetration to grow significantly in the next few yearsestimate that SC Briumvi could take peak US revenues from $3.1B to $5.1B in [----]. $RHHBY $NVS H.C. Wainwright additionally said: 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 Goldman Sachs on"
X Link 2025-10-06T11:17Z [----] followers, 20.2K engagements
"Guggenheimthe PT on $ABVX to $150 from $101 plus added to its Best Idea List while reiterating at a Buy rating after they attended the UEGW conference in Berlin and also hosted an investor dinner with Abivax's management team. $JNJ - $PTGX Guggenheim said in its note: The feedback from KOLs on obefazimod's (oral miR-124 inducer) data in ulcerative colitis (UC) was highly positive. While we still need to see long-term maintenance data (expected in 2Q26) there was a unanimous agreement among the KOLs that the use and adoption of obefazimod is likely to be broad (from front-line to later-line"
X Link 2025-10-10T10:22Z [----] followers, 38.2K engagements
"Stifel resumed coverage of $ACLX at a Buy rating and a $129 PT $LEGN - JNJ $GILD Stifel said: We believe anito-cel is poised to emerge as a best-in-class BCMA-targeting CAR T therapy for multiple myeloma (MM) and believe those scenarios by which this thesis potentially deteriorates i.e. anito-cel safety/efficacy meaningfully diverges from P1/P2 data observed to date and/or the implementation of risk mitigation strategies meaningfully improves the risk/benefit narrative of competitor Carvykti are unlikely to manifest. We anticipate a YE25 BLA submission of iMMagine-1 data to serve as the basis"
X Link 2025-10-16T11:49Z [----] followers, [----] engagements
"H.C. Wainwright on 10/14 🏁 $CLYM at a Buy-$9 and said A Next-Generation Developer of Therapies for Autoimmune B Cell-Mediated Diseases. We are initiating coverage of Climb Bio with a Buy rating and 12-month price target of $9 per share. In our view Climb Bio is a disruptive innovator in the field of B cell-mediated autoimmune diseases with a pipeline consisting of two next-generation assets: (1) budoprutug a clinical-stage anti-CD19 monoclonal antibody (mAb) which is designed to deplete CD19-positive B cells including antibody secreting cells (plasma blasts) in order to directly reduce"
X Link 2025-10-17T18:18Z [----] followers, [----] engagements
"Canaccord Genuity $ACLX's PT $130 from $121/reit'd at Buy after conducting a detailed analysis of factors limiting Legend $LEGN / JnJ's $JNJ CARVYKTI CART launch in Multiple Myeloma (MM) which all suggest favorable launch conditions for Arcellx in 2026based on its analysis of US CARVYKTI revenues the first 4Q's of the CARVYKTI revenue could have been about 2x higher accounting for issues with Out Of Specification (OOS) product slow manufacturing time and infrastructure limitations Canaccord Genuity additionally said We maintain our BUY rating and raise our price target on Arcellx to $130"
X Link 2025-11-03T12:04Z [----] followers, [----] engagements
"Wolfe Research🏁 $SLNO Outperform-$75 and said Hungry for More Sales. Initiate at OP $RYTM $AARD Wolfe Research added We are initiating coverage of Soleno Therapeutics (SLNO) with an Outperform rating $75 PT. With the recent FDA approval of Vykat XR the only approved therapy for hyperphagia in PWS we believe the stock is entering a new phase of value creation. Despite high volatility in SLNO shares partly driven by a short report (Aug [--] 2025; by Scorpion Capital; link) we view as overstated we see the recent weakness as a buying opportunity. Our conviction is based on SLNO's first-mover"
X Link 2025-11-17T21:29Z [----] followers, 15.1K engagements
"Guggenheim reiterated $ACLX Buy-$120 and said'Stock Weakness Seems Overdone' $LEGN - $JNJ GILD GuggenheimArcellx inc. shares are under pressure this afternoon following disclosure of a late-breaking ASH abstract from a potential competitor Kelonia Therapeutics highlighting the first anecdotal Ph [--] clinical data on [--] relapsed or refractory multiple myeloma (RRMM) patients that received lentiviral in vivo CAR-T gene therapy KLN-1010 while the abstract highlights "promise and potential feasibility of this approach" the stock reaction seems overdone given the early nature of the data with limited"
X Link 2025-11-24T19:40Z [----] followers, [----] engagements
"Goldman Sachs $TSHA to a Buy-$11 from an Early-Stage Biotech Designation $NGNE $NVS ACAD AVXL ALPMY Goldman Sachs saidTSHA's gene therapy TSHA-102 in Rett syndrome has entered Ph3 (REVEAL) development and thus we assign TSHA a Buy rating with a 12-month PT of $11 (from the previous Early-Stage Biotech designation). The primary endpoint of REVEAL is the gain or regain of [--] of [--] developmental milestones at 12-months with registrational six-month interim data (n=15) possible in late-2026/early-2027 given enrollment timelines. We have a positive outlook on REVEAL noting: 1) we believe TSHA can"
X Link 2025-12-04T12:25Z [----] followers, [----] engagements
"Raymond James $OCUL's PT to $28 from $19 and reiterated at a SB. $EYPT $FDMT REGN SRZN RGNX - ABBV Ray Jay said in its note: Friday after market close Ocular Therapeutix announced that they now intend to file for approval of Axpaxli in wet AMD following the topline readout of SOL-1 during 1Q26 if successful. This comes after the FDA announced a new default policy of requiring only one study for approval if it is adequately powered/designed and well controlled. This is a major shift to expectations as the two study paradigm has been required for approvals in ophthalmology and SOL-R the second"
X Link 2025-12-08T10:39Z [----] followers, 11.5K engagements
"Citizens $TSHA Market Outperform/$8 $NGNE $NVS ACAD AVXL ALPMY Citizens saidTaysha (TSHA MO $8 PT) and Neurogene (NGNE NC) are moving into registrational studies and both show significant promise. Both registrational studies are well-designed according to Dr. Davies to capture improvements in clinical benefit and leverage primary outcomes that are objective measurements of performance outcomes and not patient/caregiver reported or effort based which are less meaningful. Goldman Sachs $TSHA to a Buy-$11 from an Early-Stage Biotech Designation $NGNE $NVS ACAD AVXL ALPMY Goldman Sachs saidTSHA's"
X Link 2025-12-17T13:43Z [----] followers, [----] engagements
"Raymond James🏁 $LXEO Strong Buy/$25 $LRMR BIIB $RCKT TNYA Raymond James said in its note: Initiating coverage of Lexeo Therapeutics (LXEO) with a Strong Buy rating and $25 price target as we think Lexeo's lead asset LX2006 (AAV gene therapy for cardiomyopathy associated with Friedreich's Ataxia) is well-positioned for success in its pivotal trial based on strong results from two Phase 1/2 clinical trials and constructive feedback from FDA. While pivotal data from this program is not anticipated until 1H27 we anticipate the stock will move next year on a finalized pivotal protocol with FDA"
X Link 2025-12-17T21:23Z [----] followers, [----] engagements
"Mizuho🏁 $UPB Outperform/$51 REGN - SNY $AMGN - $AZN Mizuho said: We are initiating coverage of Upstream Bio with an Outperform rating and $51 PT as we see UPB's lead program verekitug (anti-TLSPR mAb) as well- positioned for a positive Phase II readout in asthma in 1Q26. First we see a number of supportive data points indicating that verekitug is the most potent TSLP/TSLPR pathway inhibitor. Second we believe verekitug Q12W/Q24W are well positioned to achieve FeNO reductions from baseline that we believe will provide a high probability of achieving a clinically meaningful 50% reduction in"
X Link 2025-12-18T11:54Z [----] followers, [----] engagements
"Oppenheimer🏁 $AARD Outperform-$35 and said: We initiate coverage with an Outperform rating and a $35 PT as AARD builds a differentiated rare and common obesity franchise-and ahead of next year's key readout. $SLNO $RYTM Oppenheimer added: Lead program is a global Phase [--] trial for Prader-Willi syndrome a $1B+ US TAM for which favorable safety alone could make ARD-101 competitive to the sole currently approved option. Topline data due 3Q26. AARD is also pursuing several avenues to advance the treatment condition for general obesity for which injectable GLP-1 drugsdespite their impressive"
X Link 2025-12-23T12:16Z [----] followers, [----] engagements
"BMO Capital reiterated $GPCR Outperform-$130 and said Licensing agreement with Genentech is not the large Pharma partnership that some Structure owners have been anxiously awaiting. $RHHBY $VKTX NVO LLY AMGN PFE BMO Capital said Following positive Ph 2b ACCESS and ACCESS II data for Structure's oral small molecule aleniglipron Structure now appears an even more viable option for large Pharma to partner with and expand commercially in the future. Unfortunately today's 8-K announcement indicating a new licensing agreement is not the type of agreement many still sit waiting for. Structure's"
X Link 2026-01-06T10:50Z [----] followers, [----] engagements
"Morgan Stanley🏁 $BBIO Overweight/$96 and said: Initiating coverage of BridgeBio Pharma (BBIO) with an Overweight rating and a $96 price target implying 20%+ upside from current levels. $ALNY $PFE AZN BAYRY BMRN ASND Morgan Stanley added: BBIO is well- positioned as a leading rare disease company with a diversified late-stage pipeline and a commercial-stage asset (Attruby/acoramidis) in ATTR-CM a serious heart condition that can lead to heart failure. The company is evolving into a multi-product rare disease franchise supported by recent Phase [--] wins and upcoming regulatory catalysts."
X Link 2026-01-06T11:08Z [----] followers, [----] engagements
"Mizuho reiterated $EYPT at Top Pick Outperform and a $33 PT. $OCUL $FDMT REGN SRZN KOD Here's what Mizuho said in its note to investors: This morning EYPT provided a corporate update outlining key milestones anticipated for [----]. Importantly the company remains on track to report top-line P3 data in mid-2026 for lead asset Duravyu a novel (and potentially disruptive) extended-duration treatment in the setting of wet AMD/wAMD. Additionally EYPT also remains on track in dose the first patient in its P3 program for Duravyu in diabetic macular edema/DME in 1Q26. With the company also announcing"
X Link 2026-01-07T15:30Z [----] followers, [----] engagements
"Stifel in a note to investors said: We think $SLNO's (Buy; $115 PT) pre-print is overall solid meets what investors were largely hoping to see and supports Vykat's blockbuster potential. $RYTM $AARD BIIB Here's what else Stifel had to say: Wolfe Research🏁 $SLNO Outperform-$75 and said Hungry for More Sales. Initiate at OP $RYTM $AARD Wolfe Research added We are initiating coverage of Soleno Therapeutics (SLNO) with an Outperform rating $75 PT. With the recent FDA approval of Vykat XR the only approved therapy Wolfe Research🏁 $SLNO Outperform-$75 and said Hungry for More Sales. Initiate at"
X Link 2026-01-12T14:29Z [----] followers, 13.7K engagements
"Oppenheimer reiterated $LXEO Outperform-$20 $RCKT TNYA $LRMR BIIB VYGR DSGN PTCT Oppenheimer said in its note: We believe yesterday's interim look from LX2020's Phase 1/2 HEROIC study in PKP2-associated arrhythmogenic cardiomyopathy (PKP2-ACM) yielded clear efficacy signals across the high-dose cohorts accompanied by un-concerning safety observations. With shares having closed down 23% vs. a flat XBI the market may have been looking for a more consistent relationship between PKP2 increase and arrhythmia improvement-but we emphasize that the data remain immature and look forward to 12-month"
X Link 2026-01-13T12:17Z [----] followers, [----] engagements
"William Blair reiterated $TERN Outperform/Top Pick. $NVS $ELVN William Blair said: Following the company's presentation last year at the American Society of Hematology (ASH) annual meeting it is our view that "unprecedented" remains the only suitable adjective to describe the clinical activity of TERN-701 in third-line or later chronic myeloid leukemia (CML). It is rare for an investigational agent to demonstrate unequivocal improvement in both clinical efficacy and safety and concurrently provide patients with better convenience of daily dosing with no food effect. We believe TERN-701 is on"
X Link 2026-01-13T20:36Z [----] followers, [----] engagements
"Morgan Stanley reit'd $IRON OW/$120says 'Buy The Dip' after mgmt.🗣w/ analyst to discuss the unconfirmed Reuters report that the FDA has extended the review for several CNPV Tx's. $SNY $RHHBY LLY Stifel: IRON: Buy; $125Views weakness as Buying opp. Wedbush: IRON: OP; $110sees limited risk to bitopertin's eventual approvalbuying opportunity. Here's what the Analysts had to say: a/o Friday: BMO Capital reiterated $IRON Outperform/$120 Jefferies reiterated Buy/$154 TD Cowen reiterated Buy Stifel analyst reiterated Buy/$125 $CLVLY Mitsubishi Tanabe Pharma NVS ABBV GERN $PTGX - TAK Here's what the"
X Link 2026-01-15T18:53Z [----] followers, [----] engagements
"Piper Sandler $AXSM's PT to $223 from $148 reiterated at an Overweight and said 'Remaining Bullish' $ACAD $JAZZ OTSKY HLUBF HLBBF JNJ TEVA Piper Sandler Additionally said: We met with Axsome senior management recently and gained more insights into commercial dynamics surrounding Auvelity in agitation associated with Alzheimer's disease (AD-agitation). Given our view that a label expansion is highly likely coupled with what in our view is strong visibility into continued brisk Auvelity growth in the major depressive disorder (MDD) setting and the fact of a lengthy exclusivity runway into 2039"
X Link 2026-01-16T14:27Z [----] followers, [----] engagements
"Piper Sandler Top Pick $TYRA's PT to $42 from $33 and reiterated at an Overweight rating. $BBIO $URGN JNJ IBRX ASND LLY Piper Sandler said in its note: We remain Overweight on TYRA shares and update our thesis on why this remains a top pick for [----]. We believe lead asset dabogratinib (selective FGFR3 inhibitor) is potentially best in class with application across three high-value indications driven by FGFR3 alterations: achondroplasia IR-NMIBC (intermediate-risk non-muscle invasive bladder cancer) and LG-UTUC (low-grade upper tract urothelial carcinoma). While the stock has outperformed"
X Link 2026-01-23T11:49Z [----] followers, [----] engagements
"Guggenheimthe PT on $ERAS to $12 from $5 and reiterated at a Buy rating. $RVMD $IMRX BBOT DAWN MRK NVS Guggenheim said in its note: We are updating our ERAS model and PT reflecting recent updates provided on ERAS-0015 (pan-RAS) and ERAS-4001 (pan-KRAS) as well as the recently announced financing. We now incorporate 30% PoS-adjusted revenue estimates for ERAS-0015 in 2L+ NSCLC and PDAC and a [----] estimated commercial launch. Next up ERAS plans to present initial Phase [--] monotherapy data on ERAS-0015 in patients with RAS-mutant solid tumors in 1H26 and initiate monotherapy expansion cohorts and"
X Link 2026-01-27T12:59Z [----] followers, [----] engagements
"Canaccord Genuity reiterated $ACAD Buy-$32 and said Cutting to the chase we continue to view ACAD as undervalued on approved products alone with an underappreciated pipeline that is not in the stock in any meaningful way at current levels. Specifically the dust has settled a bit after the company recently announced that it expects $1.7bn in sales of Nuplazid (pimavanserin Parkinson's disease psychosis/PDP) and Daybue (trofinetide Rett syndrome) in 2028E. Intra-quarter visibility remains low on these products as they are sold via specialty pharmacies and third-party prescription (Rx) data are"
X Link 2026-01-27T20:13Z [----] followers, [----] engagements
"BMO Capital reiterated $IRON Outperform-$120 and said Following recent share volatility for IRON we still maintain that bitopertin is likely to be approved for EPP/XLP in the coming weeks. $CLVLY Mitsubishi Tanabe Pharma BMO added While recently published articles have drawn concerns around efficacy and safety of bitopertin we note: 1) prior affirmative alignment with FDA on NDA submission needs; 2) robust Roche-derived safety data; and 3) most importantly PPIX reduction correlations with improvement in sunlight tolerance all give us more confidence in bitopertin's near-term approval. Our"
X Link 2026-01-29T12:15Z [----] followers, [----] engagements
"Mizuho reiterated $EYPT Outperform; PT $33; Top Pick $OCUL $XBI FDMT REGN SRZN KOD Mizuho said in its note to investors: YTD EYPT shares have been surprisingly weak (-24% vs. -2% XBI) on no change in fundamentals but also in-line with Ocular Therapeutix (OCUL NC) its main competitor which YTD is - 25%. We remind that top-line data from OCUL's first P3 study for Axpaxli are expected this quarter (any day now) and given similarities between Axpaxli and EYPT's Duravyu (both TKI-based maintenance therapies for wet AMD) we're expecting volatility in EYPT shares in consequence of the OCUL data."
X Link 2026-02-02T14:36Z [----] followers, [----] engagements
"Citizens reiterated $ACAD Market Outperform-$34 and said Likely negative CHMP opinion on the trofinetide MAA for Rett syndrome slows expansion into the EU $TSHA $NGNE AVXL Citizens added Yesterday afternoon Acadia announced a negative CHMP trend vote on its trofinetide MAA for Rett Syndrome after an oral explanation and the company expects a negative CHMP opinion. The formal CHMP opinion is anticipated later in February and management intends to seek a re-examination of the opinion should it be unfavorable. While this update is disappointing exU.S. sales of trofinetide represent potential"
X Link 2026-02-03T11:30Z [----] followers, [----] engagements
"B Riley reiterated $TGTX Buy/$55. $NVS $RHHBY Here's what B Riley had to say in its note: H.C. Wainwright Assumed Coverage on $TGTX at Buy-$60 and said: An MS franchise in the making; we expect Briumvi's market penetration to grow significantly in the next few yearsestimate that SC Briumvi could take peak US revenues from $3.1B to $5.1B in [----]. $RHHBY $NVS H.C. https://t.co/Miiar782G7 H.C. Wainwright Assumed Coverage on $TGTX at Buy-$60 and said: An MS franchise in the making; we expect Briumvi's market penetration to grow significantly in the next few yearsestimate that SC Briumvi could"
X Link 2026-02-04T12:32Z [----] followers, [----] engagements
"Guggenheim🏁 $STOK Buy/$60 $BIIB $PRAX DRUG UCBJY UCBJF JAZZ Guggenheim said in its initiation report: Our investment thesis on STOK centers around our positive view of its lead asset zorevunersen a first-in-class antisense oligonucleotide (ASO) designed to restore SCN1A haploinsufficiency the root cause of Dravet syndrome (DS) by upregulating NaV1.1 expression. Key pillars of our thesis: (1) zorevunersen is the first drug showing disease-modifying potential in DS with benefit not only on seizure frequency but also on cognition behavior and adaptive function also supported by EEG biomarkers;"
X Link 2026-02-05T12:21Z [----] followers, [----] engagements
"Stifel reiterated $ERAS Buy-$10 and provided its takeaways after🗣w/ CFO/CBO. $RVMD BBOT DAWN MRK NVS $IMRX We hosted a fireside chat with Erasca's CFO/CBO David Chacko during the [----] Stifel Biotech Ski Summit in Park Clty (February 2-4). See main takeaways below: panRAS competitive landscape why hasn't pharma brought forward a pan-RAS ERAS views RVMD as a trailblazer with themselves solidly in second place; secured COM in 10/2025. ERAS-0015 is optimized for PK and potency; competitors who enhance one over the other could see diminishing returns (e.g. less favorable therapeutic index). The"
X Link 2026-02-09T13:57Z [----] followers, [----] engagements
"Stifel🏁 $OLMA Buy-$48 and said We are initiating coverage of Olema Pharmaceuticals (OLMA) with a Buy rating and $48 Target Price. AZN $LLY $RHHBY ARVN BBOT Our thesis centers on lead asset palazestrant a potential best-in-class oral SERD/CERAN. Its optimal pharmacology allows for sustained 24/7 estrogen receptor (ER) antagonism which we believe is critical to preventing pro-oncogenic gene expression. We conservatively model peak sales of $3.1B in [----] and stress that endocrine therapy in ER+/HER2- could be a $20B+ global market opportunity with plenty of room for many big players. Goldman"
X Link 2026-02-10T21:16Z [----] followers, [----] engagements
"Laidlaw reiterated $VKTX Buy/$110: $NVO $GPCR LLY AMGN PFE Morgan Stanleythe PT to $99 from $102 and reiterated at Overweight: Laidlaw said: VKTX reported 4Q25 financial results and corporate updates today after the close. Our take is that VKTX has provided clearer pathways for a more comprehensive VK2735 in obesity advancement on many fronts. Specifically in addition to the completion and the later data readout of subQ VK2735 VANQUISH studies oral VK2735 is expected to enter Phase III study in 2H26 and we estimate topline readout possibly in [----]. The potential to incorporate maintenance"
X Link 2026-02-12T10:32Z [----] followers, [----] engagements
"Raymond James $BBIO's PT to $89 from $85 reiterated Outperform and said Infigratinib efficacy comes in competitive with/slightly ahead of the CNP class. Infigratinib met its primary endpoint at Week [--] demonstrating an LS mean difference in annualized height velocity (AHV) vs. placebo of +1.74 cm/yr (p0.0001); with all the caveats of cross-trial comparison this comes in slightly ahead of the bar set by CNPs in Phase [--] (+1.5 cm/yr vs. pbo) notably in a population with a slightly higher baseline AHV than CNP comps. The trial also achieved statistical significance on CFB in height Z-score (LS"
X Link 2026-02-12T15:24Z [----] followers, [----] engagements
"Piper Sandler🏁 $URGN Overweight/$36. $MRK $AZN $JNJ $BMY $TEVA Piper Sandler said in its initiation report: $URGN shares have been volatile in [----] (e.g. ODAC briefing documents ODAC panel vote and ultimate FDA approval) but investors are starting to gain more confidence in the Zusduri launch. That said we think the Street still underestimates peak sales potential in LG-IR-NMIBC and overestimates IP risk to the -102/-103 franchise. We think early commercial launch datapoints combined with updates from the Ph. III UTOPIA of UGN-103 will drive meaningful upside to $URGN shares over the next"
X Link 2025-08-19T10:39Z [----] followers, [----] engagements
"RBC Capital reiterated $ONC Outperform-$408 and said In-House Capabilities Can Drive Sustainable Near- and Long-Term Innovation $LLY $ABBV AZN VSTM BGNE ZLAB RBC Said: Yesterday we had the opportunity to take ONC mgmt on the road with investor conversations focusing largely on the sustainability of ONC's development engine as well as near-term competitive threats. We felt mgmt was confident that the company had built a true moat that enabled them to execute quickly and bring best-in-class molecules to the clinic and market exemplified by Brukinsa sonrotoclax and '16673 which together round"
X Link 2025-12-17T14:20Z [----] followers, [----] engagements
"Cantor $XENE's PT to $55 from $45 and reiterated at an Overweight rating. $PRAX $BHVN RAPP NBIX JAZZ Cantor said in its note: Our "house view" is that most of the incremental value from current levels comes from the rest of the pipeline and not from seizures so we're generally agnostic wrt XTOLE-2 as a catalyst. We also note that azetukalner exclusivity while long-dated will be driven more by polymorph dosing and method patents. As such it may take 7-8 years to get a clearer sense of when generics might enter. However azetukalner for seizures provides at least a strong valuation framework"
X Link 2026-01-05T13:39Z [----] followers, [----] engagements
"TD Cowen reiterated $CNTA at a Buy rating and said As We Await Higher Dose Data For '750 Stock Pullback Is A Good Entry Point $ALKS $TAK ESALY HRMY TD Cowen additionally said We view the recent pullback as a good opportunity as early '750 Phlla data in NT1 NT2 & IH suggest a competitive profile w/ potential to show dose-dependent efficacy for meaningful upside. QD & split dosing is increasingly understood to be needed to optimize outcomes in normal orexin NT2/IH pts. CNTA to initiate PhIII studies in Q1 w/$2.5B+ potential in peak sales & pipeline expansion to add. As we await additional '750"
X Link 2026-01-14T21:15Z [----] followers, [----] engagements
"Guggenheim $GPCR's PT to $140 from $90 and reiterated at a Buy rating. $RHHBY $VKTX NVO LLY AMGN PFE MBX Here's what Guggenheim had to say: Following a strong December [----] with robust topline ACCESS Phase 2b data the Phase [--] start of oral amylin ACCG-2671 and the company now well financed for Phase [--] we are updating our model to reflect our increased confidence in aleniglipron's ultimate Phase [--] and commercial success with potential incremental upside anticipating the promise of GPCR's first-in-class oral small molecule amylin program (ACCG-2671) advancing to the planned Phase 2a program. We"
X Link 2026-01-20T12:57Z [----] followers, [----] engagements
"Citizensthe PT on $MDGL to $745 from $527 and reiterated at Market Outperform. $IVA VKTX ALGS ALT AGMT LLY $NVO Citizens said in its note: MDGL shares have pulled in to start [----] (down 14%) which we think is a knee-jerk reaction to the company not getting bought and the ervogastat deal signaling that a near-term buyout is unlikely. Taking a step back we consider the potential combo candidates as upside to our valuation but they diversify the IP risk on Rezdiffra and give us more confidence in the longer-term revenue tail. Management is building out its pipeline from a position of strength"
X Link 2026-01-20T15:45Z [----] followers, [----] engagements
"Guggenheim (a/o Jan. 16) $MBX's PT to $88 from $77 and reiterated at Buy $GPCR MSTR - $PFE VKTX NVO LLY ASND AZN NVO Guggenheim said Earlier this week MBX reiterated plans to release Ph 1b data in 4Q26 for its once-monthly obesity drug MBX [----] (GLP-1/GIP). In addition the company announced plans to select and advance two additional once-monthly obesity development candidates this year (amycretin in 2Q26 and GLP-1/GIP/GCGR in 3Q26). Given the broadening peptide portfolio and 4Q26 clinical data catalyst we now incorporate heavily risk-adjusted obesity sales in our model to preliminarily"
X Link 2026-01-20T16:15Z [----] followers, [----] engagements
"Barclays assumed coverage of $PTCT to Overweight-$119 from EW-$68 after initiating coverage of [--] biotech stocks and assuming coverage of [--] with a positive view of the industry. $BMRN $OTSKY RLFTY SYBX QURE RHHBY WVE TEVA Barclays says that it likes the setup for the group in 2026many biotech stocks remain undervaluedexpects continued M&A strong underlying fundamentals and less of a focus on drug pricing to act as significant tailwinds. Barclays additionally said We think PKU could be $2B at peak. We think PKU remains underappreciated and see Sephience beating in [----] and beyond."
X Link 2026-01-28T16:25Z [----] followers, [----] engagements
"H.C. Wainwright reiterated $AQST Buy/$10 $SPRY $NSRX TEVA VTRS H.C. Wainwright said in its note: Yesterday Aquestive Therapeutics disclosed that it had received a Complete Response Letter (CRL) from the FDA on January [--] [----] for the New Drug Application (NDA) seeking approval of Anaphylm (dibutepinephrine) sublingual film for the treatment of Type I allergic reactions including anaphylaxis in patients weighing 30kg or more (approximately [--] pounds). In the CRL which focuses on administration and labeling guidance the FDA cited deficiencies in the Anaphylm human factors (HF) validation study."
X Link 2026-02-03T13:22Z [----] followers, [----] engagements
"RBC Capital reiterated $OCUL Outperform-$30 and said We Maintain Our Conviction Into SOL-1 and See Recent Weakness as Buying Opportunity $EYPT $XBI FDMT REGN SRZN RBC Capital additionally said OCUL shares are -28% YTD (vs +2% XBI) with no strong rationale for the downturn beyond investor jitters into the pivotal SOL-1 readout. We think the recent downturn is unfounded as there has been no change to the long-thesis in our view. We maintain conviction in SOL-1 given that: 1) trial readout is within guided timelines; 2) the long-acting TKI class has demonstrated convincing Phase I/II data in"
X Link 2026-02-05T14:11Z [----] followers, 15.5K engagements
"Truist $MDGL's PT to $640 from $580 reiterated at Buy rating and said that it remains Buyerssees $7.7B in peak sales. $IVA LLY $NVO VKTX ALT SGMT ALGS Truist in its note said: We remain Buyers of MDGL and raise our PT to $640 (prev $580) due to increased conviction in Rezdiffra's potential specifically in MASH F4 subtype following data at AASLD (see our note). These data showed substantial efficacy benefit in patients with baseline platelet 100k (more severe patients) a subtype that is also enrolled in the ongoing Ph3 MAESTRO-NASH OUTCOMES trial. Our conviction is reflected in peak adj MASH"
X Link 2025-11-19T11:21Z [----] followers, [----] engagements
"Goldman Sachs $OLMA's PT to $38 from $26 and reiterated at a Buy rating. $RHHBY $NVS PFE AZN LLY ARVN H.C. WainwrightPT to $45 from $36 and reiterated at a Buy rating. Here's what the Analysts had to say: Guggenheim🏁 $OLMA Buy/$20 NVS $PFE $RHHBY Guggenheim said in it initiation report: https://t.co/yc1r09HHRR Guggenheim🏁 $OLMA Buy/$20 NVS $PFE $RHHBY Guggenheim said in it initiation report: https://t.co/yc1r09HHRR"
X Link 2025-12-11T12:17Z [----] followers, [----] engagements
"B Rileythe PT on $MDGL to $670 from $560 reiterated at a Buy rating and said that they see Rezdiffra peak-year sales of $4.5B $IVA $NVO VKTX LLY ALGS SGMT ALT B Riley said that they now value MASH using a risk-adjusted approach aligned with recent M&A deals reflecting peak-year sales of $4.5B extended by loss of exclusivity protection and the Rezdiffra/'2086 combo strategyearly GLP-1 adoption trends and strong patient-level script growth support market expansion while disciplined opex and modest gross-to-net adjustments underpin significant near-term free cash flow generation. Truist $MDGL's"
X Link 2025-12-12T19:28Z [----] followers, 11.7K engagements
"H.C. Wainwright $CLYM's PT to $11 from $9 and reiterated at Buy $SNY NVS $AZN GSK HCW said in its note: We draw investors' attention to the fact that budoprutug Climb Bio's most advanced asset is currently in two mid-stage proof-of-concept trials in immune thrombocytopenia (ITP) and systemic lupus erythematosus (SLE) both of which are slated to report top-line data in 2H26. Budoprutug a clinical-stage anti-CD19 monoclonal antibody (mAb) is designed to deplete CD19-positive B cellsincluding antibody secreting cells (plasma blasts)in order to directly reduce pathogenic autoantibodies. Climb Bio"
X Link 2025-12-18T12:44Z [----] followers, [----] engagements
"Stifel reiterated $GHRS Buy-$32 and said: We're reiterating our Buy rating on GHRS on the back of news that the GH001 clinical hold was lifted removing an overhang on the stock. ATAI JNJ CMPS $CYBN $MNMD Stifel additionally said: Bottom line: this sets up GHRS to start their ph3 program in [----] on the back of very strong ph2b data. We expect shares to trade significantly higher today given that GHRS has significantly underperformed peers since the prior July update when FDA originally had asked for more information before removing the hold. On next steps -- we caught up with management who is"
X Link 2026-01-05T13:07Z [----] followers, [----] engagements
"Raymond James reiterated $COGT Strong Buy-$60 and provided its WW product revenue ests for bezuclasinib in [--] indications for FY27-30 w/ [--] NDA submitted & [--] on deck in 1H26 ahead of competitors conference this week. $SNY - BPMC NVS OPHLY GSK $CLDX Raymond James said in its note Recall Cogent submitted an NDA for NonAdvSM in December based on positive SUMMIT data presented earlier last year and expects FDA to accept the NDA by the end of February [----]. Moreover Cogent is on track to submit two more NDAs for GIST and AdvSM in April [----] and 1H26 respectively. Overall by Cogent's estimates and"
X Link 2026-01-12T21:17Z [----] followers, [----] engagements
"Cantor reiterated Top Pick $VERA Overweight; $100. $TVTX NVS OTSKY $JBIO VRTX AZN IONS RHHBY Here's what Cantor had to say: We caught up with VERA a "Top Pick" and discussed atacicept's (APRIL/BAFF inh; BTD) potential approval in IgA nephropathy (IgAN) and commercial launch preparations. Our overall takeaway is that all the pieces are in place for a successful regulatory outcome as VERA lays the framework for a strong commercial launch. TD Cowenthe PT on $VERA to $73 from $60 and reiterated at a Buy rating. $TVTX $OTSKY JBIO VRTX ABBV ALNY IONS Here's what TD Cowen had to say: We are"
X Link 2026-01-16T18:22Z [----] followers, [----] engagements
"Raymond James $TYRA's PT to $55 from $35 and reiterated at Strong Buy. $URGN $JNJ PFE MRK ALPMY Raymond James said in its note: Remain Strong Buy rated on TYRA shares and raise our price target to $55 after layering estimates for dabogratinib in upper tract urothelial carcinoma (UTUC) into our model. Recall that although this is a smaller opportunity (around 3K U.S. patients) TYRA can accelerate the development here (a Phase [--] trial has recently been initiated) with the potential for this to be the first approved indication for dabogratinib (which we estimate in early [----] a couple of"
X Link 2026-01-28T21:31Z [----] followers, [----] engagements
"RBC Capital reiterated $EYPT Outperform-$39 and said We Maintain Our Conviction in the LongActing TKIs and See Recent Weakness as Buying Opportunity $OCUL $XBI REGN RHHBY SRZN KOD FDMT RGNX - ABBV RBC Capital said in its note: EYPT shares are -30% YTD (vs +2% XBI) with no strong rationale for the downturn beyond investor jitters into competitor OCUL's pivotal SOL-1 readout. We think the recent downturn is unfounded as there has been no change to the long-thesis in our view. We maintain conviction in EYPT and the long-acting TKI class given that: 1) the TKIs have demonstrated convincing Phase"
X Link 2026-02-05T16:31Z [----] followers, [----] engagements
"William Blair🏁 $TYRA Outperform-$59.62 FVE and said that it sees three blockbuster opportunities for pot'ly first-in-class dabogratinib. $URGN $BBOT MRK ALPMY BMRN LLY BMY ACRV JNJ Here's what else William Blair had to say: We are initiating coverage of Tyra Biosciences with an Outperform rating and $59.62 fair-value estimate. Tyra is developing dabogratinib a potentially first-in-class selective FGFR3 inhibitor that could have broad therapeutic potential in oncology and growth disorders. The company has generated early clinical data with dabogratinib in metastatic urothelial carcinoma (mUC)"
X Link 2026-02-10T12:37Z [----] followers, [----] engagements
"Piper Sandler🏁 $CLYM and said We are initiating coverage on Climb Bio Inc. (CLYM) with an OW rating and $23 PT where it is developing budoprutug (anti-CD19) across three indications (pMN ITP SLE) and CLYM116 (anti-APRIL) in IgAN. $CGEM $ZBIO NVS SNY TAK ARGX Piper Sandler added: Accordingly CLYM is trading above cash where it has multiple shots on goal to unlock significant value heading into a catalyst-rich mid-2026/2H26. Specifically budoprutug has high PoS in pMN with Ph1b PoC data demonstrating rapid/durable B-cell depletion serologic remission and complete/partial clinical remission"
X Link 2026-02-13T12:57Z [----] followers, [----] engagements
"Craig-Hallum🏁 $CMPX argues Tovecimig already met the ORR [--] of a Ph3 2L BTC study/ PFS/OS data is expected in Marexpects these data to support a pot '27 comm launch in 2L BTC (models a $1B peak oppy)+sees sigpot from early-stage pipeline. $AZN BMY $BNTX DCTH MRK Here's what else Craig-Hallum said in its note: We are initiating coverage of Compass Therapeutics with a Buy rating and $15 price target as we believe CMPX's approach in developing bispecific antibodies (BsAbs) focused on angiogenesis and immuno-oncology will be integral in the next-generation of cancer therapies. BsAbs"
X Link 2026-02-13T15:28Z [----] followers, [----] engagements
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