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# ![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1060595604022280192.png) @Quantumup1 quantumup

quantumup posts on X about $lly, $amgn, $nvs, $pfe the most. They currently have XXXXX followers and 1256 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1060595604022280192/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1060595604022280192/c:line/m:interactions.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXX +29%
- X Months XXXXXXXXX +59%
- X Year XXXXXXXXX +191%

### Mentions: XX [#](/creator/twitter::1060595604022280192/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1060595604022280192/c:line/m:posts_active.svg)

- X Month XXX -XXXX%
- X Months XXX +59%
- X Year XXX +202%

### Followers: XXXXX [#](/creator/twitter::1060595604022280192/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1060595604022280192/c:line/m:followers.svg)

- X Week XXXXX +0.86%
- X Month XXXXX +4%
- X Months XXXXX +14%
- X Year XXXXX +33%

### CreatorRank: XXXXXXX [#](/creator/twitter::1060595604022280192/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1060595604022280192/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1060595604022280192/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies) 

**Social topic influence**
[$lly](/topic/$lly) #23, [$amgn](/topic/$amgn) #3, [$nvs](/topic/$nvs) #9, [$pfe](/topic/$pfe) #55, [$sny](/topic/$sny), [$regn](/topic/$regn), [$biib](/topic/$biib) #2, [$bmy](/topic/$bmy), [$jnj](/topic/$jnj), [$rhhby](/topic/$rhhby) #3

**Top assets mentioned**
[Eli Lilly and Company (LLY)](/topic/$lly) [Amgen, Inc. (AMGN)](/topic/$amgn) [Novartis AG (NVS)](/topic/$nvs) [Pfizer, Inc. (PFE)](/topic/$pfe) [Synthetify (SNY)](/topic/$sny) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Biogen Inc (BIIB)](/topic/$biib) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Johnson & Johnson (JNJ)](/topic/$jnj) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Vertex Protocol (VRTX)](/topic/$vrtx) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [GSK plc (GSK)](/topic/$gsk) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Goldman Sachs (GS)](/topic/goldman-sachs) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [AstraZeneca PLC (AZN)](/topic/$azn) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [One Cash (ONC)](/topic/$onc) [Novo-Nordisk (NVO)](/topic/$nvo) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Edgewise Therapeutics, Inc. Common Stock (EWTX)](/topic/$ewtx) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [AbbVie Inc (ABBV)](/topic/$abbv) [Apogee Therapeutics, Inc. Common Stock (APGE)](/topic/$apge) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Jazz Pharmaceuticals, Inc. (JAZZ)](/topic/$jazz) [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Alkermes Inc. plc (ALKS)](/topic/$alks) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Tourmaline Bio, Inc. Common Stock (TRML)](/topic/$trml) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Insmed, Inc. (INSM)](/topic/$insm) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Prometheus Biosciences, Inc. Common Stock (RXDX)](/topic/$rxdx) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [SuperRare (RARE)](/topic/$rare) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Mirati Therapeutics, Inc. Common Stock (MRTX)](/topic/$mrtx) [Morgan Stanley (MS)](/topic/morgan-stanley) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/$gehc) [PROCEPT BioRobotics Corporation Common Stock (PRCT)](/topic/$prct) [Basilisk (BSX)](/topic/$bsx) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Stryker Corporation (SYK)](/topic/$syk) [Measurable Data Token (MDT)](/topic/$mdt) [OwlDAO (OWL)](/topic/$owl) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Incyte Corporation (INCY)](/topic/$incy) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl)
### Top Social Posts [#](/creator/twitter::1060595604022280192/posts)
---
Top posts by engagements in the last XX hours

"Citizens reit'd $CRNX Mkt OP-$90 and said " $CRNX presented new long-term safety and efficacy data from its open-label extension (OLE) trial of PATHFNDR-1 showing paltusotine maintained IGF-1 levels comparable to prior injected SRL therapy for up to XX weeks. $NBIX Citizens added "Similarly the OLE trial of PATHFNDR-2 showed decreased IGF-1 levels in newly treated patients and maintained levels in previously treated patients over XX weeks. Over XX% of patients continued into the OLE trials indicating high enthusiasm for paltusotine which is poised to be the first daily oral drug approved for"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1945101605063303677) 2025-07-15 12:42:15 UTC 3516 followers, 2280 engagements


"William Blair on 7/7 reiterated $LENZ at an Outperform rating and said "We see a potential blockbuster opportunity for LNZ100" after Lenz announced an exclusive license and commercialization agreement with Laboratoires Tha for LNZ100 in Canada." $ABBV William Blair additionally said "Lenz is eligible to receive over $XX million in milestones ($7.5 million in upfront and regulatory milestones and $XX million in commercial milestones) as well as tiered double-digit royalties on net sales. Overall we view this as a good deal for Lenz as the company retains good economics without having to build"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1943735897062871123) 2025-07-11 18:15:25 UTC 3510 followers, 1125 engagements


"Raymond James reiterated $SPRY Strong Buy-$32 and said "As a result of heavy investor interest in our neffy script analysis note we caught up with management to get additional detail on the key dynamics impacting the 2Q number and beyond." $AQST $TEVA $UNH Raymond James added "Most notably management implied script capture rate moved into the greater-than-90% range by the end of the quarter suggesting the 2Q rate could potentially be closer to XX% than to what we referred to as our not very rigorous XX% estimate. Given the available script data this primarily impacts our 2Q number so while we"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1939779220579700854) 2025-06-30 20:13:00 UTC 3516 followers, 1979 engagements


"Canaccord Genuity reiterated $GHRS Buy-$35 and said it expects the FDA to respond soon to $GHRS's clinical hold response submission. $JNJ $ATAI $CMPS $CYBN $MNMD Canaccord Genuity: "On 6/20 $GHRS announced that it submitted its complete response to the FDA "in June" on the clinical hold that the agency had placed on the company's investigational new drug (IND) application for GH001 (inhaled mebufotenin or 5-MeO-DMT). The FDA typically has XX days to respond following a submission which means we could get an answer from the FDA at any time. Recall $GHRS had announced solid data from its"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1943264899552948624) 2025-07-10 11:03:50 UTC 3516 followers, 1680 engagements


"Canaccord Genuity reiterated $APGE Buy-$89 and said they believe there is a high likelihood of success for the 52-week read-out to demonstrate effective quarterly to even semi-annual dosing: $REGN $SNY $LLY $CRVS $NKTR Jefferies $APGE PT to $XX from $XX reit'd Buy plusrisk-adj peak sales for mono to $1.45B after APG777's Ph.2a efficacy hit its base case: Canaccord Genuity: "Apogee announced positive proof-of-concept induction treatment results from the Phase II APEX study for its IL-13 mAb APG777 in atopic dermatitis (AD). The study met its primary and secondary endpoints and demonstrated a"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942543070798483857) 2025-07-08 11:15:33 UTC 3516 followers, 3948 engagements


"UBS $NBIX PT to $XXX from $XXX reiterated Buy and said "Lot less polarized vs 4Q24 and 1Q25 set-up: we expect outperformance at 2Q" $CRNX $TAK UBS added "We continue to see steady upside on the stock for remainder of 2025. For the stock to break from the recent range-bound action we believe consistently strong uptake on Crenessity is key. Based on our incomings we believe the stock is lot less polarized heading into the 2Q25 print as opposed to 4Q24 (Crenessity elevated expectations) and 1Q25 (Ingrezza bear case). We are raising our PT to $XXX (from $152) based on 5.25x EV/'30E sales (prior"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942891509457547287) 2025-07-09 10:20:07 UTC 3515 followers, 2375 engagements


"Jefferies $VRNA to Hold/$107 from Buy/$140 and said "we see no FTC risks" after $MRK's acquisition bid for $VRNA. $TRVI $INSM $REGN - $SNY $AMGN $GSK Jefferies said in its note: "Expected to close in Q4:25 Merck will acquire $VRNA for $107/sh (23% premium) in return for Ohtuvayre a novel PDE3/4 nebulizer for COPD. The implied $10B acquisition value suggests $3-3.5B+ in peak sales potential (based on a 3x multiple) which could be conservative as Ohtuvayre is in the midst of having the strongest COPD launch in history. We recently raised our peak sales by $1B to $4B based on our doctor survey."  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942951317212660140) 2025-07-09 14:17:46 UTC 3516 followers, 2626 engagements


"Cantor reiterated $APLS Overweight/$39 after competitor $ALPMY reported preliminary IZERVAY figures. $OCUL $EYPT $REGN $SRZN $RHHBY William Blair reiterated $APLS at an Outperform rating after competitor $ALPMY hosted a business update call to provide a U.S. commercial update on Izervay. Both Seem to Question #s Cantor and William Blair said in their notes to investors:"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1943397407170900395) 2025-07-10 19:50:23 UTC 3516 followers, 2630 engagements


"Cantor Fitzgerald reiterated $TVTX at an Overweight rating said "We are very bullish on TVTX as: We expect Filspari will get approval in FSGS: Based on our physician survey FSGS uptake will be very rapid. Some upside from regulatory flexibility in FSGS is priced in based on the recent stock out-performance. However the strong uptake peak sales opportunity in FSGS and the significant operating leverage is not fully-appreciated by the Street in our view. Our physician survey also implies an above-consensus growth for Filspari in 2025 following full approval in IgAN. Longer-term physicians"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1907831693945590134) 2025-04-03 16:24:56 UTC 3509 followers, 3088 engagements


"H.C. Wainwright reiterated $ABEO Buy-$20 after $RARE's CRL for UX111 F/K/A ABO-102 views $RARE's UX111 as remaining eminently approvable $ABEO would be entitled to royalties on net sales of this candidate if approved notes that its valuation assessment does not factor in any such royalties and accordingly the CRL does not impact their thesis. H.C. Wainwright said in its note to investors:"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1944847852460519532) 2025-07-14 19:53:56 UTC 3516 followers, 1161 engagements


"RBC $IDYA PT to $XX from $XX reiterated at OP and said "Ph.III Readout in 2H25 Should Drive Upside and Unlock A $1B Revenue Oppt'y; We are updating our views on $IDYA following additional diligence KOL discussions and meeting with mgmt" $MRK $DSNKY $ZLAB $ONC $PFE $GILD RBC Capital added "While the stock has been largely range bound this year with less investor attention we believe as we enter the second half $IDYA should garner more attention given a major ph.Ill event for lead drug daro as well as a number of supporting pipeline updates. We see a 65%+ likelihood of success for the ph.Ill"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942960023895707681) 2025-07-09 14:52:22 UTC 3516 followers, 1543 engagements


"Citizens JMP reiterated $ABVX Mkt OP-$33 on its High-Conviction Catalysts Pick and said "Phase X ABTECT results for obefazimod in moderate-to-severe UC patients anticipated near term" $PTGX - $JNJ $MRK $LLY $TAK $VTYX Citizens added. "We reiterate our Market Outperform rating and risk-adjusted DCF derived $XX price target on Abivax. Abivax remains on track to report top-line results in 3Q25 from the Phase X induction trials evaluating obefazimod in moderate-to-severe ulcerative colitis. We remain confident in the potential for positive results in the Phase X trial driven by strong efficacy"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1944722511670726970) 2025-07-14 11:35:52 UTC 3516 followers, 3066 engagements


"JPMorgan reiterated $LLY Overweight-$1100 and said they expect a solid 2Q for $LLY with upside to Mounjaro/Zepbound (based on strong TRx growth trends). $NVO $VKTX $GPCR $TERN JPMorgan said in its note: "Ahead of $LLY's 2Q earnings (Aug 7) we want to share our latest thoughts on the quarter and the outlook for the company more broadly. Overall we are expecting a solid 2Q for LLY with upside to Mounjaro/Zepbound (based on strong TRx growth trends) and we estimate total sales in the qtr of $14.8bn (+$370mm vs cons). On the EPS line we are slightly below consensus ($5.49 -$0.06) as we expect a"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942226805542240704) 2025-07-07 14:18:49 UTC 3516 followers, 22.8K engagements


"Citi reiterated $APGE Buy-$95 and said "We see today's Phase 2a data for APG777 ('777) in atopic dermatitis (AD) as a major de-risking event for the program." $REGN $LLY $SNY $CRVS $NKTR Citi additionally said "In the trial '777 demonstrated impressive efficacy achieving a competitive pbo-adjusted EASI-75 score of XXXX% with good safety profile (SAE and discontinuation rates of XXX% and 2.4%). While some investors have raised concerns around higher conjunctivitis rates (18%) this is comparable to rates seen with Dupixent (Phase 2b 9-10%; real world evidence: 20%) and Ebglyss (Phase X 10%;"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942289760959054026) 2025-07-07 18:28:59 UTC 3516 followers, 7092 engagements


"Baird $SLNO PT to $XXX from $XXX reiterated Outperform and said "Positive on launch progress. $RYTM $ACAD $AARD $BIIB $RHHBY Baird added "Soleno's preliminary 2Q results feature impressive Vykat XR sales through the end of June of $31-$33M in just the first XXX months following the mid-April launch. The guided range is well ahead of our/consensus expectations and coupled with the formidable rate of new start forms we have further strengthened confidence in Vykat's blockbuster potential. We are revising our price target to $XXX accordingly.""  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1943615449805049914) 2025-07-11 10:16:48 UTC 3513 followers, 1882 engagements


"BofA $RYTM PT to $XXX from $XX after speaking w/ KOL and said "Improved tolerability with next-gen oral could expand HO market oppy; Reit. BuyPositive readthrough to next-gen weekly MC4R agonist." $VKTX $GPCR $LLY $NVO $SRRK $SLNO $AARD BofA additionally said in its note to investors:"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1945174797312278836) 2025-07-15 17:33:05 UTC 3516 followers, 2321 engagements


"Ladenburg Thalmann🏁 $ORIC Buy-$15. $PFE $ALPMY $AMGN $TNGX Ladenburg Thalmann said in its research report: "Initiating coverage of $ORIC with a Buy rating and $XX price target based on 1) emerging profile of the PRC2 inhibitor ORIC-944 as a potential fast-follower to mevrometostat in treatment AR-experienced mCRPC 2) strategic pivot for development of ORIC-114 from 2nd-line exon XX EGFR/HER2 tumors to the 1st-line representing a larger addressable population and opportunity to maximize clinical differentiation based on potential best-in-class CNS activity and 3) experienced management team"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942560438094287346) 2025-07-08 12:24:34 UTC 3512 followers, 1322 engagements


"Piper Sandler reiterated $PRAX Overweight-$270 and Provided its Takeaways From Their Well-Attended NYC Investor Dinner Ahead of Ph2 RADIANT $NBIX $BHVN $XENE $AQST $BIIB $DNLI $JAZZ $UCBJF Piper Sandler said in it research report: "We hosted $PRAX for an investor dinner ahead of vormatrigine's open-label Ph2 RADIANT readout mid-2025. Notably mgmt expects to imminently enter quiet period where we potentially expect FOS data by the end of July. Further mgmt reiterated the bar for success is 40-60% median seizure reduction with strong safety/tolerability. Importantly $PRAX emphasized RADIANT"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1943323576402059313) 2025-07-10 14:57:00 UTC 3516 followers, 7068 engagements


"RBC Capital reiterated $EWTX Outperform-$48 and said "We Remain Bullish On Sevasemten's Potential In Becker's DMD Can Serve As Upside" $CAPR $SRPT $BMY $CYTK RBC Capital added This morning $EWTX shared updates on sevasemten in both BMD & DMD - we came away noting the following: 1) a clear registrational path to become the first-ever approved therapy for BMD though no accelerated approval 2) seva demonstrating sustained disease stabilization in BMD patients for up to X yrs in MESA 3) mgmt confident drug is active in DMD though ph.Ill plans still being finalized. While the optics of the update"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1938613305825783985) 2025-06-27 15:00:04 UTC 3516 followers, 3641 engagements


"Goldman Sachs🏁 $RVMD Buy-$65 and said " $RVMD is a late stage clinical precision oncology company focused on developing a portfolio of RAS(On) inhibitors - both multi-selective and mutant-selective - to target RAS-addicted cancers including PDAC NSCLC and CRC. Lead asset daraxonrasib (RAS(On) multi-selective inhibitor) is currently in two registrational Ph3 trials in 2L metastatic PDAC (RASolute 302; data in 2026) and 2L/3L metastatic NSCLC (RASolve 301) for patients whose tumors are driven by RAS mutations with two additional Ph3 trial initiations planned to expand utilization into earlier"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1945111957381529777) 2025-07-15 13:23:23 UTC 3516 followers, 1693 engagements


"Guggenheim reiterated $APGE Buy-$116-Best Idea and said "With the Phase X APG777 atopic dermatitis readout imminent (the company guided to summer) we are re-publishing our preview as a reminder of how we're thinking about the readout." $LLY $REGN $SNY $CRVS Guggenheim added "We view a profile on par with $LLY's Ebglyss (pbo adjusted EASI75 30-35%) as a clear win for APG777 with numerically better efficacy as upside. If the data meets this bar we expect 50-100% share price upside; downside in the 25-50% range on subpar results. $APGE's major points of differentiation in the TH2 landscape in"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1940390969859313699) 2025-07-02 12:43:52 UTC 3516 followers, 8266 engagements


"Wells Fargo🏁 $IDYA OW-$44thinks the St isn't pricing in enough value for daro's pot'l in UM - '25 updates should de-risk Tx in both first-line mUM & the neo adjuvant setting - updates from early pipeline should offer upside in the next 12-18mo. $MRK $GILD $PFE $DSNKY $XBI Wells Fargo said in its $IDYA initiation note: "Shares are down -XX% YTD vs $XBI -X% and believe the stock isn't pricing in daro's oppty at these levels. We like the setup over the next XX mos where the co plans to provide several data points for daro both in the metastatic and neoadjuvant settings that should get investors"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1938199643973632299) 2025-06-26 11:36:19 UTC 3510 followers, 5050 engagements


"I was speaking of today's press release from them (Hengrui Pharma and Kailera Therapeutics). They didn't report safety but they said "Hengrui intends to share the full HRS9531 Phase X clinical trial data at an upcoming scientific conference." My thinking until proven differently is that it's not that good or they would have put it out nowI mean they don't even give you the 'Scientific Conference' they will present at = Suspect imo"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1945222618313085191) 2025-07-15 20:43:07 UTC 3516 followers, XXX engagements


"Leerink reiterated $AUPH Outperform-$10 $VRTX $OTSKY $GSK $RHHBY $GILD $BMY Leerink said: " Bottom Line: First-in-human (FIH) data with aritinercept (AUR200) appear competitive with the many other APRIL/ BAFF assets in development; however we await the initiation of clinical studies in autoimmune diseases in 2H25 for a better understanding of its potential place in the treatment class. This morning Aurinia ( $AUPH OP) disclosed Ph.1 single ascending dose (SAD) data with aritinercept a recombinant IgG4 Fc fusion protein that contains a modified B-cell maturation antigen (BCMA) extracellular"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1939737960653758804) 2025-06-30 17:29:03 UTC 3516 followers, 3784 engagements


"Citi reiterated $RARE Buy/$110 and says to Buy here - there is an XX% chance ORBIT hits final analysis. $MREO Goldman Sachs reiterated $RARE Buy/$82 and said it remains +VE on final analysis. Citi and Goldman Sachs said in their notes:"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1943259429731786809) 2025-07-10 10:42:06 UTC 3516 followers, 21.9K engagements


"Barclays $IONS to Overweight-$57 from Equalweight-$51. $ARWR $AMGN $LLY $SLN $NVS Barclays said in its $IONS Upgrade and PT Increase: "Ahead of Tryngolza Ph3 CORE/CORE2 data (3Q25 likely Sept) in severe hypertriglyceridemia (sHTG) we spoke with three #KOLs and did a deep dive on historical clinical trials natural history data and statistical analysis. We see a high prob (90%) it will hit the primary endpoint of triglyceride (TG) % change from baseline. We also see a high prob (90%) it will hit all key 2nd biomarker endpoints prior to acute pancreatitis (AP) analysis per stats hierarchy. For"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1940034029668970601) 2025-07-01 13:05:31 UTC 3516 followers, 1459 engagements


"Citi reiterated $COGT Buy-$15 Opened a 30-Day Upside Catalyst Watch and said it Sees R/R for Bezuclastinib's July Data Update as Skewed to Highly +VE. $BPMC - $SNY $GSK $NVS Citi said in its note: "Topline results from bezuclastinib's Part X registrational portion of the Ph2 SUMMIT trial in non-advanced systemic mastocytosis (NonAdvSM) patients are expected in July. Since results from SUMMIT Part X were reported through 2024 and 2025 YTD investors have essentially priced a successful readout in which the drug is deemed competitive with Blueprint's Ayvakit out of the stock. We have conducted a"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1939661938104934779) 2025-06-30 12:26:57 UTC 3516 followers, 3788 engagements


"Goldman Sachs 7/10🏁 $NBIX Buy-$182. $CRNX $TAK $BMY Goldman Sachs said in its initiation report: "Based on our estimates $NBIX has an attractive growth profile relative to mid-cap peers accounting for the ongoing Crenessity launch (where KOL feedback and precedent launch analysis suggests conservative consensus estimates) and intermediate-term Ingrezza commercial headwinds (competitive headwinds potential IRA pricing inclusion in 2029). Taken together our estimates for the two products imply 11%/7% CAGR to 2030E/2035E revenues which compares favorably to peers (9%/4% at median). Despite its"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1943686854777184580) 2025-07-11 15:00:32 UTC 3512 followers, 1283 engagements


"Citizens reiterated $CRNX Market Outperform-$90. $NBIX $CORT $IMVT $BBIO $ARGX $VRDN $AMGN $TRML $RGLS - $NVS $VRTX Citizens said in its note: "Crinetics ( $CRNX MO $XX PT) will present Phase X TouCAHn data for atumelnant in congenital adrenal hyperplasia (CAH) during the oral session "All About Congenital Adrenal Hyperplasia and Adrenal Insufficiency" on Saturday July XX. While the abstract remains embargoed previously released data show the once-daily oral ACTH antagonist induces rapid and sustained reductions of androstenedione and 17- hydroxyprogesterone over XX weeks with most patients"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1940468288649040284) 2025-07-02 17:51:06 UTC 3516 followers, 7269 engagements


"Leerink $ZLAB PT to $XX was $XX and reiterated at an Outperform. $AMGN $REGN $BMY $PFE $NVCR Leerink said in its note to investors: " $ZLAB partner $AMGN (MP Risinger) announced today that the Phase III FORTITUDE-101 study evaluating bemarituzumab in combination with chemotherapy in 1L FGFR2b+ gastric cancer had met its primary endpoint. Recall bemarituzumab (Bema anti-FGFR2b) is being developed by $AMGN for 1L FGFR2b+ gastric cancer across two Phase III trials: FORTITUDE-101 (Bema + chemo) and FORTITUDE-102 (Bema + chemo + nivolumab). $ZLAB holds Greater China rights to Bema and has"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1939752798721384673) 2025-06-30 18:28:00 UTC 3514 followers, 4625 engagements


"Stephens🏁 $PRCT Overweight-$70 and said "Premium Price Premium Potential: A Surgical Disruptor in BPH; Initiating OW-Vol./$70 PT" $BSX $ISRG $SYK $MDT $GEHC #BPH #PCa Stephens said in its note that it expects $PRCT to post robust growth and margin expansion as adoption of Aquablation continues to expand. Stephens added: Aquablation is disrupting the benign prostatic hyperplasia (BPH) market by taking share from existing procedures and capturing patients who historically delayed or avoided surgery. Believes expanding into prostate cancer has the potential to drive meaningful growth longer-term"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942933333446463982) 2025-07-09 13:06:19 UTC 3516 followers, 2346 engagements


"Jefferies🏁 $JBIO Buy-$16 $VRTX $OTSKF Jefferies said in its initiation report: "We like $JBIO's long-acting anti-APRIL (JADE101) in IgAN: 1) our PK work suggests '101 can achieve Q8/12W dosing 2) we think efficacy will be as good as povetacicept w/ pot'l upside on % clinical remission 3) we expect tolerable safety profile w/o increased serious infections 4) we see oppty for disease modifying tx w/ longer dosing interval in IgAN. We model $915M risk-adj. PS for '101 (POS 30%). Co also has $255M cash/cash eq. w/ runway to '27.""  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1944835951676494032) 2025-07-14 19:06:38 UTC 3516 followers, 1052 engagements


"Raymond James reiterated $BBIO Outperform-$57 and said "On Monday BridgeBio announced that they sold a portion of their acoramidis (Attruby U.S./Beyontra ex-U.S.) royalties from Bayer in European territories to HCRx and Blue Owl for $300M." $OWL $BAYZF $ALNY $PFE Raymond James added "Cash burn and risk of dilution has been an overhang for the company and the $300M cash infusion by our model helps bridge the company into at least 2027 during which we think acoramidis sales will be rapidly inflecting upward. Recall during March 2024 BridgeBio licensed acoramidis in Europe to Bayer in exchange"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1939757441803030665) 2025-06-30 18:46:27 UTC 3511 followers, 4392 engagements


"Goldman Sachs on 7/10 resumed $TGTX Neutral-$37. $RHHBY $NVS $BIIB $SNY $TEVA This report is "Very Bullish" for a Neutral-$37. Seems like this analyst made a mistake the same type of mistake that she made on $RYTM July-2022 where I pointed to her Neutral/$6 PT but her note was "Massively Bullish and look at it now $XXXX high Y'day. Anyway GS said in its Note to investors: "Briumvi has had a successful commercial launch to-date and we now anticipate that the product will continue to gain share of the overall market within multiple sclerosis from here. Further we anticipate that this commercial"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1943629108686024752) 2025-07-11 11:11:05 UTC 3516 followers, 11K engagements


"Stifel $SLNO PT to $XXX from $XXX and reiterated at Buy plusVykat peak sales to $2.5B after conducting a Survey of XX MDs. $ACAD $BIIB $RYTM $AARD $HRMY Stifel said in its note to investors: "We conducted a survey of XX physicians that we think is highly favorable for Vykat and broadly supports the $SLNO bull case: (1) demand is significant (48 TRx) and widespread (70% of docs are prescribing -- most in multiple patients); (2) interestingly adult utilization is consistent with pediatrics -- not our expectation and could be a significant tailwind; (3) docs have a favorable view of Vykat's"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942325969789882433) 2025-07-07 20:52:52 UTC 3515 followers, 4367 engagements


"Benchmark: July 1st: $UNCY: Note Regarding CRL Issue: Unicycive ( $UNCY) Will Seek Type A Meeting to Resolve CRL Issues $TAK $ARDX $SNY $AKBA $FMS Benchmark said in its note: "Recall that on June XX Unicycive Therapeutics said that an FDA manufacturing inspection of a third-party contractor for its CDMO identified deficiencies in cGMP compliance which must be resolved before final labeling discussions with the Agency can begin. Yesterday the company said The Agency plans to issue a complete response letter (CRL) for the Oxylanthanum Carbonate (OLC) New Drug Application (NDA) and that it plans"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1940439665967878183) 2025-07-02 15:57:22 UTC 3516 followers, 1217 engagements


"Piper Sandler reiterated $AMGN Overweight-$328 and said "Another Clinical Win For The Oncology Franchise Though With A Caveat" $ZLAB $ONC Piper Sandler added "Amgen announced positive top-line results for its FGFR2b (fibroblast growth factor receptor 2b)-directed antibody bemarituzumab in patients with unresectable locally advanced or metastatic gastric or gastroesophageal junction (G/GEJ) cancer (i.e. the FORTITUDE-101 Phase III study). Specifically bemarituzumab plus chemo yielded a statistically significant improvement in overall survival (OS). Though ocular adverse events (AE) do give us"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1940082665647960289) 2025-07-01 16:18:47 UTC 3516 followers, 1283 engagements


"Citizens reiterated $RAPP Market Outperform-$28 after a KOL call reinforced its confidence in the pot'l for positive RAP-219 Phase X results in focal epilepsy. $PRAX $XENE $BHVN $NBIX $TAK $UCBJY Citizens said in its note: "We recently hosted Dr. Vikram Rao a neurologist from UCSF and epilepsy KOL for a discussion on the upcoming Phase X proof-of-concept results for RAP-219 in focal epilepsy. Dr. Rao is optimistic about the potential for RAP-219 in focal epilepsy due to its validated yet differentiated mechanism of action compelling preclinical results and innovative Phase X trial design."  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1945423685227024482) 2025-07-16 10:02:05 UTC 3516 followers, 1470 engagements


"Cantor reiterated $BBIO its Overweight-$95-#1 Pick and said "There are plenty of catalysts in the coming months and while we expect them to drive shares considerably higher we suspect it's going higher anyway with the Attruby launch." $ALNY $PFE Cantor added "Upcoming clinical milestones include: BBP-418 interim P3 data in LGMD2I/R9 expected in 2H25 (company hosting a webinar on this program next week); Encaleret P3 data in ADH1 expected in 2H25 X July X 2025; Infigratinib P3 data in achondroplasia expected in 1H26. Such a uniquely positioned company with a uniquely capable management team"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1940746003868418490) 2025-07-03 12:14:39 UTC 3516 followers, 12.5K engagements


"Stifel reiterated $SLNO Buy-$115 and said " $SLNO reported preliminary 2Q results including Vykat revenue expectations in the $31-$33MM range and XXX start-forms from XXX unique prescribers." $AARD $RYTM $ACAD $BIIB $HRMY Stifel additionally said "In short we think these numbers look excellent are well-above investor expectations based on discussions in recent days (on revenues; start-forms generally in-line) and align with our recent bullish survey (LINK) which suggested robust/ broad demand (across peds/adults specialties practice settings) and favorable reimbursement dynamics. We're a"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1943281932030132464) 2025-07-10 12:11:31 UTC 3515 followers, 4184 engagements


"UBS reiterated $PTCT Buy-$71 after they hosted a medical geneticist and professor of pediatrics who is an expert on PKU and treats320 patients. $BMRN $SRPT $JNJ $BIIB $NVS $RHHBY $LRMR $RARE $VRTX $EWTX $CAPR #KOL UBS added "Our discussion focused on the treatment paradigm in PKU with current management options (low-Phe diet Kuvan/sapropterin Palnynziq) as well as $PTCT's sepiapterin (recently approved in Europe as Sephience US FDA PDUFA 7/29). Overall we think the call was highly supportive of a strong potential launch for $PTCT's sepiapterin. Key takeaways from the call: 1) Potential for a"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1944792132193026396) 2025-07-14 16:12:31 UTC 3516 followers, 2070 engagements


"Citizens reiterated $ONC Market Outperform-$348 and said "We reiterate our Market Outperform rating for BeOne Medicines and our price target of $XXX based on a discounted EPS and revenue multiple analysis." $ZLAB $ABBV $AMGN $AZN $LLY $PFE $KYMR $NUVL $NRIX $RVMD $ARGX $ASND $ALNY Citizens added "During the 2025 R&D day the company highlighted key clinical data for Sonrotoclax + Zanubrutinib in TN and R/R CLL/SLL as well as the BTK degrader BGB-16673 in R/R WM and R/R CLL/SL which we view as best-in-class molecules with the potential to take the company to the next valuation inflection point."  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1940127879389696254) 2025-07-01 19:18:26 UTC 3516 followers, 2344 engagements


"Stifel reiterated $LXEO Buy-$21. $SLNO $BIIB $LRMR $PTCT $SRPT Stifel said in its note: " $LXEO announced that they received Breakthrough Designation for LX2006 in FA-CM -- the company also disclosed that they've been selected to participate in a CMC pilot program to expedite timelines and they're actively working with FDA to finalize an SAP for their pivotal trial where they remain on-track to start in early-2026. Recall earlier this year $LXEO shared that following an RMAT Type-B meeting they aligned on a registrational study with an external control (currently enrolling patients) along"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942188548423066074) 2025-07-07 11:46:48 UTC 3516 followers, 3472 engagements


"TD Cowen reiterated $AUPH Buy-$11 and said "Phase I healthy volunteer SAD data for aritinercept/AUR200 (BAFF/April inhibitor) appear to be matching other competitive/BIC programs in development." $VRTX $OTSKY $LLY $REGN $AMGN $GILD $GSK $RHHBY TD Cowen added "Specifically a single dose of aritinercept demonstrated max reduction from baseline of XX% for IgG XX% for IgA and XX% IgM at 225mg dose and effects appear saturated at higher doses (225/300mg; details below). The PK/PD profile supports monthly subcutaneous dosing (half-life 6-8 days) - with good safety/tolerability. Aurinia will"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1939743431128945137) 2025-06-30 17:50:47 UTC 3516 followers, 2306 engagements


"Jefferies reiterated $MLYS Hold-$15 and said "Competitor $AZN announced (+) topline Phase III data for baxdrostat though the numerical efficacy and hyperkalemia data are embargoed until ESC on 8/30." $NVS $LLY #ESCCongress #WCCardio #ESC25 Jefferies added "We think the (+) data was expected on our view both $MLYS's and $AZN's ASI's look similar - i.e. both efficacy and safety data should be within the ballpark of each other. Commercial success in our view will depend on access rebating and marketing which we think $AZN should have a major edge currently. Thinking about the setup now $MLYS has"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1944826785889198509) 2025-07-14 18:30:13 UTC 3516 followers, 5120 engagements


"Piper Sandler reiterated $VRNA Overweight-$160 and said " $VRNA's OHTUVAYRE COPD launch continues further solidifying its trajectory to a blockbuster opportunity." $SNY - $REGN $AZN $AMGN $GSK Piper Sandler added "In the first X months of 2025 $VRNA has been trading up 95%+ given outstanding OHTUVAYRE launch progression that exceeded expectations. Accordingly Street is projecting for OHTUVAYRE to achieve sales of $91.8M in 2Q25 with a FY25 total of $409.1M (per FactSet) which we believe reflects continued confidence for strong uptake. That said we believe 2H25 will continue to be key for"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942232024334377158) 2025-07-07 14:39:34 UTC 3516 followers, 9562 engagements


"Jefferies $COGT PT to $XX from $XX reit'd at Buy and said it thinks the pivotal SUMMIT data hit the home run scenario - SURVEY suggests $1B oppy for bezu in ISM alone - sees read-across to ASM & GIST ($1.3B TAM). $BPMC - $SNY $GSK $NVS Leerink $COGT Pt to $XX from $XX reit'd OP plusBezu' PoS in ISM to $XX% from XX% after Bezu' data was slightly above the "home run" scenario - plus said "Despite enrolling a more severe population in SUMMIT bezu's 8.91- point benefit is XX% better than $BPMC's (MP) Ayvakit which had a 5.7-point pbo-adjusted improvement at the 25mg dose. Comparisons to Ayva are"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942246251988123878) 2025-07-07 15:36:06 UTC 3516 followers, 2405 engagements


"Raymond James🏁 $JANX Outperform-$65 and said "We are initiating coverage of Janux Therapeutics (JANX) with an Outperform rating and $XX price target." $AMGN $REGN $JNJ Raymond James added "Janux is clinical-stage company focused on developing masked T-cell engagers (TCEs) for the treatment of several cancer types. Our investment thesis is predicated on four key points: Preliminary 3L+ PSA results for JANX007 (PSMA x CD3) in mCRPC are compelling at higher doses. We see results to date while not entirely devoid of TCE-related toxicities as strong proof-of-concept for the masking technology"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1943649395993395276) 2025-07-11 12:31:41 UTC 3516 followers, 2735 engagements


"Morgan Stanley assumed $ARQT Overweight-$20 and said "Focus remains on Zoryve commercial execution and its share gains within the branded non-steroidal topical dermatology products." $AMGN $ABBV $JNJ $LLY $NVS $NKTR Morgan Stanley added "We estimate peak sales for Zoryve cream in PsO and AD of $266M and $189M respectively and peak for Zoryve foam in seb. derm and scalp PsO of $267M and $77M. Arcutis is developing topical dermatology therapies across both commercial and clinical stages with investor attention primarily focused on execution of the marketed Zoryve franchise and available"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1940787992479555925) 2025-07-03 15:01:30 UTC 3516 followers, 3492 engagements


"Piper Sandler reiterated $ABVX Overweight-$42 and said "Remain OW rated on $ABVX shares heading into pivotal induction data for obefazimod in ulcerative colitis later this quarter." $PTGX - $JNJ $RXDX - $MRK $MORF - $LLY $TAK $VTYX Piper Sandler additionally said "While we have long viewed obefazimod's profile in UC as differentiated based on its body of P2 data we have fielded a number of investor questions around expectations for induction data and the bar for success. Herein we provide a refresher of obefazimod's experience in UC to date comparative safety/efficacy to approved advanced"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1940483917464707296) 2025-07-02 18:53:13 UTC 3516 followers, 5088 engagements


"Goldman Sachs🏁 $ALKS But/$43. $BIIB $TAK $AXSM $JAZZ $CNTA Goldman Sachs said in its initiation report: " $ALKS is an established commercial company whose mature portfolio of neuropsych assets (Aristada Lybalvi and Vivitrol for the treatment of schizophrenia bipolar I disorder alcohol dependence and opioid dependence alongside Vumerity royalties) is on track to achieve FY25 guidance of $1340-1430mn (GSe of $1368mn). We are focused however on the emerging orexin receptor X (OX2R) agonist portfolio which we see as the next leg of growth where lead asset ALKS 2680 is poised to unlock a"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1945109726502486206) 2025-07-15 13:14:31 UTC 3516 followers, 1593 engagements


"Cantor on June 20🏁 $REPL at an Overweight rating and said "We are initiating the coverage of Replimune with an Overweight rating ahead of RP1's PDUFA date of July 22nd in advanced melanoma." $BMY $IOVA Cantor added "Shares have been volatile due to FDA and CBER leadership changes since May'25. But we see a clearer path for Accelerated Approval (AA) of RP1 given positive regulatory signs including BTD (breakthrough therapy designation) no Adcom completion of late-cycle inspection and seemingly a "business as usual" CBER. The main investor debate is likely centered on commercial adoption of"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1937962444602638422) 2025-06-25 19:53:47 UTC 3516 followers, 17.3K engagements


"Stifel $RYTM PT to $XXX from $XX reit'd Buy and said "We are increasing our $RYTM target price to $XXX from $XX on the back of positive bivamelagon data in HO." $LLY $VKTX $GPCR $SRRK $AARD $SLNO BofA $RYTM PT to $XX from $XX reit'd Buy and said "Next-gen oral impresses with early BMI reduction data; Reiterate Buy" Stifel and BofA said in their PT increase notes:"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942997989653356854) 2025-07-09 17:23:14 UTC 3516 followers, 4071 engagements


"Goldman Sachs on 7/10🏁 $SNDX Buy/$18. $INCY $KURA Goldman Sachs said in their initiation report: "Our positive view is predicated on our assessment of the near-term and peak revenue opportunity for Revuforj $SNDX's wholly-owned lead drug currently approved for the treatment of relapsed/refractory acute myeloid leukemia patients (with specific KMT2A rearrangements) and under regulatory review for r/r AML (with NPM1 mutations) with an October XX 2025 approval date. We estimate peak sales for the combined opportunities at $1.1B before considering potential use in the frontline setting where"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1943689294058545500) 2025-07-11 15:10:14 UTC 3516 followers, 1402 engagements


"Guggenheim $CDTX PT to Nice from $XX and reiterated at a Buy. $JNJ $MRNA $RHHBY $GILD $SNY Guggenheim said in its note: "We are updating our model following $CDTX's recent equity capital raise and the NAVIGATE Phase 2b data which in our view provided critical validation of CD388 as a compelling flu prevention option (takeaways here). CD388's XX% protective efficacy at the 450mg dose in healthy adults and clean safety profile combined with broad protection against influenza (including pandemic strains) in our view supports multibillion dollar blockbuster potential with significant"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942927544912675002) 2025-07-09 12:43:19 UTC 3516 followers, 1226 engagements


"Citi reiterated $APP Buy-$600-Top Pick ahead of $APP's 2Q25 Earnings. $META $RBLX $GOOGL $TTD $PINS Citi said in its note: "AppLovin reports 2Q25 results after the market closes on Wednesday August 6th. We expect 2Q25 results to fall at the high end of the company's revenue and Adj. EBITDA guidance range. We believe investors will focus on: 1) eCommerce advertising initiative; 2) launch timing of self-serve tools (we expect 4Q25); 3) implications of changes to app store fees on mobile ad spend; 4) capital allocation; and 5) updates to the competitive landscape following Unity Vector launch."  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1944721318198292874) 2025-07-14 11:31:08 UTC 3516 followers, 1342 engagements


"Leerink🏁 $RYTM OP-$88 and said "We view $RYTM as well-positioned to deliver meaningful revenue expansion through a multi-pronged strategy anchored in rare genetic obesity and driven by a key near-term launch plus long-term lifecycle planning." $VRTX $GILD $LLY $VKTX $GPCR Leerink added "The base business continues to grow off currently approved rare genetic obesity indications (POMC/PCSK1 LEPR and Bardet-Biedl syndrome BBS) for lead MC4R agonist Imcivree (setmelanotide) with global rollout still underway. Our 2025 Imcivree est. is $177M. The next leg of growth is launch in acquired"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942173925942641099) 2025-07-07 10:48:42 UTC 3515 followers, 3619 engagements


"Citizens reiterated $MDGL Market Outperform-$470. $AKRO $IVA $VKTX $ALGS $LLY $ETNB $SGMT #EASL Citizens said in its note to investors: "Madrigal ( $MDGL MO $XXX PT) will deliver a podium presentation highlighting a comparative meta-analysis of glucagon receptor agonists vs. Rezdiffra in #MASLD and #MASH during the "The Evolving Landscape of MASLD: From Pathophysiology to Therapeutic Innovations" session on Saturday July XX. Rezdiffra will be highlighted in two posters which will discuss meta-analyses comparing its efficacy to AkeroanIs ( $AKRO NC) FGF21 efruxifermin along with a systemic"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1940379694144028958) 2025-07-02 11:59:04 UTC 3516 followers, 2829 engagements


"Jefferies🏁 $BBIO Buy-$70 and said "We believe Attruby (oral TTR stabilizer) could become a $4B+ blockbuster pill in ATTR-CM heart disorder (a pot'l $20B TAM)" - doc suggest add'l side if Attruby real-world efficacy proves differentiated over tafamidis. $PFE $ALNY Citi reiterated $BBIO Buy-$67 after BridgeBio held an educational webinar to discuss pipeline drug BBP-418 and limb-girdle muscular dystrophy type 21/R9 (LGMD21/R9). Jefferies and Citi said in their research reports:"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1944704636255867377) 2025-07-14 10:24:50 UTC 3516 followers, 10.8K engagements


"Citi reiterated $BBIO Buy-$58 and said "BridgeBio today announced a partial monetization of royalties for the European sales of acoramidis (brand name Beyonttra in EU aka Attruby in US)." $OWL $BAYZF $ALNY $PFE $ASND $AZN Citi added "Under the terms of the agreement with HealthCare Royalty (HCRx) and Blue Owl Capital BridgeBio received a $300M upfront payment that will be used for the continued US launch of Attruby and developing late stage R&D programs. In return the company sold XX% of the royalties it is due to receive from exclusive European partner Bayer on the first $500M of annual"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1939702962349105277) 2025-06-30 15:09:58 UTC 3509 followers, 4439 engagements


"BofA reit'd $PRCT Buy-$84 after Center of Medicare and Medicaid Services (CMS) released its proposed physician fee schedule (PFS) for 2026 which includes what a doctor will get paid to perform PRCT's Aquablation under its new Category I CPT code. $BSX $ISRG $SYK $MDT $GEHC BofA said "In the release physician fees for most resective #BPH procedures fell more than XX% on average (Aquablation down 28%) which we believe was expected. Importantly we do not expect the doc payment cuts to have much impact on PRCT's momentum because 1) Aquablation adoption thus far has been based on impressive"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1945105890652086506) 2025-07-15 12:59:17 UTC 3516 followers, 1174 engagements


"H.C. Wainwright🏁 $EWTX Buy-$42 and said "Providing alternative approaches for inherited muscle disorders." $BMY $CYTK $CAPR $SRPT H.C. Wainwright added "We are initiating coverage of Edgewise Therapeutics with a Buy rating and $XX price target. Edgewise is a clinical-stage biotechnology company focused on developing orally delivered small molecule inhibitors for severe muscle diseases with significant unmet needs. The company is currently advancing two candidates on its clinical pipeline: 1) sevasemten a selective fast myofiber (type II) myosin inhibitor designed to protect"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1939707243730993340) 2025-06-30 15:26:59 UTC 3516 followers, 1715 engagements


"As usual as w/ many companies reporting Obesity Data I didn't see them report any safety data in their (Hengrui Pharma and Kailera Therapeutics) news release from this injectable GLP-1/GIP Receptor Dual Agonist. $LLY $VKTX $NVO $GPCR $TERN $RHHBY $AMGN $MTSR $PFE"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1945203899339510233) 2025-07-15 19:28:44 UTC 3516 followers, 3989 engagements


"Piper Sandler reiterated $ACLX Overweight-$115 $GILD $LEGN - $JNJ $BMY $NVS $GLPG Piper Sandler said in its note: "For several months investors have been monitoring the competitive dynamic as $ACLX's anito-cel pivotal data started to emerge with two very important questions - does it have a differentiated safety profile on delayed neurotox and what is driving Carvykti's delayed neurotoxicity safety profile. A recent study was published in Nature Communications (Jul 2025) that reported a comparative analysis of patients treated with Carvytki and Abecma. While the study was limited in size"  
![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060595604022280192.png) [@Quantumup1](/creator/x/Quantumup1) on [X](/post/tweet/1942571475019464751) 2025-07-08 13:08:25 UTC 3515 followers, 1541 engagements