[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@Quantumup1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1060595604022280192.png) @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: XXXXXX [#](/creator/twitter::1060595604022280192/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1060595604022280192/c:line/m:interactions.svg)

- X Week XXXXXX +48%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +27%
- X Year XXXXXXXXX +114%

### 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 Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +27%
- X Year XXXXX +157%

### 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 +0.18%
- X Month XXXXX +0.75%
- X Months XXXXX +16%
- 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

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[strong](/topic/strong) #2763, [target](/topic/target) #1102, [$jnj](/topic/$jnj) #37, [$alks](/topic/$alks) #7, [$vera](/topic/$vera) #4, [$acad](/topic/$acad) #6, [$lly](/topic/$lly) #14, [hosted](/topic/hosted) #1126, [$cnta](/topic/$cnta) #4, [$nvs](/topic/$nvs) #3

**Top accounts mentioned or mentioned by**
[@lpessa7654](/creator/undefined) [@andre_agtc](/creator/undefined) [@nachotrust](/creator/undefined) [@nivsadovsky](/creator/undefined) [@seedy19tron](/creator/undefined) [@pawcio2009](/creator/undefined) [@biopharmiq](/creator/undefined) [@crypto_biotech](/creator/undefined)

**Top assets mentioned**
[Johnson & Johnson (JNJ)](/topic/$jnj) [Alkermes Inc. plc (ALKS)](/topic/$alks) [Vera Therapeutics, Inc. Class A Common Stock (VERA)](/topic/$vera) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Eli Lilly and Company (LLY)](/topic/$lly) [Novartis AG (NVS)](/topic/$nvs) [Amgen, Inc. (AMGN)](/topic/$amgn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Vertex Protocol (VRTX)](/topic/$vrtx) [AbbVie Inc (ABBV)](/topic/$abbv) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Edgewise Therapeutics, Inc. Common Stock (EWTX)](/topic/$ewtx) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Novo-Nordisk (NVO)](/topic/$nvo) [Viridian Therapeutics, Inc. Common Stock (VRDN)](/topic/$vrdn) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [501 (32)](/topic/$32) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Bitcoin Incognito (XBI)](/topic/$xbi) [Biogen Inc (BIIB)](/topic/$biib) [Goldman Sachs (GS)](/topic/goldman-sachs) [AstraZeneca PLC (AZN)](/topic/$azn) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Synthetify (SNY)](/topic/$sny) [Pfizer, Inc. (PFE)](/topic/$pfe) [Morgan Stanley (MS)](/topic/morgan-stanley) [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Stryker Corporation (SYK)](/topic/$syk) [BABB (BAX)](/topic/$bax) [The XX% Community (99)](/topic/$99) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [Insmed, Inc. (INSM)](/topic/$insm)
### Top Social Posts
Top posts by engagements in the last XX hours

"Leerink $FULC's PT to $XX from $XX and reiterated at an Outperform rating. $CRSP - VRTX $SGMO PFE NVO Leerink saidFULC presented strong initial data from cohort X of the Ph 1b PIONEER study in sickle cell disease (SCD) which pleasantly surprised us and lands in our bull case scenario. The data presented at ASH clearly depict a dose response for pociredir at the 20mg dose vs. the previously presented 12mg cohort and we believe the strength of these early data should support upside for FULC stock as the potential for pociredir in SCD is further recognized. Given commentary during 3Q earnings"  
[X Link](https://x.com/Quantumup1/status/1997994471191941443)  2025-12-08T11:39Z 3917 followers, 4631 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 -XX% today (vs. -X% for TSHA) which we believe could be in part related to"  
[X Link](https://x.com/Quantumup1/status/1989313427957846496)  2025-11-14T12:44Z 3917 followers, 2897 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 3916 followers, 2616 engagements


"Stifel reiterated $GPCR Buy/$50 $LLY $VKTX NVO AMGN PFE Stifel said in its note: GPCR has a comprehensive small molecule platform of compounds for obesity with aleniglipron/ Aleni (GLP-1) serving as the backbone to build a portfolio of single agent and fixeddose combinations. The upcoming Ph.2 ACCESS/ACCESS-II data readout is thus critical in establishing the viability of Aleni as a scaffold for GPCR's portfolio. Aleni's potency was already established in Ph.1 trials but for this upcoming 36-week trial we are specifically focused on its tolerability profile to establish GPCR's ability to 1)"  
[X Link](https://x.com/Quantumup1/status/1995871927412355385)  2025-12-02T15:05Z 3917 followers, 10.6K 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 $XXX price"  
[X Link](https://x.com/Quantumup1/status/1996566454213251445)  2025-12-04T13:05Z 3917 followers, 2282 engagements


"H.C. Wainwright $PRAX's PT to $XXX from $XXX reiterated at a Buy and said We've felt that relutrigine has been overlooked and underappreciated by investors for some time though we expect that to begin to change after Praxis reported positive results from the registrational cohort of the EMBOLD study evaluating relutrigine for the treatment of patients with SCN2A and SCN8A developmental and epileptic encephalopathies (DEEs) following an interim analysis with an efficacy finding. Additionally Praxis announced the successful completion of its pre-NDA meeting for ulixacaltamide in essential"  
[X Link](https://x.com/Quantumup1/status/1996913097714323494)  2025-12-05T12:02Z 3917 followers, 6846 engagements


"Guggenheim $PRAX's PT to $XXX from $XXX and reiterated a Buy rating and a 2025 Top Pick. Truist said: Praxis presented compelling new data from two epilepsy programs at the 2025 American Epilepsy Society meeting this past weekend in Atlanta. For relutrigine in SCN2A/8A-DEE the second (and pivotal) cohort of the EMBOLD study (n=51) demonstrated a robust XX% placebo-adjusted (p0.0002) reduction in seizure frequency alongside significant improvements in behavior alertness and communication signals supportive of a disease-modifying effect even over the study's short 16-week duration. The company"  
[X Link](https://x.com/Quantumup1/status/1998002874303775093)  2025-12-08T12:13Z 3917 followers, 2874 engagements


"Jefferies reiterated $GPCR Buy/$79 $VKTX $LLY NVO AMGN PFE Jefferies said: GPCR reported highly anticipated Ph2b aleniglipron (small molecule GLP1) ACCESS & Il data with first peek of data from ACCESS OLE and onoging Ph2 body composition study. We like overall solid profile with best-in-class efficacy among oral incretins/ Ph3 ready/ second to market potential and clear strategy to further improve GI tolerability. Co is full steam ahead for EOP2 in 1H26/ initiate Ph3 early 2H26 with mutliple catalysts from aleni/ amylin in '26. Bottom line. We think the topline data is compelling and believe"  
[X Link](https://x.com/Quantumup1/status/1998080087632048471)  2025-12-08T17:19Z 3917 followers, 2946 engagements


"Leerink $WVE's PT to $XX from $XX and reiterated at an Outperform rating. $LLY $VKTX GPCR NVO ARWR Leerink said: Following the conference call we have an even greater appreciation for WVE's promising results in the context of this first-in-human (FIH) study which had healthier participants than most weight loss studies with no comorbidities or diet/exercise modifications. We are even more excited for longer-term and higher dose data which we think could rival what we have seen with GLP-1s not just with fat loss but even potentially with total weight loss which we think is driving the stock's"  
[X Link](https://x.com/Quantumup1/status/1998098067518587355)  2025-12-08T18:31Z 3917 followers, 1688 engagements


"UBS reiterated $ASND at a Buy rating a $XXX price target and said $MBX's weekly canvuparatide meets primary endpoint & we think shows better data than investors expected but we think $ASND still has clear leadership in the space. #HypoPARA2025 #InternationalHypoPara2025 UBS additionally said:"  
[X Link](https://x.com/Quantumup1/status/1970515049069617283)  2025-09-23T15:46Z 3913 followers, 1684 engagements


"Leerink $CRNX's PT to $XX from $XX reiterated at Outperform and said: We are updating our model to reflect CRNX's potential to reshape the acromegaly market with Palsonify's approval with a broad label. We are increasing our PT to $XX (from $80) and raising our peak sales to $500M (from $375M) for acromegaly. We believe that a premium $290K list price plus a broad label which highlights patient-reported outcome benefits should differentiate Palsonify for acromegaly and make consensus numbers more achievable since it will take fewer patients to meet estimates. We model a gradual ramp as"  
[X Link](https://x.com/Quantumup1/status/1972638156932436136)  2025-09-29T12:22Z 3910 followers, 6841 engagements


"Piper Sandler reiterated $CRNX Overweight-$97 and said: Following PALSONIFY's FDA approval we hosted a UK endocrinologist KOL with deep knowledge of the acromegaly space as he practices at a large center with XXX acromegaly patients. Ultimately the doc views oral QD PALSONIFY as a potential "gamechanger" for the acromegaly treatment landscape and was pleased to see FDA give the broadest possible label (in his view). Accordingly the KOL believes PALSONIFY will be eventually used in 70-80% of medically-treated acromegaly patients as the vast majority would prefer an oral vs injectable"  
[X Link](https://x.com/Quantumup1/status/1972640093861986738)  2025-09-29T12:30Z 3910 followers, 8283 engagements


"BofA reiterated $TSHA Buy-$8 and says that it thinks BTD validates TSHA-102 as addressing a high unmet need in Rett syndrome as potentially the first disease-modifying therapy for patientsFinalized pivotal trial design retains 6-month interim read $ACAD $AVXL BofA said: TSHA announced that FDA had granted Breakthrough Therapy designation to TSHA-102 based on the 12-patient safety and efficacy data generated from REVEAL Part A. We think the designation validates TSHA-102 as addressing a high unmet need in Rett syndrome as potentially the first disease-modifying therapy for patients. BofA"  
[X Link](https://x.com/Quantumup1/status/1973777916220592511)  2025-10-02T15:51Z 3913 followers, 6707 engagements


"Mizuho reiterated $ALKS Outperform/$40 $CNTA $AXSM Mizuho said in its note: We preview 3Q25 for ALKS and expect slightly above-consensus 3Q25 revenues of $358M (vs. $355M Bloomberg cons) and GAAP EPS of $XXXX (vs. $XXXX cons) driven by potentially above-consensus Aristada and Lybalvi sales. That said we believe investors are likely more focused on the Vibance-2 Phase X readout for alixorexton (ALKS-2680) in narcolepsy type X (NT2) this fall. Heading into this readout we believe the key concerns are potential for high visual AE rates as Vibrance-2 evaluates higher doses (10 XX 18mg) than 8mg"  
[X Link](https://x.com/Quantumup1/status/1975893719363506397)  2025-10-08T11:59Z 3913 followers, 3343 engagements


"BofA $TSHA's PT to $X from $X and reiterated at a Buy. BofA currently assigns TSHA-102 a XX% LoS & XX% mkt shr for peak risk-adj'd sales of $1.3B in '31 ('27 launch) whereas its KOLs think the geneTx could capture XX% of mkt. $ACAD $NGNE Here's what BofA had to say: We continue to be encouraged by the regulatory alignment and highlight recent from our KOLs that the study is likely to be successful as they see significant see significant readthrough from the positive Part A study. Our KOLs cite high excitement for the gene therapy class in Rett viewing the current clinical data as clearly"  
[X Link](https://x.com/Quantumup1/status/1976321652204982750)  2025-10-09T16:19Z 3913 followers, 6079 engagements


"Needhamthe PT on $STOK to $XX from $XX and reiterated at a Buy rating after STOK presented new zorevuneren OLE data in Dravet Syndrome (DS) at the 54th Child Neurology Society (CNS) annual meeting yesterday. $BIIB $JAZZ UCBJY UCBJF Needham said in its note: The new data showed 1) patients treated with zorevunersen had continued improvements in clinical outcomes through X years and 2) an analysis of patients in the OLE who received a similar dosing regimen as the ongoing Ph3 trial continued to show improvements in the Vineland-3 (cognition & behavior) at X years vs. a DS natural history study."  
[X Link](https://x.com/Quantumup1/status/1976615201718903033)  2025-10-10T11:46Z 3913 followers, 1906 engagements


"Cantor reiterated Top Pick $VERA at an Overweight rating and a $XXX PT $VRTX $OHSKY Cantor Fitzgerald said: With P3 data in hand a BLA filing this Q and a potential approval/launch in mid-'26 we are highlighting XX reasons we are bullish on VERA a "Top Pick" and its candidate atacicept (APRIL/BAFF inh; Breakthrough Designation) for IgA nephropathy (IgAN). With detailed P3 ORIGIN 36-wk data that will support the BLA filing coming in the near-term (likely at ASN Nov 6-9) we continue to see VERA shares as undervalued ($1.9B market cap with $557M in cash as of 3Q25) as the blockbuster potential"  
[X Link](https://x.com/Quantumup1/status/1977710081379569803)  2025-10-13T12:16Z 3912 followers, 3082 engagements


"Citizens reiterated $TSHA Market Outperform-$6 and said We continue to highlight TSHA as an opportunity based on the efficacy in Rett clean safety (non-systemic) and regulatory clarity. $NGNE $ACAD Citizens JMP added: A key consideration for investors interested in TSHA has been comparison to NGNE the most relevant Rett gene therapy competitor. We continue to see distinct differences between the Rett clinical strategies of TSHA and NGNE and supportive data: Overall both TSHA & NGNE maintain that their asset has better biodistribution with their chosen administration routeintrathecal lumbar"  
[X Link](https://x.com/Quantumup1/status/1977759949179531382)  2025-10-13T15:34Z 3913 followers, 3539 engagements


"Truist🏁 $DNTH Buy/$56 $ARGX $AZN NVS JNJ IMVT CABA Truist said in its initiation report: Dianthus' differentiated approach to targeting the autoantibody mediated complement cascade (C1s inhibition) may offer similar efficacy as available complement (C5) inhibitors but with a cleaner safety profile. The recent Ph X proof-of-concept (PoC) results with claseprubart in generalized myasthenia gravis (gMG) were overall supportive of this thesis. In our view gMG data are also relatively de-risking for the ongoing Ph X chronic inflammatory demyelinating polyneuropathy (CIDP) trial for which we see"  
[X Link](https://x.com/Quantumup1/status/1978048982086463861)  2025-10-14T10:43Z 3913 followers, 1607 engagements


"H.C. Wainwright reiterated $VRDN Buy/$34 $DHTRF RHHBY H.C. Wainwright said in its note: Viridian announced a royalty financing agreement with DRI Healthcare Acquisitions LP (DRI) a subsidiary of DRI Healthcare Trust not rated) for up to $300M on October XX. According to the agreement Viridian is expected to receive $55M upfront plus up to $115M in near-term milestones pending positive VRDN-003 topline data and FDA approval of veligrotug. Viridian is expected to pay DRI XXX% on sales up to $600M XXX% on sales between $600M-900M and XXXX% on sales between $900M-$2B. There will be no royalties"  
[X Link](https://x.com/Quantumup1/status/1980608818833768517)  2025-10-21T12:15Z 3912 followers, 2496 engagements


"Mizuho $ALKS's PT to $XX from $XX reiterated at Outperform and said we publish our pro forma model for the Alkermes + Avadel merger raising our PT from $XX to $XX and reiterating our OP. $CNTA $AXSM JAZZ TAK We view this transaction as strategically synergistic firmly positioning Alkermes as a leading player in sleep medicine. Avadel's Lumryz -- the only once-nightly oxybate for narcolepsy -- will add $270M in growing sales and should improve the top-line outlook particularly ahead of generic Vivitrol competition expected in 2027. Importantly the Avadel's commercial infrastructure should (1)"  
[X Link](https://x.com/Quantumup1/status/1982767985275154853)  2025-10-27T11:15Z 3913 followers, 4101 engagements


"H.C. Wainwright $ARQT's PT to $XX from $XX reiterated at Buy and said Arcutis delivered a strong Q3 highlighted by turning profitable with positive EPS and product revenue well above the street consensus. $INCY $PFE AMGN ABBV H.C. Wainwright added: In light of the robust demand for Zoryve management is confident in achieving cash flow break-even in 4Q25 ahead of previously guided 2026. Management's confidence is also reflected in their decision to provide forward guidance for the first time with their $455M-$470M revenue outlook coming out ahead of Street expectations at $442M and our model"  
[X Link](https://x.com/Quantumup1/status/1983503388705730569)  2025-10-29T11:57Z 3910 followers, 5401 engagements


"RBC Capital🏁 $RVMD Outperform/$77 $IMRX $BBOT BMY AMGN ERAS RBC Capital said in its initiation report: We believe RVMD is best positioned to execute on targeting RAS across oncology given their impressive efficacy data development lead and focused pipeline. We think with a ph.Ill readout in 2026 highly likely to hit a regulatory path significantly derisked by the recent CNPV and a commercial opportunity of $7B based on our checks with upwards of XX% intent to prescribe we think shares are undervaluing the enthusiasm for daraxonrasib. While a certain amount of success is already priced in and"  
[X Link](https://x.com/Quantumup1/status/1985311488781828178)  2025-11-03T11:41Z 3912 followers, 3903 engagements


"Stifel $VRDN's PT to $XX from $XX and reiterated at a Buy rating. $AMGN $RHHBY DHTRF We are reiterating our Buy Rating following a busy 3Q25/early-4Q25 string of updates including the recent Veligrotug BLA filing guidance updates for the ongoing VRDN-003 Ph3s royalty/equity financings and disappointing data from subcu TED competitor Satralizumab. For the stock we like the setup into 2026 where we view 1Q/2Q readouts from VRDN-003 as derisked based on the overlapping epitope with Veligrotug and PK-matching while Veligrotug's BTD and priority review eligibility sets up a potential mid-26"  
[X Link](https://x.com/Quantumup1/status/1986122936575496519)  2025-11-05T17:26Z 3912 followers, 2741 engagements


"RBC Capital $VRDN's PT to $XX from $XX reit'd Outperform and said Despite the government shutdown and FDA volatility VRDN submitted the BLA for veli' late October within prior guidance. $AMGN RHHBY $DHTRF RBC Capital added: Recall veli' has BTD which supports eligibility for PR and could enable a commercial launch as early as mid'2026. Timelines narrowed for pivotal studies of next-gen subQ '003 with first readout in active TED anticipated 1Q26 and 2nd readout in chronic TED 2Q26 (vs 1H26 prior) and BLA filing on track for YE'26. Recent non-dilutive and dilutive financing raise VRDN's cash"  
[X Link](https://x.com/Quantumup1/status/1986399443462082668)  2025-11-06T11:45Z 3912 followers, 2920 engagements


"BofA reit'd $VERA Buy-$48 and said 'ASN Takeaways: KOL Support for Atacicept is RemarkableNEJM: Atacicept Detailed Ph3 Interim Data Sets High Bar' $OTSKY $VRTX BofA added: We left Kidney Week (ASN) with a more solidified view on the strength of atacicept's clinical profile which supports our Buy rating on VERA shares. Having kicked off the conference as the opening plenary session atacicept's Ph3 interim data garnered palpable support from KOLs with excitement around its disease-modifying profile stemming from: a) clear efficacy benefit across all patient subgroups; b) highly favorable benign"  
[X Link](https://x.com/Quantumup1/status/1987870901304500716)  2025-11-10T13:12Z 3912 followers, 4360 engagements


"H.C. WainwrightTop Pick $VERA's PT to $XX from $XX and reiterated at a Buy rating. $OTSKY $VRTX H.C. Wainwright in its note said: On November X Vera one of HCW 2H25 Top Picks presented key findings from its ongoing pivotal ORIGIN X study with atacicept during the opening plenary session of the 2025 American Society of Nephrology (ASN) Kidney Week and hosted a conference call to review the data with two distinguished KOLs in immunoglobulin A nephropathy (IgAN). Given the totality of atacicept's robust data set we expect the FDA to accept the BLA for review through the Accelerated Approval"  
[X Link](https://x.com/Quantumup1/status/1987881236451197276)  2025-11-10T13:53Z 3911 followers, 3428 engagements


"Truist🏁 $ALKS Buy/$50 AVDL $TAK $CNTA Truist in its initiation report said: ALKS is a profitable biopharma with base business+cash worth $29/sh setting a high floor heading into Ph2 Vibrance-2 data in narcolepsy type X (NT2). Positive Vibrance-1 in NT1 reported in Sept de-risks imminent NT2 readout. NT1 alone is worth $8/sh in our SOTP valuation. NT2 and IH contribute $8/sh and $5/sh respectively. ALKS is doubling down in sleep space with the acquisition of Avadel a strategic move that gives ALKS first-mover advantage over Takeda. Current leading narcolepsy drugs are only at XX% penetration"  
[X Link](https://x.com/Quantumup1/status/1988222602674913392)  2025-11-11T12:29Z 3910 followers, 2926 engagements


"H.C. Wainwright reiterated $DRUG Buy/$85 $SLNO AARD $RYTM LBPH - HLUBF/ HLBBF H.C. Wainwright said in its note: On November X Bright Minds announced the initiation of a new development program in Prader-Willi syndrome (PWS) and nominated BMB-105 as a new clinical candidate further extending its leadership in 5-HT2C agonism beyond epilepsy. Concurrently Bright Minds hosted a key opinion leader (KOL) virtual event providing an overview of PWS the unmet medical need and limitations of current treatments quality-of-life challenges and clinical assessment tools currently used in drug development"  
[X Link](https://x.com/Quantumup1/status/1988245383013650609)  2025-11-11T14:00Z 3913 followers, 3149 engagements


"RBC Capitalthe PT on $CYTK to $XX from $XX reiterated at an Outperform and said Updating Our Model Heading Into Aficamten 2026 Launch. $BMY $EWTX RBC Capital said in its note: We recently caught up with mgmt to discuss expectations as CYTK heads into a highly anticipated launch of aficamten in 2026. We are updating our modeling assumptions on opex and revenues to better reflect what early U.S. launch dynamics in 2026 could look like following the Dec-'25 PDUFA anchoring to historical competitor data. We continue to believe aficamten is likely to receive a differentiated REMS which can drive"  
[X Link](https://x.com/Quantumup1/status/1988247994311840095)  2025-11-11T14:10Z 3910 followers, 4679 engagements


"Stifel reiterated $ALKS Buy/$42 $CNTA $TAK AVDL Stifel said: ALKS disclosed this morning that alixorexton met the study's dual primary endpoints on MWT and ESS with the 18mg dose hitting stat-sig on both while the 14mg dose only hit on MWT. The p-values were close though and on MWT specifically the effect-sizes were lower than what some on the Street were expecting (7pt PBO-adjusted from baseline in high-dose). ALKS attributed the results specifically on MWT -- which showed a lack of clear dose-response and ceiling effect on efficacy -- to more variable response at later intra-day assessments"  
[X Link](https://x.com/Quantumup1/status/1988637908291490075)  2025-11-12T15:59Z 3910 followers, 2533 engagements


"TD Cowen $ALKS reiterated Buy; $XX PT $CNTA $TAK ADVL Overall we see the update as solid and while details on full AEs will be forthcoming we are encouraged that XX% of patients completed the 8-week DBP period and entered the LTE suggesting a tolerable profile without meaningful changes from the NT1 experience. While we believe the magnitude of benefit that alixorexton can achieve on measures of wakefulness in NT2 patients is still to be determined and perhaps less overall than what was suggested by the single-dose data we continue to believe that the therapy will be successful in a Ph. Ill"  
[X Link](https://x.com/Quantumup1/status/1988666156417192141)  2025-11-12T17:52Z 3910 followers, 1338 engagements


"Stifel trimmed $ABEO's PT to $XX from $XX and reiterated at a Buy rating. $KRYS Stifel said in its note: Management's temporary pause on patient biopsy collection instituted as a result of a performance issue (false positive on patient-derived/manufactured drug product ) associated with a FDA-mandated (post-BLA submission) sterility assay sets back the commercial launch by X months (scheduling of patient biopsies resumed earlier this month) and decreases confidence in our now-lower 4Q25 estimate ($8M reflecting X patients treated) as a result of the temporal uncertainty associated with the"  
[X Link](https://x.com/Quantumup1/status/1988693274899435790)  2025-11-12T19:39Z 3910 followers, 2069 engagements


"Raymond James🏁 $MAZE Outperform/$48 $VRTX $UNCY OTSKY Raymond James said: The Maze Compass platform leverages genetic insights to discover novel therapies for genetically validated targets. MAZE's lead wholly-owned assets target high unmet need chronic kidney disease (CKD) populations: MZE829 an oral APOL1 inhibitor in Phase X for APOL1-mediated kidney disease (AMKD) and MZE782 an oral SLC6A19 inhibitor entering Phase X in phenylketonuria (PKU) and CKD. Both assets have best-in-class potential in attractive commercial indications and encouraging early mechanistic de-risking in our view."  
[X Link](https://x.com/Quantumup1/status/1989078831710294087)  2025-11-13T21:12Z 3911 followers, 1731 engagements


"Stifel $NUVL's PT to $XXX from $XXX and reiterated at a Buy and said Today NUVL presented topline pivotal data from the registration enabling Ph1/2 ALKove-1 study of neladalkib in TKI pre-treated ALK+ NSCLC see PR here and slides here. $RHHBY $PFE TAK NVS NUVB Stifel added: Management plans to discuss these data with the FDA at a pre-NDA meeting and present detailed study results at a future medical meeting. We consider these data and EAP enrollment commentary highly encouraging for NUVL. We make no change to our BUY rating and raise our Target Price to $XXX (previously $115). SoC has been"  
[X Link](https://x.com/Quantumup1/status/1990471328231510022)  2025-11-17T17:25Z 3912 followers, 4176 engagements


"Guggenheim $CNTA's PT to $XX from $XX and reiterated at a Buy rating. $ALKS $TAK ESALY HRMY NCEL Guggenheim in its note said: Following the promising preliminary readout from the ORX750 CRYSTAL-1 Ph2a study across NT1 / NT2 / IH (analysis of the data & discussion with management) as well as the relatively underwhelming results from alixorexton in NT2 (ALKS) we are increasing our PT to $XX (prior $28). With $619M in pro forma cash following recent equity financing we believe CNTA is well-positioned to progress ORX750 into pivotal trials for NT1 / NT2 / IH which collectively represent 185K"  
[X Link](https://x.com/Quantumup1/status/1990759074049237382)  2025-11-18T12:28Z 3911 followers, 3750 engagements


"Truist $MDGL's PT to $XXX from $XXX 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 $XXX (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 3912 followers, 1817 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 3913 followers, 2591 engagements


"Truist🏁 $VRDN Buy-$41 and saidWe think VRDN is well-positioned following veligrotug's (Veli') BLA submission and potential launch in thyroid eye disease (TED). $AMGN $NVS ALPMY RHHBY Truist additionally said in its initiation reportOur valuation is driven by Veli' a full IGF-1R antagonist which has shown differentiated efficacy with markedly reduced treatment burden in active and chronic TED with support from KOLs justifying our est. of a WW peak sales opportunity of $730M by 2031. We also see the layering of a larger opportunity for VRDN-003 a half-life extended subcutaneous (SC)"  
[X Link](https://x.com/Quantumup1/status/1992976328832717293)  2025-11-24T15:19Z 3910 followers, 4047 engagements


"Roth🏁 $PTHS Buy/$57 $VRCA $LGND GSK TEVA Roth saidWe initiate coverage of PTHS with a Buy rating and a 12-month price target of $XX based on a DCF analysis (25% discount rate and 5x multiple of our projected $104M 2033 operating income). We project growing revenue from Zelsuvmi (launched 3Q25) and Xepi (late 2026 launch) in molluscum contagiosum and impetigo respectively. PTHS has pro forma cash of $28M (3Q25 cash of $14.2M plus $18M convertible debt raised in 4Q25 minus $4.2M paid upfront for Xepi in 4Q25) which funds operations to cash flow breakeven by YE26 per our projections and $18M in"  
[X Link](https://x.com/Quantumup1/status/1993294766637797751)  2025-11-25T12:24Z 3910 followers, 1203 engagements


"Mizuho $ARQT's PT to $XX from $XX and reiterated at an Outperform rating. $AMGN $ABBV JNJ UCBJY BMY OGN BHC Mizuho said in its note: Although there is one month remaining in 4Q25 Zoryve prescription trends have been stronger-than-expected leading us to increase our sales forecast. We raise total sales from $109M to$113M (vs. $110M consensus) for 4Q25 and from $464M to $470M (vs. $467M consensus) for 2026 putting these estimates above consensus. We also have greater confidence in the potential of Zoryve to convert the steroidal market and we raise our 2035 sales forecast from $1.54B to $1.65B."  
[X Link](https://x.com/Quantumup1/status/1994372335260905638)  2025-11-28T11:46Z 3913 followers, 2749 engagements


"B.Riley $CNTA's PT to $XX from $XX 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 $XX to $XX 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 XX 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 3913 followers, 2008 engagements


"Cantor $JANX PT to $XXX from $XXX keeps at an Overweight and said It Think Selloff is Overdone Setting Up for a Compelling Entry Point $NVS $JNJ AMGN AZN BofAto $XX from $XX reit'd Buy and said 'We Still Think '007 is a Viable Drug' UBS reiterated at Buy/$57 Cantor: It's been roughly a year since the last comprehensive update for JANX007 (PSMAx CD3 masked TCE for HRPC) and investors have been skittish in anticipation of this latest dataset. The new release addresses a number of key important questions but also leaves a handful of remaining variables and blanks to fill in - and doesn't provide"  
[X Link](https://x.com/Quantumup1/status/1995840721014649171)  2025-12-02T13:01Z 3913 followers, 3236 engagements


"William Blair🏁 $VRDN at an Outperform rating. $AMGN $NVS ALPMY RHHBY William Blair said we are initiating coverage of Viridian with an Outperform rating and $XX fair value estimate based on our belief that the company's anti-IGF-1R franchise represents a meaningful advance compared to Tepezza for the treatment of thyroid eye disease (TED). While we acknowledge that growth in the U.S. TED market has plateaued in recent years we believe that new therapies offering a more convenient administration cleaner picture of the adverse event profile of IGF-1R inhibition and diplopia benefit in chronic"  
[X Link](https://x.com/Quantumup1/status/1996184135107264688)  2025-12-03T11:45Z 3913 followers, 1166 engagements


"H.C. Wainwright $ARWR's PT to $XX from $XX and reiterated at a Buy rating. $IONS $REGN ALNY NVS H.C. Wainwright said we view the newly approved REDEMPLO (plozasiran) label as best-in-class across safety convenience and intent-to-treat population breadth. We believe that the"  
[X Link](https://x.com/Quantumup1/status/1996204804981313869)  2025-12-03T13:08Z 3912 followers, 1855 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 3912 followers, 1101 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 3912 followers, 1165 engagements


"Leerink y'day $IMTX's PT to $XX from $XX 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 2026. 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 3913 followers, 1481 engagements


"Truist🏁 $MDGL Buy/$580 and says KOL Feedback Shows High Interest in Rezdiffra and Supports Peak Sales of $6.2B in its View. $IVA $NVO Truist said in its MDGL initiation: Key investment points - 1) First drug approved (Rezdiffra) for MASH with early launch metrics indicating high demand & potential for upside from continued strong launch; 2) Sizable opportunity in MASH (10-20M US patients) not fully reflected at current levels; 3) KOL feedback shows high interest in Rezdiffra in our view supports peak sales of $6.2B vs. $4.5B cons (2036E) in the approved F2/F3 subtype; 4) Potential for upside"  
[X Link](https://x.com/Quantumup1/status/1978192821677957213)  2025-10-14T20:14Z 3914 followers, 6958 engagements


"Stifel resumed coverage of $ACLX at a Buy rating and a $XXX 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 3916 followers, 4091 engagements


"Raymond James🏁 $TSHA Strong Buy/$13 $NGNE $ACAD Raymond James said: Initiating coverage of Taysha Gene Therapies (TSHA) with a Strong Buy rating and $XX price target as we think TSHA is well-positioned for success in its pivotal trial for patients with Rett syndrome (RTT) based on strong results from Part A of the Phase 1/2 REVEAL trial and constructive feedback from FDA. Recently TSHA 1) received Breakthrough Therapy Designation based on the FDA's review of Part A safety and efficacy data 2) finalized alignment with FDA on its pivotal trial protocol and statistical analysis plan and 3) was"  
[X Link](https://x.com/Quantumup1/status/1980370144418238806)  2025-10-20T20:26Z 3913 followers, 3681 engagements


"Canaccord Genuity $ACLX's PT $XXX 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 3914 followers, 4203 engagements


"Oppenheimerthe PT on $ARGX to $1040 from $XXX reiterated at Outperform rating and said: We raise our PT to $1040 (from $778) as we revise our model to reflect higher expected Vyvgart sales in its major approved indications (gMG CIDP) as well as to include value contribution in its expansion opportunities within myasthenia gravis (snMG oMG). We continue to assign risk-adjusted value in Sjogren's and myositis. We have also added em-bart to our model by recognizing its eventual commercial potential in MMN. We now forecast 2026-28 total revenue of $6.5B $8.0B and $10.1B vs. consensus views of"  
[X Link](https://x.com/Quantumup1/status/1991151440207749572)  2025-11-19T14:27Z 3912 followers, 1138 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 X clinical data on X 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 3914 followers, 2299 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 XXX 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 3916 followers, 10.5K engagements


"H.C. Wainwright reiterated $VERA Buy-$90 and saidOn November XX the FDA granted accelerated approval (AA) to sibeprenlimab marketed as Voyxact by Otsuka ( $OTSKY; not rated) for the treatment of adults with primary immunoglobulin A nephropathy (IgAN). $TVTX NVS JBIO VRTX ABBV ALNY IONS H.C. Wainwright addedThis approval was highly anticipated given that sibeprenlimab achieved the primary endpoint of reduction in urine protein creatinine ratio (UPCR) in the ongoing Phase X VISIONARY study. One highlight from sibeprenlimab's AA label is the absence of a UPCR cutoff to define IgAN patients "at"  
[X Link](https://x.com/Quantumup1/status/1994378715053068735)  2025-11-28T12:11Z 3913 followers, 5196 engagements


"H.C. Wainwright reiterated $GPCR Buy-$60 and Provided its Base Bull and Bear Case Analyses for Structure's Upcoming Aleniglipron Pivotal 4Q25 Readout. $LLY $VKTX NVO AMGN PFE H.C. Wainwright said in its note: As Structure faces a pivotal 4Q 2025 readout with ACCESS and ACCESS II we performed a comparative analysis of tirzepatide orforglipron and aleniglipron based on percentage weight loss HbA1c other metabolic parameters (TG LDL blood pressure waist circumference) safety and tolerability baseline characteristics and titration schedule. Based on our analyses we believe the bar for"  
[X Link](https://x.com/Quantumup1/status/1994395590331863443)  2025-11-28T13:18Z 3913 followers, 15.5K engagements


"Mizuho🏁 $AXGN Outperform/$40 $SYK $BAX IART MDXG Mizuho saidOur OP rating on AXGN is predicated on: 1) favorable setup into the upcoming BLA PDUFA date (Dec 5) where we expect a positive outcome 2) core extremity channel checks that point toward a potential +10% uplift in Avance utilization post-BLA approval 3) Mizuho Americas November 2025 breast survey findings that forecasts Avance mix in reconstruction surgeries to increase +30% over the next two years 4) untapped upside opportunity in breast augmentation where nerve injury incidence sits in 10-15% range and 5) attractive call option in"  
[X Link](https://x.com/Quantumup1/status/1995467092540235801)  2025-12-01T12:16Z 3916 followers, 2803 engagements


"Cantor reiterated $DRUG at an Overweight rating ZGNX - $UCBJY LBPH - $HLUBF / HLBBF Cantor saidDRUGs lead asset BMB-101 is a highly selective 5-HT2C receptor biased agonist being developed for the high-value indications of developmental and epileptic encephalopathies (DEEs) and absence seizures. PoC data from the open-label P2 BREAKTHROUGH study of BMB-101 in DEEs and absence seizures are expected in early January. Clear activity in DEEs should act as a value inflection point. We have high conviction that BMB-101 will have activity in DEEs as its target (5-HT2C receptor) is clinically"  
[X Link](https://x.com/Quantumup1/status/1995488780736761982)  2025-12-01T13:42Z 3915 followers, 1365 engagements


"Raymond James reiterated $VERA Strong Buy/$73 $OTSKY $TVTX JBIO VRTX ABBV ALNY IONS Raymond James said in its note: Pricing data for atacicept's competitor in the IgAN space sibeprenlimab (Voyxact) has been disclosed and it's at the top of the range we have been hearing (if not higher) from buyside investors over the last several weeks. The $30K per Q4W treatment WAC price ($390K annualized WAC assuming XX treatments per year) is roughly double the pricing assumption in our model for atacicept ($195K annualized WAC) which now looks almost absurdly conservative. Given the broad label Voyxact"  
[X Link](https://x.com/Quantumup1/status/1995963371083186594)  2025-12-02T21:08Z 3913 followers, 3505 engagements


"TD Cowen Named $IONS a 2026 Best Idea reiterated at a Buy a $XX PT and said Best Ideas 2026: New Launches And Key Pipeline Catalysts To Drive Upside $ARWR TAK BCRX NVS RHHBY - $PTCT TD Cowen added We see robust sales growth in FY26 driven by Tryngolza in sHTG Dawnzera in HAE zilganersen in AxD and incremental Spinraza growth. Key Ph3 data in '26 include Wainua in TTR-CM (H2) & pelacarsen in Lp(a) (H1). We see upside from overlooked catalysts: Ph3 bepi in HBV (H1) Ph2 BIIB080 in AD (mid-'26). RARE's GTX-102 Ph3 in Angelman (H2) should clarify ION582's future in this multi-$B market"  
[X Link](https://x.com/Quantumup1/status/1996213949134406101)  2025-12-03T13:44Z 3912 followers, 2119 engagements


"B.Riley reiterated $CAPR at a Buy rating and places price target under review pending its model update after Capricor Hit its Bull Case Scenario. PTCT $EWTX $SRPT B.Riley said Buy-rated CAPR disclosed Ph3 HOPE-3 topline data that achieved our bull case scenario and we believe the unambiguous efficacy signal across primary and secondary endpoints is likely to justify approval as the first disease-modifying therapy for DMD and associated cardiomyopathy. We reiterate our Buy rating; our PT is under review pending model updates reflecting the enhanced probability of successful approval. If"  
[X Link](https://x.com/Quantumup1/status/1996235575519494466)  2025-12-03T15:10Z 3915 followers, 5075 engagements


"H.C. Wainwright $CAPR to $XX from $XX plusderamiocel's PoS to XX% while reiterating at a Buy rating. $EWTX $SRPT PTCT H.C. Wainwright said in its note: We reiterate our Buy rating and are increasing our price target to $XX from $XX based primarily on the following factors: (1) adjusting our fully diluted share count; (2) adjustment to base year; (3) reducing our discount rate to our usual XX% from XX% which was initially based on the risk surrounding the CRL; and (4) increasing our projected chance of success for deramiocel to XX% from 75%. Our price target is based on our clinical net"  
[X Link](https://x.com/Quantumup1/status/1996297655719280958)  2025-12-03T19:17Z 3913 followers, 3209 engagements


"JonesTrading $CAPR's PT to $XX from $29PoS to XX% and reiterated t a Buy rating. $EWTX $PTCT SRPT JonesTrading saidCapricor announced that Ph3 HOPE-3 achieved the primary and key secondary endpoints in Duchenne Muscular Dystrophy (DMD). The primary endpoint was Performance of the Upper Limb v2.0 (PUL v2.0) Total Score (n=105 p=0.029) and the key secondary endpoint was Left Ventricular Ejection Fraction (LVEF) (n=83 p=0.041). There was statistical significance on all type X error controlled secondary endpoints. Deramiocel safety profile looks good vs other approved DMD drugs (esp gene"  
[X Link](https://x.com/Quantumup1/status/1996311057824903227)  2025-12-03T20:10Z 3917 followers, 4233 engagements


"Jefferies $AXGN's PT to $XX from $XX and reiterated at a Buy rating $SYK $BAX IART MDGX Mizuho reiterated at Outperform/$40 Raymond JamesPT to $XX from $XX and reiterated at an Outperform rating Citizens reiterated at a Market Outperform/$34 Here's what the Analysts had to say in their notes to investors:"  
[X Link](https://x.com/Quantumup1/status/1996620084144374019)  2025-12-04T16:38Z 3917 followers, 1231 engagements


"Baird reiterated $MREO Outperform-$8 and said 'Naming Mereo a Fresh Pick Ahead of Clinical Data.' $RARE Baird added with pivotal data from the ORBIT/COSMIC studies of setrusumab in Ol weeks away (expected in December/January) we're naming Mereo a Fresh Pick as we continue to believe the increased latitude ORBIT's final analysis provides (p-value threshold of XXXXX vs IA2 of 0.01) should result in a positive readout. Additionally we are encouraged by Ultragenyx's recent posture surrounding the program (building inventory at risk) and note Mereo's relatively conservative valuation (which has"  
[X Link](https://x.com/Quantumup1/status/1996898435585196377)  2025-12-05T11:04Z 3916 followers, 6303 engagements


"BTIG🏁 $PVLA at a Buy rating and a $XXX price target. Craig-Hallum y'day🏁at a Buy rating and a $XXX price target. Clear Street y'day🏁at a Buy rating and a $XXX PT. $SLNO $KRYS Here's what the Analysts had to say in their Palvella Therapeutics initiation reports:"  
[X Link](https://x.com/Quantumup1/status/1996909648709144878)  2025-12-05T11:48Z 3917 followers, 1952 engagements


"Piper Sandler reiterated $PRAX at Overweight-$450 and said 'Two Major Wins Set the Stage for Multiple Potential Approvals in 2026' #aes2025 Piper additionally said: PRAX had a stellar afternoon with announcement of a positive pre-NDA meeting with the FDA for ulixacaltamide in ET where they expect NDA submission in early 2026. Specifically we caught up with mgmt who detailed the in-person FDA meeting reviewed ulixacaltamide's robust data package where the agency saw no issue with filing an NDA. Thus we believe PRAX is on-track for potential ulixacaltamide approval 2026 pending NDA filing"  
[X Link](https://x.com/Quantumup1/status/1996919219582124369)  2025-12-05T12:26Z 3917 followers, 3129 engagements


"Morgan Stanley🏁 $BBOT Overweight/$20 $BBIO $RVMD BridgeBio Oncology Therapeutics is a clinical-stage company focused on developing therapies for cancers driven by RAS pathway mutations including KRAS and PI3KIt. The pipeline addresses significant unmet needs in oncology by targeting high-prevalence tumor types including non-small cell lung colorectal pancreatic and breast cancers. The portfolio consists of: i) 2x next-generation KRAS inhibitors; and ii) a first-in-class RAS:PI3KIt breaker designed to overcome limitations of currently approved treatments and expand therapeutic options for"  
[X Link](https://x.com/Quantumup1/status/1996931177412804795)  2025-12-05T13:14Z 3913 followers, 1697 engagements


"TD Cowenthe PT on $VERA to $XX from $XX and reiterated at a Buy rating. $TVTX $OTSKY JBIO VRTX ABBV ALNY IONS Here's what TD Cowen had to say: We are increasing our estimated gross annual pricing for ataci' in IgAN to $350K based on new comparator product pricing increasing our PT to $XX based on higher peak US sales of $1.64B in 2033. Mgmt said Ph2 ataci' PIONEER IgAN/pMN/FSGS-data may come in 1Q26. VERA may pursue a monthly sNDA path as the formulation is the same as weekly. A June/July PDUFA is likely for weekly dosing in IgAN"  
[X Link](https://x.com/Quantumup1/status/1996959648734237017)  2025-12-05T15:07Z 3916 followers, 1324 engagements


"Truistthe PT on $PRAX to $XXX from $XXX reiterated at a Buy and said Vormatrigine reported XXX% median seizure reduction at week X which was sustained through wk XX in full Ph2 RADIANT. The results significantly de-risk forthcoming Ph2/3 POWER1 in 1H26. Also relutrigine reported impressive results in DEE (SCN2A/8A) showing dose-dependent seizure reductions of up to XX% in Cohort X. Further deepening DEE sz reductions in OLE is also encouraging. Planned relu NDA submission possibly as early as 1Q26 places relu significantly ahead of bexicaserin in DEE. Also commentaries by PRAX mgmt on ET at"  
[X Link](https://x.com/Quantumup1/status/1997999177427513534)  2025-12-08T11:58Z 3917 followers, 2323 engagements


"Raymond James $DYN's PT to $XX from $XX and reiterated at a SB $CAPR $EWTX PTCT SRPT Raymond James said: This morning Dyne announced positive topline data from the registrational expansion cohort (REC) of the Ph2 DELIVER study of z-rostudirsen (formerly DYNE-251) in Duchenne muscular dystrophy amenable to exon XX skipping (DMD51); presentation here. These results de-risk FDA accelerated approval in our view and also provide incremental de-risking for an eventual confirmatory trial. We raise our price target to $XX and reiterate our Strong Buy rating"  
[X Link](https://x.com/Quantumup1/status/1998024172946030781)  2025-12-08T13:37Z 3917 followers, 1819 engagements


"Bairdthe PT on $MIRM to $XX from $XX reiterated at Outperform and said Raising target price to $XX on acquisition. $GILD $VIR ARWR JNJ Baird added The agreement to acquire Bluejay Therapeutics for $620M in cash/stock and up to $200M tiered sales milestones brings in a shot on goal at HDV in brelovitug. The drug has already demonstrated a XXX% HDV RNA response in Ph2 and with a Ph3 readout expected 2H26 we think this can be an approvable drug and believe the high unmet need supports the expectation for peak sales to exceed half a billion dollars annually"  
[X Link](https://x.com/Quantumup1/status/1998124188146737295)  2025-12-08T20:15Z 3917 followers, 1038 engagements


"BMO Capital $GPCR to $XXX from $100PoS in obesity to XX% (vs. XX% previously)peak adjusted sales in the indication to $3.8B by 2035 VKTX $LLY $NVO PFE AMGN Clear Streetto $XX from $XX and reit'd at Buy and said The P2b Access 36-week data underscore aleniglipron's best-in-class potential delivering up to XXXX% placebo-adjusted weight loss and surpassing the XXXX% benchmark set by Lilly's (NYSE: LLY NC) orforglipron in P3 Attain-1 (72 weeks) semaglutide's P3 STEP X (36 weeks) and RYBELSUS (oral semaglutide) P2 results (36 weeks). Moreover safety remains competitive: AE-related treatment"  
[X Link](https://x.com/Quantumup1/status/1998366907964035529)  2025-12-09T12:19Z 3917 followers, 1298 engagements