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# ![@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)
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- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +28%
- X Year XXXXXXXXX +114%

### Mentions: XX [#](/creator/twitter::1060595604022280192/posts_active)
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- X Week XXX -XX%
- X Month XXX +0.81%
- X Months XXX +30%
- X Year XXXXX +160%

### Followers: XXXXX [#](/creator/twitter::1060595604022280192/followers)
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- X Week XXXXX +0.33%
- X Month XXXXX +0.90%
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- 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)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[at a](/topic/at-a) #1679, [outperform](/topic/outperform) #23, [target](/topic/target) #2845, [strong](/topic/strong) #2960, [$nvs](/topic/$nvs) #2, [hc](/topic/hc) #151, [$jnj](/topic/$jnj) #45, [$pfe](/topic/$pfe) #60, [op](/topic/op) #1050, [price target](/topic/price-target) XXXX%

**Top accounts mentioned or mentioned by**
[@lpessa7654](/creator/undefined) [@badinvestor99](/creator/undefined) [@zohmbastic](/creator/undefined) [@biopharmiq](/creator/undefined) [@andre_agtc](/creator/undefined) [@nachotrust](/creator/undefined) [@nivsadovsky](/creator/undefined) [@seedy19tron](/creator/undefined) [@pawcio2009](/creator/undefined)

**Top assets mentioned**
[Novartis AG (NVS)](/topic/$nvs) [Johnson & Johnson (JNJ)](/topic/$jnj) [Pfizer, Inc. (PFE)](/topic/$pfe) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Eli Lilly and Company (LLY)](/topic/$lly) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Edgewise Therapeutics, Inc. Common Stock (EWTX)](/topic/$ewtx) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Dawn Protocol (DAWN)](/topic/$dawn) [Vera Therapeutics, Inc. Class A Common Stock (VERA)](/topic/$vera) [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Vertex Protocol (VRTX)](/topic/$vrtx) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [AstraZeneca PLC (AZN)](/topic/$azn) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Synthetify (SNY)](/topic/$sny) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Novo-Nordisk (NVO)](/topic/$nvo) [501 (32)](/topic/$32) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [AbbVie Inc (ABBV)](/topic/$abbv) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Alkermes Inc. plc (ALKS)](/topic/$alks) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Bitcoin Incognito (XBI)](/topic/$xbi) [The XX% Community (99)](/topic/$99) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Stryker Corporation (SYK)](/topic/$syk) [BABB (BAX)](/topic/$bax) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Terns Pharmaceuticals, Inc. Common Stock (TERN)](/topic/$tern) [Aura Finance (AURA)](/topic/$aura) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Akropolis (AKRO)](/topic/$akro)
### Top Social Posts
Top posts by engagements in the last XX hours

"Citizens reiterated $IDYA Market Outperform-$45 and said 'We Remain Bullish On IDYA's Upcoming ESMO Update That Can Help Investors To Estimate The PoS Of The Neoadjuvant Uveal Melanoma Opportunity.' $IMCR $AURA Citizens additionally said: We currently only model $400M risk-adjusted sales for the neoadjuvant setting (42.5% PoS) which is 1/2 of our total risk adjusted darovasertib sales estimate. For enucleation based on our calculation and assuming XX evaluable patients a XX% eye preservation rate would clear the XX% lower bound of a 95CI (Ph3 endpoint) FDA bar. If IDYA's unprecedented 61%"  
[X Link](https://x.com/Quantumup1/status/1975534698060296462)  2025-10-07T12:12Z 3920 followers, 6101 engagements


"Citi $PTGX's PT to $XX from $XX and kept it at a Buy rating after updating its model and said Rusfertide's De-Risked Profile Supports Upside $JNJ $TAK BMY ABVX Citi additionally said: Rusfertide provides optionality in polycythemia vera (PV) especially in patients not maintained on current therapies. The data strongly indicate Rusfertide's potential to dramatically improve PV outcomes. The immediate next big step is the NDA filing slated for 4Q25 with approval for PV possibly coming in late 2025 or 2026. Additionally JNJ has recently filed NDA for icotrokinra in psoriasis (July 2025) and"  
[X Link](https://x.com/Quantumup1/status/1979267985991688568)  2025-10-17T19:27Z 3920 followers, 8904 engagements


"Citizens reiterated $IDYA Market Outperform/$45 $IMCR $PFE BMY Citizens JMP said: OS update is top of mind for investors because 1) it is the endpoint required for eventual full approval in MUM in the Ph3; and 2) the comparator arm includes IO which has long survival tails as a bar for the targeted therapy (darovasertib). The controversy about this data that we have been hearing is that due to the long OS tail of the IO comparator the darovasertib Ph3 may carry some risk. We remain bullish on the outcome and believe daro+crizo can provide superior OS for the following reasons: 1) ORR/DCR"  
[X Link](https://x.com/Quantumup1/status/1977676470823657896)  2025-10-13T10:03Z 3920 followers, 6404 engagements


"JPMorganthe PT on $IDYA to $XX from $XX reiterated at an Overweight and darovasertib's probability of success (PoS) in the neoadjuvant setting to XX% from 60%estimates peak sales of $500M in the U.S. alonesees share upside into the mUM update. $IMCR $PFE MRK BMY"  
[X Link](https://x.com/Quantumup1/status/1981321729168253108)  2025-10-23T11:28Z 3920 followers, 2350 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 3920 followers, 10.8K 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


"This Could Be A Clearing Event Upcoming For $DAWN: With new OJEMDA Three-year Follow-Up Data from FIREFLY-1 to be Presented in an Oral Session at the 2025 Society for Neuro-Oncology #SNO2025 Annual Meeting this should be a clearing event by easing any Doctor's concerns that were apprehensive to use the therapy in their practicesalso if there has been any M&A interest this could also ease concerns. Three-year follow-up data from FIREFLY-1 demonstrates durable responses with evidence of clinical stability off treatment with the potential for retreatment after progression Treatment-free interval"  
[X Link](https://x.com/Quantumup1/status/1988337907476643936)  2025-11-11T20:07Z 3919 followers, 6204 engagements


"Truist $MRSN to Hold-$30.75 from Buy-$36 after $DAWN agreed to acquire Mersana for $25/shr in cash plus up to $30.25/shr in contingent value rights (CVR) tied to clinical regulatory commercial and collaboration milestones related to Emi-Le. Truist believes the deal will go through thinks the CVR is worth $5.75"  
[X Link](https://x.com/Quantumup1/status/1989012360393052546)  2025-11-13T16:47Z 3919 followers, 1331 engagements


"Oppenheimer: $DAWN announced it was acquiring $MRSN for its B7-H4 ADC being tested in adenoid cystic carcinoma type 1this takeout wasn't on OPY's short liston one hand there's an argument that Emi-Le fits alongside PTK7 as another ADC in the quiveron the other hand it believes that mgmt. was talking down PTK7 so perhaps Emi-Le is its replacement It doesn't come cheapand they probably could have sourced something similar from China for cheaperthis suggests that mgmt. is seeing something in Emi-Le to warrant the XXX% premium to MRSN shares. Given that ACC affects children and adults the"  
[X Link](https://x.com/Quantumup1/status/1989019906164023759)  2025-11-13T17:17Z 3919 followers, 4448 engagements


"BofA reiterated $DAWN Buy/$17 $MRSN current partnerships: $JNJ and Merck KGaA (MKKGY). BofA said in its note: Mersana acquisition fits Day One's mission could offer quick path to marketEmi-Le asset plugs pipeline hole fits target profileData in ACC-I could yield quick path to registrationUpside beyond ACC We'll see how development goesDeal terms gate value on development milestones. BofA additionally said:"  
[X Link](https://x.com/Quantumup1/status/1989029000174244261)  2025-11-13T17:54Z 3919 followers, 5736 engagements


"Clear Street🏁 $JBIO Buy/$25 $OTSKY $TVTX NVS VRTX IONS AZN CALT Clear Street saidWe initiate JBIO coverage with a Buy rating and a $XX PT underscoring our firm conviction in JADE101a potential best-in-class anti-APRIL mAb poised to reshape the IgAN therapeutic landscape. Jade's market entry is impeccably timed (vs. its precedents) as new treatment (KDIGO) guidelines now advocate the first-line use of agents like JADE101 and expand patient eligibility. Distinguished by superior dosing flexibility (Q8W+) and the convenience afforded by YTE modifications JADE101 decisively outshines"  
[X Link](https://x.com/Quantumup1/status/1993286710675816909)  2025-11-25T11:52Z 3919 followers, 1243 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


"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 3919 followers, 3523 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


"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 3919 followers, 1711 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 3919 followers, 1333 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 3918 followers, 3345 engagements


"Mizuho🏁 $RVMD Outperform/$90 $ZLAB AMGN BMY VSTM $IMRX Mizuho in its initiation report said: We see RVMD's portfolio of RAS(ON) inhibitors as positioned to play significant roles in PDAC NSCLC and CRC. Specifically we believe daraxonrasib in PDAC alone and additional near-term de-risking can drive meaningful upside. First we expect future 1L PDAC updates and insights into PFS/OS to mature favorably and drive greater conviction around the Phase III RASolute XXX study. Second scenario modeling of the Phase III RAsolute XXX trial in 2L PDAC points to a high probability of success and we believe"  
[X Link](https://x.com/Quantumup1/status/1980368286232768798)  2025-10-20T20:19Z 3919 followers, 6848 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 3918 followers, 4102 engagements


"TD Cowenthe PT on $BBIO to $XX from $XX reiterated at Buy and said 'Attruby Beats Expectations AgainBridgeBio Now A Diversified Orphan Co' $ALNY $PFE AZN BAYRY TD Cowen added The XX% Q/Q Attruby sales growth beat expectations and was driven by treatment nave patients and accelerating new patient prescriptions. BridgeBio remains focused on the Attruby launch and the late-stage pipeline and is 2/2 so far with positive LGMD and ADH1 readouts this week. 👀 We fully expect the achon trial early next year to succeed too. We increased our DCF-based PT to $XX and remain Buy"  
[X Link](https://x.com/Quantumup1/status/1983898203553456281)  2025-10-30T14:06Z 3918 followers, 6428 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 3919 followers, 3918 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 3919 followers, 4248 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 3919 followers, 2902 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 3919 followers, 10.6K 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 3919 followers, 5209 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 3919 followers, 3231 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 3920 followers, 4129 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 3920 followers, 3924 engagements


"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 3920 followers, 4746 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 3920 followers, 3498 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 3920 followers, 7683 engagements


"The Lancet has had a higher impact over the last few yearsplus it has a broader global health perspective whereas NEJM is more of an American focusalthough NEJM has been considered the 'Gold Standard' imo they both are; they are even. Either way the market loves $CORT at this date and time. Are you splitting hairs lol"  
[X Link](https://x.com/Quantumup1/status/1998471613700850057)  2025-12-09T19:15Z 3920 followers, XXX engagements


"For now I think $CORT's Relacorilant will likely see 5B+ across CS and OC. I believe HCW if I remember correctly has $4.3B not too shabby. Also Korlym switches should make it quick and easy for Relacorilant to get to blockbuster status fast as Korlym will be just under a billion dollars in sales by the end of this year"  
[X Link](https://x.com/Quantumup1/status/1998519579262304423)  2025-12-09T22:26Z 3920 followers, XXX engagements


"Deutsche Bank🏁 $APGE Buy/$103 NKTR CRVS KYMR $SNY - $REGN AMGN CLDX Deutsche Bank said: APGE is one of several companies to emerge from Fairmount Funds incubator Paragon with the goal of creating improved biologic drugs in I&I diseases such as atopic dermatitis (AD) and asthma. We believe APGE could become a leader in the space with its extended half-life antibodies and fixed-dose combo therapies. While shares have appreciated materially in late 2025 we still see favorable risk- reward and potential for significant upside ahead of a catalyst-rich 2026 with X key readouts. Lead asset APG777"  
[X Link](https://x.com/Quantumup1/status/1998737304836272461)  2025-12-10T12:51Z 3920 followers, 1088 engagements


"H.C. Wainwright y'day reiterated $TVTX Buy/$47. $SYBX $NVS $AHKSY $VRTX #ICIEM25 H.C. Wainwright said that in finds the long-term HCU data presented at the Int'l Congress of Inborn Errors of Metabolism as 'Highly Encouraging' w/ 'Clinically Meaningful Reductions in Key Metabolites Sustained Over Approximately One Year of Treatment with Pegtibatinase.' H.C. Wainwright said in its note to investors:"  
[X Link](https://x.com/Quantumup1/status/1963627273489158191)  2025-09-04T15:36Z 3918 followers, 3632 engagements


"Citizens reiterated $ACAD Market Outperform/$38. Re: PWS data on track to report in 4Q25: sees 20-30%(55% PoS) on +VE data; 10-15% (45% PoS)on -VE data. Citizens said in its note to investors: Phase X results for ACP-101 in Prader-Willi syndrome (PWS) expected in early 4Q25; we reiterate our Market Outperform rating and risk-adjusted DCF-derived $XX price target on Acadia Pharmaceuticals. Acadia remains on track to report top-line results in early 4Q25 from the Phase X COMPASS-PWS trial evaluating ACP-101 to treat hyperphagia in patients with Prader-Willi syndrome. COMPASS-PWS has been"  
[X Link](https://x.com/Quantumup1/status/1969014008175882256)  2025-09-19T12:21Z 3919 followers, 1874 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 3919 followers, 6708 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 3919 followers, 3540 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 3919 followers, 3685 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 3919 followers, 1139 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 3918 followers, 2320 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 3919 followers, 2870 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 3919 followers, 2637 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 3920 followers, 1380 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 3918 followers, 3249 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 3919 followers, 5084 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 3919 followers, 1292 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 3919 followers, 6323 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 3918 followers, 6861 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 3919 followers, 3209 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 3919 followers, 2464 engagements


"RBC Capitalthe PT on $IDYA to $XX from $XX and reiterated at an Outperform after at ESMO IDYA presented data on eye and visual acuity preservation from daro in the neo-adjuvant setting building on abstract data in the metastatic setting from Friday. $IMCR $PFE BMY RBC Capital added: Between the two datasets we see evidence of very impressive anti-tumor efficacy leading to meaningful survival benefits eye preservation and visual benefits which we think increase the likelihood that upcoming ph.Ill trials will read out positively. While given the rarity of uveal melanoma daro may be a somewhat"  
[X Link](https://x.com/Quantumup1/status/1980578498977652773)  2025-10-21T10:14Z 3920 followers, 4373 engagements


"Leerink🏁 $IMRX Outperform/$15 $RVMD $SNY Leerink said in its initiation report: Lead asset atebimetinib is an allosteric MEK inhibitor that has shown compelling Phase X activity in combination with chemotherapy in first-line pancreatic ductal adenocarcinoma (PDAC) a tumor type in which over XX% of patients are driven by aberrant constitutive MAPK signalingthinks DCI which departs from conventional continuous kinase inhibition and uses high dose pulsatile blockade introduces mechanistic riskHowever Leerink sees significant upside if efficacy and tolerability are confirmed in the pivotal trial"  
[X Link](https://x.com/Quantumup1/status/1984237165635580372)  2025-10-31T12:33Z 3920 followers, 9468 engagements


"Jefferiesthe PT on $CELC to $XXX from $XXX and reiterated at a Buy rating. $NVS $RHHBY AZN LLY PFE Jefferies said in its note: We like the setup for CELC heading into 2026 w/ ph.Ill data in PIK3CAmut expected late 1Q/2Q26 where we see a high likelihood of success supported by our updated stats analysis informed by the PIK3CAwt study. Also we anticipate a robust 2026 launch driven by major unmet need and believe pot'l upside in 1L remains underappreciated adding further value. We see an attractive risk/reward profile and would-be buyers. PT to $XXX (+$28)"  
[X Link](https://x.com/Quantumup1/status/1995823798747021561)  2025-12-02T11:54Z 3920 followers, 2309 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 3920 followers, 2128 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 3920 followers, 4296 engagements


"Stifel $FULC's PT to $25/reiterated at a Buy rating. $CRSP - VRTX $SGMO PFE NVO Stifel said: We're increasing our TP to $XX (from $20) on the back of very strong initial 20mg pociredir data at ASH. As laid out in our reaction note (LINK) reaction/flash note here: these data beat our/investor expectations (i.e. essentially met the full cohort "bar" at just 6-weeks; efficacy should build meaningfully out to 12-weeks in the full cohort) and further build on what we've viewed as an already meaningfully de-risked/compelling profile for pociredir. Investor focus primarily remains on safety/TAM --"  
[X Link](https://x.com/Quantumup1/status/1998033857694552397)  2025-12-08T14:16Z 3920 followers, 2270 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 3920 followers, 1813 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 3920 followers, 1148 engagements


"Citizens y'day reiterated $RAPP Market Outperform-$80 and said 'New Data and Analyses Reinforce our Belief in the Best-In-Class Profile of RAP-219.' $PRAX $XENE BHVN JAZZ H.C. Wainwrightthe PT to $XX from $XX and reit'd at Buy after recent '219 data and said these additional analyses reinforce our belief that RAP-219 is perhaps the most potent ASM ever seen and has a lot of dosing flexibility in Phase X to further improve its risk/benefit profile. At the AES conference we also sensed widespread physicians' enthusiasm for new therapies and a much more favorable reimbursement environment for"  
[X Link](https://x.com/Quantumup1/status/1998391132317688106)  2025-12-09T13:55Z 3920 followers, 1355 engagements


"Piper Sandler $CAPR's PT to $XX from $XX and reiterated at an Overweight rating. $EWTX $PTCT SRPT DYN Piper Sandler in its note to investors: Last Wednesday the Phase III HOPE-3 (N=106) trial met the primary endpoint showing a significant XXX point absolute difference from placebo in the Performance of the Upper Limb XXX (PUL XXX p=0.029). Deramiocel also met the key cardiac endpoint showing an absolute XXX% improvement in LVEF representing a XX% slowing of decline vs. placebo. (p=0.041) Capricor will submit HOPE-3 data as a response to the FDA's CRL under the current BLA for deramiocel in"  
[X Link](https://x.com/Quantumup1/status/1998743014924071035)  2025-12-10T13:14Z 3920 followers, 1421 engagements


"Wolfe Research🏁 $CELC Outperform-$110 and said Celcuity Gone Rogue - Can Mutant Take It to the Next Level Initiate at OP $PFE $NVS LLY TGTX Wolfe added Positioned for a large commercial opportunity. We estimate gedatolisib can address 34000 U.S. patients annually moving to 2L post-CDK4/6 therapy with XX% being WT (an area with minimal competition). In a $5B addressable market we conservatively model 25-30% patient share with upside as the drug expands into 1L breast cancer (VIKTORIA-2). With IP protection until 2042 and $455M pro forma cash we believe Celcuity has both the runway and the"  
[X Link](https://x.com/Quantumup1/status/1990530345025122760)  2025-11-17T21:19Z 3920 followers, 5612 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 3920 followers, 2037 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 3920 followers, 1557 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 3920 followers, 1971 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 3920 followers, 9387 engagements


"BMO $TERN PT to $XX from $35/Reit'd OP: sees TERN-701 peak adj'd sales of $3.4B $NVS $ELVN HCWPT to $60/reit'd Buy: says results demonstrate durability mechanistic distinction/a best-in-disease trajectory that💪🏼supports dev't in 1L/2L+ CML settings OPYPT to $58/reit'd OP: says update supports a BiC profile for TERN-701 in the CML mkt/supports both 1L/2L+ oppy's Here's what else the Analysts had to say:"  
[X Link](https://x.com/Quantumup1/status/1998436274018119811)  2025-12-09T16:55Z 3920 followers, 3240 engagements


"H.C. Wainwright y'day $IMMX's PT to $XX from $X plusPoS to XX% and reiterated at a Buy rating. $PRTA $AZN JNJ ABBV TAK BMY SNY H.C. Wainwright said in its note: Over the weekend at the annual ASH meeting Immix presented Phase X results from the NEXICART-2 trial which is evaluating NXC-201 (a BCMA-targeted autologous CAR-T) in r/r AL amyloidosis. As shown in the oral presentation NXC-201 (n=20; X median prior Rx) demonstrated a XX% hematologic CR rate (15/20) with XX of XX evaluable patients being MRD-negative (see Figure X below). Notably four of five patients pending evaluation are"  
[X Link](https://x.com/Quantumup1/status/1998754299422122357)  2025-12-10T13:58Z 3920 followers, 2373 engagements


"Jefferiesthe PT on $TERN to $XX from $XX and reiterated at a Buy rating. $NVS $ELVN Here's what Jefferies had to say in its note: At ASH we saw TERN's oral for '701 Ph.1 in CML - we'll note 1) MMR achieved of64% across 160-500mg looks consistent w/ abstract & RP2D of 320mg+ showed XX% 2) DMR of36% looks competitive vs XX% for scemblix in 3L+ & similar to XX% for scemblix 1L 3) there isn't a clear exposure-AE relationship. We think data supports both 1L & 2L+ use & incr PS in CML to $2.4Bn risk adj. Bottom line: Heading into TERN's ASH oral presentation there was some investor nervousness that"  
[X Link](https://x.com/Quantumup1/status/1998779556698743185)  2025-12-10T15:39Z 3920 followers, 1939 engagements