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

quantumup posts on X about $jnj, $bbio, $biib, $azn the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX -XX%
- X Month XXXXXXX +16%
- X Months XXXXXXXXX +19%
- X Year XXXXXXXXX +142%

### 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 -XXXX%
- X Month XXX -XX%
- X Months XXX +13%
- X Year XXXXX +184%

### 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 +0.52%
- X Month XXXXX +3.70%
- X Months XXXXX +17%
- X Year XXXXX +36%

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

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

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

**Social topic influence**
[$jnj](/topic/$jnj) #18, [$bbio](/topic/$bbio) #3, [$biib](/topic/$biib) #2, [$azn](/topic/$azn) #57, [$tak](/topic/$tak) #1, [$nvo](/topic/$nvo) #43, [$sny](/topic/$sny) #22, [hosted](/topic/hosted) #925, [$nvs](/topic/$nvs) #7, [$jazz](/topic/$jazz) #2

**Top accounts mentioned or mentioned by**
[@biopharmiq](/creator/undefined) [@gormboepetersen](/creator/undefined) [@hall8jack](/creator/undefined) [@kror74](/creator/undefined) [@prosperousguy](/creator/undefined) [@108mg](/creator/undefined) [@leo09416981](/creator/undefined) [@borlaug](/creator/undefined) [@meadowcapital](/creator/undefined) [@72weeks](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@duedoctor](/creator/undefined) [@ngyojiw](/creator/undefined) [@thomasthedeal](/creator/undefined) [@jerryliu0910](/creator/undefined) [@oncorarevoice](/creator/undefined) [@jeromeleonard5](/creator/undefined) [@takisspanakopi](/creator/undefined) [@bambossie81](/creator/undefined) [@clan_irving](/creator/undefined)

**Top assets mentioned**
[Johnson & Johnson (JNJ)](/topic/$jnj) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Biogen Inc (BIIB)](/topic/$biib) [AstraZeneca PLC (AZN)](/topic/$azn) [Novo-Nordisk (NVO)](/topic/$nvo) [Synthetify (SNY)](/topic/$sny) [Novartis AG (NVS)](/topic/$nvs) [Jazz Pharmaceuticals, Inc. (JAZZ)](/topic/$jazz) [Alkermes Inc. plc (ALKS)](/topic/$alks) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Eli Lilly and Company (LLY)](/topic/$lly) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Pfizer, Inc. (PFE)](/topic/$pfe) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [AbbVie Inc (ABBV)](/topic/$abbv) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Akropolis (AKRO)](/topic/$akro) [Insmed, Inc. (INSM)](/topic/$insm) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [GSK plc (GSK)](/topic/$gsk) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [BEAM (BEAM)](/topic/$beam) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Amgen, Inc. (AMGN)](/topic/$amgn) [Dawn Protocol (DAWN)](/topic/$dawn) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Bitcoin Incognito (XBI)](/topic/$xbi) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Viatris Inc (VTRS)](/topic/$vtrs) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [uniQure N.V. (QURE)](/topic/$qure) [Apogee Therapeutics, Inc. Common Stock (APGE)](/topic/$apge)
### Top Social Posts [#](/creator/twitter::1060595604022280192/posts)
---
Top posts by engagements in the last XX hours

"BTIG $STOK's PT to $XX from $XX reiterated at a Buy and said that the 36-month data for Zorevunersen (STK-001) seems to bury any remaining questions. $UCBJY $UCBJF $JAZZ $BIIB $ACAD $DNLI BTIG said in its note:"  
[X Link](https://x.com/Quantumup1/status/1957523671742050745) [@Quantumup1](/creator/x/Quantumup1) 2025-08-18T19:23Z 3846 followers, 4067 engagements


"Truist reiterated $CNTA Buy-$30 and said Don't Sleep On It: Previewing ORX750 Ph X Narcolepsy Data. $ALKS $JAZZ $AXSM $TAK $HRMY #SLEEP2025 Truist additionally said in its note: ORX750 Ph 2a data are due sometime before YE. We believe investors are looking for a best-in-class profile from ORX750 and competitors' OX2R agonist data which will be presented at World Sleep #SLEEP2025 (Sept 5-10) will set the bar for $CNTA. We think ORX750 is likely to demonstrate best-in-class properties in the approaching Ph 2a data and see potential upside of30% to XXX% from current levels depending on the level"  
[X Link](https://x.com/Quantumup1/status/1958205244082426172) [@Quantumup1](/creator/x/Quantumup1) 2025-08-20T16:31Z 3846 followers, 4926 engagements


"Leerink $WVE's PT to $XX from $XX reit'd Outperform & said it thinks invs should take advantage of weakness to buy ahead of add'l important catalysts which they remain optimistic investors will appreciate. $GSK $ARWR $TAK $KRRO $SNY $NTLA $BEAM $LLY $NVO $VKTX $GPCR Raymond James reit'd $WVE Outperform-$14 & said We continue to view $WVE's wholly-owned gene-editing programs as more likely LT value drivers - sees WVE-007 (INHBE) in obesity (4Q 2025) as the most important near-term stock-moving catalyst with an attractive risk/ reward skew. Leerink and Raymond James said in their notes to"  
[X Link](https://x.com/Quantumup1/status/1963305424389550134) [@Quantumup1](/creator/x/Quantumup1) 2025-09-03T18:17Z 3846 followers, 7011 engagements


"Piper Sandler reiterated $ALKS Overweight-$38 and said: We caught up with Alkermes senior management as part of investor meetings that we hosted in Europe. $CNTA $AXSM Piper Sandler added: As we move closer to results from the Phase II Vibrance-2 study in narcolepsy type X (NT2) for orexin X receptor (OX2R) agonist alixorexton sometime in November (per management expectations) we provide herein a few brief thoughts on what we believe would count as a "win" from the trial. We continue to believe that the underlying size of the treated narcolepsy (narcolepsy type X (NT1) and NT2 combined) and"  
[X Link](https://x.com/Quantumup1/status/1975173267796185321) [@Quantumup1](/creator/x/Quantumup1) 2025-10-06T12:16Z 3846 followers, 3358 engagements


"BofA $APGE's PT to $XX from $XX to reflect Wednesday's capital raisemade no changes to APG777 launch timing or PoS assumptions; Reiterated Buy. $REGN $SNY BofA said: Next catalysts in 1Q after development timeline updates APGE has narrowed guidance for the following APG777 (IL-13) readouts: 1) AD Ph X Part A 52-week maintenance readout now expected in 1Q26 (vs 1H-2026 previously) 2)asthma Ph 1b readout also now expected in 1Q26 (vs 1H-2026 previously) and 3) AD2 Part B 16-week readout now expected 2Q26 (vs mid-2026 previously). APGE still guides for 2029 launch. Other readouts are on track"  
[X Link](https://x.com/Quantumup1/status/1976349777315901738) [@Quantumup1](/creator/x/Quantumup1) 2025-10-09T18:11Z 3846 followers, 2241 engagements


"Wells Fargo added $ALKS (Overweight) and $CNTA (Overweight) onto its 4Q25 Tactical Ideas List. $AXSM Wells Fargo said that it sees upside to CNTA shares if ALKS' alixorexton MWT result is 20-29 min or leaves room for improvement on tolerabilitybut also thinks the downside to ALKS is limited and worth owning as ALKS could surprise to the upside"  
[X Link](https://x.com/Quantumup1/status/1973404636167000215) [@Quantumup1](/creator/x/Quantumup1) 2025-10-01T15:08Z 3846 followers, 3635 engagements


"Raymond James $RVMD's PT to $XX from $72/keeps at a Strong Buy after RevMed was included in the FDA's NPVR program. $ZLAB AMGN BMY VSTM $IMRX BofAto $XX from $78/reit'd Buy-Top Pick after RevMed was awarded one of the nine NPRVs for daraxonrasib in PDAC. Raymond James said: In a modest surprise to us RevMed's daraxonrasib (RMC-6236) was included in the list which should truncate the time for daraxonrasib to reach the market in 2L RAS-mut pancreatic cancer. Based on the expected accelerated timeline we have adjusted our approval to 4Q26 and slightly increase our price target to $XX. We"  
[X Link](https://x.com/Quantumup1/status/1979202473425248620) [@Quantumup1](/creator/x/Quantumup1) 2025-10-17T15:06Z 3846 followers, 1863 engagements


"Piper Sandler reiterated $ACLX Overweight-$115 $GILD $LEGN - $JNJ $BMY $NVS $GLPG Piper Sandler said in its note: "For several months investors have been monitoring the competitive dynamic as $ACLX's anito-cel pivotal data started to emerge with two very important questions - does it have a differentiated safety profile on delayed neurotox and what is driving Carvykti's delayed neurotoxicity safety profile. A recent study was published in Nature Communications (Jul 2025) that reported a comparative analysis of patients treated with Carvytki and Abecma. While the study was limited in size"  
[X Link](https://x.com/Quantumup1/status/1942571475019464751) [@Quantumup1](/creator/x/Quantumup1) 2025-07-08T13:08Z 3843 followers, 3611 engagements


"Wells Fargo assumed coverage of $XENE at an Overweight rating and a $XX price target. $JAZZ $BHVN $NBIX $PRAX $RAPP $SUPN Wells Fargo said: We are assuming coverage of $XENE at Overweight as we think azetukalner is likely to succeed in X-TOLE2 given strong Ph2 data. We like that the 10mg dose worked in Ph2 implying some room for efficacy pullback (or placebo out-performance) in Ph3. $XENE expects the readout of its Ph3 X-TOLE2 study involving lead asset azetukalner in Focal Onset Seizures (FOS) in early 2026. We think consensus leans positive and that many resonate with the strength of the"  
[X Link](https://x.com/Quantumup1/status/1963317788040114404) [@Quantumup1](/creator/x/Quantumup1) 2025-09-03T19:06Z 3846 followers, 2348 engagements


"Oppenheimer reiterated $IMVT Outperform/$54. $ROIV $ARGX $JNJ $VRDN $AMGN $RHHBY $TAK $TRML Oppenheimer said: $IMVT announced inspiring remission data in uncontrolled Graves' patients that showed a high rate of durable responses off batoclimab which the company detailed in a call w/slides. About XX% (17/21) of patients followed after the positive Phase 2's treatment portion maintained normal thyroid hormone levels six months off bato of whom half (8/17) achieved remission without anti-thyroid drugs. These results not only underscore FcRn inhibition as a means to address the 25-30% of Graves'"  
[X Link](https://x.com/Quantumup1/status/1963651815343628456) [@Quantumup1](/creator/x/Quantumup1) 2025-09-04T17:14Z 3843 followers, 2911 engagements


"Chardan Capital🏁 $OCUL Buy-$21 and said Axpaxli (OTX-TKI) is an axitinib intravitreal hydrogel based on the company's proprietary ELUTYX bioresorbable hydrogel formulation technology. The therapy is designed to deliver axitinib a pan-VEGF receptor inhibitor intravitreally where it is slowly released over several months and has a potential to significantly reduce anti-VEGF treatment burden for patients with wet age-related macular degeneration (wet AMD) and non-proliferative diabetic retinopathy (NPDR). In wet AMD VEGF promotes the abnormal growth of new blood vessels in the back of the eye"  
[X Link](https://x.com/Quantumup1/status/1967544936770805879) [@Quantumup1](/creator/x/Quantumup1) 2025-09-15T11:04Z 3844 followers, 10.3K engagements


"RBC Capital $ALNY's PT to $XXX from $XXX reit'd at OP and said it thinks another beat and raise is coming after the latest script data came out late last week (their survey of XX cardiologists corroborates script data)now models $9.2B peak Amvuttra sales: $REGN $BBIO $PFE"  
[X Link](https://x.com/Quantumup1/status/1968996156903506033) [@Quantumup1](/creator/x/Quantumup1) 2025-09-19T11:10Z 3847 followers, 9880 engagements


"UBS reiterated $BBIO Buy-$82-Top Pick. and said we think mgmt sounds upbeat on the recent progress and launch trajectory for Attruby. We think the large number of new patient diagnoses coupled with progress in gaining market share in nave patients and building data supporting differentiation vs. tafamidis all support the potential for Attruby to be a significant $4B+ product long term. Notably we think the pipeline beyond Attruby continues to remain underappreciated but across the three Ph3 readouts in the next X months we think these programs combined could equal Attruby's revenues. We think"  
[X Link](https://x.com/Quantumup1/status/1970121815096783235) [@Quantumup1](/creator/x/Quantumup1) 2025-09-22T13:43Z 3847 followers, 10K engagements


"UBS reiterated $BBIO Buy-$82-Top Pick and said we think its diversified late stage diversified portfolio is underappreciated across Attruby's launch and three upcoming Phase X readouts. We have conviction in success in all three Ph3 readouts across ADH1 (expected this fall) LGMD2i (expected this fall) and achondroplasia (early '26) and see each as a potential blockbuster opportunity. We think Attruby continues to beat expectations & we think the ATTR-CM market is still larger than appreciated with increasing diagnosis. We estimate $102m for Attruby US revenues in 3Q and $146m in 4Q above"  
[X Link](https://x.com/Quantumup1/status/1970473325701849500) [@Quantumup1](/creator/x/Quantumup1) 2025-09-23T13:00Z 3846 followers, 11.3K engagements


"Oppenheimer raised $IMRX's PT to $XX from $XX reiterated at an Outperform and said: Good things come in threes as IMRX surprised with an earlier-than-expected update on atebimetinib in 1L PDAC. $SNY $RVMD Oppenheimer added: The sooner the better when data are this strong exceeding expectations that we had recently laid out: 1) Encouragingly the 9-month OS rate a key focus of the update achieved XX% well above our XX% expectation and clearly separated from historical GnP benchmarks. 2) The favorable OS outcome was further supported by an impressive XX% PFS rate at X months which altogether"  
[X Link](https://x.com/Quantumup1/status/1971221697110982964) [@Quantumup1](/creator/x/Quantumup1) 2025-09-25T14:34Z 3844 followers, 2640 engagements


"H.C. Wainwright reiterated $DAWN at a Buy rating and a $XX price target after getting inbound questions on Ojemda's growth trajectory from investors particularly around the slope into year-end 2025 and the outlook for 2026. This is what H.C. Wainwright had to say in its note to investors:"  
[X Link](https://x.com/Quantumup1/status/1971552193351160120) [@Quantumup1](/creator/x/Quantumup1) 2025-09-26T12:27Z 3843 followers, 2779 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) [@Quantumup1](/creator/x/Quantumup1) 2025-09-29T12:30Z 3847 followers, 8085 engagements


"Leerink reiterated $LRMR Outperform/$25 $BIIB $LXEO Bottom Line: The stock is under pressure on the X anaphylaxis events that occurred in the open label study. However we believe that the efficacy and clinical data are quite compelling especially given Friedreich's ataxia (FA) is a devastating disorder making the risk/reward profile favorable. This morning LRMR provided an update on their Phase X open label (OL) trial. As anticipated in our preview key focus areas included safety frataxin levels and enrollment progress to assess whether the company remains on track to file their BLA in 2Q26"  
[X Link](https://x.com/Quantumup1/status/1972737206986096920) [@Quantumup1](/creator/x/Quantumup1) 2025-09-29T18:56Z 3847 followers, 13.7K engagements


"Cantor y'day reiterated $EPRX Overweight-$11 $SNY Cantor Fitzgerald said in its note: We already knew about the emerging durability profile indicating that EP-104GI can support efficacy out to XX months based on Cohort 5-7 data. Today we saw just how deep the tissue responses could be as early as week X in the highest dose. The combination of 1) adding the second Phase 2b dose of X mg per injection and 2) upsizing the Phase 2b trial gives us more confidence that the company will see significant benefit vs. placebo. As we highlighted in our recent note (HERE) we know that steroids work in EoE"  
[X Link](https://x.com/Quantumup1/status/1972996568283259055) [@Quantumup1](/creator/x/Quantumup1) 2025-09-30T12:06Z 3844 followers, 3440 engagements


"Piper Sandler reiterated $BBIO Overweight-$68 and said: We hosted a fireside chat with the mgmt team of BBIO and here are our main takeaways. $ALNY $PFE Piper Sanler added: The differentiated efficacy profile is helping support the strong launch dynamics for Attruby. For Q3 mgmt expects for Q3 to follow similar trends to Q2 in terms of free-drug and GTN. Additionally mgmt reiterated they expect to capture 30-40% of the US ATTR-CM market at peak. The launch of Beyonttra (Attruby) in Germany was stronger compared to the US initially due to wide access at approval and has approximately XX% of"  
[X Link](https://x.com/Quantumup1/status/1973043197946327129) [@Quantumup1](/creator/x/Quantumup1) 2025-09-30T15:12Z 3847 followers, 2270 engagements


"Clear Street🏁 $VTYX at a Buy rating and an $XX price target. $SNY Clear Street said: We initiate VTYX with a Buy ahead of two seminal NLRP3 inhibitors' catalysts poised to drive valuation and partnership upside. Forthcoming 4Q25 data for VTX2735 (peripheral drug) may advance it to pivotal recurrent pericarditis (RP) trials ($3B+ US TAM) supported by $209.0M cash and runway into 2H26. Simultaneously VTX3232's (CNS-penetrant NLRP3i) 4Q25 data in obesity-related cardiometabolic diseases will open Sanofi's (SNY Not Rated) right-of-first-negotiation window echoing its August 2025 Vigil"  
[X Link](https://x.com/Quantumup1/status/1973125006642286719) [@Quantumup1](/creator/x/Quantumup1) 2025-09-30T20:37Z 3844 followers, 1856 engagements


"Wells Fargo🏁 $MNDY at an Overweight rating and a $XXX price target. $TEAM $DOCN Wells Fargo said in its initiation report: A refreshed architecture with mondayDB in late-23 helped take a lead within application SaaSWells Fargo calls out MNDY's scaling multi-product and upmarket motion early signs of Al adoption among its customers and an easier setup into Q3 as key positives"  
[X Link](https://x.com/Quantumup1/status/1973132392077431227) [@Quantumup1](/creator/x/Quantumup1) 2025-09-30T21:06Z 3844 followers, 2297 engagements


"B.Riley🏁 $AXSM Buy/$179 $BMY $JNJ B.Riley said in its initiation report: AXSM is a multi-product pure-play neuro growth story with Auvelity depression (MDD) revenue powering a dense 2nd/3rd wave of pipeline-in-a-product drugs in large-TAM indications. While investors have mostly overlooked minor regulatory/clinical missteps we believe a window is open for entry ahead of 3Q earnings a 2nd wave of potential 2026 approvals and initiation of a third wave of late-stage candidates in 4Q25E. We model AXSM EV/sales at 4x based on FY27E revenue just below its current 4.4x multiple and peer group"  
[X Link](https://x.com/Quantumup1/status/1973348899084488752) [@Quantumup1](/creator/x/Quantumup1) 2025-10-01T11:26Z 3847 followers, 1702 engagements


"Oppenheimer lowered $LRMR's price target to $XX from $XX to reflect the share count change following Larimar's recent capital raise; reiterated at Outperform. $BIIB $LXEO Oppenheimer said: Larimar reported positive results from the 50mg OLE cohort of nomla supporting its use as the potentially first disease-modifying treatment in Friedreich's Ataxia (FA). Data were positive demonstrating all OLE patients at 6-months reached skin frataxin levels over XX% of healthy volunteers along with improvements in clinical outcomes though the seven cases of reported anaphylaxis in the OLE drew concern;"  
[X Link](https://x.com/Quantumup1/status/1973755418720559363) [@Quantumup1](/creator/x/Quantumup1) 2025-10-02T14:22Z 3844 followers, 8545 engagements


"Citizens reit'd $LRMR at Mkt OP/$18 after hosting a call w/ the CEO of the Friedreich's Ataxia Research Alliance (FARA) Jennifer Farmer on Friday who said 'The Patient Community Believes Nomlabofusp's Potential Benefits Outweigh Its Risks' $BIIB $LXEO Citizens JMP said: Ms. Farmer started with the frataxin data which she views as a key takeaway as getting to carrier levels is incredibly impactful and means a lot to the patient community as it gets to the root cause of FA. She was encouraged to see multiple clinical endpoints moving in the right direction. She said the 2.25-point mFARS"  
[X Link](https://x.com/Quantumup1/status/1975158810969821481) [@Quantumup1](/creator/x/Quantumup1) 2025-10-06T11:18Z 3847 followers, 6688 engagements


"Truist reiterated $CORT Buy-$135 and said that is sees Asymmetric Risk/Reward With Downside Protection Even Under Worst-Case Scenario $TEVA $ABBV Truist additionally said: We hosted CORT CFO for NDR with key takeaways. Focus is on two upcoming catalysts: CORT vs TEVA decision (due any day) and relacorilant PDUFA by Dec XX. As we layout X scenarios with stock implications we see asymmetric risk/reward given downside protection even on the worst-case scenario (highly unlikely): rela CRL and Korlym loss to TEVA given accelerating Korlym revenue growth despite availability of TEVA generic since"  
[X Link](https://x.com/Quantumup1/status/1975187045766045968) [@Quantumup1](/creator/x/Quantumup1) 2025-10-06T13:11Z 3846 followers, 3486 engagements


"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) [@Quantumup1](/creator/x/Quantumup1) 2025-10-07T12:12Z 3846 followers, 5898 engagements


"Guggenheim reiterated $SYRE Buy-$65-Top Pick after hosting a dinner at UEGW with investors and SYRE's CEO (Cameron Turtle) and CMO (Sheldon Sloan). $JNJ $ABBV Guggenheim said in its note: Key takeaways include: (1) One prominent KOL noted during a late breaker session that "this is the only conference we are taking about monotherapy; from ECCO onwards it will all about combos." We believe JNJ's DUET data will readout likely at the ECCO conference next February; (2) In terms of expectations for DUET our KOLs believe a pbo-adj10% in clinical remission above the monotherapy arms would be"  
[X Link](https://x.com/Quantumup1/status/1975540167420043466) [@Quantumup1](/creator/x/Quantumup1) 2025-10-07T12:34Z 3846 followers, 2127 engagements


"H.C. Wainwrightthe PT on $LXEO to $XX from $X plusLX2006's odds of approval to XX% from XX% and movedthe expected launch to 2028 from 2030 after the Co📰that the FDA has indicated openness to a BLA submission for accelerated approval (AA); reiterated Buy. $LRMR $BIIB"  
[X Link](https://x.com/Quantumup1/status/1975584260066087221) [@Quantumup1](/creator/x/Quantumup1) 2025-10-07T15:29Z 3844 followers, 2543 engagements


"Many of the Biotech/ $XBI stocks that I/we have/post about made it onto the Scrip Awards Finalist List (some are finalists in more than one category): I will only Cashtag two: $BBIO and $IMRX but many many others of mine/ours made it onto the list also like MDGL SRRK INSM VNDA PTGX SNDX LLY AZN DSNKY MRUS LEGN VRTX IONS RNA BMY SMMT AKESF GSK KURA PTCT ZLDPY ARWR SRPT GILD NVS PFE CADL IMNN BEAM OCS GERN and ADVMin categories like Best New Drug Clinical Advance of the Year Deal of the Year Best Partnership Alliance Award Biotech Company of the Year Best Contract Research Organization"  
[X Link](https://x.com/Quantumup1/status/1975880424418062744) [@Quantumup1](/creator/x/Quantumup1) 2025-10-08T11:06Z 3847 followers, 1233 engagements


"H.C. Wainwright reit'd $ARWR Buy-$80/said With the November XX PDUFA action date for plozasiran in familial chylomicronemia syndrome (FCS) approaching we conducted several calls with Arrowhead management and key opinion leaders (KOLs) in the space. $IONS H.C. Wainwright added Management emphasized that launch readiness is on track and the commercial buildout is nearly complete. Importantly plozasiran represents both Arrowhead's first commercial opportunity and a foundation for subsequent cardiometabolic launches with management commentary focused on sales force hiring payer engagement patient"  
[X Link](https://x.com/Quantumup1/status/1975889963955716113) [@Quantumup1](/creator/x/Quantumup1) 2025-10-08T11:44Z 3845 followers, 5177 engagements


"Piper Sandler reiterated $CRNX Overweight-$97 and said we are buyers and continue to be bullish on PALSONIFY's launch opportunity/trajectory. $NVS $AZN Piper Sandler additionally said: CRNX has been up XX% over the last month after PALSONIFY approval in acromegaly with a clean/broad label and thoughtful pricing. In our deep dive we review channel checks and believe expectations heading into launch are fair with a lucrative US acromegaly TAM of36K (11.5K initial addressable market). Importantly prior KOLs see a significant utility for PALSONIFY and would expect it to be eventually used in 70%"  
[X Link](https://x.com/Quantumup1/status/1975929169679696189) [@Quantumup1](/creator/x/Quantumup1) 2025-10-08T14:19Z 3844 followers, 3290 engagements


"Cantor reiterated Top Pick $PHAT at Overweight-$29 and said that it thinks Phathom's new revenue growth strategy makes a lot of sense (emphasis on GIs)the valuation reflects peak sales of $450M yet they believe the path to $1B is realistic. Cantor Fitzgerald also said in its note: Investors understand the differentiated profile VOQUEZNA offers across acid-related disorders but the key question has been: how can a company grow its revenues while reducing its operating expenses The company is spending $100M on the sales force currently with north of XXX sales reps. The company believes this is"  
[X Link](https://x.com/Quantumup1/status/1976254343109026143) [@Quantumup1](/creator/x/Quantumup1) 2025-10-09T11:52Z 3847 followers, 2361 engagements


"Stifel reiterated $IVA Buy/$17 $MDGL $NVO VKTX ALGS Stifel said in its note: With an over-enrolled NATiV3 trial and new leadership IVA outlined lanifibranor/Lani's unique best-in-class profile-highlighting its unique panPPAR mechanism-of-action that offers a multi-targeted approach to addressing both underlying metabolic drivers of MASH and liver-specific fibrotic damage. The Ph.2b NATIVE trial validated this three-pronged effect (apoptosis anti-inflammatory/antifibrotic insulin sensitization) demonstrating both MASH resolution AND fibrosis improvement at X months with pivotal NATiV3 poised"  
[X Link](https://x.com/Quantumup1/status/1976260829155668407) [@Quantumup1](/creator/x/Quantumup1) 2025-10-09T12:17Z 3844 followers, 3061 engagements


"Jefferies🏁 $BEAM Buy/$41believes BEAM-302 for AATD has shown a superior profile as a pot'l one-time Tx for a largely underDx'd genetic disease affecting about 100K ptsests $2.5B in peak sales for '302 to address both liver and lung manifestations. $VRTX $CRSP Jefferies said in its initiation report: BEAM's AATD ('302) ph.I/II data+dev plan early'26 & SCD ('101) ph.I/II data YE25 are X major catalysts for the stock. AATD has shown superior tgt protein correction as a pot'l one-time tx for AATD for both liver+lung; we think AATD durability+clarity on reg path could move the stock (+25%/-10%)."  
[X Link](https://x.com/Quantumup1/status/1976334035367403819) [@Quantumup1](/creator/x/Quantumup1) 2025-10-09T17:08Z 3844 followers, 1722 engagements


"Oppenheimer $MDGL's PT to $XXX from $XXX and reiterated at an Outperform rating. $NVO $AKRO Oppenheimer said: With Novo Nordisk announcing plans to acquire Akero Therapeutics the importance of combinations moves to the forefront for MASH investors along three key dimensions: 1) combination approaches to treating MASH with orthogonal and complementary mechanisms; 2) combination of portfolios to address a broad range of MASH patients including F2-F3 and F4; and 3) combination of corporate entities developing and commercializing MASH therapeutics to optimize capabilities and outcomes. While some"  
[X Link](https://x.com/Quantumup1/status/1976590327713546455) [@Quantumup1](/creator/x/Quantumup1) 2025-10-10T10:07Z 3847 followers, 6284 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) [@Quantumup1](/creator/x/Quantumup1) 2025-10-10T11:46Z 3846 followers, 1793 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) [@Quantumup1](/creator/x/Quantumup1) 2025-10-13T10:03Z 3844 followers, 4272 engagements


"Barclays🏁 $ANAB Overweight/$78 $LLY $ABVX PTGX JNJ SNY GSK Barclays said in its initiation report: Our Overweight rating rests on several factors: compelling data to date for rosnilimab a novel mechanism in rheumatoid arthritis (RA) and a positive outlook ahead of the ulcerative colitis (UC) readout in 4Q25. While there are some lingering questions in RA we see upside in upcoming updates in RA and competitive clinical remission rates in UC. In our view the near-term upside to AnaptysBio from its UC readout is substantial and the mechanism by which the drug works supports activity in this"  
[X Link](https://x.com/Quantumup1/status/1977765578262855951) [@Quantumup1](/creator/x/Quantumup1) 2025-10-13T15:57Z 3846 followers, 4582 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) [@Quantumup1](/creator/x/Quantumup1) 2025-10-14T10:43Z 3843 followers, 1493 engagements


"RBC Capital reiterated $CTNM Outperform/$25 $BMY RBC Capital said: Though investors are frequently focused on CTNM's promising IPF drug'791 likely given validation around the target from BMY's developmental LPA1Rs in the indication we expect increasing attention on their other mid-stage pipeline asset M1 antagonist '307 as key POC data approach in relapsing remitting MS. We had the opportunity to dive deeply into the program through a call with CTNM's team coming out of which we continue to see solid rationale for '307's mechanism some indirect clinical validation and a broad trial design"  
[X Link](https://x.com/Quantumup1/status/1978051084384940102) [@Quantumup1](/creator/x/Quantumup1) 2025-10-14T10:51Z 3844 followers, 1683 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) [@Quantumup1](/creator/x/Quantumup1) 2025-10-14T20:14Z 3847 followers, 6649 engagements


"Citizens reiterated $MDGL Market Outperform-$485 and said it Remains Confident in its $7B Peak Sales Estimates after their 3Q25 MD Survey Confirmed Rezdiffra's Launch is Continuing its Strong Momentum. $IVA LLY AKRO - $NVO ALGS Citizens JMP said in its note: Our 3Q25 physician survey confirmed the Rezdiffra launch is continuing its strong momentum with docs prescribing it to more patients more patients getting on paid drug discontinuations remaining low and expected utilization staying high. Competitively docs said they expect to increase Wegovy usage following its formal approval and we are"  
[X Link](https://x.com/Quantumup1/status/1978768631023464497) [@Quantumup1](/creator/x/Quantumup1) 2025-10-16T10:23Z 3846 followers, 1638 engagements


"Morgan Stanley🏁 $CDTX: We initiate coverage of Cidara Therapeutics (CDTX) with an Overweight rating and $XXX price target. Lead candidate CD388 - a long-acting non-vaccine antiviral from the Cloudbreak platform - aims to deliver single-dose prevention of seasonal (and pandemic) influenza. Following FDA End-of-Phase X feedback Cidara expanded and accelerated its registrational plan: Phase X ANCHOR study started in the fall 2025 (prior guidance was spring 2026) testing a 450mg subcutaneous (SC) dose targeting 6000 subjects and now includes adults XX with no specific comorbidities and those 12"  
[X Link](https://x.com/Quantumup1/status/1978775588287676486) [@Quantumup1](/creator/x/Quantumup1) 2025-10-16T10:50Z 3845 followers, 5988 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) [@Quantumup1](/creator/x/Quantumup1) 2025-10-16T11:49Z 3847 followers, 1630 engagements


"Raymond James $IRON's PT to $XXX from $XX and reiterated at a Strong Buy after IRON announced that bitopertin was among the first cohort of drugs to receive the FDA Commissioner's National Priority Voucher (CNPV). The update is highly positive in our view potentially accelerating bitopertin launch in EPP by more than a quarter and further increasing our confidence in the prospects for accelerated approval. We think Disc Medicine's bitopertin will likely receive accelerated approval and can generate substantial commercial value in EPP/XLP with even fairly modest penetration. Disc's other"  
[X Link](https://x.com/Quantumup1/status/1979169946652340616) [@Quantumup1](/creator/x/Quantumup1) 2025-10-17T12:57Z 3847 followers, 2833 engagements


"$DAWN's Chief Development Officer Davy Chiodin Will Join the FDA & Osteosarcoma Institute Workshop Advancing Osteosarcoma Drug Development Connecting Research and Regulatory Pathways for Improved Outcomes on Oct XX 2025 at 3:00-4:00 PM. $AZN $GSK EXEL SESSION 7: The Path Forward How advocacy academic industry and regulatory parties can collaborate on a path forward through specific product development trial design endpoints combination and platform trials. Panelists will discuss opportunities for advocacy academia industry and regulatory parties to collaborate on a path forward to advance"  
[X Link](https://x.com/Quantumup1/status/1974148393631908260) [@Quantumup1](/creator/x/Quantumup1) 2025-10-03T16:23Z 3846 followers, 1838 engagements


"BofA🏁 $SRRK Buy-$53 $BIIB $RHHBY NVS and says Scholar Rock flexes its muscle with plans to enter $5bn SMA marketview apitegromab as a pot'l blockbuster Tx w/ the ability to expand the franchise into other muscular diseasesKOLs would rec apitegromab to all pts included in label citing high unmet need in preserving motor function. BofA sad in its initiation report: We initiate coverage of Scholar Rock (SRRK) with a Buy rating and a $XX PO. SRRK is developing an IV-administered adjunctive antibody therapy apitegromab (api') for spinal muscular atrophy (SMA) a rare genetic neuromuscular disease"  
[X Link](https://x.com/Quantumup1/status/1976235170492522514) [@Quantumup1](/creator/x/Quantumup1) 2025-10-09T10:35Z 3846 followers, 7456 engagements


"Truist🏁 $UPB Buy/$47 $AZN $AMGN REGN SNY Truist said in its Upstream Bio initiation: In our view UPB's TSLP-receptor inhibitor verekitug offers a differentiated and now de-risked biologic treatment option for I&I respiratory diseases - which represents a rapidly growing multi-billion dollar market. TSLP ligand blockade has shown broader/ deeper efficacy vs other biologics for severe asthma with the approved drug Tezspire (AMGN (Hold Devarakonda)/ AZN (NR)). Verekitug offers similarly robust efficacy but with a much improved dosing schedule via targeting the receptor. Given the size of the"  
[X Link](https://x.com/Quantumup1/status/1978071036223439301) [@Quantumup1](/creator/x/Quantumup1) 2025-10-14T12:11Z 3846 followers, 1513 engagements


"Piper Sandler $MDGL's PT to $XXX from $XXX and reiterated at an Overweight rating. $IVA LLY $NVO Piper Sandler said in its note: Into 3Q25 earnings we update our model increasing our PT to $XXX (vs $400) given REZDIFFRA's strong launch trajectory and IP out to 2044. Accordingly Street models REZDIFFRA to achieve sales of$244.4M (3Q25) and $874.3M (FY25) which we think are achievable given strong trajectory thus far where MDGL ended 2Q25 with X% market penetration (23K patients). We also look at growing strategic MASH interest highlighting key contributing factors we think are driving growing"  
[X Link](https://x.com/Quantumup1/status/1978407489969283141) [@Quantumup1](/creator/x/Quantumup1) 2025-10-15T10:27Z 3846 followers, 4740 engagements


"BofA ahead of its Health Care Conference Provided "The SMID cap investor's guide to Health Care (including top stock ideas)" SMID top ideas: $AGIO $BTSG $CRSP $EHC $GH $HCIS $IONS $JANX $JAZZ $MTSR $RVMD $WAY + "Top SMID cap stock ideas: $INSM Buy-$94 $BBIO Buy-$50 & $TVTX Buy-$28:""  
[X Link](https://x.com/Quantumup1/status/1921991976041284036) [@Quantumup1](/creator/x/Quantumup1) 2025-05-12T18:12Z 3846 followers, 10.1K engagements


"Raymond James reiterated $SPRY at Strong Buy-$32 and said that the recent IQVIA shows meaningful increases for neffy and if +VE trends continue the investor response is unlikely to be subtle w/ $SPRY's massive short interest. $AQST Here is what Raymond James had to say: Neffy market share not only increased meaningfully w/w (from XXXX% to XXXX% Exhibit 1) in the latest IQVIA dataset but script volume actually increased by X% (Exhibit 2) which is very atypical this time of year in the epinephrine market. While we recognize that week-on-week data can be very volatile and this is only a"  
[X Link](https://x.com/Quantumup1/status/1971591955520864480) [@Quantumup1](/creator/x/Quantumup1) 2025-09-26T15:05Z 3846 followers, 7088 engagements


"TD Cowenthe PT on $INSM to $XXX from $XXX and reiterated at a Buy rating after INSM presented its impressive Ph2 PAH data with TPIP as late breaker at ERS. $LQDA $UTHR TD Cowen said: X EPs show TPIP improved hemodynamic parameters suggesting favorable impacts on heart fxn and supports the pulmonary selectivity of TPIP. Topline data was also reviewed: stat sig XX% PVR rdxn stat sig 35.5m 6MWD improvement and stat sig XX% NT-proBNP rdxn. A TPIP Ph3 PAH trial should initiate in early 2026"  
[X Link](https://x.com/Quantumup1/status/1973751706459488504) [@Quantumup1](/creator/x/Quantumup1) 2025-10-02T14:07Z 3846 followers, 9026 engagements


"JSYK: As the Story goes the first investors in Neil Kumar's $BBIO was one of $IMRX's Directors Peter Feinberg and Seth Merrin (no relation to IMRX - as far as I know). Neil Kumar Ph.D. wasn't having much luck attracting investors until these two came along then all of a sudden Kohlberg Kravis Roberts (KKR) and soon after Perceptive Advisors came in. Anyway IMRX's Director Peter Feinberg on 9/29 and 9/30 added to his position as he has been adding for the past two years. Here is Peter Feinberg's purchases w/ his direct and indirect holdings that was filed on 9/30 for 9/29: And here is his most"  
[X Link](https://x.com/Quantumup1/status/1974177818981327085) [@Quantumup1](/creator/x/Quantumup1) 2025-10-03T18:20Z 3846 followers, 14.2K engagements


"Citizensthe PT on $AQST to $XX from $X reiterated at a Market Outperform and said that expanded patent protection provides high confidence in Anaphylm's exclusivity through at least 2037 $SPRY $TEVA Citizens JMP added Yesterday Aquestive announced the issuance of two additional patents for Anaphylm extending brand exclusivity through at least 2037. We view these patents as meaningfully value accretive as they cover compositions of matter for the novel epinephrine prodrug used in the product candidate. As such we update our model to project sales through YE2037 (vs. 2034 prior) which drives"  
[X Link](https://x.com/Quantumup1/status/1976231356494430334) [@Quantumup1](/creator/x/Quantumup1) 2025-10-09T10:20Z 3846 followers, 2793 engagements


"Guggenheimthe PT on $ABVX to $XXX from $XXX plus added to its Best Idea List while reiterating at a Buy rating after they attended the UEGW conference in Berlin and also hosted an investor dinner with Abivax's management team. $JNJ - $PTGX Guggenheim said in its note: The feedback from KOLs on obefazimod's (oral miR-124 inducer) data in ulcerative colitis (UC) was highly positive. While we still need to see long-term maintenance data (expected in 2Q26) there was a unanimous agreement among the KOLs that the use and adoption of obefazimod is likely to be broad (from front-line to later-line"  
[X Link](https://x.com/Quantumup1/status/1976594067409510532) [@Quantumup1](/creator/x/Quantumup1) 2025-10-10T10:22Z 3846 followers, 30.9K engagements


"Piper Sandler $LENZ PT to $XX from $XX and reiterated at an Overweight after Surveyed ECPs Signal Strong Launch Potential For VIZZ $ABBV Orasis Pharmaceuticals Piper Sandler said in its note: With VIZZ now commercially available we surveyed XX ECPs to understand potential prescribing and sampling expectations. Acknowledging the need for better treatment options in presbyopia (particularly for younger pts) survey participants anticipated VIZZ to dominate the topical eye drop market. Specifically they estimated that XX% of presbyopes under their care would be prescribed VIZZ by 1H26 XX% by 2H26"  
[X Link](https://x.com/Quantumup1/status/1976625210250985735) [@Quantumup1](/creator/x/Quantumup1) 2025-10-10T12:25Z 3846 followers, 2248 engagements


"BMO Capital $PTGX's PT to $XXX from $XX reiterated at an Outperform and said This Protagonist's Story Is Not Done Yet $JNJ $ABVX BMO Capital added: Following reports of a potential acquisition by JnJ we've revised our Protagonist model and outlined valuation scenario for PTGX shares. Following deal reports by WSJ on Friday 10/10/25 we saw PTGX shares re-rate closing at $87/share +30% vs the prior day's close of $XXXXX. The share move clearly contemplates the stocks potential take out premium but we think the market is currently under-pricing what Protagonist could be worth. On our new"  
[X Link](https://x.com/Quantumup1/status/1977677155623395529) [@Quantumup1](/creator/x/Quantumup1) 2025-10-13T10:05Z 3846 followers, 11.2K engagements


"H.C. Wainwright reiterated $ABEO Buy/$20 $KRYS HCW said: Last week Abeona Therapeutics announced the activation of Children's Hospital Colorado as the newest qualified treatment center (QTC) for Abeona's marketed product ZEVASKYN (prademagene zamikeracel) gene-modified cellular sheets. This first-of-its-kind therapy is FDA-approved to treat wounds in adult and pediatric patients with recessive dystrophic epidermolysis bullosa (RDEB). Children's Colorado in Aurora COone of the pioneering institutions that provide advanced levels of care for people with epidermolysis bullosa (EB) and a member"  
[X Link](https://x.com/Quantumup1/status/1977754027749179679) [@Quantumup1](/creator/x/Quantumup1) 2025-10-13T15:11Z 3846 followers, 2444 engagements


"Mizuho reiterated $TECX Outperform-$85 and said Tectonic will present Phase 1b (Part B) hemodynamic data for TX45 in pulmonary hypertension patients with HFrEF (PH-HFrEF) in early 4Q25. $MRK $AZN Mizuho added: We connected with Tectonic. Overall management expects the hemodynamic effects for TX45 in PH-HFrEF to move in the same direction as what was observed in patients with PH-HFpEF (Part A) where PCWP (left-sided filling pressure) mPAP PVR all declined meaningfully and cardiac output increased. KOLs we consulted also expect HFpEF and HFrEF patients to exhibit a similar pulmonary hemodynamic"  
[X Link](https://x.com/Quantumup1/status/1978055440534487279) [@Quantumup1](/creator/x/Quantumup1) 2025-10-14T11:09Z 3846 followers, 14.5K engagements


"UBSthe PT on $INSM to $XXX from $XXX and reiterated at Buy after adding in additional Brinsupri indications to its model. $LQDA $UTHR UBS said that it expects rapid uptake of Brinsupri in non-cystic fibrosis bronchiectasis (NCFB) patientsINSM is well-positioned to execute on the launch as the sales force was deployed approximately XX months prior to launch engaging with physicians on disease education. UBS additionally said: We are raising our PT to $XXX (from $140) as we layer in additional Brinsupri indications in our model. INSM stock is up +136% YTD but we see more upside from here as -"  
[X Link](https://x.com/Quantumup1/status/1978096926642888783) [@Quantumup1](/creator/x/Quantumup1) 2025-10-14T13:53Z 3846 followers, 3412 engagements


"UBS $HRMY's PT to $XX from $50/'29 sales ests to $1.08B from $1.34B on Wakix competitive pressures in the NT1/NT2 mkt from pot'l orexin agonists launch. $TAK $ALKS CNTA ESALY NLSP JAZZ AXSM AVDL UBS said in its note to investors: Based on our buy-side conversations investors are concerned as HRMY's opportunity to grow into a multi-asset company dwindled with the recent Zygel Ph3 FXS failure (and IH approval rejection). Moreover it is likely that HRMY's base business Wakix will face competitive pressure in the narcolepsy market with potential orexin agonists launch. We lower our PT to $43"  
[X Link](https://x.com/Quantumup1/status/1978419081079357831) [@Quantumup1](/creator/x/Quantumup1) 2025-10-15T11:14Z 3846 followers, 1330 engagements


"H.C. Wainwright reiterated $IRON Buy/$118 $RVMD $ACHV Yesterday the FDA selected bitopertin as one of nine recipients of the Commissioner's National Priority Voucher (CNPV). This voucher allows recipients to receive a decision within 1-2 months after submitting a complete application. Since Disc submitted a NDA through the FDA's accelerated approval pathway in September the voucher will reduce the review time from six months to just two months potentially leading to a decision by December or January. In our opinion being awarded a CNPV almost "guarantees" an approval as the FDA is likely to"  
[X Link](https://x.com/Quantumup1/status/1979171624533336214) [@Quantumup1](/creator/x/Quantumup1) 2025-10-17T13:04Z 3846 followers, 1901 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) [@Quantumup1](/creator/x/Quantumup1) 2025-10-17T19:27Z 3846 followers, 5870 engagements