[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3521 followers Created: 2025-04-03 16:24:56 UTC Cantor Fitzgerald reiterated $TVTX at an Overweight rating, said "We are very bullish on TVTX as: We expect Filspari will get approval in FSGS: Based on our physician survey, FSGS uptake will be very rapid. Some upside from regulatory flexibility in FSGS is priced in based on the recent stock out-performance. However, the strong uptake, peak sales opportunity in FSGS and the significant operating leverage is not fully-appreciated by the Street, in our view. Our physician survey also implies an above-consensus growth for Filspari in 2025 following full approval in IgAN. Longer-term, physicians estimate a much lower (likely immaterial) impact of B-cell modulator drugs on Filspari compared to Street estimates that suggest a significant slowdown. We are 50-75% above consensus from 2026-2030 for Filspari in the US driven by above consensus (Visible Alpha) forecasts for both IgAN and FSGS." XXXXX engagements  **Related Topics** [$521m](/topic/$521m) [$27sector](/topic/$27sector) [$tvtx](/topic/$tvtx) [Post Link](https://x.com/Quantumup1/status/1907831693945590134)
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quantumup @Quantumup1 on x 3521 followers
Created: 2025-04-03 16:24:56 UTC
Cantor Fitzgerald reiterated $TVTX at an Overweight rating, said "We are very bullish on TVTX as: We expect Filspari will get approval in FSGS:
Based on our physician survey, FSGS uptake will be very rapid.
Some upside from regulatory flexibility in FSGS is priced in based on the recent stock out-performance. However, the strong uptake, peak sales opportunity in FSGS and the significant operating leverage is not fully-appreciated by the Street, in our view.
Our physician survey also implies an above-consensus growth for Filspari in 2025 following full approval in IgAN.
Longer-term, physicians estimate a much lower (likely immaterial) impact of B-cell modulator drugs on Filspari compared to Street estimates that suggest a significant slowdown.
We are 50-75% above consensus from 2026-2030 for Filspari in the US driven by above consensus (Visible Alpha) forecasts for both IgAN and FSGS."
XXXXX engagements
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