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![Quantumup1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1060595604022280192.png) quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3530 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."


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