[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 3519 followers Created: 2025-06-11 11:56:31 UTC Citi⬇️ $TVTX' to $XX from $35, reiterated at a Buy and placed the stock on a 90-Day Upside Catalyst Watch. $NVS $AHKSY $VRTX Citi said in its note, "We have updated our model to reflect 1Q25 reporting. Our target moves to $XX from $XX after adjustments to the model, with corresponding changes to EPS, reflecting $TVTX's YE24 share count vs. the prior 2024 weighted-average. The full approval of Filspari in the EU (increased POS from XX% to 100%) and updated launch timing of Filspari in FSGS based on the announced PDUFA target action date of January 13, 2026 are also reflected in our updated forecasts. We expect Travere to receive FDA approval on or before the upcoming PDUFA date of August 28, 2025 for the sNDA seeking a lighter REMS program for Filspari for the treatment of IgAN. Specifically, the potential modifications include a step-down in liver monitoring from monthly to quarterly, and in a best-case scenario the REMS could be lifted entirely. We expect increased and accelerated uptake in IgAN assuming approval of the sNDA. If granted, we would also expect the lighter REMS to apply to the pending label expansion to FSGS. An expected lighter REMS in 3Q25, followed by the FSGS launch in 1Q26, should support further Filspari brand momentum. We expect the high overlap of target nephrologists treating both IgAN and FSGS to support a strong uptake in FSGS. With the stock not sufficiently reflecting FSGS, let alone HCU in our view, we see further upside." XXX engagements  **Related Topics** [$tvtxs](/topic/$tvtxs) [eps](/topic/eps) [$vrtx](/topic/$vrtx) [$ahksy](/topic/$ahksy) [$nvs](/topic/$nvs) [$tvtx](/topic/$tvtx) [vertex protocol](/topic/vertex-protocol) [vertex pharma](/topic/vertex-pharma) [Post Link](https://x.com/Quantumup1/status/1932768906428444996)
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quantumup @Quantumup1 on x 3519 followers
Created: 2025-06-11 11:56:31 UTC
Citi⬇️ $TVTX' to $XX from $35, reiterated at a Buy and placed the stock on a 90-Day Upside Catalyst Watch. $NVS $AHKSY $VRTX Citi said in its note, "We have updated our model to reflect 1Q25 reporting. Our target moves to $XX from $XX after adjustments to the model, with corresponding changes to EPS, reflecting $TVTX's YE24 share count vs. the prior 2024 weighted-average. The full approval of Filspari in the EU (increased POS from XX% to 100%) and updated launch timing of Filspari in FSGS based on the announced PDUFA target action date of January 13, 2026 are also reflected in our updated forecasts.
We expect Travere to receive FDA approval on or before the upcoming PDUFA date of August 28, 2025 for the sNDA seeking a lighter REMS program for Filspari for the treatment of IgAN. Specifically, the potential modifications include a step-down in liver monitoring from monthly to quarterly, and in a best-case scenario the REMS could be lifted entirely.
We expect increased and accelerated uptake in IgAN assuming approval of the sNDA.
If granted, we would also expect the lighter REMS to apply to the pending label expansion to FSGS.
An expected lighter REMS in 3Q25, followed by the FSGS launch in 1Q26, should support further Filspari brand momentum.
We expect the high overlap of target nephrologists treating both IgAN and FSGS to support a strong uptake in FSGS. With the stock not sufficiently reflecting FSGS, let alone HCU in our view, we see further upside."
XXX engagements
Related Topics $tvtxs eps $vrtx $ahksy $nvs $tvtx vertex protocol vertex pharma