[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 3522 followers Created: 2025-06-25 19:53:47 UTC Cantor, on June 20,🏁 $REPL at an Overweight rating and said "We are initiating the coverage of Replimune with an Overweight rating ahead of RP1's PDUFA date of July 22nd in advanced melanoma." $BMY $IOVA Cantor added, "Shares have been volatile due to FDA and CBER leadership changes since May'25. But we see a clearer path for Accelerated Approval (AA) of RP1 given positive regulatory signs, including BTD (breakthrough therapy designation), no Adcom, completion of late-cycle inspection and seemingly a "business as usual" CBER. The main investor debate is likely centered on commercial adoption of RP1, considering a multidisciplinary requirement between medical oncologists (prescribers) and interventional radiologists (IRs). Our doctor checks (survey and doc calls) support RP1 to be a preferred agent in the 2L setting. While we acknowledge adoption barriers exist, there are few good alternatives. Physicians perceive RP1 as having a competitive risk/benefit profile relative to available options. We project $497M adj. sales of RP1 by 2030, and $828M by 2040, supporting an attractive entry point given Replimune's current EV of $381M." XXXXXX engagements  **Related Topics** [$bcyc](/topic/$bcyc) [bros](/topic/bros) [aa](/topic/aa) [stocks](/topic/stocks) [$repl](/topic/$repl) [$bmy](/topic/$bmy) [stocks healthcare](/topic/stocks-healthcare) [$iova](/topic/$iova) [Post Link](https://x.com/Quantumup1/status/1937962444602638422)
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quantumup @Quantumup1 on x 3522 followers
Created: 2025-06-25 19:53:47 UTC
Cantor, on June 20,🏁 $REPL at an Overweight rating and said "We are initiating the coverage of Replimune with an Overweight rating ahead of RP1's PDUFA date of July 22nd in advanced melanoma." $BMY $IOVA Cantor added, "Shares have been volatile due to FDA and CBER leadership changes since May'25. But we see a clearer path for Accelerated Approval (AA) of RP1 given positive regulatory signs, including BTD (breakthrough therapy designation), no Adcom, completion of late-cycle inspection and seemingly a "business as usual" CBER.
The main investor debate is likely centered on commercial adoption of RP1, considering a multidisciplinary requirement between medical oncologists (prescribers) and interventional radiologists (IRs).
Our doctor checks (survey and doc calls) support RP1 to be a preferred agent in the 2L setting.
While we acknowledge adoption barriers exist, there are few good alternatives.
Physicians perceive RP1 as having a competitive risk/benefit profile relative to available options.
We project $497M adj. sales of RP1 by 2030, and $828M by 2040, supporting an attractive entry point given Replimune's current EV of $381M."
XXXXXX engagements
Related Topics $bcyc bros aa stocks $repl $bmy stocks healthcare $iova