[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: 2025-06-30 12:26:57 UTC Citi reiterated $COGT Buy-$15, Opened a 30-Day Upside Catalyst Watch and said it Sees R/R for Bezuclastinib's July Data Update as Skewed to Highly +VE. $BPMC - $SNY $GSK $NVS Citi said in its note: "Topline results from bezuclastinib's Part X registrational portion of the Ph2 SUMMIT trial in non-advanced systemic mastocytosis (NonAdvSM) patients are expected in July. Since results from SUMMIT Part X were reported, through 2024 and 2025 YTD, investors have essentially priced a successful readout, in which the drug is deemed competitive with Blueprint's Ayvakit, out of the stock. We have conducted a scenario analysis for the trial to evaluate potential results. In our view, the Street has underestimated the potential for bezuclastinib to demonstrate efficacy superiority versus Ayvakit while overestimating the chances of severe safety signals. Our base case (Scenario 2) predicts at least XX% upside. We expect bezuclastinib to demonstrate efficacy far superior (75-100% improvement) over Ayvakit, with a manageable safety profile. With shares at current levels, the risk/reward setup is skewed highly positively. As such, we are opening a 30-day Upside Catalyst Watch." XXXXX engagements  **Related Topics** [stocks](/topic/stocks) [$nvs](/topic/$nvs) [$gsk](/topic/$gsk) [$sny](/topic/$sny) [$cogt](/topic/$cogt) [$bpmc](/topic/$bpmc) [sanofi](/topic/sanofi) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/Quantumup1/status/1939661938104934779)
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quantumup @Quantumup1 on x 3519 followers
Created: 2025-06-30 12:26:57 UTC
Citi reiterated $COGT Buy-$15, Opened a 30-Day Upside Catalyst Watch and said it Sees R/R for Bezuclastinib's July Data Update as Skewed to Highly +VE. $BPMC - $SNY $GSK $NVS Citi said in its note: "Topline results from bezuclastinib's Part X registrational portion of the Ph2 SUMMIT trial in non-advanced systemic mastocytosis (NonAdvSM) patients are expected in July. Since results from SUMMIT Part X were reported, through 2024 and 2025 YTD, investors have essentially priced a successful readout, in which the drug is deemed competitive with Blueprint's Ayvakit, out of the stock.
We have conducted a scenario analysis for the trial to evaluate potential results.
In our view, the Street has underestimated the potential for bezuclastinib to demonstrate efficacy superiority versus Ayvakit while overestimating the chances of severe safety signals.
Our base case (Scenario 2) predicts at least XX% upside. We expect bezuclastinib to demonstrate efficacy far superior (75-100% improvement) over Ayvakit, with a manageable safety profile.
With shares at current levels, the risk/reward setup is skewed highly positively. As such, we are opening a 30-day Upside Catalyst Watch."
XXXXX engagements
Related Topics stocks $nvs $gsk $sny $cogt $bpmc sanofi stocks healthcare