[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 3534 followers Created: 2025-07-01 16:18:47 UTC Piper Sandler reiterated $AMGN Overweight-$328 and said, "Another Clinical Win For The Oncology Franchise, Though With A Caveat" $ZLAB $ONC Piper Sandler added, "Amgen announced positive top-line results for its FGFR2b (fibroblast growth factor receptor 2b)-directed antibody bemarituzumab in patients with unresectable locally advanced or metastatic gastric or gastroesophageal junction (G/GEJ) cancer (i.e., the FORTITUDE-101 Phase III study). Specifically, bemarituzumab plus chemo yielded a statistically significant improvement in overall survival (OS). Though ocular adverse events (AE) do give us pause, that nonetheless should be balanced against the reality of the poor prognosis in this population ( $AMGN has noted previously that FGFR2b is associated with shorter OS). All told, it's yet another favorable data point (i.e., in the wake of the recent Imdelltra data; refer to our note on 6/2/25 from ASCO) for an oncology segment that in our view is well-positioned for sizable growth once $AMGN fully absorbs the impact of the Xgeva loss of exclusivity (LOE). We reiterate our Overweight rating and $XXX PT." XXXXX engagements  **Related Topics** [$lly](/topic/$lly) [op](/topic/op) [$zlab](/topic/$zlab) [$pipr](/topic/$pipr) [$amgn](/topic/$amgn) [stocks healthcare](/topic/stocks-healthcare) [$onc](/topic/$onc) [coins stablecoin](/topic/coins-stablecoin) [Post Link](https://x.com/Quantumup1/status/1940082665647960289)
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quantumup @Quantumup1 on x 3534 followers
Created: 2025-07-01 16:18:47 UTC
Piper Sandler reiterated $AMGN Overweight-$328 and said, "Another Clinical Win For The Oncology Franchise, Though With A Caveat" $ZLAB $ONC Piper Sandler added, "Amgen announced positive top-line results for its FGFR2b (fibroblast growth factor receptor 2b)-directed antibody bemarituzumab in patients with unresectable locally advanced or metastatic gastric or gastroesophageal junction (G/GEJ) cancer (i.e., the FORTITUDE-101 Phase III study). Specifically, bemarituzumab plus chemo yielded a statistically significant improvement in overall survival (OS).
Though ocular adverse events (AE) do give us pause, that nonetheless should be balanced against the reality of the poor prognosis in this population ( $AMGN has noted previously that FGFR2b is associated with shorter OS).
All told, it's yet another favorable data point (i.e., in the wake of the recent Imdelltra data; refer to our note on 6/2/25 from ASCO) for an oncology segment that in our view is well-positioned for sizable growth once $AMGN fully absorbs the impact of the Xgeva loss of exclusivity (LOE). We reiterate our Overweight rating and $XXX PT."
XXXXX engagements
Related Topics $lly op $zlab $pipr $amgn stocks healthcare $onc coins stablecoin