[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 3516 followers Created: 2025-07-02 12:43:52 UTC Guggenheim reiterated $APGE Buy-$116-Best Idea and said, "With the Phase X APG777 atopic dermatitis readout imminent (the company guided to summer), we are re-publishing our preview as a reminder of how we're thinking about the readout." $LLY $REGN $SNY $CRVS Guggenheim added, "We view a profile on par with $LLY's Ebglyss (pbo adjusted EASI75 30-35%) as a clear win for APG777, with numerically better efficacy as upside. If the data meets this bar, we expect 50-100% share price upside; downside in the 25-50% range on subpar results. $APGE's major points of differentiation in the TH2 landscape, in our view, come from (1) potential for less frequent dosing, which has been validated in Ph1 studies and will be confirmed with the APG777 Ph2 AD 52-week maintenance readout in 1H26 and (2) potential for better efficacy with combo approaches, which will be validated with the APG279 (IL-13+OX40L) Ph1b AD readout H2H vs. Dupi in 2H26. We remain confident heading into the mid-2025 Phase X readout for our BEST IDEA." XXXXX engagements  **Related Topics** [$llys](/topic/$llys) [$crvs](/topic/$crvs) [$sny](/topic/$sny) [$regn](/topic/$regn) [$lly](/topic/$lly) [$116best](/topic/$116best) [$apge](/topic/$apge) [eli lilly](/topic/eli-lilly) [Post Link](https://x.com/Quantumup1/status/1940390969859313699)
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quantumup @Quantumup1 on x 3516 followers
Created: 2025-07-02 12:43:52 UTC
Guggenheim reiterated $APGE Buy-$116-Best Idea and said, "With the Phase X APG777 atopic dermatitis readout imminent (the company guided to summer), we are re-publishing our preview as a reminder of how we're thinking about the readout." $LLY $REGN $SNY $CRVS Guggenheim added, "We view a profile on par with $LLY's Ebglyss (pbo adjusted EASI75 30-35%) as a clear win for APG777, with numerically better efficacy as upside.
If the data meets this bar, we expect 50-100% share price upside; downside in the 25-50% range on subpar results.
$APGE's major points of differentiation in the TH2 landscape, in our view, come from (1) potential for less frequent dosing, which has been validated in Ph1 studies and will be confirmed with the APG777 Ph2 AD 52-week maintenance readout in 1H26 and (2) potential for better efficacy with combo approaches, which will be validated with the APG279 (IL-13+OX40L) Ph1b AD readout H2H vs. Dupi in 2H26. We remain confident heading into the mid-2025 Phase X readout for our BEST IDEA."
XXXXX engagements
Related Topics $llys $crvs $sny $regn $lly $116best $apge eli lilly