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![Quantumup1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1060595604022280192.png) quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3517 followers
Created: 2025-07-02 18:53:13 UTC

Piper Sandler reiterated $ABVX Overweight-$42 and said, "Remain OW rated on $ABVX shares heading into pivotal induction data for obefazimod in ulcerative colitis later this quarter."
$PTGX - $JNJ $RXDX - $MRK $MORF - $LLY
$TAK $VTYX
Piper Sandler additionally said, "While we have long viewed obefazimod's profile in UC as differentiated based on its body of P2 data, we have fielded a number of investor questions around expectations for induction data and the bar for success. Herein, we provide a refresher of obefazimod's experience in UC to date, comparative safety/efficacy to approved advanced therapies, and our thoughts on the efficacy bar while addressing points of contention around this name. We also provide fresh survey feedback from our partners at Spherix, which points to continued enthusiasm around obefazimod's novel, oral MoA, clean safety profile, and potential for combo use.

Bottom line, we see an attractive risk/reward on shares heading into data later this quarter, and remain buyers."


XXXXX engagements

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**Related Topics**
[$vtyx](/topic/$vtyx)
[$tak](/topic/$tak)
[$lly](/topic/$lly)
[$morf](/topic/$morf)
[$jnj](/topic/$jnj)
[stocks](/topic/stocks)
[$abvx](/topic/$abvx)
[$pipr](/topic/$pipr)

[Post Link](https://x.com/Quantumup1/status/1940483917464707296)