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![Quantumup1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1060595604022280192.png) quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3531 followers
Created: 2025-07-07 15:36:06 UTC

Jefferies⬆️ $COGT PT to $XX from $23, reit'd at Buy and said it thinks the pivotal SUMMIT data hit the home run scenario - SURVEY suggests $1B oppy for bezu in ISM alone - sees read-across to ASM & GIST ($1.3B TAM).
$BPMC - $SNY
$GSK $NVS
Leerink⬆️ $COGT Pt to $XX from $16, reit'd OP, plus⬆️Bezu' PoS in ISM to $XX% from XX% after Bezu' data was slightly above the "home run" scenario - plus said,  "Despite enrolling a more severe population in SUMMIT, bezu's 8.91- point benefit is ~57% better than $BPMC's (MP) Ayvakit, which had a 5.7-point pbo-adjusted improvement at the 25mg dose. Comparisons to Ayva are complicated by: >30% of patients in the real world escalate to 50mg of Ayva, the different TSS scales for BPMC/COGT (MS2D2 for COGT and ISM-SAF for BPMC), and SUMMIT had more severe patients, including patients with smoldering disease (~7%) and prior KIT exposure (~12%)."

In total, it models $2.5B for peak bezu revs, w/
ISM = $800M + ASM/GIST = $700M/$1B.

Jefferies and Leerink said in its notes to investors:

![](https://pbs.twimg.com/media/GvQ93rjXIAA5fpo.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942246251988123878/c:line.svg)

**Related Topics**
[pos](/topic/pos)
[op](/topic/op)
[$nvs](/topic/$nvs)
[$gsk](/topic/$gsk)
[$sny](/topic/$sny)
[$13b](/topic/$13b)
[asm](/topic/asm)
[$1b](/topic/$1b)

[Post Link](https://x.com/Quantumup1/status/1942246251988123878)