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![Quantumup1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1060595604022280192.png) quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3522 followers
Created: 2025-07-07 18:28:59 UTC

Citi reiterated $APGE Buy-$95 and said "We see today's Phase 2a data for APG777 ('777) in atopic dermatitis (AD) as a major de-risking event for the
program."
$REGN $LLY $SNY $CRVS $NKTR
Citi additionally said, "In the trial, '777 demonstrated impressive efficacy, achieving a competitive pbo-adjusted EASI-75 score of XXXX% with good safety profile (SAE and discontinuation rates of XXX% and 2.4%).

While some investors have raised concerns around higher conjunctivitis rates (~18%), this is comparable to rates seen with Dupixent (Phase 2b, 9-10%; real world evidence: ~20%) and Ebglyss (Phase 2, ~10%; real world evidence: ~14%).

Overall, we view the totality of Phase 2a data as very compelling, especially considering the potential for quarterly dosing, which would be highly differentiated. This, along with several upcoming catalysts over next XX months and a healthy cash runway, sets up a compelling risk/reward profile; we are buyers on today's weakness.

We currently forecast combined '777 2032e sales of $2.5B ($2.6B VA cons). Maintain Buy/HR, TP $95."


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[Post Link](https://x.com/Quantumup1/status/1942289760959054026)