[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 3524 followers Created: 2025-07-09 12:43:19 UTC Guggenheim⬆️ $CDTX PT to Nice from $XX and reiterated at a Buy. $JNJ $MRNA $RHHBY $GILD $SNY Guggenheim said in its note: "We are updating our model following $CDTX's recent equity capital raise and the NAVIGATE Phase 2b data, which in our view provided critical validation of CD388 as a compelling flu prevention option (takeaways here). CD388's >70% protective efficacy at the 450mg dose in healthy adults and clean safety profile, combined with broad protection against influenza (including pandemic strains), in our view supports multibillion dollar blockbuster potential with significant differentiation from both current enhanced vaccines and antivirals. Further, we believe these data set a higher bar for pipeline programs such as $MRNA's (NC) mRNA-1010 vaccine that recently reported Phase X data. In our view, $CDTX is now exceptionally well positioned to execute on its Phase X program, with initiation potentially as early as this Fall in the Northern Hemisphere (base case is a start in Spring 2026 in the Southern Hemisphere) alongside continued formulation development. A potential BARDA funding decision offers additional upside optionality as early as September 2025. Our PT is now $69/share vs $XX prior; reiterate BUY." XXXXX engagements  **Related Topics** [debttoequity ratio](/topic/debttoequity-ratio) [$cdtxs](/topic/$cdtxs) [$sny](/topic/$sny) [$gild](/topic/$gild) [$rhhby](/topic/$rhhby) [$jnj](/topic/$jnj) [$cdtx](/topic/$cdtx) [johnson johnson](/topic/johnson-johnson) [Post Link](https://x.com/Quantumup1/status/1942927544912675002)
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quantumup @Quantumup1 on x 3524 followers
Created: 2025-07-09 12:43:19 UTC
Guggenheim⬆️ $CDTX PT to Nice from $XX and reiterated at a Buy. $JNJ $MRNA $RHHBY $GILD $SNY Guggenheim said in its note: "We are updating our model following $CDTX's recent equity capital raise and the NAVIGATE Phase 2b data, which in our view provided critical validation of CD388 as a compelling flu prevention option (takeaways here). CD388's >70% protective efficacy at the 450mg dose in healthy adults and clean safety profile, combined with broad protection against influenza (including pandemic strains), in our view supports multibillion dollar blockbuster potential with significant differentiation from both current enhanced vaccines and antivirals.
Further, we believe these data set a higher bar for pipeline programs such as $MRNA's (NC) mRNA-1010 vaccine that recently reported Phase X data.
In our view, $CDTX is now exceptionally well positioned to execute on its Phase X program, with initiation potentially as early as this Fall in the Northern Hemisphere (base case is a start in Spring 2026 in the Southern Hemisphere) alongside continued formulation development.
A potential BARDA funding decision offers additional upside optionality as early as September 2025.
Our PT is now $69/share vs $XX prior; reiterate BUY."
XXXXX engagements
Related Topics debttoequity ratio $cdtxs $sny $gild $rhhby $jnj $cdtx johnson johnson