[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 3533 followers Created: 2025-07-10 12:11:31 UTC Stifel reiterated $SLNO Buy-$115 and said " $SLNO reported preliminary 2Q results, including Vykat revenue expectations in the ~$31-$33MM range, and ~646 start-forms from XXX unique prescribers." $AARD $RYTM $ACAD $BIIB $HRMY Stifel additionally said, "In short, we think these numbers look excellent, are well-above investor expectations based on discussions in recent days (on revenues; start-forms generally in-line), and align with our recent bullish survey (LINK) which suggested robust/ broad demand (across peds/adults, specialties, practice settings) and favorable reimbursement dynamics. We're a little surprised to see a raise given it seemed like they could achieve profitability on pretty reasonable revenue/cost assumptions -- this may act as somewhat of a counter-weight to the encouraging launch numbers, as some investors now question whether near-term M&A is off the table. We look forward to any color from management on the raise, but ultimately our thesis here doesn't change: we continue to expect a very strong, durable Vykat launch that -- notwithstanding any, in our view, credible M&A optionality -- allows for upside to shares." XXXXX engagements  **Related Topics** [$25b](/topic/$25b) [investment](/topic/investment) [$hrmy](/topic/$hrmy) [$biib](/topic/$biib) [$aard](/topic/$aard) [$33mm](/topic/$33mm) [$slno](/topic/$slno) [$rytm](/topic/$rytm) [Post Link](https://x.com/Quantumup1/status/1943281932030132464)
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quantumup @Quantumup1 on x 3533 followers
Created: 2025-07-10 12:11:31 UTC
Stifel reiterated $SLNO Buy-$115 and said " $SLNO reported preliminary 2Q results, including Vykat revenue expectations in the ~$31-$33MM range, and ~646 start-forms from XXX unique prescribers." $AARD $RYTM $ACAD $BIIB $HRMY Stifel additionally said, "In short, we think these numbers look excellent, are well-above investor expectations based on discussions in recent days (on revenues; start-forms generally in-line), and align with our recent bullish survey (LINK) which suggested robust/ broad demand (across peds/adults, specialties, practice settings) and favorable reimbursement dynamics.
We're a little surprised to see a raise given it seemed like they could achieve profitability on pretty reasonable revenue/cost assumptions -- this may act as somewhat of a counter-weight to the encouraging launch numbers, as some investors now question whether near-term M&A is off the table.
We look forward to any color from management on the raise, but ultimately our thesis here doesn't change: we continue to expect a very strong, durable Vykat launch that -- notwithstanding any, in our view, credible M&A optionality -- allows for upside to shares."
XXXXX engagements
Related Topics $25b investment $hrmy $biib $aard $33mm $slno $rytm