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![Quantumup1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1060595604022280192.png) quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3523 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943281932030132464/c:line.svg)

**Related Topics**
[$25b](/topic/$25b)
[discussions](/topic/discussions)
[investment](/topic/investment)
[$hrmy](/topic/$hrmy)
[$biib](/topic/$biib)
[$aard](/topic/$aard)
[$33mm](/topic/$33mm)
[$slno](/topic/$slno)

[Post Link](https://x.com/Quantumup1/status/1943281932030132464)

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Quantumup1 Avatar quantumup @Quantumup1 on x 3523 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

Engagements Line Chart

Related Topics $25b discussions investment $hrmy $biib $aard $33mm $slno

Post Link

post/tweet::1943281932030132464
/post/tweet::1943281932030132464