[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 3537 followers Created: 2025-07-11 12:31:41 UTC Raymond James🏁 $JANX Outperform-$65 and said, "We are initiating coverage of Janux Therapeutics (JANX) with an Outperform rating and $XX price target." $AMGN $REGN $JNJ Raymond James added, "Janux is clinical-stage company focused on developing masked T-cell engagers (TCEs) for the treatment of several cancer types. Our investment thesis is predicated on four key points: Preliminary 3L+ PSA results for JANX007 (PSMA x CD3) in mCRPC are compelling at higher doses. We see results to date, while not entirely devoid of TCE-related toxicities, as strong proof-of-concept for the masking technology employed by Janux. We see a sizable opportunity for JANX007 in prostate cancer, a large market with room for several players targeting PSMA in earlier lines and in sequence. We do not currently credit Janux for revenues from other pipeline assets, and thus we see JANX008 (EGFR x CD3), and the rest of the platform/early assets, as entirely upside potential. Our constructive view is balanced by the crowded field in advanced prostate cancer and the early stage of clinical development for both JANX007 and JANX008. Valuation: Our $XX price target is based on ~4x our EV/five-year forward sales estimate (2031E), a premium to the mid-cap peer group trading at ~2-3x, which we see as justified by the promising Phase X data in mCRPC for JANX007." XXXXX engagements  **Related Topics** [$nvs](/topic/$nvs) [psa](/topic/psa) [investment](/topic/investment) [$jnj](/topic/$jnj) [$regn](/topic/$regn) [$janx](/topic/$janx) [$amgn](/topic/$amgn) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/Quantumup1/status/1943649395993395276)
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quantumup @Quantumup1 on x 3537 followers
Created: 2025-07-11 12:31:41 UTC
Raymond James🏁 $JANX Outperform-$65 and said, "We are initiating coverage of Janux Therapeutics (JANX) with an Outperform rating and $XX price target." $AMGN $REGN $JNJ Raymond James added, "Janux is clinical-stage company focused on developing masked T-cell engagers (TCEs) for the treatment of several cancer types.
Our investment thesis is predicated on four key points: Preliminary 3L+ PSA results for JANX007 (PSMA x CD3) in mCRPC are compelling at higher doses.
We see results to date, while not entirely devoid of TCE-related toxicities, as strong proof-of-concept for the masking technology employed by Janux.
We see a sizable opportunity for JANX007 in prostate cancer, a large market with room for several players targeting PSMA in earlier lines and in sequence.
We do not currently credit Janux for revenues from other pipeline assets, and thus we see JANX008 (EGFR x CD3), and the rest of the platform/early assets, as entirely upside potential.
Our constructive view is balanced by the crowded field in advanced prostate cancer and the early stage of clinical development for both JANX007 and JANX008.
Valuation: Our $XX price target is based on ~4x our EV/five-year forward sales estimate (2031E), a premium to the mid-cap peer group trading at ~2-3x, which we see as justified by the promising Phase X data in mCRPC for JANX007."
XXXXX engagements
Related Topics $nvs psa investment $jnj $regn $janx $amgn stocks healthcare