[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 3530 followers Created: 2025-07-11 17:34:16 UTC Goldman Sachs resumed $RYTM Buy/$97 $SLNO $AARD $LLY $VKTX $GPCR $SRRK Goldman Sachs said in their note: "We are positive on the size of the HO market and estimate a peak sales opportunity for $RYTM at $1.9B, based on physician feedback and the quality of data from the Ph3 study; recall that $RYTM has described a 5-10K prevalent population. However, we view the debate on the size of the market, willingness to treat patients (particularly adults), and pace of penetration to remain unresolved over the next year as the company executes on its regulatory filing and seeks approval in this expansion indication. By contrast, we see multiple de-risking events by year-end, including updates for next-generation agents bivamelagon (Ph3 alignment) and RM-718 (initial clinical data) and for setmelanotide in Prader-Willi syndrome. Recall that patent protection for next-generation agents (including bivamelagon, which recently demonstrated positive Ph2 data) extends until the mid 2040s, driving significant potential value for $RYTM shares as the composition of matter patent for Imcivree is set to expire in 2032 (formulations are covered until 2034)." XXXXX engagements  **Related Topics** [$19b](/topic/$19b) [$gpcr](/topic/$gpcr) [$lly](/topic/$lly) [$aard](/topic/$aard) [goldman sachs](/topic/goldman-sachs) [stocks financial services](/topic/stocks-financial-services) [$rytm](/topic/$rytm) [$slno](/topic/$slno) [Post Link](https://x.com/Quantumup1/status/1943725539841212438)
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quantumup @Quantumup1 on x 3530 followers
Created: 2025-07-11 17:34:16 UTC
Goldman Sachs resumed $RYTM Buy/$97 $SLNO $AARD $LLY $VKTX $GPCR $SRRK Goldman Sachs said in their note: "We are positive on the size of the HO market and estimate a peak sales opportunity for $RYTM at $1.9B, based on physician feedback and the quality of data from the Ph3 study; recall that $RYTM has described a 5-10K prevalent population. However, we view the debate on the size of the market, willingness to treat patients (particularly adults), and pace of penetration to remain unresolved over the next year as the company executes on its regulatory filing and seeks approval in this expansion indication.
By contrast, we see multiple de-risking events by year-end, including updates for next-generation agents bivamelagon (Ph3 alignment) and RM-718 (initial clinical data) and for setmelanotide in Prader-Willi syndrome. Recall that patent protection for next-generation agents (including bivamelagon, which recently demonstrated positive Ph2 data) extends until the mid 2040s, driving significant potential value for $RYTM shares as the composition of matter patent for Imcivree is set to expire in 2032 (formulations are covered until 2034)."
XXXXX engagements
Related Topics $19b $gpcr $lly $aard goldman sachs stocks financial services $rytm $slno