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![Quantumup1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1060595604022280192.png) quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3517 followers
Created: 2025-07-14 19:06:38 UTC

Jefferies🏁 $JBIO Buy-$16
$VRTX $OTSKF 
Jefferies said in its initiation report:
"We like $JBIO's long-acting anti-APRIL (JADE101) in IgAN:
1) our PK work suggests '101 can achieve Q8/12W dosing,
2) we think efficacy will be as good as povetacicept w/ pot'l upside on % clinical remission,
3) we expect tolerable safety profile w/o increased serious infections,
4) we see oppty for disease modifying tx w/ longer dosing interval in IgAN.

We model $915M risk-adj. PS for '101 (POS 30%). Co also has $255M cash/cash eq. w/ runway to '27."


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944835951676494032/c:line.svg)

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[Post Link](https://x.com/Quantumup1/status/1944835951676494032)