[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 3534 followers Created: 2025-07-21 19:52:41 UTC Truist🏁 $CNTA Buy/$30 $ALKS $TAK $HRMY $JAZZ $AXSM Leerink reit $CNTA OP & says, $ALKS' narcolepsy trial results are encouraging for $CNTA Truist in its initiation report said, "New Transformative Therapy for Sleep-Wake Disorders with Derisking Data in 2025 We see significant upside potential for Orexin-2 receptor (OX2R) agonist, ORX750 in Narcolepsy (both subtypes NT1/NT2) & Idiopathic Hypersomnia (IH). Narcolepsy is a >$2.5B market, which continues to grow as new treatments emerge and the IH opportunity is still mostly untapped. OX2R agonists, as the first class of drugs to address the underlying (NT1) disease biology, are poised to become the new standard-of-care, in our view. While slightly behind competitors, we think ORX750 has the potential to differentiate on safety/efficacy/ dosing convenience. With a best in class profile, we believe ORX750 could generate >$2.5B at peak. Initiate at BUY with $XX PT." Leerink said that it views competitor $ALKS' topline NT1 results as encouraging for $CNTA's ORX750 — data further validates the orexin agonist class and suggest there may be room for ORX750 to differentiate on efficacy and/or safety. XXXXX engagements  **Related Topics** [$biib](/topic/$biib) [transformative](/topic/transformative) [op](/topic/op) [reit](/topic/reit) [$hrmy](/topic/$hrmy) [$tak](/topic/$tak) [$cnta](/topic/$cnta) [$alks](/topic/$alks) [Post Link](https://x.com/Quantumup1/status/1947384253442101439)
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quantumup @Quantumup1 on x 3534 followers
Created: 2025-07-21 19:52:41 UTC
Truist🏁 $CNTA Buy/$30 $ALKS $TAK $HRMY $JAZZ $AXSM Leerink reit $CNTA OP & says, $ALKS' narcolepsy trial results are encouraging for $CNTA
Truist in its initiation report said, "New Transformative Therapy for Sleep-Wake Disorders with Derisking Data in 2025 We see significant upside potential for Orexin-2 receptor (OX2R) agonist, ORX750 in Narcolepsy (both subtypes NT1/NT2) & Idiopathic Hypersomnia (IH).
Narcolepsy is a >$2.5B market, which continues to grow as new treatments emerge and the IH opportunity is still mostly untapped.
OX2R agonists, as the first class of drugs to address the underlying (NT1) disease biology, are poised to become the new standard-of-care, in our view.
While slightly behind competitors, we think ORX750 has the potential to differentiate on safety/efficacy/ dosing convenience. With a best in class profile, we believe ORX750 could generate >$2.5B at peak. Initiate at BUY with $XX PT."
Leerink said that it views competitor $ALKS' topline NT1 results as encouraging for $CNTA's ORX750 — data further validates the orexin agonist class and suggest there may be room for ORX750 to differentiate on efficacy and/or safety.
XXXXX engagements
Related Topics $biib transformative op reit $hrmy $tak $cnta $alks