[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 3523 followers Created: 2025-07-22 12:03:39 UTC Citizens reiterated $MDGL Mkt OP/$470 after its 2Q25 survey showed a XX% prescription rate for Rezdiffra (up from XX% in its 1Q survey)" $IVA $AKRO $ALGS $VKTX $ETNB $SGMT $LLY #MASH Citizens in its note to investors said, "Our 2Q25 survey shows a XX% prescription rate for Rezdiffra (up from XX% in our 1Q survey), with ~60% of patients on paid drug and consistent high persistence; we reiterate our Market Outperform rating and $XXX risk-adjusted, DCF-derived price target on Madrigal Pharmaceuticals. Most metrics in our 2Q25 physician survey improved from 1Q, which is a good sign coming out of the typical 1Q reimbursement dynamics. Our survey shows a higher prescribing rate, greater proportion of patients on paid drug, steady persistence, and consistent long-term utilization expectations of~50%. This could position $MDGL for another top-line beat, with 2Q25 consensus at $159M, representing XX% Q/ Q growth from $137M in 1Q25, while we are modeling $172M. We expect greater sales growth throughout the year, with our $788M 2025 sales estimate topping consensus of $683M. In our analysis of $MDGL's 1Q financial results (here), we laid out that our 2025 estimate could be low if patient growth continues on its current trajectory. As a reminder, >17K patients were on drug as of 1Q25 (just X% of $MDGL's targeted 315K F2/F3 MASH patients), and keeping 17K patients on drug for one year would equate to ~$840M in revenue (assuming no discounts for compliance, discontinuations, or GTN). We expect MDGL to report its 2Q25 financial results in early August, where we look forward to management's commentary on underlying Dynamics." XXXXX engagements  **Related Topics** [$lly](/topic/$lly) [$sgmt](/topic/$sgmt) [$etnb](/topic/$etnb) [$algs](/topic/$algs) [$akro](/topic/$akro) [$iva](/topic/$iva) [op](/topic/op) [$mdgl](/topic/$mdgl) [Post Link](https://x.com/Quantumup1/status/1947628607800529102)
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quantumup @Quantumup1 on x 3523 followers
Created: 2025-07-22 12:03:39 UTC
Citizens reiterated $MDGL Mkt OP/$470 after its 2Q25 survey showed a XX% prescription rate for Rezdiffra (up from XX% in its 1Q survey)" $IVA $AKRO $ALGS $VKTX $ETNB $SGMT $LLY #MASH Citizens in its note to investors said, "Our 2Q25 survey shows a XX% prescription rate for Rezdiffra (up from XX% in our 1Q survey), with ~60% of patients on paid drug and consistent high persistence; we reiterate our Market Outperform rating and $XXX risk-adjusted, DCF-derived price target on Madrigal Pharmaceuticals.
Most metrics in our 2Q25 physician survey improved from 1Q, which is a good sign coming out of the typical 1Q reimbursement dynamics.
Our survey shows a higher prescribing rate, greater proportion of patients on paid drug, steady persistence, and consistent long-term utilization expectations of~50%. This could position $MDGL for another top-line beat, with 2Q25 consensus at $159M, representing XX% Q/ Q growth from $137M in 1Q25, while we are modeling $172M. We expect greater sales growth throughout the year, with our $788M 2025 sales estimate topping consensus of $683M.
In our analysis of $MDGL's 1Q financial results (here), we laid out that our 2025 estimate could be low if patient growth continues on its current trajectory. As a reminder, >17K patients were on drug as of 1Q25 (just X% of $MDGL's targeted 315K F2/F3 MASH patients), and keeping 17K patients on drug for one year would equate to ~$840M in revenue (assuming no discounts for compliance, discontinuations, or GTN). We expect MDGL to report its 2Q25 financial results in early August, where we look forward to management's commentary on underlying Dynamics."
XXXXX engagements
