quantumup @Quantumup1
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BTIG raised the PT on $MREO to $6 was $4/Buy+raised the probability of success (PoS) for setrusumab in Ol to 90% was 75%: 📝setrusumab reduced annualized fracture rate by 67% following 6mo Tx across 24 OI pts vs SoC bisphosphonate = 20% =g setrusumab to sig improve on SoC: $RARE
BTIG raised the PT on $MREO to $6 was $4/Buy+raised the probability of success (PoS) for setrusumab in Ol to 90% was 75%: 📝setrusumab reduced annualized fracture rate by 67% following 6mo Tx across 24 OI pts vs SoC bisphosphonate = 20% =g setrusumab to sig improve on SoC: $RARE https://t.co/7MeqpObV3u
Baird🏁 $LBPH OP/$36 As the spinout of $ARNA (acquired by $PFE $6.7B), $LBPH' Tx's came out of the same "leading" GPCR Tx discovery engine as $ARNA' Tx's/"just like Arena a few years ago," $LBPH has 2 lead Tx's that appear on track2have a meaningfully differentiated BiC profile:
Baird🏁 $LBPH OP/$36 As the spinout of $ARNA (acquired by $PFE $6.7B), $LBPH' Tx's came out of the same "leading" GPCR Tx discovery engine as $ARNA' Tx's/"just like Arena a few years ago," $LBPH has 2 lead Tx's that appear on track2have a meaningfully differentiated BiC profile: https://t.co/x7abFbFDwb
Jefferies view on safety of $APLS' (Buy$80) Syfovre retinal vasculitis cases remains unchanged; the 2 deaths in FAERS data were not related to Syfovre/Re: RV cases, only 4 of them actually occurred in Q1. Reminds invs, "keep in mind cases reported by the FDA are not adjudicated."
Jefferies view on safety of $APLS' (Buy$80) Syfovre retinal vasculitis cases remains unchanged; the 2 deaths in FAERS data were not related to Syfovre/Re: RV cases, only 4 of them actually occurred in Q1. Reminds invs, "keep in mind cases reported by the FDA are not adjudicated."
JPMorgan $APLS OW/$79~say, ‘‘Recall The FAERS Database Is NOT Adjudicated, And It Is Dangerous To Over Interpret’’ The 2 deaths speculated by the St are*NOT related to Syfovre (died of natural cases/pts are elderly). FAERS database is*NOT verified/highlighted duplicates: $alpmy
Cantor Fitzgerald $XFOR Overweight/$5~notes that this is the first approved product for $XFOR/first in WHIM that goes after the underlying cause of the disease/while a major milestone, thinks the much larger opp is CN (Ph2). Cantor views approval/stock down on as Buying opp. 4/29
Cantor Fitzgerald $XFOR Overweight/$5~notes that this is the first approved product for $XFOR/first in WHIM that goes after the underlying cause of the disease/while a major milestone, thinks the much larger opp is CN (Ph2). Cantor views approval/stock down on as Buying opp. 4/29
$DAWN Approval is for relapsed or refractory pLGG indication with peak sales between 750 million to 1 Billion plus However Company is also running a late stage pivotal Phase 3 FIREFLY-2/LOGGIC clinical trial evaluating tovorafenib as front-line therapy in patients aged 6…
JonesResearch raised the PT on $DAWN to $38 was $35/reit'd Buy + raised peak adj'd sales ests to approx. $900M from $750M in 2033, after⬆️OJEMDA (tovorafenib) model to $33.9K/mo from $28K/mo, included 20% GTN discount, and 20% towards PAP, to reflect Co's announced pricing: $eras
JonesResearch raised the PT on $DAWN to $38 was $35/reit'd Buy + raised peak adj'd sales ests to approx. $900M from $750M in 2033, after⬆️OJEMDA (tovorafenib) model to $33.9K/mo from $28K/mo, included 20% GTN discount, and 20% towards PAP, to reflect Co's announced pricing: $eras https://t.co/uIqwMbNA7j
TD Cowen remains at a Buy rating for $DAWN "on the long term pLGG opportunity," and views the label as a nearly best case representing modest upside vs. expectations:" $eras
TD Cowen remains at a Buy rating for $DAWN "on the long term pLGG opportunity," and views the label as a nearly best case representing modest upside vs. expectations:" $eras https://t.co/Rk908aCDkt
$DAWN “Based on the broad patient population and the lack of a boxed warning on the label, analysts at JPMorgan pegged Ojemda could reach around $750 million in peak sales” fiercepharma.com/pharma/day-one…
Jefferies raised the price target on $NBIX to $182 was $180/Buy +⬆️NBI-845 PS to $425M / PoS = 35%: Jefferies notes, NBIX toplined +Ve Ph2 MDD data for NBI-845 w/ efficacy comparable to Ph3 esketamine & AE profile comparable to PbO: $jnj $bmy $krtx $cere $abbv
Jefferies raised the price target on $NBIX to $182 was $180/Buy +⬆️NBI-845 PS to $425M / PoS = 35%: Jefferies notes, NBIX toplined +Ve Ph2 MDD data for NBI-845 w/ efficacy comparable to Ph3 esketamine & AE profile comparable to PbO: $jnj $bmy $krtx $cere $abbv https://t.co/aZnxTVrKjT
BTIG raised the price target on $VRNA to $34 was $31/Buy: BTIG caught up w/ Mgmt to review launch preparation and some specific features of the COPD landscape that make the launch of a drug that could reach millions of patients a reasonable undertaking for a Biotech Company: $gsk
BTIG raised the price target on $VRNA to $34 was $31/Buy: BTIG caught up w/ Mgmt to review launch preparation and some specific features of the COPD landscape that make the launch of a drug that could reach millions of patients a reasonable undertaking for a Biotech Company: $gsk https://t.co/91wMxHpejN
JPMorgan says they see $DAWN (Overweight/$36) shares moving to the "high-teens to low-$20s" level given the clean label and early approval. Additionally, JPM expects a strong launch given the unmet need, w/ shares going to the mid-$20s over time. $eras
JPMorgan says they see $DAWN (Overweight/$36) shares moving to the "high-teens to low-$20s" level given the clean label and early approval. Additionally, JPM expects a strong launch given the unmet need, w/ shares going to the mid-$20s over time. $eras
BMO $GPCR OP/$83 Oral GLP-1RAs will be the next leap4ward4metabolic med. A "homerun" (26% wt loss) could renew inv zeal, shrs currently reflect a less conclusive readout (5-6% wt loss), considered fixable w/ optimal dosing; incremental updates, T2D validation make⬇️side unlikely:
BMO $GPCR OP/$83 Oral GLP-1RAs will be the next leap4ward4metabolic med. A "homerun" (26% wt loss) could renew inv zeal, shrs currently reflect a less conclusive readout (5-6% wt loss), considered fixable w/ optimal dosing; incremental updates, T2D validation make⬇️side unlikely: https://t.co/F86vi7PWuO
Truist🏁 $INSM Buy/$48~thinks trades@a price that implies limited expys4 P3 data in bronchiectasis, but DD +work w/ KOLS gives them confidence in Q2 data set4a chronic lung disease w/ limited options +pot label exp for PNA '25 +two P2 data releases4 rare lung diseases due 24-25:
Truist🏁 $INSM Buy/$48~thinks trades@a price that implies limited expys4 P3 data in bronchiectasis, but DD +work w/ KOLS gives them confidence in Q2 data set4a chronic lung disease w/ limited options +pot label exp for PNA '25 +two P2 data releases4 rare lung diseases due 24-25: https://t.co/M2kaiyKp9x
Oppenheimer🏁 $KYMR OP/$53 KYMR has pot 2 deliver 1st/best-in-indication Tx's in inflammation/immunology thru the pursuit of validated🎯s/pathways=multi-billion $ oppys if successful. 📝KT-474(IRAK4) P'ship w/ $SNY + $750M cash which believes will take KYMR into 2027: $arvn $pfe
Oppenheimer🏁 $KYMR OP/$53 KYMR has pot 2 deliver 1st/best-in-indication Tx's in inflammation/immunology thru the pursuit of validated🎯s/pathways=multi-billion $ oppys if successful. 📝KT-474(IRAK4) P'ship w/ $SNY + $750M cash which believes will take KYMR into 2027: $arvn $pfe https://t.co/hyrsISQ55o
Mizuho raised the PT on $ITCI to $96 was $82/Buy + increased Caplyta's probability of success (PoS) to 80% was 65% and also their peak risk-unadjusted estimates to $1.9B from $1.6B, in major depressive disorder (MDD), on stronger than expected data from the Co's first of 2 Ph3's.
Mizuho raised the PT on $ITCI to $96 was $82/Buy + increased Caplyta's probability of success (PoS) to 80% was 65% and also their peak risk-unadjusted estimates to $1.9B from $1.6B, in major depressive disorder (MDD), on stronger than expected data from the Co's first of 2 Ph3's.
Piper Sandler⬆️ $ISRG $435 was $425/Overweight+remains a fav name: Mgmt remarked: initial DV5 feedback has been encouraging on a few fronts+PS📝d, initial feedback@ SAGES med meeting were quite +VE. +ly there's healthy initial EUR demand4 SP /CHN reg approval4 lon (launch 2H24E):
Piper Sandler⬆️ $ISRG $435 was $425/Overweight+remains a fav name: Mgmt remarked: initial DV5 feedback has been encouraging on a few fronts+PS📝d, initial feedback@ SAGES med meeting were quite +VE. +ly there's healthy initial EUR demand4 SP /CHN reg approval4 lon (launch 2H24E): https://t.co/AfmmK6w6Ej
Cantor - Both doctors noted that 10-15% of their patients have tolerability issues with Zepbound and Wegovy🤔🤔. Tolerability issues going forward bodes well for $VKTX — others ?
Cantor - Both doctors noted that 10-15% of their patients have tolerability issues with Zepbound and Wegovy🤔🤔. Tolerability issues going forward bodes well for $VKTX — others ?
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4K Followers 187 Following #TPD, #CNS, #AI_Drug_Development, #ACGT are the #DNA-bases$MREO ORBIT given a 90% probability of success from BTIG is kinda crazy from where we were just a year ago. Take it with a grain of salt, but more and more firms are getting on board with setrusumab’s potential in OI.
BTIG raised the PT on $MREO to $6 was $4/Buy+raised the probability of success (PoS) for setrusumab in Ol to 90% was 75%: 📝setrusumab reduced annualized fracture rate by 67% following 6mo Tx across 24 OI pts vs SoC bisphosphonate = 20% =g setrusumab to sig improve on SoC: $RARE
JPMorgan $APLS OW/$79~say, ‘‘Recall The FAERS Database Is NOT Adjudicated, And It Is Dangerous To Over Interpret’’ The 2 deaths speculated by the St are*NOT related to Syfovre (died of natural cases/pts are elderly). FAERS database is*NOT verified/highlighted duplicates: $alpmy
$LBPH TAM 6B They has 58% seizure reduction better than competitors (Fintepla - $UCB, Epidiolex - $JAZZ) LBPH MC is 840M cash 270M Last capital raise in Jan at $21 Relevant acquisitions in the field JAZZ - GW $7.2B PFE - ARNA $6.7B UCB - ZGNX $1.9B 5x is reasonable return IMO
$LBPH Baird PT 36 DEE epilepsy. Ph 2 completed successfully To start Ph 3 in H2 Plus OLE data in H2
RBC $RARE $MREO impressed by 67% reduction in bone fractures seen for osteogenesis imperfecta (OI; devastating pediatric indication where some kids can fracture bones even when sneezing) OI can be a $1b opportunity,think Phase III is likely to hit (first interim later this year
$RARE Announces Completion of Enrollment in Phase 3 Orbit and Cosmic Studies Evaluating Setrusumab (UX143) for the Treatment of Osteogenesis Imperfecta. $MREO Longer-term Phase 2 safety and efficacy data from the Orbit study are expected in 2H'24
$PTGX $JNJ
Great explainer from @JNJNews about #IL23. PTGX & JNJ scientists jointly discovered JNJ-2113 (formerly PN-235) a potential first-in-class targeted oral peptide designed to selectively block the IL-23 receptor, now in advanced stages of clinical development jnj.com/innovation/wha…
$DAWN What an over reaction to FDA approval last week and so many sold their shares because stock went against their expectations These folks normally have done no DD and they often react to what others say Oncology is one of the best areas to invest in especially when drug/s…
$DAWN Approval is for relapsed or refractory pLGG indication with peak sales between 750 million to 1 Billion plus However Company is also running a late stage pivotal Phase 3 FIREFLY-2/LOGGIC clinical trial evaluating tovorafenib as front-line therapy in patients aged 6…
$XENE responds well to $ADXN & $JNJ failure in focal epilepcy Anyway, MOA of ADXN was questionable I like the clean XENE and $BHVN approach using potassium channel.
$vktx
@thegunnerab @Pharmdca Yes... it is on my short list. marketwatch.com/story/big-phar…
$ALGS Aligos Therapeutics Presents Positive Clinical Data at ESCMID 2024 from the ALG-097558 Phase 1 Study - ALGS • BioPharmCatalyst biopharmcatalyst.com/company/ALGS/n…
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Meta before Meta after earnings: earnings:
$DAWN Approval is for relapsed or refractory pLGG indication with peak sales between 750 million to 1 Billion plus However Company is also running a late stage pivotal Phase 3 FIREFLY-2/LOGGIC clinical trial evaluating tovorafenib as front-line therapy in patients aged 6…
$VKTX 52-Week Histology Results From Phase 2b VOYAGE Study Evaluating VK2809 for the Treatment of NASH and Fibrosis Expected in 2Q24. / will listen on call see if any more color
$VKTX Viking Therapeutics Reports First Quarter 2024 Financial Results and Provides Corporate Update - Apr 24, 2024 ir.vikingtherapeutics.com/2024-04-24-Vik…
$VKTX - both Oral and sub q obesity plan to meet with regulators to discuss the path forward for both programs and expect to advance each into further development later this year.
$VKTX Viking Therapeutics Reports First Quarter 2024 Financial Results and Provides Corporate Update - Apr 24, 2024 ir.vikingtherapeutics.com/2024-04-24-Vik…
$VKTX Viking Therapeutics Reports First Quarter 2024 Financial Results and Provides Corporate Update - Apr 24, 2024 ir.vikingtherapeutics.com/2024-04-24-Vik…
@yusufhameed nice ORAL Session Title "PRGN-2012, a novel gorilla adenovirus-based #immunotherapy, provides the #first treatment that leads to #complete and #durable responses in recurrent respiratory papillomatosis patients" #ASCO24
$PGEN
#ASCO24 abstract titles are out! @Precigen is excited to announce a late-breaking abstract for our pivotal Phase 2 study of PRGN-2012 for the treatment of patients with recurrent respiratory papillomatosis has been selected for oral presentation. bit.ly/4brTFFV $PGEN