dough @semodough
BIOTECH man LONGTERM FOCUS many positions-also trade around my CORE holdings my opinion only do your own research with me Joined September 2015-
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Stifel $PINS raisingPT $46 big shifts starting
Stifel $PINS raisingPT $46 big shifts starting
$TGTX luv this CASH combined with the projected revenues from BRIUMVI, will be sufficient to fund our planned operations to cash flow positivity ❤️based on our current operating plan. SHORTS need to pay attention here - profits soon self sustaining model thru 2042 SUBq soon
$TGTX luv this CASH combined with the projected revenues from BRIUMVI, will be sufficient to fund our planned operations to cash flow positivity ❤️based on our current operating plan. SHORTS need to pay attention here - profits soon self sustaining model thru 2042 SUBq soon
$TGTX guidance •Q2 2024 target BRIUMVI U.S. net product revenue of approximately $65 million Remember DURATION os key here - models beginning to take hold longterm - also 3 new patents til 2042
$TGTX guidance •Q2 2024 target BRIUMVI U.S. net product revenue of approximately $65 million Remember DURATION os key here - models beginning to take hold longterm - also 3 new patents til 2042 https://t.co/xPS5vwMH6i
$TGTX 50.5 million in revenue in the quarter 250 in the first quarter of 2024, from approximately 800 healthcare providers at approximately 450 centers
$TGTX 50.5 million in revenue in the quarter 250 in the first quarter of 2024, from approximately 800 healthcare providers at approximately 450 centers
$TGTX raising guidance pleased to update our yearly guidance to $270 to $290 million in BRIUMVI U.S. net revenue in 2024.”
$TGTX raising guidance pleased to update our yearly guidance to $270 to $290 million in BRIUMVI U.S. net revenue in 2024.”
$TGTX TG Therapeutics Provides Business Update and Reports First Quarter 2024 Financial Results | TG Therapeutics, Inc. ir.tgtherapeutics.com/news-releases/…
$PFE - bottom is most likely in today marks sentiment change Reaffirms Full-Year 2024 Revenue Guidance(6) of $58.5 to $61.5 Billion and Raises Adjusted(3) Diluted EPS Guidance to $2.15 to $2.35
$PFE - bottom is most likely in today marks sentiment change Reaffirms Full-Year 2024 Revenue Guidance(6) of $58.5 to $61.5 Billion and Raises Adjusted(3) Diluted EPS Guidance to $2.15 to $2.35
$PFE Reports Q1 $0.82 v $0.56e, Rev $14.9B v $13.9Be; Raises EPS, Affirms Rev outlook (Pfizer Inc) - Raises FY24 $2.15-2.35** v $2.23e, Affirms Rev $58.5-61.5B v $60.3Be (prior: $2.05-2.25, Rev $58.5-61.5B) (More at tradethenews.com/?twtId=47571)
$KALV Regulatory filings planned for US, EU, UK and Japan to enable multiple 2025 commercial launches – - Development strategy refined for oral Factor XIIa program – - Organizational focus to drive results and set path to positive cash flow
Baird initiating coverage of $PRAX with an Outperform rating and a $117 price target. believe PRAX's ulixacaltamide is a promising agent for the treatment of essential tremor, and we see positive risk/reward heading into topline phase 3 results in 2H24.
Bristlemoon just published a deep dive (c.16k words) on $PINS. We detail the many changes to the platform that we believe will cause revenues and earnings to accelerate well-beyond sell-side numbers and management's 3-5 year targets:
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
BOFA $LLY PT 1000 updated model for the 1Q24 print and now forecast $44.7B rev /$14.05 EPS for 2024. increased 2024-2026 Mounjaro forecasts to $11.1B (cons $10B), $14B (cons $13.2B), and $16.7B (cons $15.9B)
Let this sink in for minute Zepbound, with a $2B run rate after one full quarter on the market. ONE QUARTER did you hear that $MRK $PFE $BMY $REGN $GSK $LLY $NVO $NVS $JNJ also pretty sure Brian Lian knows what he has 😃
Let this sink in for minute Zepbound, with a $2B run rate after one full quarter on the market. ONE QUARTER did you hear that $MRK $PFE $BMY $REGN $GSK $LLY $NVO $NVS $JNJ also pretty sure Brian Lian knows what he has 😃
$TGTX will host a Q1 2024 Earnings Call on Wed., May 1, 2024 @ 8:30AM ET. Dial in: 1-877-407-8029 (US), 1-201-689-8029 (Ex-US) Title: TG Q1 2024 - Webcast will be available at: ir.tgtherapeutics.com/events #FearlessForPatients #Earnings
$PINS | Post Market: +18% | Pinterest's Q1 2024 Earning Report: Revenue up 23% to $740M, Non-GAAP net income at $140M. Surpasses 518M global MAUs, up 12% YoY. $SNAP $META $GOOGL $RDDT $AMZN 👉 Financial Performance: ➡️ Revenue: $740 million, up 23% YoY, marking the fastest…
Snapshot of another excellent $PINS Quarter:
$NARI - raising guidance & profitability soon - sale off last month been to harsh - $NARI nice bolt on deal for the larger medical devices companies going forward
$NARI - raising guidance & profitability soon - sale off last month been to harsh - $NARI nice bolt on deal for the larger medical devices companies going forward
$DAWN Needham analyst Ami Fadia reiterates DAWN with a Buy and maintains $33 price target.
Pharmdca @Pharmdca
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@semodough Worth noting, those revs are under expectations. But mostly; everything else is good and exceeded
My full $SOFI earnings Q1 earnings review. There was good and bad and there are some questions remaining. Overall it was a good quarter, but not as strong as many of their quarters last year. Hopefully this helps people digest the earnings. datadinvesting.com/p/sofi-q1-2024…
A new page turned in the history of $JNJ, as we say farewell to Janssen, and hello to J&J Innovative Medicine.
$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
@Pharmdca The update is that this DOJ inquiry has no impact whatsoever on their operations and ability to execute. The drop from $50 to <$40 on this is just silly. $NARI
Bristlemoon just published a deep dive (c.16k words) on $PINS. We detail the many changes to the platform that we believe will cause revenues and earnings to accelerate well-beyond sell-side numbers and management's 3-5 year targets:
$PINS Guidance: "We expect Q2 2024 revenue to be in the range of $835 million to $850 million, representing 18% to 20% growth year-over-year. This guidance represents a continuation of the strong growth we saw in Q1, driven by many of the same initiatives I just outlined,…
@semodough @JNap5C Product rev range is 45-46. The difference is due to royalty/milestone which is 1-13. Why such a wide range? 🤷♂️
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
Needham raised the target price on $MREO to $6 was $5/Buy, due to increasing their "launch expectations for setrusumab in OI" $rare
$TGTX will host a Q1 2024 Earnings Call on Wed., May 1, 2024 @ 8:30AM ET. Dial in: 1-877-407-8029 (US), 1-201-689-8029 (Ex-US) Title: TG Q1 2024 - Webcast will be available at: ir.tgtherapeutics.com/events #FearlessForPatients #Earnings
Call is going well! $PINS trading $39 + now CEO spoke on revenue acceleration, strong outlook & shifted into a higher gear as we enter next stage of growth!
$PINS Q1 2024 Results All metrics looks great !!
$PINS | Post Market: +18% | Pinterest's Q1 2024 Earning Report: Revenue up 23% to $740M, Non-GAAP net income at $140M. Surpasses 518M global MAUs, up 12% YoY. $SNAP $META $GOOGL $RDDT $AMZN 👉 Financial Performance: ➡️ Revenue: $740 million, up 23% YoY, marking the fastest…
Snapshot of another excellent $PINS Quarter:
$DAWN Needham analyst Ami Fadia reiterates DAWN with a Buy and maintains $33 price target.
$TMDX earnings: “Net revenue of $96.9 million in the first quarter of 2024, a 133% increase compared to the first quarter of 2023” Primarily due to their OCS (Organ Care System) Also TransMedics is raising its full year 2024 revenue guidance to be in the range of 390m-400m
$PINS Earnings: - Q1 revenue grew 23% year over year to $740 million. - Global Monthly Active Users ("MAUs") increased 12% year over year to 518 million. - GAAP net loss was $25 million for Q1. Adjusted EBITDA was $113 million for Q1. - Total costs and expenses were $794…
$LLY $VKTX $NVO First to market vs last to market means nothing when market size is huge. Efficacy and tolerability wins over time. Classic example: Statins First to market- Lovastatin $MRK 1987 (Low potency vs Crestor) Pravastatin $BMY (1991, least potent) Simvastatin $MRK…
Great real-life examples! $VKTX can take market share from big pharma if their drug continue to see better efficacy & safety! Remind me of $MRK's drug Keytruda that was trying to catch to $BMY's Yervoy back in 2014 & taking the driver-seat in immuno-oncology & surpass $BMY for…
$LLY $VKTX $NVO First to market vs last to market means nothing when market size is huge. Efficacy and tolerability wins over time. Classic example: Statins First to market- Lovastatin $MRK 1987 (Low potency vs Crestor) Pravastatin $BMY (1991, least potent) Simvastatin $MRK…
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