Most engaging posts mentioning stocks from @semodough over the last 72 hours.
RT @Biohazard3737: I don’t quite understand the obsession about we‘ll see 2%, 3% or 4% weight loss in the $VKTX GLP1/GIP P1.
It‘s the tota…
RT @jfais20: $TCON (NP)
$40M MC, $23M EV
This month or next, expect arbitration decision for $IMAB dispute (seeking $200M of damages)
RT @jfais20: $MRUS (L)
I have to agree here on M&A potential
EV just $600M, 3 active bispecific assets w/ trispecifics to follow
$IOVA finally Completes Biologics License Application (BLA) Submission for Lifileucel in Advanced Melanoma $IOVA
$WVE Pipeline is on track for HD and C9 data updates in 1H23, CTA filing for A1AT in 2H23 and DMD data update in 2024. A new APP siRNA-program was announced today, showing 70-90% KD in mice. WVE ended 4Q22 $88.5m cash + $170m upfront payment from GSK, guided runway into 2025.
JP $SRZN while clinical hold lift is an incremental positive, with questions over the mechanism behind observed AEs and therapeutic index for both clinical candidates agents likely to persist,continue to see SRZN shares underperforming relative to our broader coverage universe.
$NVO Safety profile of GLP-1s: Novo Nordisk said that the company has confidence in the safety profile of GLP-1s, highlighting that such products have been on the market for approximately 15 years and have been used by more than 10 million patients globally.
BAIRD $REGN raising PT 800 Incrementally positive on Phase 3 Dupixent success in COPD. Set to eclipse the mega-blockbuster $10B annual sales mark as early as this year
$BHVN 465 million cash Biohaven Reports Fourth Quarter and Full Year 2022 Financial Results and Reports Recent Business Developments | Biohaven, https://t.co/oqmS3A0Tqg
Jeff $INZY Increasing PT to $6/sh on positive proof of mechanism data for its lead candidate, INZ-701, in ENPP1 &ABCC6 deficiencies;INZY shared Ph1/2 data in ENPP1 and ABCC6 deficiencies, demonstrating normalization in biomarker, PPi (anti-mineralization factor https://t.co/FB9ZOWolXx
Piper Sandler $REGN: Dupixent Hits and Hits Convincingly in COPD – Raising Estimates and PT 850 https://t.co/MiTImOPD9v