$SABS: Leerink increases PT to $12/share.
UBS: $PFE Tzield approved by FDA. However, SAB-142 ($SABS) is significantly more convenient and commercially viable with administration over 2 days vs. 12-14-days with Tzield and SAB-142 potential for a better safety profile overall.
My highest conviction stock: $VERA. If you don't own it before the July 7 PDUFA, you're going to miss out.
->New survey of multiple nephrologists says $VERA is not at a disadvantage vs. VRTX.
$VERA better on safety than $VRTX.
$VERA sales consensus is $2.0B
Today Wells Fargo said that $VERA could be a good M&A fit with $AMGN's franchise nephrology program. With a 90% chance of approval in less than 1 month...$VERA is posed for 100% returns upon approval.
$TECX •APEX 24-week Phase 2 trial is evaluating the safety and efficacy of TX45 in patients with pulmonary hypertension associated with heart failure with preserved ejection fraction (PH-HFpEF)
•APEX Phase 2 trial enrolled 191 patients across 14 countries, with approximately 72% of patients in the enriched population of CpcPH with a pulmonary vascular resistance (PVR) >3 WU at baseline
•TX45 APEX Phase 2 topline results expected in early Q1 2027
$VERA PDUFA decision less than 1-month away for the IGaN kidney drug Atacicept. 90% probability of approval with full workforce already in place. Looking for 100% upside on approval.
Out of 50 stocks on my watch list, only KURA and VRTX are green...barely. Rough day for the XBI. But some of my buy targets hit so I continue to take advantage of the dips.
$SABS data readout today. “Clinical Safety, Pharmacokinetics, Immunogenicity, and Pharmacodynamics following Repeat Dosing of SAB-142, a Fully Human Multi-Specific Antithymocyte Globulin for New-Onset Type 1 Diabetes”.
In the race to turn CAR-T cell therapies against autoimmune diseases, Cabaletta Bio has always been blazing its own trail. fiercebiotech.com/biotech/wh…
eGFR data today from Otsuka (Voyxact) shows that $VERA's Atacicept has more favorable kidney function improvement. $VERA up 10% today. VERA has been oversold despite -> PDUFA date in 1-month. FDA recently aligned with an earlier VERA Phase 3 eGFR readout in Q3.
We’re excited to announce we have achieved alignment with the FDA on an earlier ORIGIN Phase 3 analysis to support potential full approval for our investigational therapy in IgA nephropathy. Read the press release: ir.veratx.com/news-releases/…