$LLY $VKTX Why GLP-1s could become the "everything drug" axios.com/2025/07/28/weg…

Cantor $ATYR Is this the next Abivax?>500% move for Abivax this week following positive P3 results in Ulcerative Colitis led many investors to search for the next catalyst in 2025 with similar upside potential. aTyr emerged as a clear winner in our conversations, given the

LIFESCI $CELC (OUTPERFORM,$45.00 PT): Clear Win for Celcuity's Topline PIK3CA WT VIKTORIA-1 Results in 2L/3L ER+ Breast Cancer; Increasing PT to $45/Share

$BBIO Attached is a Mizuho analyst note regarding BBIO issued today entitled: "Attruby 2Q25 US Revenue Math Sets Bogey in the 6- to Low 7-Handle Range ==> Calc Below"

Cowen $ASND (Buy) - MBX's Canvuparatide Ph2 Data In Q3 Is Important Catalyst To Watch For Yorvi -  MBX's canvuparatide has Ph2 data is expected in Q3:25 (likely Aug-Sept). This is key catalyst given its differentiated QW vs. Yorvi's QD dosing

Cowen $MRK Pharmaceuticals/Major  - Winrevair Tracking Survey #3 -  3rd Winrevair physician survey shows # of patients treated with Winrevair up 4x YoY. Payor coverage more restrictive, but respondents increasingly aligned on Winrevair's ultimate role as 2L therapy $GOSS

GUGG $RZLT BUY PT $15 Key Message: We hosted an investor dinner with members of the C-Suite. Management provided insights into: (1) market sizing for CHI / THI; (2) near-term engagement with the FDA to potentially align on THI; (3) thoughts on pricing; and (4) the size / scope of

$SRPT DMD patient community - one of strongest out there - has always been - GOD Bless all these DMD children & families 🙏🙏

AstraZeneca $AZN reported Q2 revenue of $14.5B, up 12% YoY and above estimates. EPS came in at $2.17, up 10%, matching expectations. Oncology drove the quarter with $6.3B in sales, boosted by Tagrisso and Imfinzi. Brilinta underperformed due to generic pressure, while attention

$AZN updated catalyst page astrazeneca.com/content/dam/az…

LR $ATYR) MEDACorp KOL Says 60% POS: Takeaways from Our KOL Dinner Outperform / Market Cap: $518.9M / Price: 5.83 / Price Target: $16.00

Baird $SRPT What does this mean about the FDA? To us, this backtracking indicates Vinay's crusade against Sarepta was curbed by higher-ups in the Trump administration, despite Comissioner Makary taking Vinay's side in a recent interview

BAIRD $SRPT #FDA First Laura Loomer dug up Vinay's left-leaning tweets then others like Rick Santorum fanned flames,WSJ went on offensive in two separate opinion pieces, casting Prasad as a "one-man death panel" wouldn't be surprised to see a resignation in the short term based

We @Sofi had an exceptional second quarter with record member and product growth and 44% adjusted net revenue growth – our highest in over 2 years. 29% EBITDA margin. The new rule of 70!! We’re building faster than ever to deliver unmatched value to our members and clients. Thank

$AZN revenue drivers astrazeneca.com/content/dam/az…

Snapshot of another strong $SOFI quarter:

$MRK 2q2025 WINREVAIR Sales Were $336 Million - over 1.5 billion run rate all ready $GOSS

$SOFI 11.75 million members now- up almost 900k this quarter - single best metric imho for $SOFI future

Cantor Quick Take/UNH: $UNH 2Q25 First Look; Conservative Guide Likely Allows for Beat & Raise, Call Commentary Key-Overweight, Target: $440.00) UNH set 2025 EPS guidance of ≥$16 vs. our view of investor expectations of $17-18, guide provides a solid base for beat and raise

Cantor reiterated $BBIO Overweight-$95 and said, " $BBIO is on a roll, with the launch of Attruby thus far proving doubters wrong." $ALNY $PFE Cantor added, "The company reports on Tuesday, Aug 5th, after the close. While the stock is up >60% YTD, we still think it's just