May. 29 at 12:18 PM
Cantor y'day⬆️
$SPRY's PT to
$30 (was
$12), reit'd OW
~Models ARS-2 for chronic spontaneous urticaria, w/ a '30 launch, w/
$575M in sales by '33 & pot'l to drive meaningful long-term upside if dev't/commercialization are successful.
$CLDX $SNY - REGN NVS
AQST TEVA
Cantor said: We hosted a webinar to provide a more in-depth review of our work on SPRY's clinical program for CSU flares following our report yesterday.
We believe this program represents a differentiated and under-appreciated opportunity that warrants greater investor attention.
Based on our analysis and checks, we have a high degree of conviction in its likelihood of success.