Jan. 27 at 7:55 PM
Truist reiterated
$CYTK Buy-
$84 and said, We remain buyers of CYTK following KOL feedback that recognizes Camzyos as a meaningful advance for HCM patients while indicating a tilt in clinical preference for MYQORZO, especially for new patient starts.
$BMY $EWTX
Truist added, While our earlier KOL checks were positive towards Camzyos (LINK1, LINK2, LINK3) as the sole approved CMI, we noted emerging signals that a differentiated label for aficamten could drive a preference.
We think positive KOL sentiment supports our
$3.7B WW peak sales est. (in-line w/ cons).
Many KOLs believe beta-blockers will have a place in therapy, but that many will eventually progress to a CMIs. Virtual call w/ Dr. Masri on 2/3 at 10:00 am ET.
