Jul. 17 at 1:23 PM
Cantor reiterated
$PRQR Overweight-
$8 and said "We hosted several days of virtual investor meetings with Netherlands- based ProQR this week and last."
$KRRO $WVE VRTX
$ARWR - TAK
$MREO NTLA PRME
Cantor added, "Meetings included CEO Daniel de Boer, new (as of April) CFO Dennis Hom, new (also as of April) CMO Cristina Lopez Lopez, and IR Sarah Kiely.
Discussions were timely given 2H25 will be a key inflection point for ADAR editing and for
$PRQR specifically.
Clinical data will be announced for three independent programs, including ProQR's own NTCP-targeting oligo for cholestatic disease (initial HV data in 4Q25).
Fellow ADAR editing programs, specifically
$KRRO's (OW) and
$WVE's (OW) AATD programs, will also have clinical data updates.
Collectively, these important data spanning three companies, two indications (cholestatic disease and AATD), and two delivery modalities (LNP and GalNAc), will firmly validate ADAR editing as a new and powerful modality for oligo therapeutics, in our view."
