Aug. 19 at 12:16 PM
Stifel⬆️ Amylyx to
$45 from
$21, reit'd Buy ~ estimates
$2B market opportunity.
$MBX $VOGX RICFY ZLDPF ZLDPY
Guggenheim⬆️
$AMLX's PT to
$55, reiterated Best Idea and Buy and said -- We are updating our model for LUCIDITY's positive results, which achieved our bull case we are raising our PT to
$55 (from
$40 prior) as avexitide's striking efficacy and favorable tolerability should support strong uptake in our estimated ~30,000 severe PBH patients in the US as well as the broader ~160,000 mod-sev PBH population.
Here's what else Guggenheim had to say in its note to investors: https://x.com/Quantumup1/status/2090049920220680303?s=20