Feb. 21 at 9:25 PM
Comm'l-stage oncology focused bio share price changes YTD. As always, this is not investment advice.
$GERN We are unaware of any Geron related catalyst since it began its surge at the beginning of the month. If anyone can offer insight we're genuinely appreciate it.
$NUVB is the worst performing bio in this peer group YTD. NUVB just announced Safu Phase 3 trial design was finalized. Ibtrozi Q425 sales were
$15.7MM. For perspective, DAWN's Ojemda reported
$20MM+ in its 2nd quarter on the market.
$VSTM continues to trend lower after mgmt shuffle in December. If VSTM's LGSOC combo can generate 60% of Jeffries peak sales target AND if VSTM's combo is worth peer M&A revenue multiples then VSTM's risk v reward profile appears compelling (absent management competence).
$URGN got its J-code for Zusduri. URGN says Zusduri's TAM is 7X higher than Jelmyto. Jelmyto does just under
$100MM/year
$AUTL FY26 guidance =
$120 to
$135MM. Consensus was
$146MM