reports
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NKTR NEKTAR THERAPEUTICS
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
ACRS ACLARIS THERAPEUTICS INC.
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
OVID OVID THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
UBER UBER TECHNOLOGIES INC.
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ORIC KEROS THERAPEUTICS
ZNTL ORIC PHARMACEUTICALS
BEAM ZENTALIS PHARMACEUTICALS
LRMR BEAM THERAPEUTICS
PRAX LARIMAR THERAPEUTICS INC
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
VRDN TRAVERE THERAPEUTICS INC
SANA VIRIDIAN THERAPEUTICS INC
PLTK SANA BIOTECHNOLOGY
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
STX DAY ONE BIOPHARMACEUTICALS INC
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
GMTX GLOBALFOUNDRIES INC
TYRA GEMINI THERAPEUTICS INC
PEPG TYRA BIOSCIENCES INC
EWTX PEPGEN INC
SLDB EDGEWISE THERAPEUTICS INC
DDI SOLID BIOSCIENCES INC
APGE DOUBLEDOWN INTERACTIVE CO LTD
EMBRAC B APOGEE THERAPEUTICS INC
DNTH EMBRACER GROUP AB
ORKA DIANTHUS THERAPEUTICS INC
BCAX ORUKA THERAPEUTICS INC
ZBIO BICARA THERAPEUTICS INC.
TLX ZENAS BIOPHARMA INC.
MAZE TELIX PHARMACEUTICALS LIMITED
JBIO MAZE THERAPEUTICS INC
IMA JADE BIOSCIENCES INC
IMAGENEBIO INC.
- David Nierengarten
- Dennis Pak
- Geoffrey Von Der Ahe
- Laura Chico
- Martin Fan
- Robert Driscoll
- Thomas Yip
- Yun Zhong
XENE XENON PHARMACEUTICALS INC
VYGR VOYAGER THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
FRX_CN FENNEC PHARMACEUTICALS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
OVID OVID THERAPEUTICS
ISR ISORAY
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
STOK STOKE THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
BEAM BEAM THERAPEUTICS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
TVTX TRAVERE THERAPEUTICS INC
VRDN VIRIDIAN THERAPEUTICS INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
GMTX GEMINI THERAPEUTICS INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
SLDB SOLID BIOSCIENCES INC
APGE APOGEE THERAPEUTICS INC
DNTH DIANTHUS THERAPEUTICS INC
ORKA ORUKA THERAPEUTICS INC
BCAX BICARA THERAPEUTICS INC.
ZBIO ZENAS BIOPHARMA INC.
TLX TELIX PHARMACEUTICALS LIMITED
MAZE MAZE THERAPEUTICS INC
JBIO JADE BIOSCIENCES INC
- Laura Chico
- Thomas Yip
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q25
We publish today our comprehensive quarterly bible: 243 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
Biogen to Acquire Apellis, Enhancing the Company’s Growth Portfolio in...
Biogen to Acquire Apellis, Enhancing the Company’s Growth Portfolio in Immunology and Rare Disease, Bolstering Growth Outlook and Accelerating Expansion into Nephrology Acquisition will bring two differentiated commercialized immunology medicines to Biogen with EMPAVELI® FDA-approved in three indications, including two rare kidney diseases, and SYFOVRE® FDA-approved in geographic atrophy, an immune-mediated retinal diseaseBringing together Biogen and Apellis’ commercialization capabilities will maximize the potential of both EMPAVELI® and SYFOVRE®, while Apellis’ talent and expertise will a...
- Michael Piccolo
Daily Recap: UL/MKC, APLS/BIIB, CNTA/LLY, AFBI, NKE, COLD, MLI, RCAT, ...
Apellis Pharmaceuticals, Inc. (APLS - $17.09) and Biogen Inc. (BIIB - $187.57)Announces $5.6 Billion All-Cash Acquisition (+CVR); Offer Value $41.00/share; Expected Close 2Q'26. BIIB announced today it has entered into a definitive agreement to acquire APLS for $41.00 per share in cash, representin
FDA Approves New High Dose Regimen of SPINRAZA® (nusinersen) for Spina...
FDA Approves New High Dose Regimen of SPINRAZA® (nusinersen) for Spinal Muscular Atrophy The approval was anchored on data from the pivotal DEVOTE study that investigated the efficacy and safety of the High Dose Regimen of SPINRAZA in treatment-naïve and previously treated SPINRAZA patientsHigh Dose SPINRAZA will be available in the United States in the coming weeks and is also approved in the European Union, Switzerland and Japan CAMBRIDGE, Mass., March 30, 2026 (GLOBE NEWSWIRE) -- (Nasdaq: BIIB) today announced that the High Dose Regimen of SPINRAZA® (nusinersen), which is comprised o...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NKTR NEKTAR THERAPEUTICS
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
ORIC INC.
U ORIC PHARMACEUTICALS
BUR UNITY SOFTWARE
STX BURFORD CAPITAL
UWMC SEAGATE TECHNOLOGY HLDGS PLC
GFS UWM HLDGS CORP
MLTX GLOBALFOUNDRIES INC
EWTX MOONLAKE IMMUNOTHERAPEUTICS
BCAX EDGEWISE THERAPEUTICS INC
BICARA THERAPEUTICS INC.
- Laura Chico
- Thomas Yip
Biogen Announces Second Positive Phase 2 Litifilimab Trial in Cutaneou...
Biogen Announces Second Positive Phase 2 Litifilimab Trial in Cutaneous Lupus Erythematosus at 2026 American Academy of Dermatology Annual Meeting, Showing a Significant Reduction in Skin Disease Activity In the Phase 2 part of the AMETHYST study, litifilimab met the primary endpoint of reduction of disease activity in people living with CLE at Week 16, with more litifilimab participants achieving clear / almost clear skinFollowing positive Phase 2 LILAC results, litifilimab is the only investigational program with consistent, positive efficacy results in multiple CLE studies; if approved l...
- Laura Chico
- Thomas Yip
- Wedbush Research
STAA STAAR SURGICAL CO.
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
DNLI DENALI THERAPEUTICS INC
SMCI SUPER MICRO COMPUTER
IDYA INC.
TVTX IDEAYA BIOSCIENCES
PLTR TRAVERE THERAPEUTICS INC
VRDN PALANTIR TECHNOLOGIES
STX VIRIDIAN THERAPEUTICS INC
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
PEPG GLOBALFOUNDRIES INC
EWTX PEPGEN INC
SLDB EDGEWISE THERAPEUTICS INC
APGE SOLID BIOSCIENCES INC
ANRO APOGEE THERAPEUTICS INC
MAZE ALTO NEUROSCIENCE INC
MAZE THERAPEUTICS INC
- David Nierengarten
- Dennis Pak
- Geoffrey Von Der Ahe
- Laura Chico
- Martin Fan
- Robert Driscoll
- Thomas Yip
- Yun Zhong
- Laura Chico
- Thomas Yip
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CTMX CYTOMX THERAPEUTICS INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HEAR TURTLE BEACH CORP.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
PLTR INC.
FNMA PALANTIR TECHNOLOGIES
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
GFS SEAGATE TECHNOLOGY HLDGS PLC
EWTX GLOBALFOUNDRIES INC
APGE EDGEWISE THERAPEUTICS INC
ABVX APOGEE THERAPEUTICS INC
RBRK ABIVAX
MAZE RUBRIK INC
VOYG MAZE THERAPEUTICS INC
VOYAGER TECHNOLOGIES INC
- Laura Chico
- Thomas Yip
Biogen Presents Additional Salanersen Data Showing New Motor Milestone...
Biogen Presents Additional Salanersen Data Showing New Motor Milestones Achieved in Children with SMA Previously Treated with Gene Therapy New Phase 1b data support the safety and effectiveness of salanersen over one year in children with SMA who had the potential for improvement due to suboptimal clinical status with prior gene therapySalanersen is a novel antisense oligonucleotide and has the potential to deliver high efficacy in SMA with once-yearly dosingBiogen also debuted the design of the Phase 3 salanersen clinical trial program which is being initiated at sites around the world CA...
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