reports
- Wedbush Research
STAA STAAR SURGICAL CO.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NKTR NEKTAR THERAPEUTICS
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
DNLI DENALI THERAPEUTICS INC
STRO SUTRO BIOPHARMA
SMCI SUPER MICRO COMPUTER
TVTX INC.
VRDN TRAVERE THERAPEUTICS INC
STX VIRIDIAN THERAPEUTICS INC
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
PEPG GLOBALFOUNDRIES INC
EWTX PEPGEN INC
ABVX EDGEWISE THERAPEUTICS INC
ANRO ABIVAX
MAZE ALTO NEUROSCIENCE INC
AVTX MAZE THERAPEUTICS INC
AVALO THERAPEUTICS INC
- David Nierengarten
- Dennis Pak
- Martin Fan
- 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
- Michael Piccolo
Daily Recap: ABVX, FNMA/FMCC, KLAR, PZZA, ETN, DKS, JDPE/KDP, WBD/PSKY...
Fannie Mae (FNMA - $6.01) and Freddie Mac (FMCC - $5.31)Henry Coffey States “IPO” Action Not Expected Until After the Midterms; Share Values Are Compelling. With President Trump clearly focused elsewhere and other members of the Administration unusually silent around the FNMA/FMCC “IPO,” the only d
- Wedbush Research
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BBY BEST BUY CO. INC.
AXTI AXT INC.
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
GOSS GOSSAMER BIO
SMCI SUPER MICRO COMPUTER
ORIC INC.
STX ORIC PHARMACEUTICALS
TTD SEAGATE TECHNOLOGY HLDGS PLC
PAY THE TRADE DESK
GFS INC.
JANX PAYMENTUS HLDGS INC
MLTX GLOBALFOUNDRIES INC
GETY JANUX THERAPEUTICS INC
ABVX MOONLAKE IMMUNOTHERAPEUTICS
SYRE GETTY IMAGES HOLDINGS INC
NATL ABIVAX
SPYRE THERAPEUTICS INC.
NCR ATLEOS CORPORATION
- David Nierengarten
- Dennis Pak
- Martin Fan
- Damien Choplain
- Oscar Haffen Lamm
M&A narrative gains momentum
We are reiterating our Buy rating on the back of the strong phase III results released Tuesday evening, which we view as a clear bull case for the company. We raise our target price to EUR68 (from EUR27), reflecting an increased probability of approval to 95% (from 70%) for obefazimod in ulcerative
- Damien Choplain
- Oscar Haffen Lamm
Successful phase III in UC, strengthening the case for strategic M&A
Abivax reported strong topline results from its phase III induction trials evaluating obefazimod in UC with a placebo-adjusted clinical remission rate of 16.4% at the 50 mg dose, exceeding market expectations of 12-13% - clearly representing a bull case for the stock. The favourable safety/tolerabi
- Oscar Haffen Lamm
Abivax: ABTECT enrollment complete, induction topline data expected in...
Abivax's phase 3 ABTECT trials, evaluating obefazimod in patients with moderate-to-severe UC, has completed the enrolment of a total of 1,275 patients (exceeding the target enrollment by 4%). Baseline patient characteristics of the phase 3 closely aligns with the previous phase 2b in terms of %prio
- Oscar Haffen Lamm
Abivax: FY'24 reiterated next key inflection points for 2025
Abivax reported today FY'2024 results which mainly focused on balance sheet items and next inflection points for its UC phase 3 trial. Patient recruitment for the phase 3 UC trial is likely on track, with full enrolment reiterated to Q2 2025 with topline results from the 8-week induction trials exp
- Oscar Haffen Lamm
Abivax: Takeaways from the KOL event
Abivax hosted a virtual KOL event yesterday with Dr. David T. Rubin featuring i) a discussion on the unmet medical need and current treatment landscape for patients with UC with a focus on obefazimod's MoA as a key differentiating factor, ii) a review of Obefazimod's phase 2b data as well as phase
- Bruno Bulic
ABIVAX: Abtect minor clinical delay
Abivax announced a minor delay in patient recruitment in its eagerly awaited Ph. III Abtect study, now guiding for a study completion in Q2 2025 (prev. Q1 2025) and a read-out in Q3 2025 (prev. Q2 2025). While the delay appears to be minor and not a primary concern in our view, we are revising our
- Bruno Bulic
Abivax ATM program
Abivax has announced the implementation of an At-The-Market program (ATM program) in American Depositary Shares (ADS) for an aggregate gross volume of USD150m. The ATM program will be effective for three years until November 2027. The ADS sales price is set on the volume-weighted average trading pr
- Bruno Bulic
Abivax Q3 2024 update
Abivax has reported uneventful Q3 results, very much focused on balance sheet items and a recap of corporate achievements this year. On financials, Abivax reiterated its cash reach to Q4 2025 (unchanged) on a cash position exiting Q3 at EUR180.5m, pointing to estimated operating expenses of EUR41.8
- Bruno Bulic
Abivax: Obefazimod in Crohn's disease clinical development
Abivax announced the start of clinical investigations in Crohn’s disease (CD) with obefazimod, disclosing the enrolment of the first patient. This phase IIb study (NCT06456593) named ENHANCE-CD is a multicentre, double-blind, randomized, placebo-controlled trial, with a design comparable to the com
- Bruno Bulic
Abivax positive long-term Ph. II data
Abivax announced excellent interim data on the long-term open-label extension phase of it’s Ph. IIb at a reduced 25mg dose od (versus 50mg od in Ph. IIb). In this extension study, patients who completed the 4-year Ph. IIa or 2-year Ph. IIb with 50mg obefazimod with clinical response could enter thi
- Bruno Bulic
Obefazimod combo partner unveiled, and monotherapy data at UEG
Abivax unveiled the identity of the first moelcule selected for development in a fixed-dose combination with obefazimod, namely Pfizer's Etrasimod (Velsipity), Pfizer launched this S1P inhibitor in Oct. 2023 in moderate to severe ulcerative colitis. Abivax pointed at intriguing synergetic effects i
- Bruno Bulic
H1 2024 results in-line with expectations
Abivax today reported H12024 results reporting a cash balance at EUR 222.3mn and a cash reach to Q4 2025, thereby reiterating preliminary figures provided last July. The EUR 85.2mn cash used in operation was principally driven by increased R&D spending (EUR 64.7mn) on the Phase III in UC (ABTEC
- Bruno Bulic
Abivax: ABTECT study enrollment on track
Abivax today provided an update on the enrollment status into its ABTECT phase III study, disclosing the enrollment of the 600th patient and confirms enrollment completion for Q1 2025 (read-out for Q2 2025).Good to know, Abivax confirmed that to date, baseline participants baseline characteristics
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