FWCStocks

[FWCStocks @FWCStocks]

Out of 50 stocks on my watch list, only KURA and VRTX are green...barely. Rough day for the XBI. But some of my buy targets hit so I continue to take advantage of the dips.

[FWCStocks @FWCStocks]

$SABS data readout today. “Clinical Safety, Pharmacokinetics, Immunogenicity, and Pharmacodynamics following Repeat Dosing of SAB-142, a Fully Human Multi-Specific Antithymocyte Globulin for New-Onset Type 1 Diabetes”.

[FWCStocks @FWCStocks]

The article is correct. $KYTX is set to become the first FDA approval here. Kyverna is also way oversold and a screaming buy.

[FierceBiotech @FierceBiotech]

In the race to turn CAR-T cell therapies against autoimmune diseases, Cabaletta Bio has always been blazing its own trail. https://t.co/REb4zJBOOy

[FWCStocks @FWCStocks]

@bradloncar Ask him if $AZN would consider pursuing M&A of TECX after AZD3427 was discontinued due to poor results.

[FWCStocks @FWCStocks]

@Archimedes20311 Perhaps a problem for $JBIO and $CLYM. If better eGFR slope improvements are from combined APRIL and BAFF inhibitors, then both of the above-referenced companies IGaN drugs might have similar issues. I don't know for sure, but I think they are only APRIL.

[FWCStocks @FWCStocks]

@A_May_MD Based on the number of persuasive posts you made about $ABVX I figured you had a very substantial position.

[FWCStocks @FWCStocks]

@TKkamen Wise move IMO.

[FWCStocks @FWCStocks]

eGFR data today from Otsuka (Voyxact) shows that $VERA's Atacicept has more favorable kidney function improvement. $VERA up +10% today. VERA has been oversold despite -> PDUFA date in 1-month. FDA recently aligned with an earlier VERA Phase 3 eGFR readout in Q3.

[FWCStocks @FWCStocks]

$VERA is on sale.
RECENT PRICE TARGETS:

Wells Fargo: $90
HC Wainwright: $110
Cantor: $100
Goldman: $90
Wolfe: $88
LifeSci: $90
BofA: $65
JPM: $86
Evercore: $91
Jeffries: $45

[FWCStocks @FWCStocks]

@WallStSai I like $IVA.

[FWCStocks @FWCStocks]

Recent Analyst coverage on $KYTX. Avg. upside +285%. Today, William Blair starts $KYTX with a BUY.

-H.C. Wainwright Reiterates BUY. PT of $25.
-Morgan Stanley: BUY. PT of $33.
-JP Morgan: BUY. PT of $29.
-Wells Fargo: BUY. PT of $33.
-Leerink: BUY. PT of $32.

[Vera Therapeutics @Official_VeraTx]

We’re excited to announce we have achieved alignment with the FDA on an earlier ORIGIN Phase 3 analysis to support potential full approval for our investigational therapy in IgA nephropathy. Read the press release: https://t.co/9Bc3lux5JQ

[FWCStocks @FWCStocks]

@CNBC $VERA’s PDUFA is in 1 month for a highly effective kidney drug that could compliment $LLY’s interest in nephrology.

[FWCStocks @FWCStocks]

$KYTX Kyverna Therapeutics Highlights Updated Miv-cel Data at EULAR Demonstrating Substantial Reduction in Disease Activity in ACPA-Positive, Treatment Refractory Rheumatoid Arthritis.

https://t.co/BIrD9PDhY9

[FWCStocks @FWCStocks]

Raymond James: Rare unique buying opportunity for $VERA after today's news and the recent selloff.

[FWCStocks @FWCStocks]

$VERA:

[FWCStocks @FWCStocks]

$VERA: PT $90 (LifeSci Capital): +165% Upside.

[FWCStocks @FWCStocks]

$VERA Significant, Very Positive news. Moves up timeline to report eGFR data to Q3 2026.

Vera Therapeutics Announces Alignment with U.S. FDA on Earlier ORIGIN Phase 3 Analysis to Support Full Approval for Atacicept in Adults with IgA Nephropathy.

https://t.co/pzuv0965wp

[FWCStocks @FWCStocks]

@Pharmdca My cost basis has been <$2.00 for a while and I'm looking to add more soon.