pharmacist25

[pharmacist25 @jeff_eddy]

@AndrewBolis AI

[Nick Timiraos @NickTimiraos]

On the season finale of Succession, Fed edition, there's just one last plotline left: Does Powell stay or go?

Tillis hinted that Powell's threshold may be higher than his own, implying Powell would want to stick around for a few months until the probe has been fully extinguished.

Beyond that, the case for leaving is straightforward: Warsh deserves room to lead, and staying on complicates the transition, hinders a reset, looks political.

The case for staying is structural: Powell's seat going to a Trump appointee would hand the administration a working majority when the Fed has been under siege. Powell can protect it by showing up for a few board meetings a year. The personal cost of staying is small next to what the institution stands to lose.

Says a former colleague: "History has a habit of sometimes being cruel, and it has conspired to put him in a circumstance where he has to make a difficult decision."

[quantumup @Quantumup1]

BTIG⬆️ $NKTR's PT to $178, plus⬆️the PoS in AA to 90% and peak penetration to 30%, while keeping at a Buy rating and one of its 1H26 Top Pick.
$LLY $PFE QTTB ABBV SNY
CRVS REGN KYMR CLDX APGE
BTIG said in its note to investors:
24 µg/kg REZPEG crossed our blue sky threshold of >27% SALT20 at 52wk, supporting REZPEG as likely superior to low-dose Olumiant in alopecia areata (AA; Olumiant showed 21% to 24%
SALT20 at 52wk in Phase 3).

The dermatologists on the call attested that REZPEG would be prescribed to 90% of their AA patients if the therapeutic profile in REZOLVE-AA were replicated in Phase 3; one even opined that it could be closer to 100% for others, considering the aversion to JAK inhibitors remains very high.

We expect REZPEG's cleaner safety vs. JAK inhibitors could increase the global AA market from ~$200 million in 2025 to several billion by the mid-2030s.

No new safety signals were seen in today's REZOLVE-AA update, which is significant as Q2W 24µg/kg for 52wk represents the largest annual exposure of REZPEG in any clinical study, to date.

Following an upcoming end-of-Phase-2 meeting with the FDA, mgmt. plans to advance the REZPEG AA program to Phase 3 with a 52wk induction course and the SALT Score ≤20 registrational endpoint.

In the near-term, NKTR plans to initiate its ZENITH-AD Phase 3 program (REZPEG in atopic dermatitis) in June/July 2026.
Additionally, NKTR expects to initiate a new REZPEG proof-of-concept study for a potential new indication, with cutaneous lupus erythematosus (CLE) mentioned as a possible option.

Following the REZOLVE-AA 52wk results, we have raised our probability of success in AA to 90% from 80% and increased our peak penetration to 30% from 18%, raising our PT to $178 from $151.

[pharmacist25 @jeff_eddy]

@marryevan999 Polybacktest

[Bio Stocks™ @BioStocks]

$KYMR halt

[dough @semodough]

Maxim $RZLT PT $15 180 million cash Top-line data is on track for December 2025 and represents a significant catalyst
for $RZLT shares. are also awaiting the start of the P3 study in cancer
hyperinulinism which is expected mid-year and to report data in mid-2H26.

[pharmacist25 @jeff_eddy]

RT @ripster47: $GOOGL
Finally Some buyers
Our shorts are done
150 /152 key
148 support
Courtsey @bookmap_pro

[Pharmdca @Pharmdca]

$VKTX leaps

[dough @semodough]

MS $JNJ $PTGX plan to release Ph3 data for JNJ-2113 (oral
IL-23) from ICONIC-LEAD/TOTAL in PsO in 4Q24/1Q25,
representing one of next pipeline catalysts for $JNJ base case expectation is JNJ-
2113 delivers efficacy above approved oral options.

[dough @semodough]

$LRMR 2 important potential catalysts: (1) presentation of interim
OLE data in 4Q24 and (2) presentation of lipid profile and gene expression data at ICAR
(November 12-15, 2024these biomarker data may potentially contribute
to meet LRMR’s goal of BLA filing by 2H25.

[Ripster @ripster47]

🚨🔑 Webinar is Unlocked

[Pharmdca @Pharmdca]

$AMZN drop

[Ripster @ripster47]

☀️
Wake Up Summary
$AAPL $MCD $DIS $TSLA

[Ripster @ripster47]

💡 Just because YOU CAN trade Huge Position Sizes, YOU DNT HAVE to!

Size=Emotion
Example : IF you trade 200 shares/2-3 contracts instead of 2000/20 contracts that you CAN trade, you will see more consistency in your results & brings confidence before u size up.

Try it!!

[Pharmdca @Pharmdca]

$TSLA should run up into summer event.

[Pharmdca @Pharmdca]

Some questions being asked are so vague and repetitive. Do they sleep when others asked the same questions

[pharmacist25 @jeff_eddy]

@phillyrealty Free money

[pharmacist25 @jeff_eddy]

@Pharmdca $MREO

[pharmacist25 @jeff_eddy]

@Pharmdca Appreciate any thoughts thru DM if you want to chatPharmacist to Phatmacist. I love Veris.

[pharmacist25 @jeff_eddy]

@Pharmdca Absolutely, revs should be up this quarter with new processing I would think. Numbers don’t happen til utility data peer reviewed and big boys on board with insurance coverage.