Will

Photo: William Stewart Halsted : Father of modern surgery.

[Will @medtechmd]

Jefferies expects “fast uptake” for $TAK Orexin product ORZEYFUL in NT1 vs $JAZZ Oxybate.

[Will @medtechmd]

@BioValues I agree, very interesting MOA and situation.

[Will @medtechmd]

$LMRI : With approximately 190 outpatient imaging centers and more than 5,000 team members, Lumexa conducted about 4 million outpatient procedures system-wide in 2025.

Second largest freestanding imaging company in the US.
https://t.co/xVNjYxzH6X

[Will @medtechmd]

$MGTX : “We are pleased to report that we have now completed much of the work towards submission of full global regulatory filings with the EMA and FDA for bota-vec for the treatment of XLRP.”

https://t.co/iNppXUnC4t

[Will @medtechmd]

$TAK : Launches first Orexin agonist to treat Narcolepsy Type 1 and compete with $JAZZ Oxybate.

https://t.co/QpX8bxG0wA

[Will @medtechmd]

$MBX : Awaiting data related to long acting once monthly obesity molecule.

[dough @semodough]

$KURA KOMZIFTI® (ziftomenib) net product revenue grew 53% sequentially to $13.9 million; new patient starts increased 30% and total prescriptions grew 65% –
– KOMZIFTI maintained majority share of new patient starts of the menin inhibitor class in the R/R NPM1-mutated AML market –
– Eight abstracts accepted for ASH 2026, including two oral presentations on FLT3 inhibitor combinations, highlighting expanding development of ziftomenib in AML –
– FDA alignment for approximately 40-patient monotherapy registrational study of darlifarnib in HRAS-mutated salivary gland cancer; study initiation targeted for 1H 2027 –
– Darlifarnib combination studies in renal cell and pancreatic cancers expected to reach key development milestones in 2027 –
– Strong financial position, supported by $492.1 million in cash, cash equivalents and short-term investments, anticipated Kyowa Kirin collaboration payments and up to $300 million additional financing capacity from Oberland Capital –
– Management to host webcast and conference call today at 4:30 p.m. ET / 1:30 p.m. PT –

[Will @medtechmd]

$HUMA : How not to manage a company with a breakthrough, cutting-edge technology and product.

[Will @medtechmd]

$MBX : Investors await once monthly obesity injection data.

[Will @medtechmd]

$XENE : Jefferies positive take on AZK FOS/MDD/BPD progression.

[Gene Munster @munster_gene]

The fact that China targeted Jensen underscores the geopolitical significance of AI leadership.

That means both Democrats and Republicans will need to build lots of data centers. $NVDA

[Will @medtechmd]

@ScorpionFund Everything on this post is wrong, fabricated and fake news. Why don’t you short more.

[Will @medtechmd]

$TMDX : Competitive threat not affecting TMDX vertically integrated “moat”.

[Will @medtechmd]

Jefferies $TMDX : Reiterates Buy $125.00 price target.

[Will @medtechmd]

Jefferies $TMDX : Reiterates Buy $125.00 price target.

[Will @medtechmd]

$FOCL : Gaining traction for the minimally invasive HIFU treatment of prostate cancer.

https://t.co/vBJYyjwCjq

[Will @medtechmd]

“The third quarter of 2026 was the strongest in TransMedics' history, with record revenue and record case volume. Importantly, we delivered these results despite typical third quarter seasonality and before any contribution from ENHANCE Part B or DENOVO." $TMDX

[Will @medtechmd]

$TMDX Guidance

[Will @medtechmd]

$TMDX Guidance

[Will @medtechmd]

$FOCL: Gaining traction for the minimally invasive HIFU treatment of prostate cancer.

[Will @medtechmd]

$LNTH piflufolastat F-18 ( PYLARIFY) outperforms several comparable diagnostic options in terms of quality-adjusted life-years.

https://t.co/UJbxYg1vkh

[Will @medtechmd]

Jefferies tracks transplant volumes for October: $TMDX