Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 0.5× earnings vs its 0.3× historical median P/E.
Fair value ≈ $7.08 · price $13.37 today
Overvalued · 89% above
Loading valuation…
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$SGMO is heading into Chapter 11 while Eli Lilly ($LLY) and Astellas ($ALPMY) move in as stalking‑horse bidders for key gene therapy platforms and the Fabry program ST‑920.
For $LLY and $ALPMY, this is a chance to lock in enabling gene‑therapy tech at distressed prices. For $SGMO equity, bankruptcy means heavy impairment risk and an uncertain recovery.
Unclaimed Sangamo assets (like neuropathic pain and other programs) could still draw additional bidders, but the main takeaway is clear: partners get the IP, common often gets crumbs.
https://prismmarketview.com/lilly-and-astellas-pick-over-sangamos-gene-therapy-assets-as-biotech-slides-into-bankruptcy/
Barclays🏁 $STRO and said: We initiate coverage of Sutro Bio (STRO) at Overweight with a $56 price target.
$PFE GMAB $ALPMY MRSN MGNX IDYA ABBV
Here's what else Barclays had to say in its initiation report: https://x.com/Quantumup1/status/2059954928584462482?s=20
Truist⬆️the PT on $ABCL to $12 (was $10), reiterated at Buy and said—Clinical Signal & Platform Promise: What VMS Data Could Mean for ABCL's Next Phase
$ALPMY $BAYRY
Truist added—We reiterate our ABCL Buy rating following Ph1 ABCL-635 data that shows
1) target engagement and
2) clean safety profile that could support a superior safety profile vs. competitors.
We look to Ph2 data (3Q26) to confirm or exceed efficacy seen with Veozah/Lynkuet and see favorable risk-reward benefit leading into the data.
We believe 635 showing pbo-adjusted reductions in VMS frequency of ~20-25% and severity of ~10-15% could lead to upside potential of 20-60%+ vs. 20-40% downside from negative data (preview w/ scenario analyses).
We updated our model to include a VMS revenue build (vs. prior project fee), reflecting how we think investors will view the stock.
$SLS $ABBV $NVS $ALPMY These 4 companies drugs are going to be Obsolete after GPS FDA approval:
AbbVie and Genentech: Venclexta (venetoclax)
Astellas Pharma: Xospata (gilteritinib)
Novartis Pharmaceuticals: Rydapt (midostaurin)
Bristol Myers Squibb: Onureg
Combined Sellas Platform can treat entire AML from start to finish and will make $10 Billion dollar blockbusters Obsolete.
ABBV and Merck will be the biggest looser of the imminent bidding war if they don’t make a move pre- GPS Regal Pivotal Registrational Phase 3 study.
SLS GPS will dethrone Merck’s Keytruda as # 1 selling drug on the planet with peek sales of $35 Billion +
Mark this post and frame it, Bidding war= $280.00+
🙏✌️❤️🩹
Stifel y'day⬆️ $ABCL's PT to $8 (was $7), reit'd Buy/said it now models ABCL635 peak U.S. sales of $1.4B and $800M in menopause-related VMS and oncology-related (specifically early-stage breast cancer) VMS.
$ALPMY $BAYRY
Here's what Stifel said in its note: https://x.com/Quantumup1/status/2054180048857424221?s=20
Cantor reiterated $ANNX Overweight
ISEE - $ALPMY
BofA reit'd Buy; $8 after ANNX's Geographic Atrophy Investor Day where BofA said: Vonaprument's novel MoA could drive visual acuity benefit
Here's what Cantor and BofA had to say: https://x.com/Quantumup1/status/2034658656029954490?s=20
Vir Biotechnology (NASDAQ: VIR) Soars 27.7% on Big Pharma Deal: https://www.smartinvestornews.com/all-articles/vir-biotechnology-nasdaq-vir-soars-27-7-on-big-pharma-deal $VIR $ALPMY
$VIR: Vir Biotechnology (+34.5%) surging on earnings and updated Phase 1 trial results for PSMA-targeting, PRO-XTEN dual-masked T-cell engager VIR-5500. Also strategic collaboration with Astelas Pharma $ALPMY; and upgraded to Strong Buy from Outperform at Raymond James.
$SGMO $SGMO $ALPMY The Astellas presentation at JPM Healthcare conference is at 3p PT today. Hopefully we at least get some strong hints that tilt us toward Astellas, or perhaps Takeda. Supposedly, a copy of the presentation materials and webcast link will be posted on the http://Astellas.com investor relations page later today, but I haven’t seen anything yet. Very interesting that they’re doing a webcast!
ASCO GI 2026: What to watch
The data is LIVE and Alpha Tau is the standout. Two massive abstracts prove Alpha DaRT is the next frontier in internal oncology:
$DRTS - Abstract #1 shows breakthrough safety in advanced Pancreas cancer treatment. Ultra-high dose precision in "inoperable" tumors. Abstract #2 highlights immune markers-turning the tumor into its own vaccine. 31% insider skin-in-the-game + $12 analyst PT.
$ACTU - Jan 9 Oral session on Elraglusib. Risk of death reduced by 37% in early looks. The market wants the full survival curves.
$RNXT - Abstract #732. Proving their TAMP platform hits the tumor harder with fewer side effects than systemic chemo.
$ALPMY - Late-breaking data on Zolbetuximab. Setting the "Precision" ceiling for the Gl sector
Citizens $TSHA Market Outperform/$8
$NGNE $NVS $ACAD AVXL $ALPMY
Citizens said—Taysha (TSHA, MO, $8 PT) and Neurogene (NGNE, NC) are moving into registrational studies and both show significant promise.
Both registrational studies are well-designed, according to Dr. Davies, to capture improvements in clinical benefit and leverage primary outcomes that are objective measurements of performance outcomes and not patient/caregiver reported or effort based, which are less meaningful.
William Blair🏁 $VRDN at an Outperform rating.
$AMGN $NVS $ALPMY $RHHBY
William Blair said, we are initiating coverage of Viridian with an Outperform rating and $47 fair value estimate, based on our belief that the company's anti-IGF-1R franchise represents a meaningful advance compared to Tepezza for the treatment of thyroid eye disease (TED). While we acknowledge that growth in the U.S. TED market has plateaued in recent years, we believe that new therapies offering a more convenient administration, cleaner picture of the adverse event profile of IGF-1R inhibition, and diplopia benefit in chronic disease have potential to grow the market. In particular, while we believe veligrotug has important advantages over Tepezza that could drive share capture and modest market expansion following a potential mid-2026 approval, we believe the bigger value driver is the subcutaneously administered VRDN-003, for which top-line Phase III data are expected in the first and second quarters of 2026.
Truist🏁 $VRDN Buy-$41 and said—We think VRDN is well-positioned following veligrotug's (Veli') BLA submission and potential launch in thyroid eye disease (TED).
$AMGN $NVS $ALPMY $RHHBY
Truist additionally said in its initiation report—Our valuation is driven by Veli', a full IGF-1R antagonist, which has shown differentiated efficacy — with markedly reduced treatment burden — in active and chronic TED, with support from KOLs, justifying our est. of a WW peak sales opportunity of ~$730M by 2031.
We also see the layering of a larger opportunity for VRDN-003, a half-life extended subcutaneous (SC) formulation, which we est. could command a WW peak sales opportunity of $1.5B in 2034. An early autoimmune pipeline diversifies the opportunity.
