ESALY

$ESALY chatter on StockTwits

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  Jeff Siegel@LibertarianTreehugger18h

  Japan Approves 15-Second At-Home Injection for Alzheimer’s: https://jlsfund.substack.com/p/japan-approves-15-second-at-home $BIIB $ESALY

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  Go for ProMIS@GoforProMISBullishJul 20

  $PMN The total overview of Promis Platform Medicine PMN310 and the targeted total revenue is approximately 20bn+: The estimated global pharmaceutical revenue for 2026—including the newly added category of Alzheimer's disease—breaks down as follows. Revenues approx.: AD $4.43 to 7.79 bn projected to rise sharply due to new antibodies including PMN310 Schizophrenia $7.80 to 9.48 bn; PD $6.20 to 8.38 bn; ALS $0.95 to 1.03 bn; HD $720 to 868 mn; FTD $120 to 250 mn MSA $45 to 157 million. Supplement: AD 2026 (CAGR) Key Drivers & Leading Companies approx. 9.2% – 19.5% (highest growth in the neuro sector) Paradigm shift: transition from purely symptomatic generics (such as donepezil) to expensive, disease-modifying antibodies. Leading companies: $ESALY $BIIB anti-amyloid antibody Leqembi (lecanemab). $LLY Dominant player with Kisunla (donanemab). https://www.promisneurosciences.com/news-media/press-releases/detail/269/promis-neurosciences-reports-first-human-evidence-of

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  Go for ProMIS@GoforProMISBullishJul 16

  $PMN Big Pharma is buying up small fishes for $2,8 bn. If 1 of the big $LLY $BIIB or $ESALY or $RHHVF starts a bidding war we should see a nice run at least to MCap 1bn in the coming weeks

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  Go for ProMIS@GoforProMISBullishJul 14

  $PMN with best in class results at the Alzheimer’s Association International Conference (AAIC) as the world’s largest and most important professional conference dedicated to Alzheimer’s and dementia research. Key figures: Around 12,000 participants from across the globe attended AAIC 2025. Of these, over 8,000 attended in person, while more than 3,000 joined online. Participants came from 139 countries. Participants include: Neurologists Alzheimer’s researchers Representatives from universities Pharmaceutical companies $LLY , $BIIB , $RHHVF , $ESALY , etc. Investors and biotech analysts FDA and regulatory representatives Clinical trial investigators. Get ready for amazing day, week and months to come 🚀 https://www.promisneurosciences.com/investors/news-events/press-releases/detail/269/promis-neurosciences-reports-first-human-evidence-of

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  Go for ProMIS@GoforProMISBullishJul 13

  $PMN is specifically mentioned in the context of "industry giants." The article primarily focuses on the heavyweights of Alzheimer's research, such as $BIIB , $LLY , and $ESALY. The fact that BioSpace explicitly highlights PMN as an innovative challenger within this exclusive circle lends the micro-cap immense credibility and visibility among US institutional investors. Safety data showing "no serious drug-related adverse events" (no ARIA) is exactly the argument the market responds to. Perfect Timing: The AAIC Conference is Right Now The article was published on Friday and points out that the world-renowned AAIC (Alzheimer's Association International Conf.) is taking place in London this week. ProMIS is presenting an official poster there today (Monday, July 13). The BioSpace article serves as a first-class "appetizer" Professional Investors & Fonds. https://www.biospace.com/drug-development/aaic-2026-tau-targeted-alzheimers-treatments-heat-up-while-amyloid-therapies-persist

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  DonCorleone77@DonCorleone77Jul 13

  $MGM $ESALY $PSKY $VWAGY $META TOP 5 WEEKEND STORIES: 1) MGM Resorts (MGM) has been in talks over a potential deal with Barry Diller's People Incorporated (PPLI) after the media mogul offered to acquire the casino giant, the Wall Street Journal's Jessica Toonkel and Lauren Thomas report, citing people familiar with the matter. MGM established a special board committee and lined up advisers to help evaluate the acquisition offer, the authors say, noting that MGM believes Diller's offer undervalues the company. 2) Eisai (ESAIY) and Biogen (BIIB) announced that new data presented at the Alzheimer's Association International Conference, AAIC, 2026 in London support that the LEQEMBI subcutaneous autoinjector, SC-AI, formulation offers efficacy and safety comparable to intravenous administration for people with early Alzheimer's disease. The data was featured during the "Lecanemab Subcutaneous Formulation in Early Alzheimer's Disease: Emerging Clinical Evidence and Practical Use Considerations" Developing Topics Session. 3) The office of Oregon's attorney general said it has withdrawn its court motion to delay Paramount's (PSKY) proposed acquisition of Warner Bros. (WBD), Reuters reports. In a statement to Reuters, Oregon Department of Justice said, "Paramount made it clear that they weren't going to comply with the investigative demand, and that they think they're above the law. We're not going to let them waste Oregonians' resources on these games... We've withdrawn the motion to consider our next steps." 4) Volkswagen (VWAGY) CEO Oliver Blume is facing issues with its overhaul after failing to win initial backing from the supervisory board, Christoph Rauwald of Bloomberg reports. Blume's plans for additional job cuts, plant closures in Germany, and a possible carve-out of the VW brand was rejected by 12 of the 19 supervisory board members. Without the board's support, the prospects for this restructuring plan are uncertain. 5) Meta's (META) new AI detection tool Muse Image has failed to identify some of its own AI-generated images after they were cropped, Hardik Vyas and Seana Davis of Reuters reports, citing an analysis by the journal.

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  CMWYW@JuggernautRaiderBullishMar 10

  $TNXP another catalyst we rarely talk about: expansion into Europe, China, Japan, and elsewhere. The deal for Tonmya’s ex-US rights will trump what one of my favorite biotechs just got from $ESALY for ex-US rights ( $NUVB ’s Ibtrozi). Who is the ideal partner for Tonmya? Maybe $VRTX given they’re already launching a non-opioid analgesic globally? 🧐 Tonix is presenting in Europe and has ambitions to help patients globally 🌎 🌍 🌏

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  Quantumup@QuantumupFeb 24

  Wolfe Research🏁 $CNTA Outperform/$40, and said, The Next Big Idea in CNS - A High-Conviction Orexin Play; Initiate with OP; $40 PT $ALKS $TAK $HRMY $ESALY Wolfe Research added, While multiple orexin-2 agonists demonstrated strong clinical data in late-stage studies, we believe CNTA's ORX750 would become the best-in-class product and generate >$3B US peak sales ➢ Key upcoming catalysts: Additional Ph2 data for higher doses expected in 1Q26, we expect good data which should move the stock up significantly (+40-50%).

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  Quantumup@QuantumupJan 16

  Piper Sandler reiterated $CNTA Overweight-$38 and said, There are two main catalysts for CNTA shares this quarter. $ALKS $TAK $HRMY $ESALY Piper Sandler added, First, the company expects to start Phase 3 trials testing ORX750 in NT1, NT2, and IH. Second, CNTA expects to provide add'l data from the ongoing CRYSTAL-1 Phase 2 trial. We should receive data from at least one of the three indication cohorts. Of the three indications, we believe the most underappreciated question for investors is if orexin agonists can translate meaningfully into idiopathic hypersomnia (IH), a biologically heterogeneous indication that may ultimately represent a larger market opportunity than narcolepsy type 1 (NT1) or type 2 (NT2). Despite significant unmet need, IH remains a "black box" for the field. As such, even modest efficacy signals in IH could materially shift investor perception around the breadth of ORX750's opportunity and provides asymmetric risk-reward.

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  Quantumup@QuantumupJan 14

  TD Cowen reiterated $CNTA at a Buy rating and said, As We Await Higher Dose Data For '750, Stock Pullback Is A Good Entry Point $ALKS $TAK $ESALY $HRMY TD Cowen went on to say: https://x.com/Quantumup1/status/2011547696134307872?s=20

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  CMWYW@JuggernautRaiderBullishJan 12

  $NUVB buying opportunity- $ESALY is a strong ex-US partner and Hung’s going to make more moves for the pipeline 💪

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  E S@AnalyticalOneBearishJan 2

  $DJT $RUM $BIIB $ESALY This:

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  Max Mach@CrispDryBearishJan 2

  $DJT why does he keep drawing attention to the fact that he has massive cognitive health issues ? He’s had 3 cognitive tests already in his first year in office. This is NOT NORMAL. It makes it more apparent his hand wounds are from Leqembi infusions for early Alzheimer’s $RUM $BIIB $ESALY

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  Quantumup@QuantumupDec 1

  B.Riley⬆️ $CNTA's PT to $42 from $33 and reiterated at a Buy rating after Data Deep Dive $ALKS $TAK $AVDL $ESALY HRMY Here's what B.Riley had to say:

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  Quantumup@QuantumupNov 18

  Guggenheim⬆️ $CNTA's PT to $43 from $28 and reiterated at a Buy rating. $ALKS $TAK $ESALY $HRMY NCEL Guggenheim in its note said: Following the promising preliminary readout from the ORX750 CRYSTAL-1 Ph2a study across NT1 / NT2 / IH (analysis of the data & discussion with management), as well as the relatively underwhelming results from alixorexton in NT2 (ALKS), we are increasing our PT to $43 (prior $28). With ~$619M in pro forma cash following recent equity financing, we believe CNTA is well-positioned to progress ORX750 into pivotal trials for NT1 / NT2 / IH, which collectively represent ~185K patients in the US, by our estimates. ORX142 (currently in Ph1 HVs) and ORX489 (IND enabling), may further expand the addressable market of orexin agonists by targeting neurodegenerative and neuropsychiatric disorders.

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