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 1.7× earnings vs its 1.6× historical median P/E.
Fair value ≈ $5.36 · price $5.50 today
Fair value · 3% above
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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.
BTIG⬆️its PT on $DRUG to $147 from $72 and reiterated at a Buy rating.
$HLUBF / HLBBF $UCBJY $JAZZ $PRAX STOK - BIIB
SLNO RYTM AARD
Here's what BTIG had to say in its note to investors: https://x.com/Quantumup1/status/2008883937020354987?s=20
Oppenheimer🏁 $TBPH Outperform/$27
$VTRS $HLUBF $HLBBF TAK
$GSK AZN
Oppenheimer said, We are launching on Theravance Biopharma at Outperform with a $27 PT.
We see potential for the company's 1Q26 Phase 3 ampreloxetine readout to be transformative with a positive risk/reward into topline data. Our 50% PoS supports ~50% upside potential, and approval would likely support a roughly doubling of our valuation expectations. Downside risk is offset with Yupelri supporting the company at near cash flow breakeven, along with an anticipated pro forma cash balance after royalty milestones of ~$500M.
Theravance shares have bid up over the past month (+26% vs. XBI's +5%) into Phase 3 data as we believe investors are taking notice of the transformative potential and mechanistic rationale, along with the downside protection. Positive Phase 3 data would likely support positive re-rating with $1B+ sales potential.
BTIG🏁 $DRUG Buy/$72.
LBPH - $HLUBF/ $HLBBF $UCBJY $PRAX
BTIG said in its initiation report:
Bright Minds Biosciences ( $DRUG, Buy, $72 PT) is developing a very specific 5-HT2C agonist for epilepsies that is widely viewed as Longboard-like, but with key points of differentiation.
BTIG added:
BTIG reit'd $TBPH Buy-$25/said it conts2view CYPRESS as sig derisked by preceding P3s— $TBPH utilized an external enrollment cmte =g same clinical neuro's for both Study 0170/CYPRESS, supporting pot for +VE readthru between the two trials.
$ATHE $HLUBF $HLBBF
$GSK AZN
BTIG said:
