Max Bosenko

Some FDA decisions are taking WEEKS. Thank you to the dedicated FDA scientists who are making this unprecedented efficiency possible.

Truist reiterated $IDYA Buy/$60 $RVMD TNGX IMRX BMY GSK $AMGN Truist said—This morning, IDYA disclosed enrollment of the first patient into the ph.I study of IDE892, a PRMT5i in MTAP-deleted solid tumors e.g. NSCLC and pancreatic cancer. IDE892 represents IDYA's second wholly-owned MTAP asset to enter the clinic alongside IDE397 (MAT2Ai). We view this development as incrementally positive as our thesis on IDYA's MTAP program has largely centered on the potential for synergistic rationale combinations e.g. IDE892/IDE397 to enable clinical differentiation from competitors - an approach the company plans to evaluate in mid-2026... Collectively, we view IDYA's refined strategy in MTAP as net positive, with the company prioritizing higher-potential targets and rationale combinations that we see as carrying a greater probability of success. In our model, IDE397 accounts for $5 or ~8% of our $60 PT with IDE397's mUC opportunity contributing <$1 (with the remainder from NSCLC). At a broader level, we view the upcoming data for darovasertib in 1L metastatic uveal melanoma as the key catalyst and front and center for IDYA's potential near-term commercial transformation.

LMAOOO

You’ve got to respect Citrini’s ability to capture attention. The post was created with the sole purpose of selling subscriptions, and I’d say it has been a great success