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2021-07-16
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Simufilam success already priced in to Cassava, and CONMED a buy in today's analyst action
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However, if significant improvement is shown in the updated analysis, the stock could trade higher, he adds.</li>\n <li>Following the approvaland pricing of Biogen's (BIIB) Aduhelm (aducanumab) at $56K per year, Duncan is also raising his price estimate for simufilam to $52K annually.</li>\n</ul>\n<p><b>CONMED initiated as a buy at UBS</b></p>\n<ul>\n <li>UBS has initiated shares of medical technology and device company CONMED (CNMD) with a buy rating and a $160 price target (~21% upside).</li>\n <li>The firm says the company has benefitted from a focused management team, the acquisitions of AirSeal and Buffalo Filter, and differentiated products.</li>\n <li>\"Lab survey data suggests favorable Q2 results risk reward as well as more bullish 2H and 2022 outlook can act as catalysts for the stock,\" UBS says.</li>\n</ul>\n<p><b>argenx reiterated as buy at Wainwright on R&D update</b></p>\n<ul>\n <li>H.C. Wainwright is maintaining its buy rating on shares of argenx SE (ARGX) following the company announcement of highlights for its upcoming R&D day.</li>\n <li>Analyst Douglas Tsao says he is excited by additional indications for efgartigimod in the neuromuscular area, as well as one possibly in bullous or mucous membrane pemphigoid.</li>\n <li>Tsao believes that this latter rare disease indication alone could result in $200M-$300M in revenue.</li>\n <li>Efgartigimod is currently under development in four indications and has aPDUFA date of December 17, 2021for generalized myasthenia gravis.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Simufilam success already priced in to Cassava, and CONMED a buy in today's analyst action</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSimufilam success already priced in to Cassava, and CONMED a buy in today's analyst action\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 17:18 GMT+8 <a href=https://seekingalpha.com/news/3715468-simufilam-success-already-priced-in-to-cassava-and-more-in-todays-analyst-action><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Positive simufilam data may already be priced into Cassava\n\nWith the Alzheimer's Association International Conference less than two weeks away, Cantor Fitzgerald is downgrading shares of Alzheimer's ...</p>\n\n<a href=\"https://seekingalpha.com/news/3715468-simufilam-success-already-priced-in-to-cassava-and-more-in-todays-analyst-action\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIIB":"渤健公司","CNMD":"CONMED Corporation","ARGX":"Argenx SE","SAVA":"Cassava Sciences Inc"},"source_url":"https://seekingalpha.com/news/3715468-simufilam-success-already-priced-in-to-cassava-and-more-in-todays-analyst-action","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1190597896","content_text":"Positive simufilam data may already be priced into Cassava\n\nWith the Alzheimer's Association International Conference less than two weeks away, Cantor Fitzgerald is downgrading shares of Alzheimer's player Cassava Sciences (SAVA) from overweight to neutral, but is raising the price target to $100 (3% upside).\nAnalyst Charles Duncan finds it hard for shares to trade much higher, given they are up 1400% year-to-date.\nDuncan expects that data from a 9-month interim analysis of simufilam to be incrementally positive as it will likely just reinforce the drug's potential. However, if significant improvement is shown in the updated analysis, the stock could trade higher, he adds.\nFollowing the approvaland pricing of Biogen's (BIIB) Aduhelm (aducanumab) at $56K per year, Duncan is also raising his price estimate for simufilam to $52K annually.\n\nCONMED initiated as a buy at UBS\n\nUBS has initiated shares of medical technology and device company CONMED (CNMD) with a buy rating and a $160 price target (~21% upside).\nThe firm says the company has benefitted from a focused management team, the acquisitions of AirSeal and Buffalo Filter, and differentiated products.\n\"Lab survey data suggests favorable Q2 results risk reward as well as more bullish 2H and 2022 outlook can act as catalysts for the stock,\" UBS says.\n\nargenx reiterated as buy at Wainwright on R&D update\n\nH.C. Wainwright is maintaining its buy rating on shares of argenx SE (ARGX) following the company announcement of highlights for its upcoming R&D day.\nAnalyst Douglas Tsao says he is excited by additional indications for efgartigimod in the neuromuscular area, as well as one possibly in bullous or mucous membrane pemphigoid.\nTsao believes that this latter rare disease indication alone could result in $200M-$300M in revenue.\nEfgartigimod is currently under development in four indications and has aPDUFA date of December 17, 2021for generalized myasthenia gravis.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/170629071"}
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