Will (@medtechmd) header
Will (@medtechmd) profile picture

Photo: William Stewart Halsted : Father of modern surgery.

Florida, USA
Joined July 2011
Photo by Will (@medtechmd)Photo by Will (@medtechmd)Photo by Will (@medtechmd)Photo by Will (@medtechmd)Photo by Will (@medtechmd)Photo by Will (@medtechmd)Photo by Will (@medtechmd)Photo by Will (@medtechmd)Photo by Will (@medtechmd)Photo by Will (@medtechmd)
$INSM : Brinsupri October Symphony Data Suggest Strong Start To 4Q. Jefferies.
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$HTFL : Cardiac imaging use may extend well beyond coronary artery diagnostics.
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Jefferies expects “fast uptake” for $TAK Orexin product ORZEYFUL in NT1 vs $JAZZ Oxybate.
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$MGTX : “We are pleased to report that we have now completed much of the work towards submission of full global regulatory filings with the EMA and FDA for bota-vec for the treatment of XLRP.” share.google/3jkkmHX36h5l2nf…
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$MBX : Awaiting data related to long acting once monthly obesity molecule.
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Will retweeted
$KURA KOMZIFTI® (ziftomenib) net product revenue grew 53% sequentially to $13.9 million; new patient starts increased 30% and total prescriptions grew 65% – – KOMZIFTI maintained majority share of new patient starts of the menin inhibitor class in the R/R NPM1-mutated AML market – – Eight abstracts accepted for ASH 2026, including two oral presentations on FLT3 inhibitor combinations, highlighting expanding development of ziftomenib in AML – – FDA alignment for approximately 40-patient monotherapy registrational study of darlifarnib in HRAS-mutated salivary gland cancer; study initiation targeted for 1H 2027 – – Darlifarnib combination studies in renal cell and pancreatic cancers expected to reach key development milestones in 2027 – – Strong financial position, supported by $492.1 million in cash, cash equivalents and short-term investments, anticipated Kyowa Kirin collaboration payments and up to $300 million additional financing capacity from Oberland Capital – – Management to host webcast and conference call today at 4:30 p.m. ET / 1:30 p.m. PT –
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$HUMA : How not to manage a company with a breakthrough, cutting-edge technology and product.
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$MBX : Investors await once monthly obesity injection data.
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$XENE : Jefferies positive take on AZK FOS/MDD/BPD progression.
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The fact that China targeted Jensen underscores the geopolitical significance of AI leadership. That means both Democrats and Republicans will need to build lots of data centers. $NVDA
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$TMDX : Competitive threat not affecting TMDX vertically integrated “moat”.
Jefferies $TMDX : Reiterates Buy $125.00 price target.
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Jefferies $TMDX : Reiterates Buy $125.00 price target.
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“The third quarter of 2026 was the strongest in TransMedics' history, with record revenue and record case volume. Importantly, we delivered these results despite typical third quarter seasonality and before any contribution from ENHANCE Part B or DENOVO." $TMDX
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$FOCL: Gaining traction for the minimally invasive HIFU treatment of prostate cancer.
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