Morgan Stanley Cuts Peloton to Underweight as New Subscribers Plunge
Peloton’s new subscriber adds are down 78% from peak.
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Peloton’s new subscriber adds are down 78% from peak.
HARMONi-2: Summit’s Ivonescimab extended median survival by 8.2 months vs Keytruda. 42% lower death risk in PD-L1-high patients.
Citi calls Olema’s drop after AstraZeneca’s SERENA-4 miss excessive, keeps Buy and $59 target, and sees $20 value from later-line use.
The FDA approved Scholar Rock’s Isembyld, the first SMA therapy aimed at muscle wasting in patients already on nerve-targeted treatment.