Casgevy Outlook: Morgan Stanley’s Take on CRISPR Therapeutics
Morgan Stanley upgraded CRISPR Therapeutics to Equal Weight, $60 target (~21% upside), sees Casgevy growth but mixed valuation views.
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Why Investors Punished Maze Stock Despite Strong MZE829 Diabetes Data
Maze’s new kidney pill MZE829 cut harmful protein in urine by 35.6% in its Phase 2 trial — including patients with diabetes. Stock still fell 30% as analysts say “don’t compare it to Vertex” but remain very bullish.
Vertex's Povetacicept Delivers Solid IgAN Data — But No Real Threat to Vera's Atacicept, Says BofA
BofA reaffirms Buy on Vera Therapeutics; Vertex’s povetacicept Phase 3 interim results in IgAN meet expectations but pose no major competitive threat.
Vertex’s Povetacicept Hits Primary + All Secondary Endpoints in Phase 3 IgAN Trial
Vertex Pharmaceuticals' povetacicept succeeds in Phase 3 RAINIER trial for IgA nephropathy with 52% proteinuria reduction. Positive safety data and FDA submission planned soon.
CRISPR Therapeutics Jumps on Takeover Buzz
CRISPR Therapeutics stock surges 6% amid fresh speculation that Vertex Pharmaceuticals may pursue an acquisition.
Morgan Stanley Shifts Outlook on Vertex and Regeneron
Morgan Stanley upgrades Vertex Pharmaceuticals on promising kidney pipeline progress and downgrades Regeneron due to balanced risk/reward and valuation concerns.