B. Riley Sees Multi-Billion Dollar Potential in Elicio’s mKRAS Vaccine
B. Riley sees Elicio as a strong Buy; mKRAS cancer vaccine data in June could be a major stock catalyst.
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B. Riley sees Elicio as a strong Buy; mKRAS cancer vaccine data in June could be a major stock catalyst.
Barzolvolimab met every Phase 3 CSU goal, with 42–54% complete responses. Shares still fell on high expectations, thin safety detail, and oral/injectable rivals.
Viking reported 16–19% weight loss at week 21 and strong maintenance on monthly dosing. GI side effects in the later phase looked like placebo.
CMS says Medicare pays 16% more than private insurers for lab tests. Preliminary 2027 rates could save $1B a year, with cuts capped at 15%.