Filtered library · Theme
rare-disease-approvals theme · 9 dossiers
Dossiers in the rare-disease-approvals theme cluster — 9 names moving on shared catalysts.
All dossiersCNTA
Orexin-2 agonist pure-play; ORX750 is the 3rd horse in a Takeda-validated NT1/NT2/IH franchise. Wells Fargo downgrade to EW with PT raised to $42 (2026-04-20) marks the sell-side-catchup phase — leg 1 narrative window closed. Next leg…
DNTH
Pre-readout accumulation leg on DNTH-103 complement platform: Wolfe Research Outperform/$98 PT (2026-04-09) is the first sell-side anchor; AAN 2026-05-04/07 competitor tape + H2 2026 MaGic gMG Phase 2 topline are the binary repricers. Buy…
APLS
Biogen-deal re-rating (2026-04-06) already digested; Wells Fargo Equal-Weight at $41 PT (2026-04-17) caps upside. Next impulse is binary on ~2026-05-06 Q1 print — Syfovre net revs + Empaveli C3G ramp. MATURING, not ACCELERATING. Watch-only.
CRVS
Single-asset biotech binary riding a 5-day-old Goldman initiation (Buy, $40 PT, 2026-04-17). Soquelitinib Phase 1 oral-AD readout ~2026-05-12 is the whole trade. No confirming sell-side yet, no pullback. Watch, don't buy — chase risk is…
ERAS
RAS-pipeline binary catalyst. ERAS-0015 Ph1 readout narrowed to mid-May 2026 (PR 2026-04-21) stacks with AACR posters 2026-04-25 to 04-30, but the 2026-04-13 -11.52% circuit-breaker halt remains unexplained 9 sessions later. No edge to…
IRWD
Broken-chart specialty GI biotech — Linzess royalty bleeding from Part D redesign, apraglutide SBS-IF PDUFA is the only narrative leg. Binary catalyst, not momentum. SKIP until fresh price structure or positive FDA signal re-fires the tape.
SLNO
Pure merger-arb, narrative-dead. NBIX $53.00 cash deal announced 2026-04-06; 5 sell-side desks collapsed PTs to exactly $53 within 8 trading days. Sub-1% spread vs -35% break tail — wrong archetype for narrative-momentum book. Skip unless…
TRVI
Post-offering digestion at $13.00 anchor ahead of mid-2026 Phase 2b RIVER topline (chronic cough in IPF). Dilution overhang priced in but no clean base yet — DORMANT pending 3 closes above $13.50 on fading volume. Archetype-5 binary,…
VIR
Post-COVID biotech pivot — VIR-5500 Phase 1 (PSMA dual-masked TCE) first patient dosed 2026-04-13; AACR 2026-04-25→30 posters and Q1 2026 earnings (~early May) are the next binary inflections. DORMANT until first-cohort safety disclosure…