FirstLook

Research evidence excerpt

FirstLook

June 17, 2026

First Look

Edgewise Therapeutics, Inc. (EWTX) Evercore ISI Focus

EDG-7500 is building a compelling long-term case in HCM,

Power & Utilities but catalyst vacuum now a potential concern Page 7

June 24th PJM Committee Session: What We're Looking Cory Kasimov Outperform

For Page 3

Nicholas Amicucci MedinCell SA (MEDCL-FR)

MEDCL enters its next phase from a stronger position.

Global Insurance - Life Reiterate OP. Page 8

What’s Behind the Recent Strength in Life Stocks and Will it Michael DiFiore Outperform

Continue? Page 3

Thomas Gallagher Illumina (ILMN)

The AI drug discovery winner: Webinar Replay + Slides +

Hewlett Packard Enterprise Co. (HPE) Investor Feedback Page 8

Live from HPE Discover: AI Infrastructure Becomes a Vijay Kumar Outperform

Networking-Led Story Page 4

Amit Daryanani Outperform Estimate Changes

Rockwell Automation, Inc. (ROK)

Technical Analysis

Demand broadening could sustain recovery Page 9

Chart of the Deal Page 4

Alexander Virgo In Line

Rich Ross

Allegion Plc (ALLE)

Industry Updates

Pulling the levers… but Int’l still likely a drag this Q Page 9

Food Alexander Virgo Outperform

El Niño causing upside risks to 2027 cocoa costs Page 5

David Palmer Macro Research

Political Analysis

Brokers, Banks & Asset Managers

An End to the Iran War? – Recording of Evercore Senior

BDC Software Loan Marks – Mostly What We Expected Chairman Roger Altman in Conversation with Former CIA

Director Bill Burns Page 10

Glenn Schorr

Sarah Bianchi

Housing

Economics & Central Banking Strategy

Florida Roofing Expo 2026 Takeaways Page 6

FED – LOWER T-BILL PURCHASES COULD LAST FOR

Stephen Kim MONTHS, BUT NOT A SIGNAL ABOUT WARSH

BALANCE SHEET POLICY Page 10

Surface Transportation Marco Casiraghi

Trucking Trends: Still Cookin', but Also Hookin' Page 6