GLOBAL RESEARCH ARCHIVE
Morning Summary - Jul 14 2026
Research evidence excerpt
Morning Summary - Jul 14 2026
ially registration-enabling studies in 2L+ NSCLC, 1L PDAC (Ph 3), and
RASm NSCLC (Ph 3) during 1H27, 2027, and 2H27/1H28, respectively. We view yesterday's update as incremental, relative to the earlier, April 2026 data
disclosure and believe most investors view presentation of mature U.S. Phase 1b safety/efficacy dose-expansion data at RP2D in "dozens" of patients per
histology as the next key de-risking data disclosure. Next up, we expect ERAS to present preliminary dose-escalation data from the Phase 1 BOREALIS-1
study of ERAS-4001 (pan-KRASi) in 2H 2026.
GLOBAL BIOPHARMACEUTICALS
Global Biopharma: Previewing 2Q26 Large Cap Pharma Earnings; Guggenheim Investor Webinar Tuesday, July 14 at 2pm ET
Vamil Divan, M.D.
212 823 6543, vamil.divan@guggenheimpartners.com
Seamus Fernandez
617 859 4637, seamus.fernandez@guggenheimpartners.com
CLICK HERE TO ACCESS THIS REPORT
Published on July 13, 2026
Key Message: Ahead of our investor webinar previewing 2Q 2026 earnings for our large cap pharma coverage and discussing our favorite ideas for 2H
2026, we provide here a summary of our recently published earnings preview work. Links to each individual earnings preview note are also provided below.
Our webinar will be held tomorrow, July 14th at 2pm ET. Please register for the webinar HERE or contact us or your Guggenheim Sales Representative
to register.
TARSUS PHARMACEUTICALS, INC. Buy
TARS - CCO Aziz Mottiwala Departs for CEO Role; Xdemvy 2026
Guidance Reiterated TARS $59.31 Price$90.00TargetEddie Hickman, Ph.D.
212 518 9904, eddie.hickman@guggenheimpartners.com
Current Q Next Q Current FY Next FY
Yatin Suneja
212 518 9565, yatin.suneja@guggenheimpartners.com $168.0 $180.0 $688.4 $935.0
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