The Month Ahead – 3Q Catalysts

Research evidence excerpt

The Month Ahead – 3Q Catalysts

Idea

July 1, 2026 04:01 AM GMT

Morgan Stanley & Co. LLCMBioPharma | North America Terence C Flynn, Ph.D.

Equity Analyst

The Month Ahead – 3Q Terence.Flynn@morganstanley.comSean Laaman, Ph.D. +1 212 761-2230

Sean.Laaman@morganstanley.com +1 212 761-4947

Catalysts Michael E Ulz

Mike.Ulz@morganstanley.com +1 212 761-4650

We preview 3Q26 catalysts for US BioPharma stocks (ABBV, Judah C. Frommer, CFA

ACAD, ALMS, AMGN, ARWR, AVIR, BBOT, BIIB, BMY, BNTX, EquityJudah.Frommer@morganstanley.comAnalyst +1 212 761-1270

CGON, CMPS, CRSP, EIKN, EVMN, EXEL, GENB, GILD, GMAB, Maxwell Skor

IMCR, INSM, IONS, JNJ, KYMR, LLY, MNPR, MPLT, MRK, MRNA, EquityMaxwell.Skor@morganstanley.comAnalyst +1 212 761-4804

ONC, PFE, PHVS, PRME, RARE, REGN, RYTM, SLN, UTHR, VKTX, Chris Yu, J.D., Ph.D.

VRTX). Chris.L.Yu@morganstanley.com +1 212 761-2535

Michael H Riad, Ph.D.

Research Associate

Michael.Riad@morganstanley.com +1 212 761-1309

Hailey Horowitz

Hailey.Horowitz@morganstanley.com +1 212 761-5264

Alexander Yevdokimov, Ph.D.

Alexander.Yevdokimov@morganstanley.com +1 212 761-2167

Katherine Sun

Katherine.Sun@morganstanley.com +1 212 761-5968

Rohit Bhasin

Rohit.Bhasin@morganstanley.com +1 212 761-0534

Selena Zhang

Selena.Zhang1@morganstanley.com +1 212 761-1017

Nicholas D Japhet

Nick.Japhet@morganstanley.com +1 212 761-2721

Avraham Novick

Avi.Novick@morganstanley.com +1 212 761-2231

Parth Patel

Parth.Patel@morganstanley.com +1 212 761-5065

Connor M Massari

Connor.Massari@morganstanley.com +1 212 761-2417

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