Morning Summary - May 12 2026

研报英文原文证据摘录

Morning Summary - May 12 2026

MORNING SUMMARY

May 12, 2026

Media, Internet & Communications Daily: MIC Ride Home: NBC Adds Additional NFL Game; 1Q Record Label Market Share

Affirms Earnings Commentary with Gain at WMG, Loss at UMG; TikTok Launches Ad-Free Subscription Plan in UK

Biotechnology: JBIO/VERA: Our Latest Expectations on Potential Stock Moves Ahead of Important Upcoming Catalysts (Phase

1 JADE101 Data at ERA on June 5 and Atacicept PDUFA of July 7)

Global Biopharmaceuticals: Daily GLP-1 Tracker: Oral Wegovy and Foundayo IQVIA Rx Tracker Up to Saturday, May 9

Global Biopharmaceuticals: Global Biopharma: This Week's IQVIA Rx Tracker (Week Ending May 1, 2026)

Media, Internet & Communications Daily: Daily MIC: Disney First Studio to Hit $2B WW Box Office in 2026; Ad-Supported

Streaming Has Potential to Exceed Premium Monetization - EDO; Claude Challenges Google in Local Search

INITIATION OF COVERAGE

BIOTECHNOLOGY Buy

ELVN - CML Opportunity Enlivened Post MRK Deal; ELVN Well-

Positioned: Initiating Coverage at BUY and $80 PT ELVN $39.59 Price$80.00TargetMichael Schmidt, Ph.D.

617 859 4636, michael.schmidt@guggenheimpartners.com

Current Q Next Q Current FY Next FY

Paul Jeng, Ph.D.

617 859 4618, paul.jeng@guggenheimpartners.com $0.0 $0.0 $0.0 $0.0

CLICK HERE TO ACCESS THIS REPORT Market Cap (M) Metric Mult Curr Yr. Mult Next Yr.

Published on May 11, 2026 $2,411 Rev($)M - -

Key Message: We are initiating coverage of Enliven Therapeutics, Inc. (ELVN) with a BUY rating and $80 PT. ELVN is focused on the discovery and

development of "precision" small molecule therapeutics. Lead product candidate ELVN-001 is a potential best-in-class oral BCR-ABL inhibitor for chronic

myeloid leukemia (CML) that we expect to be Phase 3-ready this summer.