Morning Summary - Jun 29 2026

研报英文原文证据摘录

Morning Summary - Jun 29 2026

MORNING SUMMARY

June 29, 2026

Biotechnology: SNDX/INCY: SNDX Is Offering A Free Lunch With The 4Q Axatilimab IPF Phase 2 Data; Here's How We Build

Conviction Into The Event

Diagnostics & Life Sciences Tools: Subbu Sundries — Recapping Recent Observations and Setting the Stage for This Week

Diagnostics & Life Sciences Tools: Updating Our Solid Tumor MRD Market Model, Including NTRA Market Shares

Diagnostics & Life Sciences Tools: Updating Our Therapy Selection Market Model (GH, CAI, TEM, Others)

Diagnostics & Life Sciences Tools: Updating Our Heme MRD Market Model (ADPT)

Diagnostics & Life Sciences Tools: Model Update: Adjusting Our 2Q26 and 2026 Expectations

Global Biopharmaceuticals: Daily Rx GLP-1 Tracker: Oral Wegovy and Foundayo IQVIA Rx Tracker Up to Friday, June 26

Global Biopharmaceuticals: GLP-1 Tracker: This Week's IQVIA Rx (Week Ending June 19, 2026)

Technology & Media: What Price Is Right? Weekly EV/Recurring Revenue Screen (2026 - Week 26)

Media, Internet & Communications Daily: Daily MIC: OpenAI Contemplates Delaying IPO To 2027; Meta Bolsters AI Agent

Security Efforts with Key Hires; “House of the Dragon” S3 Premiere Draws 21.5M Viewers, -8% vs. S2

Media, Internet & Communications Daily: MIC Ride Home: UFC 250 Global Viewership Surpasses 34M; “Supergirl” Targets

$80M+ Worldwide Opening; Nexstar COO Talks Tegna Deal, CW Outlook, State of Pay-TV

PRICE TARGET CHANGES

FOOD DISTRIBUTION

Foodservice Distribution - The More Things Change, the More They Stay the Same—We Remain Buyers, Raising the PFGC

Price Target to $125

John Heinbockel

212 381 4135, john.heinbockel@guggenheimpartners.com

Steven Forbes, CFA, CPA

212 381 4188, steven.forbes@guggenheimpartners.com

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Published on June 28, 2026