2H26 Catalyst Outlook (our coverage)

研报英文原文证据摘录

2H26 Catalyst Outlook (our coverage)

EVR ISI Estimated

Ticker Asset Asset Description Catalyst Description Timing

Upside/Downside

ARGX Empasiprubart C2 MMN P3 study topline, H2H vs IVIg 4Q26 +5-8%/- 5%

ARGX Vyvgart FcRn Ph2 SSC Topline 2H26 +/ -0-5% ARGXx Vyvgart FcRn Ph3 ITP Advance NEXT study topline 1H27 +2-3% / -5%

ARGX Vyvgart FcRn ALKIVIA registrational study in IMNM, ASyS, DM - Topline 3Q26 +10% / -5-8% PreliminaryDraft-Confidential

ASND Yuviwel CNP Transcon CNP + GH Coach trial 78 week data 3Q26 +/ -0-5%

ASND Yuviwel CNP Transcon CNP + GH Coach trial 104 week data YE26 +/ -0-5%

ASND Yuviwel CNP Ph3 ACH monotherapy enrollment update 2H26? +/- 0-5%

TransCon

NVO (ASND) Semaglutide or other Program to enter clinic 2026 +/- 5%

Sema/Other

BMRN (ASND) Voxzogo CNP ITC case initial determination August 21 2026 +/- 5-10%

SEPN (ASND) SEP-479 oral PTH P1 topline YE26/early 27 +/- 5-10%

PHVS (BCRX) deucrictibant bradykinin B2R antag P3 HAE (QD oral) topline - LTP 3Q26 + 15-20% / -5-8%

BCRX BCX17725 KLK5 inhibitor Netherton P1 HV & Pts initial data YE26 + 15% / -5%

CCCC IKZF1/3 Cemsidomide Initial Ph1b trial cem+ elranatamab data? ASH? YE26 or '27 +/- 10-20%

CMPS COMP360 Psilocybin P3 '006 TRD (25mg, 10mg, 1mg dose arms) 26wk data Early 3Q26 +/- 5-10% ❑List of key

HELP (CMPS) CYB003 Deuterated Psilocin (Oral) P3 MDD data 4Q26 +/- 5-10%

DFTX DT120 Lysergide D-tartrate 1st GAD P3 readout Early 3Q26 + 15-20%/ - 40% stock-moving

DNTH Claseprubart active C1s (YTE) Ph2 Momentum MMN trial topline 4Q26 +10% / -25%

ARGX (DNTH) Empasiprubart C2 MMN P3 study topline, H2H vs IVIg 4Q26 +/- 10-15% catalysts in

DNTH DNTH212 BDCA2/BAFF-APRIL Ph1 HV data 2H26 +/- 5%

DMRA DMR-001 mCALR '989 1L MF data read through 4Q26 +/- 10% our coverage