Biotech - Investor Pulse: Top Inbounds Across Our Coverage; June 2026

研报英文原文证据摘录

Biotech - Investor Pulse: Top Inbounds Across Our Coverage; June 2026

Truist Securities

Equity Research Report July 6, 2026

HEALTHCARE: Biotechnology

Biotech - Investor Pulse: Top Inbounds

Across Our Coverage; June 2026 Gregory Renza, M.D. Our investor inbounds in June were primarily focused on ABVX, VRDN, GMAB, RVMD, 212-419-4617

Gregory.Renza@truist.com GILD, AGIO, EXEL, IDYA, NUVL, AVBP, which we believe largely reflect names with

active bull/bear debates, visible near-term catalysts and inflection potential. We also

include in this note select research items relevant to those companies along with Supawat Thongthip, Ph.D. additional thematic pieces that received elevated investor interest. 212-401-4429

Supawat.Thongthip@truist.com

Top 10 Investor Inbounds in June

Anish Nikhanj, Ph.D. 1. To what degree has Part 2 data de-risked ABVX's obefazimod from a

212-326-3106 developmental and regulatory standpoint? What strategic options are on the table

Anish.Nikhanj@truist.com for the company at this stage?

2. How can VRDN capitalize on the opportunity in TED with the now-approved

8 Page Document Lumvoa? How can the company tap into the largely untreated chronic TED

segment? What value is there in the FcRn pipeline?

Reasons for this report 3. How much competitive pressure does the OrigAMI-4 data and timeline pose

for GMAB's petosemtamab? What are the bogies for Epkinly, Rina-S, and

✓ Investor Feedback Included petosemtamab upcoming readouts?

4. What's the potential upside to RVMD's current price? How strong is daraxonrasib's

PoS in lung and CRC and will the company share the 1L NSCLC data along with

the development strategy update in 2026?

5. What data did GILD use to support the oral Yeztugo filing? Which drug does it

replace, and what is its addressable market opportunity?