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SMID Cap in Focus – Emergence of the Catalyst Economy

发布日期: 2026-07-21研究机构: Morgan Stanley公司 / 股票: ARGX.O,DNLI.O,ONC.O,NBIX.O,INSM.O,CYTK.O,RARE.O,PTCT.O,IONS.O,RYTM.O,LLY.N,CGON.O,RGNX.O,MIRM.O,ASND.O报告页数: 9原文语言: English证据页码: 4

研报英文原文证据摘录

SMID Cap in Focus – Emergence of the Catalyst Economy

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Morgan Stanley & Co. LLC makes a market in the securities of 4D Molecular Therapeutics Inc, ABSCI CORP, Acadia Pharmaceuticals Inc, Alector Inc, Alumis Inc., Arcus Biosciences Inc., Arcutis

Biotherapeutics, Inc., Arrowhead Pharmaceuticals Inc, Arvinas Inc, Atea Pharmaceuticals Inc, BeOne Medicines, Bicara Therapeutics, Bicycle Therapeutics Plc, BioAge Labs Inc, Biogen Inc, Biohaven

Ltd, Celldex Therapeutics Inc, CG Oncology, Crinetics Pharmaceuticals, Cullinan Therapeutics, Denali Therapeutics Inc, Disc Medicine Inc, Dyne Therapeutics Inc, Generate Biomedicines Inc,

Immunocore Holdings Ltd, Incyte Corp, Intellia Therapeutics Inc, Ionis Pharmaceuticals Inc, Kalaris Therapeutics, Kymera Therapeutics Inc, Kyverna Therapeutics, MapLight Therapeutics, Mirum

Pharmaceuticals, Nurix Therapeutics Inc., Organon & Co., Pharvaris N.V., ProKidney Corp, PTC Therapeutics, Regeneron Pharmaceuticals Inc., Regenxbio Inc, Rhythm Pharmaceuticals Inc, Rocket

Pharmaceuticals Inc, Sana Biotechnology, Inc, Schrodinger Inc., Silence Therapeutics Plc, Trevi Therapeutics Inc, Ultragenyx Pharmaceutical Inc, United Therapeutics Corp, Vir Biotechnology Inc,

Zenas Biopharma Inc.

The equity research analysts or strategists principally responsible for the preparation of Morgan Stanley Research have received compensation based upon various factors, including quality

of research, investor client feedback, stock picking, competitive factors, firm revenues and overall investment banking revenues. Equity Research analysts' or strategists' compensation is not

linked to investment banking or capital markets transactions performed by Morgan Stanley or the profitability or revenues of particular trading desks.

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