H.C. Wainwright’s Ed Arce believes the market’s reaction is not on point, instead opting to recognize GALT’s NASH cirrhosis Phase 2b study as a “landmark,” clinically meaningful win.
Canaccord’s John Newman now sees almost 18% in upside potential for SAGE following a big clinical home run in major depressive disorder.
Guggenheim’s Rohit Vanjani puts a price tag on Revance Therapeutics.
Canaccord’s John Newman sees 24% upside potential for BLUE shares.
Morgan Stanley’s Joseph Moore notes that though his colleague points to dipping NAND flash chip prices threatening ahead, this just marks under a third of MU’s business.
Roth Capital’s Suji Desilva is thrilled that Himax’s fourth quarter is tracking ahead of his previous expectations.
Maxim’s McCarthy now sees 27% upside potential for Gilead, impressed with management’s plans for lymphoma asset Yescarta.
Needham’s Laura Martin appraises ROKU as a “pure-play” on OTT TV-viewing gains without the content risk Netflix poses.
Oppenheimer’s Shaul Eyal now sees 17% upside potential for PANW on back of a powerhouse earnings outclass and full-year guidance raise for fiscal 2018.