by winston » Thu Sep 24, 2026 6:55 pm
not vested
Oppenheimer's Jay Olson raised his target to $120 from $100 and kept an Outperform rating, saying the maintenance results backed "bullish expectations."
H.C. Wainwright's Joseph Pantginis called the readout "highly encouraging," citing strong first-phase weight loss, lasting hold on a lighter schedule, and "very encouraging" gut tolerability. He kept 'Buy' rating and a $102 target.
Morgan Stanley called the data "very positive," noting the 17.5 mg weekly group cleared a 20% placebo-adjusted bar at week 33 with no plateau, plus up to 97% retention on two-week dosing and 90% on monthly shots. It kept 'Overweight' rating and a $95 target.
Truist's Gregory Renza labeled the package a "best-case scenario." The 17.5 mg start came in at 17.8%, the continued-weekly group reached 21.7% by week 33, and clean tolerability, he said, takes risk out of the step-down plan. Truist kept Buy and an $83 target.
It's all about "how much you made when you were right" & "how little you lost when you were wrong"