Filtered library · Theme
rare-disease-approvals theme · 6 dossiers
Dossiers in the rare-disease-approvals theme cluster — 6 names moving on shared catalysts.
All dossiersDNTH
Dianthus Therapeutics, Inc.
The narrative already paid out: gMG Phase 2 read positive (Sep-2025), CIDP CAPTIVATE hit an early Phase 3 GO (Mar-2026), sell-side fully caught up ($121 consensus PT, $16→$96 52-wk run) and a $719M raise at $81 closed Mar-12. Now…
TVTX
Travere Therapeutics, Inc.
FILSPARI FSGS launch confirming, not round-tripping: June brought a second target wave (Citi $62, HC Wainwright $67, Wedbush $55), a USPTO patent allowance + Orange Book listing extending exclusivity, and the 2026-06-02 Everest…
CRVS
Corvus Pharmaceuticals, Inc.
Single-asset ITK-inhibitor binary RESOLVED: soquelitinib's 2026-05-14 Phase 1 atopic-dermatitis data printed clean (up to 75% EASI-75, durable off-drug remission), yet shares SOLD the news ~-28% and now sit ~$11.12 vs a $26.95 52-wk high.…
ETON
Eton Pharmaceuticals, Inc.
Binary resolved bullish: Q1 2026 (printed 5/14) beat EPS $0.14 vs $0.09, revenue $24.3M vs $22.3M, FY26 guide raised to >$120M; HCW Buy, PT $57 (5/15); IMPAVIDO license added 5/19. The rollup beat-and-raise is now confirmed in the numbers,…
OMER
Omeros Corporation
Both binary catalysts already fired Novo Nordisk zaltenibart deal (closed 2025-12-01, $240M cash) and FDA approval of YARTEMLEA for TA-TMA (2025-12-23). Now a one-quarter-old launch ramp (Q1 net sales $9.9M) at ~$10.74, -39% off the $17.65…
TRVI
Trevi Therapeutics, Inc.
De-risking binary already fired: positive CORAL Phase 2b (IPF cough, 60.2% reduction, p<0.0001, June 2025) plus JAMA publication. Funded into 2030 after the April raise, but the next clinical topline is H2 2027 a ~14-month catalyst desert.…