ClearPath
@ClearPath100
Particular focus on bio, fintech, deeptech and broader vertical AI themes.
$QURE $XBI Cantor Fitzgerald has today reiterated its Overweight rating and $55.00 price target on $QURE, “maintaining its positive outlook on the gene therapy company.”
Probably known but here are some my takes as we enter 2026 (not that anyone cares): 1. Yes I think $qure gets approved (under a new pathway) 2. $twst doubles in 2026 3. $clpt gets to +$24 in 2026 4. Big year for $psnl, $ilmn, $gral in 2026 5. AI drug discovery will be the…
My estimate: $qure High-dose n=15: all reach 36 months by 1 Jan 2026 (at the latest, by early Q2 2026). High-dose n=17: full 36-month maturity between 1 Jul 2026 and 31 Mar 2027.
Sam Altman recently said something surprising to reporters at a private dinner in NYC. He mentioned that, long term, he believes Apple will be OpenAI’s biggest competitor. Now it’s starting to make sense why.
Hearing fresh detail on Openai "To-go" hardware project from last report. Now confirmed it is a special audio product to replace Airpod, internal code name is "Sweetpea" On manufacturing, Foxconn has been told to prepare for total 5 devices by Q4 2028. All not known but a home…
$QURE Management on Upcoming Type A Meeting: expects a similar group to November with #additional #leadership present.
Revolut is one of the most lucrative bets in European venture capital history, helping Balderton Fund V investors earn 25x returns. @balderton's Daniel Waterhouse said that Nik Storonsky’s pitch demonstrated the scale of his ambition and his detailed understanding of payments…
$XBI $QURE 2026 will see a flurry of biotech acquisitions, and the set-up is in place for strong capital inflows to the sector: ft.com/content/7b07a9…
$qure what's the point of granting a type A meeting if the result will be the same as following the pre-BLA meeting? High chance of a regulatory turnaround.
Worth buying some $QURE today - seems selloff is unreasonable - can close above $30 post #JPM2026 as #FDA just changed tone to proactive support #cell and #geneTherapy #unmet need products in development! $XBI $LEGN $allo $ibrx $iova
I'm surprised $QURE gave back all the gains on the Type A meeting news, but I think this has more to do with algo flows in biotech rather than something specific to the company.
$QURE $XBI The market is still anchored to where the FDA was, not to where the dialogue now appears to be going with AMT-130. Last week’s confirmation of a Type A FDA meeting for AMT-130 is more important than many investors realize, especially given the specific context.…
Nice write up on $QURE AMT130 Type A meeting. en.hdbuzz.net/uniqure-secure…
$QURE Secures Type A Meeting with FDA: What This Means for AMT-130 en.hdbuzz.net/uniqure-secure… #HuntingtonsDisease $CLPT
$CRCL at the current levels is being valued as a cyclical rate-sensitive issuer and not as core financial infrastructure. The market is largely discounting the rapid growth in on-chain dollar settlement volumes, and expansion of enterprise and treasury use cases beyond float…
$USAR at around $17 continues to trade as if it is a marginal resource asset rather than a scaled US rare-earth + magnet platform. Consensus trajectories imply: • Revenue scaling from ~$40m (’26) -> ~$400m+ (’28) as processing and magnet capacity ramps • Strategic exposure to…
$XBI $HIMS Knowing the Novo playbook, it is highly likely they are already in final-stage discussions with $HIMS to relaunch Wegovy in pill format on the platform, and likely on economics broadly comparable to Amazon’s model. The GLP-1 market is tracking toward a $100bn+ global…
$QURE Type A meeting with FDA scheduled: “We look forward to a constructive discussion with the FDA as we work toward a timely resolution regarding an accelerated approval pathway for AMT-130,” said Matt Kapusta, chief executive officer at uniQure. “The Huntington’s disease…
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