Apogee Therapeutics (APGE): 18-month performance

Apogee Therapeutics, Inc. is a clinical stage biotechnology company. It offers treatment of atopic dermatitis (AD), ashma, eosinophilic esophagitis (EoE), chronic obstructive pulmonary disease (COPD) and related inflammatory and immunology (I&I) indications. The company was founded by Andrew Gottesdiener and Nimish P. Shah in 2022 and is headquartered in Waltham, MA.

• IPO: July 14, 2023
• The company priced its upsized IPO (initially filed for ~15.6 million shares) on July 13, 2023, at $17.00 per share, raising approximately $300 million. 
• https://www.apogeetherapeutics.com 

1 month later:

Clinical Pipeline Progress (2026)

• Zumilokibart (Lead Asset): Apogee announced highly successful 16-week Part B induction data from its Phase 2 APEX trial treating moderate-to-severe atopic dermatitis (eczema). 
• Phase 3 Launch: Backed by the positive Phase 2 findings, the mid-dose configuration of zumilokibart is scheduled to enter Phase 3 clinical trials in 2H 2026.
• Indication Expansion: Capitalizing on a "pipeline-in-a-product" framework, Apogee is initiating Phase 2 trials for eosinophilic esophagitis (EoE) in late 2026 and asthma trials in 1H 2027. 

GTES — is it a buy?

• Feb. 28:  is GTES a buy?

• 2 weeks later: NO

XOG — is it a buy?

• Dec 1: #37;  Is XOG a buy?

• 4 months later:

TWLO — is it a buy?

• Apr. 11: fin15; Is TWLO a buy?

• 4 weeks later: 

• After earnings: 

TWLO — is it a buy?

• Dec 20:  #20;  Is TWLO a buy?

Next day, Dec. 21:

Dec. 22:

 

EVHC — is it a buy?

Envision Healthcare is an American healthcare company and national hospital based physician group. 

• It has been a part of the S&P 500 index since December 2, 2016, where it replaced Legg Mason.
• Reverse split on December 02, 2016. This was a 334 for 1000 reverse split, meaning for each 1000 shares of EVHC owned pre-split, the shareholder now owned 334 shares.

• 2 years later

weekly

monthly

VNCE — is it a buy?

• Apr. 15:  Is VNCE a buy?

• 2 months later:

Barron's : PayPal shares could rise 40%

PayPal shares could rise 40% as digital wallets proliferate, the Aug. 31 edition of Barron's declared, stating the company has loads of opportunities and cash to grow. Although the former eBay (NASDAQ:EBAY) unit's shares have dropped since its recent spin-off, the "promise of PayPal Holdings (NASDAQ:PYPL) hasn't wavered." The firm is now clear to do deals with big vendors like Staples (NASDAQ:SPLS) and move into back office operations and other services.

• Is PYPL a buy?

• 3 weeks later: NO

GER — is it a buy?

• Aug. 12: Is GER a buy?

• 6 weeks later (Sept. 24): NO