This report provides research updates on various companies including Blackstone Digital Infrastructure, PTC Therapeutics, Seaport Therapeutics, and Shattuck Labs, alongside industry commentary from the ADA 2026 conference.
Key Takeaways
- 1.Citi initiated coverage on Blackstone Digital Infrastructure Trust (BXDC) with a Neutral rating, citing valuation concerns despite favorable industry trends.
- 2.Lilly's retatrutide data at ADA 2026 demonstrated compelling efficacy (>30% weight loss) for obesity, suggesting broader adoption potential.
- 3.Seaport Therapeutics (SPTX) data supports advancement of GlyphAgo into two phase 2 trials, with safety and efficacy milestones expected through 2028.
Table of Contents
- Company
- Industry
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Authors
Michael Rollins, CFANick JosephEric Joseph, PhDYigal Nochomovitz, Ph.D.Geoff Meacham, Ph.D.Anthony Pettinari
Securities
BXDC.NPTCT.OSPTX.OSTTK.O
Themes
Data Center Asset ValuationWeight Loss Therapeutics Pipeline
Regions
North AmericaUnited States