Americas Healthcare Biotechnology 1Q26 Model Updates

Goldman Sachs reviewed 1Q26 earnings for eight biotechnology companies, updating financial models without changing investment ratings or price targets materially. Key clinical milestones for lead assets in atopic dermatitis, cardiomyopathy, and oncology remain the primary drivers for these stocks through 2026.

Key Takeaways

• 1.The 1Q26 earnings reviews resulted in no material changes to investment views across the biotechnology coverage group.
• 2.Corvus Pharmaceuticals (CRVS) is awaiting imminent maintenance data for soquelitinib in atopic dermatitis (AD) expected at SID 2026.
• 3.Vera Therapeutics (VERA) is focused on the upcoming PDUFA date of July 7, 2026, for atacicept in IgAN.

Table of Contents

• Corvus Pharmaceuticals (CRVS)
• Table of Contents
• Edgewise Therapeutics (EWTX)
• Foghorn Therapeutics (FHTX)
• Kiniksa Pharmaceuticals (KNSA)
• Spyre Therapeutics (SYRE)
• Entrada Therapeutics (TRDA)
• Vera Therapeutics (VERA)
• Vir Biotechnology (VIR)
• Disclosure Appendix

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