BiotechTV - News Mizuho Senior Biotech Analyst Salim Syed highlights key companies in the news he covers heading into the new year
Jan 7, 2026
Salim Syed, a senior biotech analyst at Mizuho, dives into the latest trends in the biotech sector. He shares insights on BridgeBio's expected revenues and the launch of Truvy, forecasting significant market potential. The conversation shifts to Cytokinetics' Mycorzo approval and its advantages over competitors. Syed discusses Vaxcyte's promising guidance and upcoming trial data, while also highlighting Biogen's catalysts and Arcus' strong product potential. His expertise sheds light on critical developments as the new year approaches.
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Bridge Bio Q4 Sales Expectations
- Bridge Bio's Q4 Atrube sales likely land near $135M, reflecting steady ~+$35M quarter growth.
- Holiday-season softness means investors should temper simple quarter-over-quarter extrapolations.
Oral Truvy Could Capture Big Share
- Truvy's oral profile and broad tetramer stabilization support a large eventual market share versus injectables.
- The ATTR market remains low-penetration with a global TAM likely $15–$20B, so multi-billion outcomes are plausible.
Tafamidis IP Trial Timing Matters
- The bench trial over tafamidis IP is penciled for late April but may shift earlier or later due to scheduling conflicts.
- Trial timing matters for perception but Truvy's clinical potency may reduce long-term commercial impact of the IP outcome.