Top Piper Sandler analyst Yasmeen Rahimi left the firm’s recent Healthcare Conference with stronger confidence in several biotech names heading into 2026. She said the updates from management teams gave a clearer view of upcoming launches and expected approvals.
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Rahimi pointed to four commercial-stage companies she continues to back: Crinetics Pharmaceuticals (CRNX), Cytokinetics (CYTK), Madrigal Pharmaceuticals (MDGL), and Soleno Therapeutics (SLNO). She believes each company has a solid plan for its drug rollout and expects these launches to gain momentum next year.
She also highlighted a group of companies that may see approvals in 2026, including Namsen Pharma (NAMS), Praxis Precision Medicines (PRAX), Savara (SVRA), and Unicycive Therapeutics (UNCY). Rahimi said the data behind these programs is strong and supports a high chance of approval.
Rahimi believes 2026 could be a constructive year for the biotech sector, with a mix of ongoing launches and important regulatory decisions ahead.
Which Stock Is Best to Buy Now?
We used the TipRanks Stock Comparison tool to see how Wall Street analysts rate Crinetics Pharmaceuticals, Cytokinetics, Madrigal, and Soleno Therapeutics — and to compare which of these biotech stocks currently offers the strongest upside.
