Analysts Are Bullish on These Healthcare Stocks: Nuvalent (NUVL), Neurocrine (NBIX)s: This morning, the company announced via SEC 8-K filing that it had completed its rolling NDA submission for ROS1 inhibitor, zidesamnib, in TKI pr e-treated ROS1+ NSCLC paen ts. Recall that NUVL submi ed under FDA Real-Time Oncology Review (RTOR), which may expedite applicaon r eview and by our previously- published esma te, leads to approval ~1-2 months before PDUFA on average. This submission represents yet another key execuon milestone for NUVL, and sets the stage for not only first approval & commercial launch, but also for likely future expansion into TKI-naive ROS1+ NSCLC (where we model $480M PoS-adjusted peak US sales in 2040 vs. $153M that same year in the pretreated seng). Per NUVL 2Q 2025 earnings (NOTE), NUVL connues t o correspond with FDA on opportunies f or line-agnosc e xpansion based on the TKI-naive cohort in ARROS-1.