Faisal Khurshid has given his Buy rating due to a combination of factors, primarily the conviction that Brukinsa can deliver revenue meaningfully ahead of current market expectations over both the near and long term. He now anticipates a strong second quarter with potential beat-and-raise dynamics, sustained by multi‑year treatment duration and expanding first‑line use in mantle cell lymphoma, while also seeing reduced risk from competing CLL therapies such as AV and Jaypirca.

In addition, he highlights that early‑stage solid tumor assets like CDK4, GPC3, and B7‑H4 have advanced into late‑stage development on encouraging data, warranting explicit valuation in his model. Khurshid also notes that forthcoming launches like Beqalzi (sonrotoclax) and the BTK CDAC, though not yet major revenue drivers, should enhance investor perception of the CLL franchise, and he believes the stock’s prior weakness tied to China biotech sentiment and macro headwinds offers an attractive entry point as those pressures gradually abate.