After surveying 25 sickle cell disease experts, Piper Jaffray analyst Danielle Brill is "incrementally more bullish" on both GlycoMimetics (GLYC) and Global Blood Therapeutics (GBT) into their upcoming catalysts. GlycoMimetics and partner Pfizer (PFE) have pivotal Phase 3 results with rivipansel, their pan-selectin inhibitor, reading out in July, Brill tells investors in a research note. And Global Blood Therapeutics is expected to complete its new drug application submission for voxelotor via the accelerated approval pathway and present full Phase 3 Hope trial data in June, adds the analyst. Following expert feedback, Brill remains confident for a successful Phase 3 outcome with rivipansel. She believes positive data will drive GlycoMimetics shares "meaningfully higher" in July. Further, the majority of the surveyed doctors believe voxelotor's hemolytic anemia benefit is clinically relevant and most expect accelerated approval based on these data, adds the analyst.

Bullish option flow detected in Pfizer with 50,393 calls trading, 2x expected, and implied vol increasing over 2 points to 28.83%. Sep-24 27.5 calls and Mar-25 42.5 calls are the most active options, with total volume in those strikes near 27,600 contracts. The Put/Call Ratio is 0.21. Earnings are expected on May 1st.