Thus far, September has been a wild experience of ups and downs. Following the latest bout of volatility, shares have ticked greater once more. However as uncertainty concerning one other rescue program and the presidential election continues to linger, the place does the market go from right here? Weighing in for Oppenheimer, Chief Funding Strategist John Stoltzfus argues that any market dips seem “comparatively contained and orderly,” and current longer-term buyers the possibility to search out “infants that obtained thrown out with the bathwater.” He famous, “For nervous buyers the latest downdraft has introduced alternative to take some income with out FOMO (worry of lacking out).”As for the tech heavyweights that powered the market’s five-month cost ahead, the strategist believes “present expectations that expertise shares will stay underneath stress for a while appear exaggerated.” Stoltzfus provides that the “core of expertise shares didn’t seem terribly wealthy in value contemplating that developments in expertise and innovation have but to indicate indicators of plateauing within the present cycle.”Taking Stoltzfus’ outlook into consideration, our focus turned to shares that Oppenheimer analysts are bullish on. The agency’s execs see triple-digit upside potential in retailer for 3 tickers particularly. Operating the names by way of TipRanks’ database, we wished to search out out what makes every so compelling.MediWound Ltd. (MDWD)Growing cutting-edge merchandise, MediWound needs to handle unmet wants within the fields of extreme burn and persistent wound administration. With an necessary authorities contract secured, Oppenheimer has excessive hopes for this identify.Again in January, MDWD introduced that the U.S. Biomedical Superior Analysis and Improvement Authority (BARDA) had entered right into a contract to acquire $16.5 million of NexoBrid, its drug designed to take away eschar in adults with deep partial and full-thickness thermal burns (a course of referred to as debridement), for an emergency stockpile. In response to administration, the primary supply is about for Q3 2020.On prime of this, the corporate filed the NexoBrid Biologics License Software (BLA) with the FDA for eschar removing in adults with deep partial-thickness and full-thickness thermal burns in June. MDWD’s U.S. industrial accomplice, Vericel, is making ready for a right away launch upon approval.Representing Oppenheimer, 5-star analyst Kevin DeGeeter factors out that “Given the submitting concerned participation from three events—MDWD, U.S. industrial accomplice Vericel and funding companions at BARDA—and was accomplished towards the backdrop of public sector work-from-home mandates, we view assembly said timelines as a cloth milestone and derisking occasion for MDWD shares… we consider NexoBrid is on observe for 1H21 launch.”Ought to the remedy in the end be authorized, MDWD is entitled to a $7.5 million milestone cost from Vericel. “We consider the mixture of present money and the $7.5 million milestone cost from VCEL upon NexoBrid approval ought to fund operations at the very least into 2H23,” DeGeeter added.DeGeeter additionally factors out that MDWD plans to open 25-30 websites in U.S. and Israel to assist the Section 2 examine of EscharEx, its product for persistent wounds. Though COVID-19 resulted in a delay, the analyst thinks “the present timeline of 1H21 is achievable.”To this finish, DeGeeter charges MDWD an Outperform together with a $7 value goal. Ought to his thesis play out, a possible twelve-month achieve of 117% might be within the playing cards. (To observe DeGeeter’s observe document, click on right here)All in all, different analysts echo DeGeeter’s sentiment. four Buys and no Holds or Sells add as much as a Robust Purchase consensus score. With a mean value goal of $6.63, the upside potential is available in at 106%. (See MDWD inventory evaluation on TipRanks)UroGen Pharma (URGN)Primarily targeted on uro-oncology, UroGen Pharma develops superior non-surgical remedies to enhance the lives of sufferers. Because the launch of one in all its merchandise is progressing properly, Oppenheimer thinks that now could be the time to get on board.Writing for the agency, analyst Leland Gershell factors to UGN-101 as a key element of his bullish thesis. UGN-101, which has now been formally launched within the U.S. underneath the industrial identify Jelmyto, was designed as a therapy for low-grade higher tract urothelial carcinoma (LG UTUC). The analyst highlights that Jelmyto’s launch is already off to a strong begin, as eight sufferers had acquired 20 doses of the drug in June.“Jelmyto gross sales had been $371,000 in its first month of launch, however extra necessary was administration’s commentary that over 100 urology apply websites are treatment-ready for the product, and that affected person demand has not been visibly impacted by COVID-19,” Gershell defined.Including to the excellent news, everlasting C- and J-codes, that are anticipated in October and January 2021, respectively, may bolster gross sales, in Gershell’s opinion. The label is also up to date to replicate accomplished OLYMPUS information.It ought to be famous that affected person and doctor engagement may stay diminished by way of YE20, and restrictions round elective surgical procedures may persist, based on Gershell. That mentioned, he argues that “LG UTUC’s lack of surgical urgency may suggest therapy deferral for a number of months, whereas Jelmyto’s potential to be administered in an outpatient setting may expedite therapy, favoring adoption.”If that wasn’t sufficient, UGN-102, its mitomycin gel that targets low-grade intermediate threat non-muscle invasive bladder most cancers (LG IR-NMIBC), is about to enter pivotal testing earlier than the tip of 2020. Taking a look at beforehand launched information, the remedy achieved a 65% full response (CR) charge at three months following onset of therapy. “To offset any potential COVID-19 affect on enrollment, URGN has elevated the variety of scientific trial websites exterior of the U.S., in these nations the place virus-related scientific delays haven’t cropped up,”Gershell added.Summing all of it up, Gershell commented, “We consider shares commerce at a reduction to the worth of Jelmyto and UGN-102, and that income progress will assist inventory upside over the subsequent 12 months.”To this finish, Gershell stands with the bulls, reiterating an Outperform score. At $48, his value goal brings the upside potential to 123%. (To observe Gershell’s observe document, click on right here)What does the remainder of the Road must say? three Purchase scores and 1 Maintain have been issued within the final three months. In consequence, URGN receives a Robust Purchase consensus score. As well as, the $44 common value goal suggests 104% upside potential. (See URGN inventory evaluation on TipRanks)Ayala Prescribed drugs Inc. (AYLA)Final however not least now we have Ayala Prescribed drugs, which is concentrated on growing focused therapies for cancers through which Notch activation is a recognized tumor driver. Based mostly on the progress throughout its growth pipeline, Oppenheimer sees large features in retailer.Oppenheimer analyst Jay Olson thinks AYLA’s expertise makes it a stand-out. Its two candidates, AL101 and AL102, that are in-licensed from Bristol Myers, are gamma-secretase inhibitors that concentrate on aberrant activation of Notch signaling in most cancers cells.Notch signaling performs an necessary position in regular cell growth, and perturbations could cause malignant transformation. “We consider Notch focused therapies maintain promise in addressing unmet scientific wants,” Olson commented.The analyst added, “The Notch mutational panorama is various, and the underlying science is evolving. AYLA is constructing a bioinformatics database round Notch to raised characterize and establish Notch-activating mutations. Moreover, AYLA is collaborating with companions growing diagnostic checks for Notch-activating mutations, each at DNA and RNA ranges. We consider these initiatives profit AYLA in the long run by figuring out responders and increasing the addressable affected person inhabitants.”Regardless of the challenges introduced by COVID-19, essential catalysts stay on observe. The corporate is about to current new interim information from the Section 2 ACCURACY open-label examine of AL101 in R/M ACC on the mini oral head and neck most cancers part of ESMO. Trying on the obtainable information, a latest interim evaluation in a single cohort confirmed 69% DCR.As for the second cohort, it’s evaluating a 6mg once-weekly dosing of AL101. “We view the efficacy and security information from the 6mg dosing cohort as necessary for the registration-enabling research, and we anticipate related interim information readout in 1H21,” Olson mentioned.Including to the excellent news, AYLA is on observe to kick off affected person dosing within the Section 2 TENACITY examine of AL101 in R/M TNBC by YE20 after the IND was cleared by the FDA in April. In 2021, AYLA plans to provoke two extra Section 2 research together with AL102 for desmoid tumors and AL101 for r/r T-ALL.“Springworks Therapeutics just lately introduced the completion of affected person enrollment of the Section three DeFi trial of nirogacestat in desmoid tumors with topline information anticipated mid-2021, which ought to present read-across to AYLA’s AL102 program,” Olson famous.Given the entire above, Olson opined, “We’re inspired by AYLA’s benefits alongside a number of dimensions, together with its drug candidates, most cancers indication choice, and concentrate on figuring out Notch-activating mutations whereas growing diagnostics. AYLA’s Notch focused strategy ought to handle unmet scientific wants for sufferers with uncommon however aggressive cancers.”It ought to come as no shock, then, that Olson stayed with the bulls. To this finish, he saved an Outperform score and $23 value goal on the inventory, implying 123% upside potential. (To observe Olson’s observe document, click on right here)Trying on the consensus breakdown, 2 Buys and 1 Maintain have been printed within the final three months. Subsequently, AYLA will get a Reasonable Purchase consensus score. Based mostly on the $19.83 common value goal, shares may climb 92% greater within the subsequent yr. (See AYLA inventory evaluation on TipRanks)To search out good concepts for shares buying and selling at enticing valuations, go to TipRanks’ Greatest Shares to Purchase, a newly launched software that unites all of TipRanks’ fairness insights.Disclaimer: The opinions expressed on this article are solely these of the featured analysts. The content material is meant for use for informational functions solely. It is extremely necessary to do your individual evaluation earlier than making any funding.