Johnson & Johnson said the U.S. Food and Drug Administration approved its once-daily psoriasis pill, the first oral option to rival best-selling shots.

Jefferies assigns a high probability of best-in-class efficacy for Definium Therapeutics' DT120, while Evercore notes Tremfya's market share gains for AbbVie but limited future earnings growth. Cognex's CFO sees improving demand, and analysts are bullish on AppLovin, Dave Inc., Chewy, and GoDaddy, despite Super Group facing a 'super simple short thesis'.