Deep breath, now that the shares were again pumped into a deeply discounted offering.... back to science....
Novartis is, as we knew, going crazy with 162.... the most visible example of regulatory agencies and a willingness to do rational experiments in patients with dire need, the 162 combo trials. Just flat out exciting, to see such a proactive approach to cancer therapy. Next, we might watch for a telegraphed combo, 162 and LEE011 (CDK4/6 inhibitor).....
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Doubled down in four of my major bioholdings, just recently. Didn't include arry, despite the known run into good news. You can change personnel, but it's entities like Deerfield that buffer culture.
Perspective? Harv of ariad was the most hated CEO on Earth, deeply discounted offerings with warrants, always after pump. With some companies, it's a matter of being dog-doo-on-shoe before knowing when to raise bet.
Melanoma data this weekend, 797 next week, to provide perspective. I keep pointing to the piddly little market cap, but it's going through roof while the share price ain't. Gee, what a novel development. Not.
Acid proteins and subset data my ass. |
