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Biotech / Medical : Xencor (XNCR)
XNCR 13.98-2.7%3:30 PM EST
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To: tuck who wrote (8)4/9/2014 9:32:01 AM
From: scaram(o)uche1 Recommendation

Recommended By
rkrw

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>> immuno-oncology stocks today in the wake of Juno's/MSKCC's CAR-T trial hold in NHL <<

This is what it looks like when the sector is GILDizing as lockup is approaching.....

finance.yahoo.com

(Lockup expiration yesterday, still coming for XNCR... and yet I added 50% to XNCR position a couple of days ago??!!)

Tainting the MAb engineering companies with the CAR-T brush isn't fair. It's like saying that we should take back all ipilimumab data. Goes double for Innate, given that the target is the NK cell.

Should be easier to dial down any tox with a molecule than with a rampaging T cell.

Best! Rick
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