>> have to grant that there is some differentiation on the safety/efficacy spectrum, but it seems to me XNCR's program is on the same line on that plot, so to speak <<
Not a bad plot to be on, given the flexibility of mabs..... dosing, timing, and an actual half life.
I am obviously a big fan of car-Ts, and hope that they'll put all oncology-MAb companies out of business. But, bottom line, you see differentiation re. safety. And you want candy coating too??
To address your earlier question..... yes, the CD19 space is crowded. Been a target since forever.
Aside... just checked.... Goldenberg's company IMMU should have pivotal lupus results with anti-CD22 within a year.
Interesting trading day.... biotech not particularly responsive, decent market rally. Source of funds for Alibaba AND Ms. Janet lording over her gang of biotech haters. Upstream resistance has NEVER stopped this sector.... it just adds fuel to a slightly delayed fire.
And, while talking Fed.... what is Janet going to do, next time she considers herself an expert on biotech valuation?? Introduce a list of specific tickers into the minutes??
Tacky, Janet, tacky. |
