>> Apparently, Xencor & Amgen do, too, a little bit. <<
Agreed.
But I don't have a full position, and poor RA data might be a blessing.
(Doesn't mean I'll jump at that/any op!)
Regarding "boring".... today's world, a platform for producing humanized MAbs is a big yawn. There are ~20 groups aimed at the same-old, same-old checkpoint inhibitors (GITR, OX-40, etc.). I still believe that companies that can patent Fc tricks are takeover candidates. That sentiment, if widely shared, might take some volatility out of trading. But I'm with you, and expected more low-volume volatility. |
