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Biotech / Medical : momo-T/FIF
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To: tuck who wrote (10906)10/7/2016 12:24:55 PM
From: tuck  Read Replies (1) of 12215
 
So ADAP clinical delays are apparently due to switching from academic to commercial manufacturing processes (see earnings call trasncript). Looks as though they'll be slowed down by a quarter or two, but perhaps can expect slightly better results (i.e. improved achievement of target dosing). Back in the mid $6s, I feel it's been punished enough, and bought some at $6.60 today. Upcoming ESMO presentation this Sunday; abstract is all old stuff from ASCO, near as I can tell. Looks like final cohorts enrolling more less on schedule.

Possible catalysts, if none come from ESMO, would be removal of partial clinical hold and announcement of an SPA (per CC, FDA asked ADAP to do so). Hoping the former is imminent. The latter shouldn't mean much, but it nevertheless tends to get investors excited.

Also bought back into TRVN at $6.50.

Cheers, Tuck
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