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Biotech / Medical : Juno Therapeutics Inc. (JUNO)

JUNO 86.96

0.0%

Mar 6 4:00 PM EST

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Biotech Jim

The Ox

To: Biotech Jim who wrote (59)	3/2/2017 10:30:19 AM
From: tuck	2 Recommendations Read Replies (1) of 84

Parking the Juno and Kite pipelines here so followers can compare. Kite Pipe Juno Pipe (note Juno's pipe isn't confined to one web page, but this has the clinical stuff) A lot to check out, at both Juno and Kite. Many of the same indications addressed, but after CD19, basically no overlap in targets. Kite has a different approach to solid tumors, for example, using TCRs and different targets (though I see Juno also uses a TCR against WT-1). Sold some puts this morning. Didn't get top dollar, but off to a good start. You haven't talked much about which programs you think have the best chances, but I'm sure you have an opinion. Currently, 017 seems to be addressing a smaller market; I don't now now what populations they're enrolling in the pediatric trial. Do you have a favorite in the remaining two CD19 programs? Cheers, Tuck

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