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Biotech / Medical : Juno Therapeutics Inc. (JUNO)
JUNO 86.960.0%Mar 6 4:00 PM EST
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To: Biotech Jim who wrote (64)3/4/2017 4:42:06 PM
From: tuck  Read Replies (1) of 84
 
Thanks for your thoughts. >>I also note that RBC thinks the JUNO pre-conditioning regimen with fludarabine higher dose than KITE may be in part the ultimate culprit in the cerebral edema/neurotox/patient death issues, and I think this is similar to the JUNO thinking, but they cite other issues as well.<< What other issues? Certainly we kicked the idea of the pre-conditioning regimen being done at too high a dose on the momo/tif thread. I wondered aloud if JUNO might see if the FDA would let them try a lower dose going forward. Seems like it would be faster than trying to re-engineer the drug as we also discussed over there. But in the face of these difficulties, it makes sense to take a next generation compound forward, instead, and that's why I'm buying the weakness along with you. However, if the next gen compound also requires a pre-conditioning regimen - and I'd be pleasantly surprised if it doesn't - there's still that potential problem. I don't know how well that can be modeled in little animals. Or even big ones.

So I'll probably stand pat with this size position at these prices (i.e., I might reload if the sold puts expire worthless at these prices, or if they don't, I would simply hold the assigned shares without adding). I'd like to see more color on these issues, and what makes the new constructs/compounds better at avoiding them.

Cheers, Tuck
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