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Biotech / Medical : biotech firesales
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To: scaram(o)uche who wrote (3183)5/8/2017 11:48:21 AM
From: tuck  Read Replies (1) of 3661
 
KITE off 15% as it discloses a patient death due to neurotoxicity, a problem it was managing reasonably well until now. It's had quite a run since it became a front runner in the CAR-T race, and there could be more downside. Not calling a buy the dip here. Anyone know what the NVS CAR-T program has reported in terms of neurotoxicity? I'll admit to focusing on that issue only with KITE and JUNO (the latter is down some in sympathy, and I opened a small position).

Cheers, Tuck
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