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Biotech / Medical : momo-T/FIF
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To: Miljenko Zuanic who wrote (11726)10/6/2018 6:20:06 PM
From: tuck  Read Replies (1) of 12215
 
October $70s. Did you see the waterfall plots from BPMC and LOXO today? Both look very good.

LOXO-292 and BLU-667 ATA posters

It seems as though the last few days, Mr. Market was nervous about these results, but duration of response seems to have exceeded those reduced expectations. The nod still goes to LOXO at the moment, and I have a sold put position in that, too. But, my understanding is that BLU-667 dosing could go higher for better response in future trials/cohorts.

In any case, hoping for higher prices in both next week.

Cheers, Tuck
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