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Biotech / Medical : biotech firesales -- Ignore unavailable to you. Want to Upgrade?

To: tnsaf who wrote (3400)	10/22/2018 11:45:33 AM
From: tuck	Read Replies (2) \| Respond to of 3661

CLVS off 18% after ESMO, continuing a long slide over the last year or so. I think two things are contributing today. One is good data at ESMO from competing ovarian cancer drug Linparza. Another is encouraging, but slightly incomplete data from CVLS' prostate cancer drug. Specifically, patients with the ATM mutation may not be helped much, and that's a noticeable chunk of the market. But approval seems likely in BRCA mutant patients. CVLS might be a buy here or soon. Seems like a lot of bad expectations are now priced in. No position at present. Cheers, Tuck