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Biotech / Medical : Juno Therapeutics Inc. (JUNO) -- Ignore unavailable to you. Want to Upgrade?


To: Biotech Jim who wrote (59)3/2/2017 10:24:16 AM
From: Biotech Jim1 Recommendation

Recommended By
The Ox

  Respond to of 84
 
Done buying JUNO shares for now, that was a huge no-brainer.

Biotechs blow out on bad news, but those who know the pipeline and potential will look back on this as the weak hands shareholder blowout.

I waited a long time to get my price, years and minutes both.

I am going to step out on the limb here and suggest that we may close positive.



To: Biotech Jim who wrote (59)3/2/2017 10:30:19 AM
From: tuck2 Recommendations

Recommended By
Biotech Jim
The Ox

  Read Replies (1) | Respond to 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



To: Biotech Jim who wrote (59)3/3/2017 1:33:59 PM
From: tuck  Read Replies (1) | Respond to of 84
 
We got another chance here. I doubled my sold put position.

Cheers, Tuck