$1,000 follows their calls into $848
Jonathan Faison@jfais20$VSTM - nice delayed reaction, market digesting the offering & realizing the tolerability & efficacy edge in G12D vs $RVMD daraxonrasib is real (or at least the possibility of it being real merits a rerating) + CRC optionality
Jonathan Faison@jfais20$VSTM - nice delayed reaction, market digesting the offering & realizing the tolerability & efficacy edge in G12D vs $RVMD daraxonrasib is real (or at least the possibility of it being real merits a rerating) + CRC optionality
Jonathan Faison@jfais20$VIR (L @ 6.5% PW) From prior notes: 2 new expansion cohorts for PSMA, suggests they like the early signal HER2 TCE in dose escalation for multiple tumor types, CRC a key indication where the bar (ORR) is low 🤔 ECLIPSE phase 3 readout in HDV, best-in-class TND levels $MIRM
Jonathan Faison@jfais20I agree with Chuck $XBI
Jonathan Faison@jfais20$MANE strong like bull
Jonathan Faison@jfais20$MANE - nice to see recent IPO data wins vs implosions (saw too many of the latter in previous bio bubble $XBI)
