Aug. 28 at 1:11 PM
Chat Rundown for Friday:
$RVMD - great discussion on Rasonque's label and how chemo-ineligible is defined for treating 1L (very permissive language)
$BHVN - seems like several skeptics getting back on board here, immediate cash needs solved (runway for degraders to shine)
$GUBRA - under the radar Danish obesity name appearing in our Real-Time trades channel (UCN2 as a promising muscle-sparing adjunct mechanism)
$BLSM - another recent IPO just starting to break out. CEO is the inventor of Crizotinib, then Lorlatinib and Repotrectinib. OMNI-EGFR inhibitor could have fast path to market in the C797S population, also shows efficacy in T790M and triple mutants in preclinical
Lastly, great debate on Sell Rules (when to hold patiently & when to trim - valuation gets excessive, other attractive ideas on radar & avoiding higher risk binaries among other factors)
$XBI