May. 20 at 7:45 PM
$KURA (L)
My #2 weighted position after today's move:
Oral presentation at EHA for 7+3/zifto combo in 1L AML (90%+ CR rate, MRD- in 80's, mgmt touting "really strong, really deep" responses)
Komzifti taking 40% of new patient starts in first full quarter on the market in NPM1
Darli RCC data in cabo-refractory population 2H 26, already beat
$EXEL's 40% ORR in naive patients using lower dose (should be even better at the full 60mg)
Adagrasib combo data at ASCO could open the door to broad KRAS collaborations
$RVMD
