Jun. 28 at 7:44 PM
$PDSB the circulating dna data is very strong on the MD Anderson trial and the OS is going to be impressive. Little doubt this drug is commercialised but the company is out of money, essentially <
$250M. You need a fortune to compete here. Gilead took
$HOOK for free essentially. There is little hope the company can afford the
$100M+ milestones to Merck Gaa, whom they purchased the rights from years ago. I think we see a return of asset and why I am long
$MRK as well. Still here. I'll die on the hill but I am hedging (doubling loss😂 w MRK purchase)