Dec. 3 at 6:27 PM
$HOWL $HOWL 👀 Added yesterday and today. The MPM/ form 4 sales are misunderstood and have no bearing on upcoming data but have created an opportunity to accumulate cheap. There is a lot of pharma interest in next gen IL-2 and T cell engagers and HOWL already has a
$1B+ JAZZ partnership validateing the platform that not too many investors are aware of. We’ve seen a durable CR in a heavily pretreated patient at 12mg. We will be getting data on higher doses. The PR should also have updates on end of P1 FDA meeting, WTX-330, and a second T cell engager. MDNAF has 2X the market cap of HOWL. They have data on more patients but no partner. I like HOWL’s approach, using native IL-2, better than MDNAF and other receptor based approaches. The JAZZ partnership validates the masking and linker tech. So far the preclinical data is translating very well. I think we’ll get a very good update!
