Jun. 10 at 11:01 AM
This is really a breast cancer story right now. GBM may end up getting some great news from the FDA but that's not why you should be investing in
$KZIA . The base case scenario is we kick ass in TNBC, add on other breast indications, and start working our way towards a valuation like
$CELC has. Upside from GBM would be wonderful but we'll still be worth billions without Jon Friend ever mentioning it again.
BTW, did you see
$JNJ bought Firefly Bio for
$1B in CASH?! They have a preclinical degrader. Kazia has two of those programs. We are early innings here people...lots of runway in front of us.
@futureexmillionare @ocellated