May. 16 at 1:28 PM
Finishing up our weekly recap post:
$KPTI double beat on Q1 report, "important presentation at ASCO", endometrial trial fully enrolled & on track for midyear readout
$TMDX weakness due to trial delays & gross margin compression for several quarters (aggressively investing for future growth), temporary headwind from the Modernization Act
Top 5 Holdings Channel: Feels like people starting to use AI for sharing portfolios, makes for really cool graphics helpful for idea generation (categorized by therapeutic area).
Hat tip to @lfholt , @JoseRestonVA and @WassimLaroussi3 among several others (latter is cooking up a nifty tool for fund tracking if you haven't seen his feed lately)