Jan. 28 at 9:53 PM
$STRO (NP)
$140M MC,
$20M EV
Surprised to see this struggling ADC developer more than double from April lows
Perhaps the market is bullish on their next-gen tissue factor-targeting exatecan program
Company moved initial data up to midyear (to rapidly identify RP2D & "early signs of clinical activity"), could differentiate on wider therapeutic window
$PFE
Concerns on still high cash burn but can easily raise here
