Sep. 13 at 3:55 PM
Change in share price for the week for all 57 non-BP comm'l-stage non-oncology focused bios with MCs over ~
$1B. 37 of the 57 were down which was consistent with oncology. There were 3 HC related investor conferences last week
$CORT was a winner after the FDA accepted Relacorilant's filing for certain ovarian cancers. Perhaps we’ll track CORT with our oncology peer group in the future like JAZZ.
$PTCT appeared at 3 investor conferences over the last 2 weeks, as did
$APLS
$SLNO was down after a 17-year-old patient taking Vykat tragically died. The doctor treating the subject patient said the death had nothing to do with Vykat, as did SLNO management. Baird & HC Wainwright maintained their targets. Investors should check out SRPT for risks to further valuation changes.
TARS was down, we suspect, due to an insider sale. See our other TARS post
$HRMY is a head scratcher to us. If any HRMY investor can attribute its fall to a specific inflection point please note so
This is not investment advice
