Biotek-snakken — Marts 2022
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SUTRO - er det ikke muligt at faldet forleden er udtryk for skepsis til FRa som target pga SORAYA og resultatet (andre mislykkede trials) samtidigt med at Bev gives skylden for kort PFS, som STR002 har et combo studie med. STRO-002 havde 70% prior Bev pts med i dose esc. og 63% prior Bev i dose exp. Har desværre ikke indsigt i Bev indvirken på PFS. Vi kan jo håbe på at det bare en dårligt undskyldning for at mirv ikke er super godt. idk ?
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Carlsberg exit, Tesla stigning og bund i biotek? https://www.proinvestor.com/boards/102571
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"Danske" IGM Bioscience laver flot aftale med Sanofi. 6 targets/$6B dev/reg milestone med 50/50 rev split på oncology targets. Oppe 70% https://kvgo.com/2022-oncology-conference/igm-biosciences-inc-feb
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