$Day One Biopharmaceuticals (DAWN.US)$
$DAWN received a priority review with a PDUFA on April, 30, 2024 based on FIREFLY-1 Phase II readout. In the meantime, $DAWN was awarded Priority Review Voucher(PRV) upon approval. It is reported to have a sell-price ranging from 67M to 350M, a huge value addition upon approval.
Tovorafenib is the candidate under evaluation. It is a type II RAF inhibitor, targeting both mutation and fusion BRAF alterations. This pan-RAF inhibitor is superior to...
$DAWN received a priority review with a PDUFA on April, 30, 2024 based on FIREFLY-1 Phase II readout. In the meantime, $DAWN was awarded Priority Review Voucher(PRV) upon approval. It is reported to have a sell-price ranging from 67M to 350M, a huge value addition upon approval.
Tovorafenib is the candidate under evaluation. It is a type II RAF inhibitor, targeting both mutation and fusion BRAF alterations. This pan-RAF inhibitor is superior to...
Luxus
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$Geron (GERN.US)$
IMO the phase III result published in the Lancet is not impressive.
1. 40% reaching endpoint versus 15% receiving placebo (doubtful here)
2. 91% Grade 3-4 TEAE, compared to ESA and luspatercept (current standard of care) is insane
3. Even approved, very limited population of patients willing to take
IMO the phase III result published in the Lancet is not impressive.
1. 40% reaching endpoint versus 15% receiving placebo (doubtful here)
2. 91% Grade 3-4 TEAE, compared to ESA and luspatercept (current standard of care) is insane
3. Even approved, very limited population of patients willing to take
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Luxus
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$Alibaba (BABA.US)$ dont worry guys, it sure will bounce back again. hold it for now. they will announce repurchase plan in early April. be patient and wait
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It is interesting to see some hostile shortings even though the company released its doubling-down on the repurchase program![]()
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Luxus
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Luxus
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Learning a skill usually involves two phases: the phase of "method," which requires constant learning, practice, and summarizing to form our own methodologies. The second phase, "philosophy," refines these methods and integrates them into our thinking, also known as our mental approach. 🤔
In investing, there are many different mental approaches, and different styles of investors have their own. Of course, some are particularly worth apply...
In investing, there are many different mental approaches, and different styles of investors have their own. Of course, some are particularly worth apply...
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