Dafydd Green
OP
:
Might test the theory and see if it works… The market moves in mysterious ways, Cardiff Oncology (CRDF) had great data out yesterday and slumped, never quite know how markets take this kind of news (e.g. maybe people are looking at the data and thinking “well it’s good but it’s not great”)
Dafydd Green
OP
:
Eventually $Atara Biotherapeutics (ATRA.US)$ went up 2.08% but the worst was $EQRx (EQRX.US)$ going down 13.54%… Note to self - investigate why that would have been (strength of trial data? Competitive market for KRAS+ CRC? I.e. not so many people and actually quite a lot of drugs, and OS that’s not so special at 9months)
Lots of speculations today about why stocks like$Moderna (MRNA.US)$aren’t doing so well (see BK2428 below) - worth bearing in mind that drug manufacturers as a whole are down. Still long on Moderna, but they coud do with more and better clinical news - they still feel young as a company and don’t push out good news/PR. Talk about your trials, hype up the CMV vaccine coming up next and its unmet need (e.g. in transplant patients - an already large and affected group). In the medium term their in...
The U.S. drugmaker shared a new analysis that showed the incidence of breakthrough Covid cases was less frequent in people who were more recently vaccinated. The findings suggesting immunity for earlier groups had started to wane. $Drug Manufacturers - General (BK2428)$
$Pfizer (PFE.US)$Plaxovid results against omicron may push it up
$EQRx (EQRX.US)$Meeting phase III endpoints for sugemabalib
$AstraZeneca (AZN.US)$Details of the HIMALAYA study showing 22% OS benefit in liver cancer
$UCB S.A. UNSP ADR EACH REPR 0.5 ORD (UCBJY.US)$Bimzelx achiev...
$Drug Manufacturers - General (BK2428)$
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