Clovis Oncology Inc (fka CLVSQ) (CLVSQ)

[AugustStockInformer]

Brian Klein, M.D. from Stifel, Nicolaus & Co. really got this right, early, early, early:

https://www.twst.com/interview/clinical-advancements-and-drug-launches-in-therapeutics-fuel-investor-enthusiasm

"...the company’s name is Clovis (CLVS), and the market cap there is about $1.4 billion. Going back to the theme that we talked about of targeted therapies, this company is developing a cancer product for patients with specific a mutation in lung cancer called EGFR mutation, and that stands for epidermal growth factor receptor; it’s a type of receptor on the cancer cell that helps stimulate the growth of cells. And in particular, patients within this EGFR mutated class have developed a resistance pattern to the current standard of care, and then they tend to deteriorate rather rapidly.

This company is developing a targeted therapy for a specific mutation there, and the data remains early. This company actually is only in the midst of their — in early Phase II, but from the data that we’ve seen the drug appears quite active, and we think that given the targeted nature of the product, the large unmet need in lung cancer and the data that they generated today, it’s possible that the FDA could be quite accommodative here and have this drug on the markets within a couple of years.

TWST: So real fast track on it?