Biotech Values

[poorgradstudent]

LOXO:

The paper gives a relatively thorough breakdown on this patient. The CT scans of the response are rather impressive.

Only issue is that these data were previously disclosed. Maybe today's reaction suggests that the market is valuing peer reviewed publications more highly than meeting abstracts and talks?

Probably wishful thinking on my part.

I think LOXO and RXDX is a good TRK basket for now. Their lead drugs have some differences which make them overlapping but not identical assets.