Biotech Values

[iwfal]

Quote:
Scott Gottlieb, M.D. (@SGottliebFDA)
2/26/18, 4:30 PM
At a May 9th meeting on drugs that treat rare cancers; we'll discuss cancer therapies that target a tumor’s specific genetic features rather than its location in body (tissue agnostic approvals) and how we treat these products under the orphan drug program go.usa.gov/xneyP


What companies might benefit from this re-assessment? One name that comes to mind is ARQL, which I no longer own, but may have to reconsider.

Fusion TKIs (e.g. BPMC, LOXO). And, ... ? (Mutations that are more prevalent in cancer have a *long* history of NOT being very predictive of being a good target.)