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dewophile

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dewophile

Re: DewDiligence post# 235438

Thursday, 11/05/2020 8:32:28 AM

Thursday, November 05, 2020 8:32:28 AM

Post# of 257300
MRK missed on IMMU so went for a competitor
ADCs seem hot right now. I'm not quite sure why except SGEN did show that they pair well with PD-1s, which was part of the bull hypothesis from years ago when you had good data w Adcetris and Opdivo in HL (and now Padcev plus Keytruda, etc.)
PS: I sold SGEN too early
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