Biotech Values

[mcbio]

I think it's a good bet I followed the drug before CRGN was merged with CLDX. I think it will be a nice pop but I doubt it will be more effective than IMGN ADC even in triple negatives breast tumor.

Anxious to see what kind of pop we get if results turn out positive. Keep in mind market cap is only ~$125M and CLDX has a pretty extensive pipeline beyond 011 (http://www.celldextherapeutics.com/wt/page/pipeline_redirect ). I will have to try to track down the T-DM1 data in triple-negative patients so we have something to compare results to.