Biotech Values

[jq1234]

I am still debating on ECYT. Value wise compelling for small molecule conjugate, but no survival trend for randomized trial bothers me. If CLDX CDX011 showed no survival trend for HG group, I'd remove it too.

I would not take a gamble on BIOD. If you already have a position, then it might be different. XNPT is interesting. I like to see clinical data first before making judgement on XP23829. I can't comment on a few drugs, so you never hear me talking about them or any related companies.