Biotech Values

[JJM760]

Main point there being Criz naive and Chugai still has to run trials in the US.

Against LDK, it seems 113 has a clear tolerability advantage as well as just as good if not better efficacy (with what seems like very good brain mets activity).

I'd agree it is still too early to declare the winner but it seems to me that the market has clearly declared 113 the loser (In EGFR with CLVS as well).