Replies to post #214078 on Biotech Values

[bladerunner1717]

ghmm,

I'm not a science guy. They seem to have solid management and a decent cash position. Their trials have been delayed in order to account for the changing landscape in oncology with the introduction of the checkpoint inhibitors. They have a discovery collaboration with Merck for Keytruda. It seems undervalued to me.

Bladerunner

[DewDiligence]

CTMX threads (scan up):

Yes, concentrations were high. But conversely, we don’t know the dose of probody required to equal binding seen with parental antibody.

— Ozgur Ogut (@Ogut_Ozgur) October 5, 2017

Devil is in the details. Eg $CTMX collab w $BMY re CTLA-4 well-founded,IMO. Yervoy isn't pulling its weight in hunt4 workable I-O cocktails.

— Roy Friedman (@DewDiligence) October 5, 2017

[bladerunner1717]

Why is AFMD selling off so much today? Were the data presented at ASH really that bad?

http://www.nasdaq.com/press-release/affimed-presents-data-from-phase-1b-combination-study-of-afm13-with-pembrolizumab-at-ash-20171211-00136


Bladerunner