Replies to post #235438 on Biotech Values

[dewophile]

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