s*********a 发帖数: 148 | |
c********r 发帖数: 562 | 2 "Efficacy is another issue altogether, of course. The Phase I study was
designed to determine safety and feasibility, with full measures of
antitumor activity to come, Novartis said. But, reflecting the hype
surrounding CAR-T, the lack of knockout efficacy results led some investors
to cool their ambitions for the technology's potential in solid tumors
across the board, sending the shares of Novartis rivals Juno Therapeutics ($
JUNO) and Kite Pharma ($KITE) down on Monday morning."
http://www.fiercebiotech.com/story/novartis-new-car-t-hopeful-l
CART may not work so well in solid tumors. |
l****o 发帖数: 65 | |
c********r 发帖数: 562 | 4 CAR-T is too expensive, unsafe and limited efficacy especially in solid
tumors. Now it is time to get out! |
C********1 发帖数: 5281 | 5 KITE和JUNO的技术哪个好?这JUNO怎么比KITE盘子大了一倍多?好像JUNO发行还在KITE
的后面。 |
C********1 发帖数: 5281 | 6 KITE还有2个进入了2期,JUNO都在1期或者PRECLINICAL。 |
s*********a 发帖数: 148 | 7 周末的AACR会议看样子是导火索,不过Kite 和Juno两家公司都没参加,而且诺华和
upenn找5个重症病人没起作用也不能证明这个就对于其他solid tumor病人无效吧?the
street周末的文章是说他们的报告证明这个技术是安全的,我咋觉得不算是negative
news呢?
【在 C********1 的大作中提到】 : KITE还有2个进入了2期,JUNO都在1期或者PRECLINICAL。
|
s********0 发帖数: 2625 | 8 安全的但是没啥用的,有效果的目标人群太小,赚不到钱吧
[在 staplesikea (下里巴人) 的大作中提到:]
:周末的AACR会议看样子是导火索,不过Kite 和Juno两家公司都没参加,而且诺华和
:upenn找5个重症病人没起作用也不能证明这个就对于其他solid tumor病人无效吧?
the street周末的文章是说他们的报告证明这个技术是安全的,我咋觉得不算是
negative news呢?
:........... |
c**2 发帖数: 8496 | 9 why Kite is up and Juno continues to free fall this morning? Is it a good
time to load Juno. Other drug stocks on my watch list are all promisingly
up. (even CALA is not below yesterday's low) Only JUNO is further down 3%
today compared to yesterday's low. |
c**2 发帖数: 8496 | 10 oh! just missed JUNO, it was 54.1x when I wrote last post, and now it's >58.
6% rebound in less than 8 minutes. |
l****k 发帖数: 209 | |
l******r 发帖数: 4021 | 12 奇怪,为什么IB上的价格是54。XX?
【在 l****k 的大作中提到】 : 一样在盯着它,眼看它瞬间拉起,追都来不及
|
c**2 发帖数: 8496 | 13 now it is back down to $56.5
for several minutes it was 58.23, and suddenly peak to 59.45 for seconds.
Now back down to < $57. roller coaster. |