Jan. 23 at 1:09 PM
This week in Chat:
-A number of interesting setups shared in our Non-Biotech channel, including Crypto & Tokenization side of things
-Good back and forth on
$CRVS, quite a few people owned into the data (vs selling early like I did 🤦♂️). Implications for evolving atopic dermatitis landscape & increased market penetration estimates (IF data holds up in higher N of patients). Not to mention impact on confidence level into pivotal PTCL readout and potential to soon move forward in expansion indications like asthma & HS). IP to 2042= long-lived per CEO but others think it's only to 2037 (plenty of time to develop soquelitinib in other indications as well as move next-gen ITK inhibitors forward)
Also, noteworthy discussions in
$GLUE,
$CELC,
$VIR,
$AVBP among others