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   Biotech / MedicalBiotech for less than cash value


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To: JamesK who wrote (679)10/29/2023 6:01:50 PM
From: A.J. Mullen
1 Recommendation   of 683
 
Fate is interesting. I was tempted before the sell-off. It’s working on exciting stuff – off-the-shelf immunotherapies. At the beginning of the year, it chose to end rather than revise a collaboration with J&J which resulted in a termination fee to Fate of over $50m. They also announced a 50% reduction in headcount. It said it aimed to have a runway through 2025. Its cash is now approximately twice its current free-cash flow (including the termination fee).

Ashley

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To: A.J. Mullen who wrote (680)10/30/2023 6:31:52 PM
From: JamesK
   of 683
 
They are all so beaten down. I'm sure in five years they'll be so many, "I should have bought that one".

There are so many of these cell therapy companies, having a hard time knowing which to pick. They are starting to show some promise in treating autoimmune diseases with CAR-T.

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From: scaram(o)uche4/3/2024 2:25:58 PM
   of 683
 
We usually look for negative EVs after a prolonged sector drought. But we've had good sector performance since November, with exception of a recent rough spot.

Matt Gamber at Twitter has looked for negative EVs under these circumstances.....

twitter.com

(thread)

Of those issues he mentions, I took a position in CMRX. Yeah, the same CMRX that brought such CMV-related misery to investors.

ONC201 for recurrent H3 K27M-mutant high-grade glioma, a molecule derived from the Oncoceutics munch. Observed toxicity in trials to date, but nothing that has derailed it.

https://aacrjournals.org/cancerdiscovery/article/13/11/2370/729854/Clinical-Efficacy-of-ONC201-in-H3K27M-Mutant

This position was taken without knowledge of market size, the difficulty penetrating it, or competitors addressing it.

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To: scaram(o)uche who wrote (682)4/3/2024 2:34:30 PM
From: scaram(o)uche
   of 683
 
Market size addressed here, also from Matt.....

mattbiotech.substack.com

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