GBA Presents: RADIO SAVANT-!

Catalysts
SQZ Biotech has catalysts over the next 12-18 months on their lead drug program, new drug candidates, and business development. Phase 1 data on SQZ-APC in HPV+ solid tumors is set to come out in the second half of 2021. The company is initiating trials for combinations with checkpoint inhibitors this year. The company is also planning to initiate more INDs in the next 18 months for HBV and KRAS-mutant cancers.<---- This work will bring SQZ’s AAC and TAC technologies into the clinic. Lastly, the company is focused on expanding application to point-of-care manufacturing and new partnership deals over the next 2 years.

Lastly, SQZ management has communicated that their APC program in HPV will have a ~10x lower manufacturing cost than CAR-T cell therapies, which would imply the costs for SQZ would be less than $10K per dose. This price point would be pretty transformational for the cell therapy field in general, which has been struggling with scaling manufacturing and cost efficiencies.

Figure 4: Preclinical data of SQZ Biotech’s lead drug candidate’s ability to activate CD8+ (“killer”) T-cells (Source:SQZ Biotech corporate presentation)

 
It's funny I dropped two gummies the other day one Express ripped for 30% and SQZ was flat up a tiny bit and I sold out OF BOTH. At the time I said to myself the correct move is probably doubling down on the slow one. Instead I just jumped out. Hummm.

SQZ IS A BUY!
 
There is this weird thing happening now aMATURES BOXING. THIS GUY RAND PAUL I THINK HIS NAME IS STUPID INTERNET GUY he fights and this guy...


I mean common throw a freakin' punch. What a loser.
 
Mirati Therapeutics after-hours move lower 'overdone,' says Stifel 10:03 MRTX, AMGN Stifel analyst Benjamin Burnett lowered the firm's price target on Mirati Therapeutics (MRTX) to $105 from $133 and keeps a Buy rating on the shares after Mirati announced results from the registration-enabling Phase 2 cohort of the KRYSTAL-1 study evaluating adagrasib 600 mg BID in patients with non-small cell lung cancer harboring the KRASG12C mutation who have received at least one prior systemic therapy. He believes the stock was down on a lower-than-expected mediation duration of response, or mDOR, that could introduce "some accelerated approval risk," but adds that he thinks the negative after-hours move lower in the shares was "overdone." In his view, the phase 2 ASCO abstract "more or less confirms" the similarity of full dose Lumakras and adagrasib monotherapy, said Burnett. He also believes the frontline NSCLC setting "offers a much bigger commercial opportunity" and there he contends that Mirati is more likely to succeed than Amgen (AMGN).

MRTX-$39.95
 
The bigger company the one that traded for over $100 is probably the one to watch here.
Mirati <-----

BUT I discovered something...

April 28 SQZ had a very relevant buy stick.//

20.6 mil <------ followed by

1.46 mil and then

800K.

THIS HAS ALL THE MARKINGS OF A MAJOR PLAYER GETTING IN<-----

SQZ- $3.32




 
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