not tagged
elevation oncology,merus
['mrus', '$mrus', '$elev']
 i thought the data at asco were solid. my concerns with $elev are with time and competition, i.e., their ability to get patients enrolled and the data they need for submission. $mrus asco data were also solid; their first-mover advantage seems stronger than before the congress.
Curious about biopharma and the emergence of new energy and economic systems. Often contrarian—nothing here is investment advice.