177lu-psma-617
novartis,mirati,turning point therapeutics,bms
[' vision', '$bmy', '$tptx', '$mrtx', 'biotec']
#asco22 thoughts:
1. $bmy paid too much for $tptx
2. as says, "long the abstract, short the presentation"
3. lutetium-617 subgroup analyses from vision trial is not important to me
4. i am still bearish $mrtx 5. bullish tpd. we need a few more years
6. i was...1/2
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