sotorasib,apremilast,deucravacitinib
amgen,bms
['lumakras', 'otezla', 'codebreak-200', '$bmy', '$amgn']
#esmo22 $amgn lumakras very underwhelming codebreak-200 data on top of an already slow launch how to justify $18k/mo price w/ ~1mo mpfs benefit and detrimental overall survival? double whammy day w/ $bmy sotyktu clean label re. otezla.
silver lining: more need for smid bio m&amp;a? 
#Biotech Investor | Recovering Scientist | May have L/S position in names mentioned | Opinions are strictly my own and not intended as investment advice