🚨 Brutal "Sell the News" flush on $MRNA after its Phase 3 melanoma vaccine data leaked ahead of #ESMO26.
Stock plunged 17.57% to $202.63 (down as much as 24% intraday) on massive 50.4M volume vs. a 19.1M daily average.
What the tape is telling us:• The Catalyst: While Intismeran + Keytruda met primary endpoints (42% recurrence risk reduction), distant metastasis-free survival (DMFS) fell short of whisper numbers after a 587% YTD rally to $254.48. • Options Flow: P/C Ratio spiked to 1.85 with 154K puts traded. Institutional flow is heavily skewed 88% Bearish, aggressively hitting the $200 and $175 strikes.
All eyes on the $176.00 institutional support zone. Don't catch a falling knife until put skew cools off
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Phase 1 first-in-human (FIH) results of YL211, a c-Met targeting antibody-drug conjugate (ADC), in patients (pts) with advanced solid tumors
https://esmocongress.esmo.org- **标题 / Title：** A Study of HS-10241 Combined With Almonertinib Versus Platinum-based Chemotherapy in Treatment of Advanced NSCLC With MET Amplification After Failure of EGFR-TKI Therapy
https://esmocongress.esmo.org来源：George Lucas · x.com