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Jacob Plieth· @JacobPlieth · X·· 2 天前评分90

NADINA

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我预计今天会有多家卖方分析师围着 $MRNA 疲于应对,但 Evercore ISI 的 Cory Kasimov 提出了一个非常审慎的看法。很高兴看到!#Esmo26

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  1. BadInvestor9@badinvestor99

    @JacobPlieth @A_May_MD What does he know? It’s a cure for all cancers. You just don’t see it yet.

  2. Jacob Plieth@JacobPlieth

    Cory Casimov citing KOL re $MRNA: Patient mix matters; Neoadjuvant comps matter - cited Nadina & SWOG S1801 cc @A_May_MD; Uncertainty around OS (could change with mature data); Approval ≠ universal uptake. #Esmo26

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