I expect various sellsiders will be firefighting $MRNA today, but that's a very measured take from Evercore ISI's Cory Kasimov. Good to see! #Esmo26 · CBA Frontier Insights

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Jacob Plieth· @JacobPlieth · X·2026-10-23 22:46· 2 天前评分90

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I expect various sellsiders will be firefighting $MRNA today, but that's a very measured take from Evercore ISI's Cory Kasimov. Good to see! #Esmo26

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会议摘要

2099PNCT04949113 NCT04949113 NCT04949113按 Melanoma 对上

Impact of BRAF V600K mutation in patients with resectable stage III melanoma: A subgroup analysis of the NADINA trial

https://esmocongress.esmo.org

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BadInvestor9@badinvestor99
@JacobPlieth @A_May_MD What does he know? It’s a cure for all cancers. You just don’t see it yet.
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

来源：Jacob Plieth · x.com