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Mirati Therapeutics, Inc. (MRTX)

NasdaqGS - NasdaqGS Prezzo in tempo reale. Valuta in USD.
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190,29+12,99 (+7,33%)
Alla chiusura: 4:00PM EDT
191,47 +1,18 (+0,62%)
Preborsa: 05:50AM EDT
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  • a
    KRAS is stealing the show

    $AMGN combination treatment with KRAS-blocking drug shows improved response in colon cancer patients $MRTX
  • s
    $MRTX conversation
    Maintains Oppenheimer Holdings Perform USD 160 » USD 175
    Maintains Morgan Stanley Equal-Weight USD 160 » USD 173
    Maintains SVB Leerink Outperform USD 195 » USD 205
  • B
    $TGTX conversation
    JPMorgan Looking Ahead to 2021 – Buyside Survey
    77% expect #Biotech to outperform the broader markets in 2021
    79% surveyed expect uptick in M&A in 2021
    if M&A does materialize, $ACAD Acadia, $MRTX Mirati and $TGTX TG Therapeutics are the most commonly cited #takeout candidates
  • T
    $AGEN conversation
    BLAIR: #AACR21 $INCY $AGEN $MRTX $ITOS Abstract Highlights and Meeting Itinerary
    On Saturday, April 10, through Thursday, April 15, the American Association of Cancer
    Research (AACR) will host the first of two week-long virtual conferences, with the second to
    be hosted on Monday, May 17, through Friday, May 21. Full regular abstracts were posted to
    the AACR meeting website on March 10 with clinical trial and late-breaking abstracts to be
    released at the start of the conference, and in this note we highlight several important data
    presentations for our coverage list and other data of interest. In addition, an itinerary of all
    relevant presentations to our coverage list and the wider oncology landscape is appended at
    the end of this note.
    In particular, we highlight:
    • Incyte (INCY $83.18; Outperform) will be providing the first clinical update with the
    company’s A2A/A2B receptor inhibitor and hosting a conference call with investors
    (on Monday, April 12) to discuss the company’s broader adenosine targeting strategy,
    including a CD73 antibody. The adenosine pathway has garnered significant industry
    interest, and therapies targeting this pathway have led to monotherapy responses,
    although clear clinical development paths have yet to be established, in our opinion.
    • The next data point for TIGIT antibodies will come from iTeos (ITOS $34.54), which will
    present preliminary Phase I data with EOS884448 as a monotherapy. Recent management
    commentary suggests pharmacodynamic effects of EOS884448 will be focused on the
    periphery for the AACR presentation, with biopsy analysis coming later in the year. Recall
    other TIGIT antibodies have shown minimal activity as a monotherapy, with the most
    apparent benefit coming when combined with PD-(L)1 antibodies in PD-L1–positive
    patients. The company will also host an investor call on Monday, April 12.
    • Agenus (AGEN $2.89; Outperform) will provide an update from the ongoing trial
    evaluating the combination of AGEN1181, a next-generation CTLA-4 antibody with
    Fc enhancements, and balstilimab, the company’s PD-1 antibody. As of February, the
    company reported a 23% response rate (5/22 patients), achieving responses in tumors
    unlikely to respond to PD-(L)1 antibody monotherapy, including microsatellite stable
    colorectal and endometrial cancers. We will host a call with Agenus management on
    Saturday, April 10, to discuss the updated results (see page 5 for registration link).
    • Although mainly preclinical in nature, several companies will provide updates on KRAS
    G12C inhibitors, attempting to improve on the results presented to date by Amgen
    (AMGN $249.10; Market Perform) and Mirati (MRTX $173.91). In particular, the abstracts
    focus on proposed combination regimens, with preclinical efficacy reported for several
    combinations targeting the MAPK pathway.

    Agenus will present updated clinical data with the company’s novel Fc-enhanced CTLA-4 antibody, AGEN1181, for which the
    company has previously disclosed multiple confirmed responses as monotherapy and in combination with the PD1 antibody
    balstilimab. As of the most recent update, the combination of AGEN1181 and balstilimab resulted in a 23% response rate
    (5/22) across a variety of tumor types, including many that would not be expected to respond to PD-(L)1 monotherapy, such
    as microsatellite stable (MSS) colorectal cancer (CRC) and MSS endometrial cancer. These particularly tough-to-treat cancer
    types do not respond to PD-(L)1 monotherapy, making the initial data for AGEN1181 combination more impressive. Two MSS
    endometrial cancer patients have achieved responses, one on monotherapy AGEN1181 and a second on the combination with
    balstilimab. In addition, a confirmed partial response in an MSS CRC patient treated with the combination was also announced
    in February of this year. We continue to be encouraged by the safety profile of the drug and initial biomarker and efficacy data,
    and look forward to additional updates at the upcoming AACR meeting
  • p
    SunTrust just released a note stating that a series of strong data catalysts&disruptive medicines being commercialized or entering the clinic they recommend investors being overweight biotech. Their recommendations are:


    Our time is coming - just be patient.
  • J
    Jason Gustavo Esperado
    $AFMD conversation
    $AFMD should be currently worth at least double/triple to that of $MRTX considering AFM24 is independent of EGFR signaling and mutational status and not limited to just KRAS mutations.
  • A
    $VSTM should play catch up to $MRTX KRAS worth $3.8B and $AMGN , a nice partnership is welcome
  • K
    $SRPT conversation
    From Michelle Solly:
    Keeping an eye on a new fund, launched in Aug 2019, Logos Global!

    The team is formerly of Farallon and Versant, with ~$400m AUM (from 13F)

    They had their first filing! Top positions:

    $MRTX (8.06%)
    $SRPT (7.19%)
    $ASND (6.17%)
    $AMRN (5.09%)
    $APLS (4.43%)
  • A
    VSTM massive upside coming its all about KRAS now HOT , check $MRTX and $AMGN
  • M
    Array BioPharma Inc.
    An Update On Array: Moving Into A New Market $ARRY, $ASLN, $AZN, $LLY, $LOXO, $MRTX, $OPHLF
    Braftovi and Mektovi commercial revenue has grown 62.1% QoQ. Braftovi and Mektovi is approved and launched in Europe and recently approved in Japan. Substantial
    Braftovi and Mektovi commercial revenue has grown 62.1% QoQ. Braftovi and Mektovi is approved and launched in Europe and recently approved in Japan. Substantial
  • D
    $MRTX conversation
    This equity analyst sees big things coming for $MRTX and others in 2019:
    "Deciphera’s  $DCPH Phase III top line reads out at ASCO, Mirati’s competitor Amgen (NASDAQ:$AMGN) will likely present clinical data on its KRAS inhibitor at ASCO and Mirati clinical data likely at ESMO, or European Society for Medical Oncology. Scientists have been trying for the last two to three decades to come up with a targeted KRAS inhibitor, and it finally looks like Mirati and Amgen have cracked the code. Any positive updates from Amgen will likely be read as positive for Mirati.BerGenBio has second-line lung cancer and second-line AML — acute myeloid leukemia — data at ASCO. Celyad $CYAD is also presenting mature Phase I data in AML and colorectal cancer, Neon $NTGN will be presenting 52-week mature data in melanoma and lung cancer at ASCO, and Forty Seven Inc. $FTSV will provide an update on mature Phase II data with 5F9 in relapse/refractory NHL."
    Word count: 2,849 TWST: If you could, just start out by telling the readers what your coverage universe is. Dr. Roy: The focus of my coverage is disruptive technologies and is currently mostly focused on oncology. My coverage universe can be divided
    Word count: 2,849 TWST: If you could, just start out by telling the readers what your coverage universe is. Dr. Roy: The focus of my coverage is disruptive technologies and is currently mostly focused on oncology. My coverage universe can be divided
  • L
    Lucas A. Johnson
    $MRTX conversation
    Where can you find the best plays from across the markets? ExplosiveOTC consistently uncovers the hidden gems before they break out.
  • s
    $MRTX conversation
    Maintains HC Wainwright Buy USD 255 » USD 251
    Upgraded by Jefferies Hold » Buy USD 208 » USD 196
  • W
    $AGEN conversation
    $mrtx was under 3, 3 years ago. Now it's over 200 on good kras data for lung cancer. I had similar dreams stock price dreams for $agen when I made my first purchase in 2017. Now I just dream of $agen staying above $4 lol. God dammit.
  • C
    It’s called a bioscam for a reason. $MRTX $NLNK $ANAB $AUPH $GALT $COOL $CARA $CNAT $MNKD $CALA and all other biotech scams will end up the same.
  • F
    $MRTX conversation

    the next "big" biotech stocks
  • A
    VSTM it’s time to accumulate shares KRAS is huge look at $MRTX and $AMGN much bigger than $TRIL and $FTRV cd47
  • A
    Buying more here think will see $10 pretty soon $MRTX
  • A
    $MRTX still up 500% with no sales yet should move some to $AMRN and NBRV
  • C
    $MRNS $CARA $AUPH $SGMO $CNAT $CALA $MNKD $ANAB $MRTX $NLNK ALL THOSE biotech SCAMS will end up like $DCTH. Their chart will be down by 99% soon. Some in a year, some sooner some later. Remember 99% US small biotech companies are scams.