1. Melanoma numbers are amazing and it works amazing with Kytruda. Makes it tempting for Merck to move from partner to M&A especially given their patents running out soon.
2. The sarcoma number will come out today during oral presentation and is expected to be great too leading to an accelerated commercial approval by FDA
3. The NSCLC trial is still ongoing and that will be the kicker for it
My strategy-
1. Capitalise on run up today and tomorrow
2. Next wave after results in Nov
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