065 - Are Iovance's Buyout Hopes SHATTERED?? Karyopharm Moves to Expand Selinexor's Label

Iovance (#IOVA) confirms a profound effect of LN-144 in metastatic melanoma with interim data from their 4th cohort. They also showed early data in NSCLC, which is an important indication for the company's future. Karyopharm's (#KPTI) Selinexor is approved for 5th line Multiple Myeloma and is currently being tested in other diseases. They have a number of upcoming catalysts that are likely to maintain the stocks value, and I discuss the details of my rough model for estimating value.

Warning: My ASCO updates are boring. Most posters/presentations were in line with abstracts provided weeks ago. Also, I say "661" during the TRIL section, but I really mean "621".

1:30 ADAP

2:53 ALLO

5:05 MRKR

6:44 AMGN

7:29 TRIL

9:53 IOVA

21:28 KPTI

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