Nice Presentation This Morning........
IMO, company is progressing nicely and have met all their milestones for 2017 with the major exception of lining up a partner. Some interesting feed during Q&A:
*PFS continues to impress, even with skin related metastasis, including one CR. Many of their patients are in dire need and have already been treated with multiple options yet continue to do well with Tucatinib. Eventually CASC will have it's day and out of the ONTY shadow.
*Have been engaged with other potential partners, but need more time to work out an agreement.
*Safety data is excellent and much better than Puma's.
*And forgot to mention that in Dec 2017, the contract expires with Array regarding the $280M buyout clause.