$AFMD There are two points brought to my attention: Peripheral blood NK cells are activated by AFM24 and CD8+ cytotoxic T cells become activated as an indirect effect of AFM24. Next step, we need to see this in tumor tissue.
$FSTX 4 data readouts for all of 4 programs in 2022. Multiple partnerships with big pharms. Focus on FS118: Phase 2 refractory head and neck cancer with data expected in mid-2022, especially after BMY's Opdualag™ (nivolumab and relatlimab) got approved last month.
$AFMD $XNCR $APVO $IMGN CD123 is a challenging target. The bispecific antibody, monoclonal antibodies, fusion proteins, ADCs, CAR-T all experienced frustration. I think AFM28 to target CD123 is reasonable. Let's see
$AFMD $BCYC Is anyone familiar with Ridgeback Capital Investments? It only holds 3 stocks: BCYC, AFMD and FSTX. BCYC accounts for around 58% of the portfolio and AFMD is 35%. Is it that possible Ridgeback was involved in the recent market performance of BCYC and AFMD?
$AFMD As for AFMD24, I do start to have positive expectations. There are 29 heavily pretreated nonselective patients with a variety of tumors(RAS mut), only 5 on 480mg(RP2D) and 6 on 320mg. Three patients had stable disease for ≥3 months. The rest of 2022 is catalysts flourish.