1) $CRDF potent PLK1 inhibitor showed 45% ORR in 2L colorectal. Essentially every patient that showed reduction in KRAS marker in blood showed a PR. Update at ESMO. Then ASCO GI. $CRDF could also extend to other KRAS indicationsz Big update at ASCO GI. Could be $1B+ post Jan 2021

2) $AXGT better way to locally produce levodopa. Sentiment could not be worse heading into data update in Oct. vivek & old Alz assets. Investor exhaustion. Although small N, data sign better than DBS and arguably better than $VYGR. 120M mkt cap.

$TCON:$25M mkt cap w/ a ph.3 subcue PDL-1 in sarcoma. Merck w/ their recent data along with the FDA signing off on pivotal trial for $TCON to use historical SOC sets a significant low bar in a 300M peak sales mkt. They have a CRO model of licensing in late stage Chinese assets