$BYSI interesting here. Plinabulin +++ Ph3 data in CIN. Used on top of SoC G-CSF. Chemo is still broadly used (despite I/O and targeted therapies) and Gr4 neutropenia still occurs despite G-CSF and leads to dose reduction impacting survival (15% dose ↓ = 50% ↓ OS) (1/4)

$BYSI Data across multiple endpoints stat sig thru the roof. Drug has BTD in US and China for CIN. Lead investigator for this Ph3 was the KOL that wrote the CIN guidelines for NCCN. (2/4)

$BYSI the drug is also in Ph3 in combo with docetaxel for 2L/3L NSCLC. Has demonstrated ++ Ph2 data vs docetaxel alone, with efficacy and safety superior to current 2L/3L SoC. Plinabulin is a tubulin inhibitor, same class as $ESALY Halaven (eribulin). Data in 1H21. (3/4)

$BYSI Co. just completed $75m raise at $10/shr which should be sufficient for launch on their own. Massive cut to where they were trading pre-data and when deal was announced. Financing overhang now removed; limited "smart" funds at this point; fairly under the radar (4/4)

Last point, $BYSI trading at $350m MC, EV of $250m. 4 brokers have an average $40 PT. Company has just formed a protein degradation wholly-owned subsidiary (Seed Therapeutics), which I see as a free call option in a newly hot field in onc. $CCCC $KYMR $NRIX