- AstraZeneca's (AZN +0.1%) AZD9291 and Clovis Oncology's (CLVS -0.9%) CO-1686 have "blockbuster potential," Leerink's Seamus Fernandez thinks, after considering AZN's ESMO showing. (previous coverage)
- The partial responses in patients with the T790M mutation and "excellent overall tolerability" make Fernandez comfortable with adding $500M to Leerink's AZD-9291 model.
- CLVS is maintained at Outperform with an $88 price target — apparently, there's room for two in the market.
From other sites
at CNBC.com (Jun 1, 2015)
Video at CNBC.com (Feb 11, 2015)
at CNBC.com (Feb 5, 2015)
at CNBC.com (Jan 14, 2015)
at CNBC.com (Jan 8, 2015)
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