EPOCH 39: BIOTECH MARKET RESEARCH $RPTX

Repare Therapeutics

Mark your calendars – a pivotal moment is on the horizon! Repare Therapeutics (RPTX) is expected to provide results from the phase 1 MYTHIC study, which includes the combination of lunresertib (LUMINAS) and camonsertib (CAM-NI) for the treatment of platinum-resistant ovarian and endometrial cancer, in Q4 2024. This timeline suggests that you might expect an update sometime between October and December 2024.  With options pricing indicating an astounding 125% volatility, the market is bracing for significant movement. 

Every Monday we are out with public biotech research, profiling biotech companies with near term catalysts. This will focus primarily on the major market moving biotech events such as data readouts from the major scientific conferences as well as potential regulatory approvals.

We will not offer specific trading advice (and we do not hold any publicly traded biotech equity), but rather flag emerging events that will likely materially drive stock prices (sometimes +/-100% in either direction).

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HOW TO PLAY BIOTECH APPROVAL/DATA READOUTS ANNOUNCEMENTS

While biotech equities will move on news of announcement, often if there is high conviction in a positive read, a large run up ahead of the news will occur and the actual event turns into a sell the news event. Sometimes, investors wait for the actual event to make a long/short decision. And obviously if the news is disappointing (more often than not) the stock will tank.

This is not financial advice so you will have to make your own call on how to best play these events. Our aim is simply to flag catalysts with high projected volatility.

ALERT: Phase 1 MYTHIC study data from lunresertib (LUMINAS) and camonsertib (CAM-NI) combo for the treatment of platinum-resistant ovarian and endometrial cancer

DATE: Q4

IMPLIED VOLATILITY: +/- 125%

BACKGROUND: