Degrader companies to watch now:
$NRIX — Roche validated. BTK.
$ARVN — PROTAC pioneer. Breast prostate cancer.
$KYMR — IRAK4 and STAT6. Autoimmune.
$C4T — Next-gen molecular glues.
The Roche deal just put
a price on the entire platform.
None of these are priced correctly.