NuCana: Starting A Speculative Position At An Astonishing Risk-Reward
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NuCana (NCNA) has been on my watchlist for about a year due to its ProTide technology platform that could surpass contemporary nucleoside analogs and improve patient outcomes. The company’s lead candidate, Acelarin, is moving closer to a first interim analysis of their Phase III study as a first-line treatment for advanced biliary tract cancer in 2022. If Acelarin proves to outperform gemcitabine in advanced biliary tract cancer, we could see a significant…
