PDS Biotech’s survival benefit is absurdly overstated

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Hello, friends! I’m in San Francisco for the STAT Breakthrough Summit. Later today, I’ll be “fireside chatting” with Cytokinetics CEO Robert Blum. It’s not too late to join us virtually. Check out details here.

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It’s a travel-shortened week for me, so in this newsletter, I decided to dive deep into PDS Biotech and its experimental drug for head and neck cancer. PDS is what I’d call a biotech cult stock.

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