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So I want to be a firm believer that eventually cancer will treated based on molecular/genetic signatures (ie, BRCA+ or ALK+, etc - also known as tumor agnostic) rather than guessed origin (lung, pancreatic, etc). LOXO and BPMC are leading this charge, and have some great dats to back this up. Frankly, tumor agnostic approaches were alot of my investing thesis for LOXO and BPMC.

Sadly, a few EU countries have declined to pay for LOXOs tumor agnostic approach. I can't quite figure out why, save for they don't want to pay a high price tag... Because the survival data is there!

This got me to thinking...

Im starting to wonder if social behavior/social economics will allow for a tumor agnostic approach. Meaning, it's easier to say, galvanize and market for funding for "pancreatic cancer" or "lung cancer" than, say, ALK+ or HER2- cancer. I'm not sure if we're ready for tumor agnostic treatment on population level.

Just pondering. I still like BPMC, but wonder if we're too early for tumor agnostic approaches to hit prime time in the next decade. Time will tell.
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