JFais
$CGEM (NP)
$800M EV after the selloff, catalyst-packed Q4
-BCMA T-cell engager data in SLE at ACR (Nov 6 to 11), moved this up first b/c they know it's going to be good
-CD19 data was pushed back slightly (bearish or simply want more complete data?), now presenting for all 3 indications together (SLE, RA and Sjogren's) in December
-FLT3 updated dose escalation data with longer follow-up in December (ASH?)
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